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Writer's pictureNonprofit Learning Lab

Volunteer Management: Why Checkpoints and Compliance Matter

Updated: 5 days ago

This is a guest blog by Rosterfy.


Volunteers are essential to the success of nonprofit organizations, but managing recruitment, screening, and compliance can be challenging and time consuming. Explore how automating these processes with Volunteer Management Software like Rosterfy can help you efficiently onboard the right volunteers, ensure compliance, and protect the integrity of your organization. By streamlining these critical tasks, your team can focus on making a greater impact in the community.


The Challenge of Managing Volunteer Applications


For many nonprofits, managing volunteer applications is a manual and time consuming process. The task of reviewing applications, gathering necessary documentation, and tracking whether volunteers meet compliance requirements often feels overwhelming.


Without a streamlined system in place, keeping track of volunteer progress - such as completing background checks, submitting certifications, or completing required training - becomes a challenge. This can lead to delays in onboarding volunteers and potentially result in compliance issues.


How Volunteer Management Software Can Help


Volunteer Management Software, such as Rosterfy, helps nonprofit organizations by automating and centralizing the entire volunteer process - from application and screening to scheduling and compliance tracking. 


With Rosterfy, volunteers can:


  1. Submit Applications and Required Documents: Volunteers can apply online and upload necessary documents in a user-friendly portal, reducing the need for back-and-forth emails.

  2. Follow a Clear Onboarding Process: Volunteers are guided through automated checkpoints, ensuring that they complete the necessary steps like background checks and training before participating.

  3. Receive Real-Time Updates: Organizations can easily communicate with volunteers about new opportunities, shift availability, or compliance needs, all through a single platform.

  4. Track and Report Volunteer Data: Rosterfy makes it easy to generate reports on volunteer hours, compliance status, and overall engagement, offering transparency for audits and internal reviews.


By automating these steps, nonprofits save time and can focus on what truly matters - connecting volunteers with meaningful work in the community.


What Are Volunteer Checkpoints?


Volunteer checkpoints are key steps in the onboarding and management process that ensure volunteers meet necessary requirements at each stage of their journey. These checkpoints can include tasks such as submitting an application, passing a background check, completing training, or signing up for a shift. Each step helps ensure that volunteers are fully prepared and compliant before they begin their roles.


With Rosterfy, these checkpoints are automated, making it easy to track a volunteer’s progress through the system. As volunteers complete each checkpoint, their status is updated, allowing nonprofit staff to see where each person is in the onboarding process. This ensures that nothing slips through the cracks and that volunteers are ready to participate when needed.


How Encircle Automates Volunteer Onboarding with Rosterfy


Encircle, a nonprofit dedicated to providing support for LGBTQ+ youth and their families, has experienced a significant transformation in their volunteer management through Rosterfy. The biggest difference? Automation and checkpoints have reduced their administrative workload, and ensured compliance. 


Here’s how Rosterfy helped Encircle:


  • Automated Volunteer Journey: Volunteers enjoy a seamless journey from expressing interest, to their first shift. Tasks and checkpoints are set at each stage, ensuring volunteers meet all necessary requirements without the need for manual intervention from the Encircle team. 

  • Increased Visibility and Efficiency: Rosterfy provides real-time visibility into each volunteer’s application status, allowing Encircle to track progress and address any issues immediately. 

  • Customizable Document Management: Customizable features have allowed Encircle to tailor the platform to their specific needs. The ability to attach important files and documents to volunteer profiles has streamlined record-keeping and compliance tracking.


Thanks to Rosterfy, Encircle significantly reduced the time and effort spent on administrative tasks, allowing them to focus more on their mission of supporting LGBTQ+ youth and their families. They now have a reportable, trackable, and auditable system that keeps their volunteer program running smoothly and efficiently. 


The Key to Compliance


Maintaining compliance is critical for nonprofit organizations, especially those working with vulnerable populations or sensitive environments. Compliance could mean ensuring that volunteers have passed background checks, completed mandatory training, or maintained relevant certifications. Failing to track these requirements can expose your organization to risks and liabilities. 


Rosterfy helps nonprofits streamline the onboarding process, ensure compliance, and free up valuable time for more meaningful work. Automated checkpoints and compliance tracking not only reduce administrative burden but also ensure that your volunteers are ready and qualified to work.


"Being able to have different volunteers at different checkpoints has made our onboarding process so much smoother. Onboarding was so hard to manage before Rosterfy and now I feel it’s just built in”



Jessica Benelli, Volunteer & Programming Coordinator, Encircle

To learn more about how Rosterfy can transform your volunteer program, read the Encircle Case Study, or book a call with Rosterfy today.

 

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