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Onboarding step-by-step

You have an applicant! What next?

  1. Acknowledge
  • Send a message ASAP - preferably within 24hrs
  • Tell the applicant when and how you will be in touch
  1. Security check (for sensitive roles)
  • Are they vouched for by someone known?
  1. Call
  • A friendly phone call is best - you get a better idea of the person
  • Ask them about themselves - start to build trust
  • Explain the role
  • Can they make your meetings?
  • What are their skills?
  • Do they have access needs and can they be accommodated?
  • For sensitive roles, request social media names for background checks
  1. Decide
  • Are they a good fit for your role?
  • (or another role with your team?)
  • Update contact history on Volunteer Website or Reach Volunteering
YES OR NO
YES
  1. Let them know and send some simple info
  • Confirm they agree with the Principles and Values of XR
  • Intro to XR talk and/or Welcome to XR shelf on the Rebel Toolkit
  • XRUK mailing list (sign-up box, top of Get Involved page on website)
  • Invite them to meet the team (day, time, Zoom link)
  1. Meet
  • Welcome them warmly and thank them as they join the meeting
  • Check-ins: explain who you all are, your roles and some info about your life outside of XR
  • Invite them to introduce themselves
  • Explain hand signals
  1. Debrief
  • Stay on to answer questions (or arrange a later time)
  • Reassure them that it will take time but that there’s plenty of support
  • Do they still want to join the team?
  1. Data security
  • If they’ll have access to personal data, talk about keeping it safe and send them the Volunteer Agreement to sign https://actionnetwork.org/forms/xr-data-protection-agreement
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