- Go to: Configuration, then click on “Application Form Settings” found in the sidebar under Recruitment.
- Select the application form you would like to customize; click on the tab:
- Volunteer 1
- Volunteer 2
- Volunteer 3
- Customize the General Settings section:
- Custom Title: Type over the default text to create a custom title volunteers will see when applying
- Approval: Check box if volunteers require approval; automatically give the ‘Applicant’ status, instead of ‘Accepted’ status, once this application is completed
- Send Email: Check box if you would like an email automatically sent to each new applicant following completion of the form
- New Volunteer Email Message: enter your custom message in the text box
- Disable this application form: check to prevent applicants from using this application form
- Disabled Application Form Message: enter your message in the text box
- Click the [Save] button at the top of the page and continue to “Step One Settings”
- Customize the Step One Settings section:
- Birthdate: Check to display and require applicants to enter a birthdate
- Required Fields: Check to display only required Contact Information fields (name, address, email and one phone number).
- Note: Contact Information fields, including which are required, cannot be changed or removed
- Policy Settings
- Policy Acceptance: Check to require volunteers to accept your policies as the first step in completing the application form
- Display Policy: Check box if you would like these volunteer policies displayed at the top of the user registration page (and enter text in the “Volunteer Policies” field)
- Policy Title: Enter a new label if desired (default: “Organization Policies”)
- Policy Acceptance Checkbox Label: Enter a new label, if desired (default: “I agree with the organization’s policies”)
- Policy Button Text: Enter new text, if desired (default: “View Policy”)
- Enter policy information into text box
- Click the [Save] button and continue to “Step Two Settings”
- Customize the Step Two Settings section:
- General Availability:
- Check to show General Availability choices on the application
- Availability Form Header: If desired, enter custom text that will display above this section on the application form
- General Interests:
- Check to show “Active” General Interests on the application form
- General Interests Form Header: If desired, enter custom text that will display above this section on the application form
- View General Interests that are active and set to display on this application form; to edit, click on the [Manage General Interests] button
- A separate tab will open to the General Interests page
- Classifications: Select the type(s) to display (Enterprise accounts only)
- Qualifications:
- Qualifications Form Header: If desired, enter custom text that will display above this section on the application form
- View Qualifications that are set to display on this application form
- To edit, click on the [Modify Qualifications] button
- Check the boxes to the left of each Qualification you would like to change
- Scroll to the bottom, and click on the dropdown menu
- Select an option and confirm the change by clicking the button at the bottom right of the dialogue box
- Custom Fields:
- Custom Field Form Header: If desired, enter custom text that will display above this section on the application form
- View Custom Fields that are set to display on this application form
- To edit, click on the [Modify Custom Fields] button
- Check the boxes to the left of each Custom Field you would like to change
- Scroll to the bottom, and click on the dropdown menu
- Select an option and confirm the change by clicking the button at the bottom right of the dialogue box
- Override Notice (Optional): Enter text to customize the default message reminding applicants to complete the entire application form.
- Check box if you would like the message to be placed inside a “notice” container
- Check box if you would like your text to display at the top and bottom of the application form
- Click the [Save] button and continue to “Application Complete Settings”
- General Availability:
- Customize the Application Complete Settings section:
- Customize the message that will display to applicants if there are no opportunities available for them to sign up for after completing the application form
- Customize the message that will display to applicants if there are opportunities to sign up for after completing the application form
- Click the [Save] button