Step by Step Guide for Volunteer Managers
There are 2 routes in which a Volunteer can initiate the Leavers Process. This guide will detail both routes so that as a Volunteer Manager you can follow the steps for each.
Route 1 Volunteer Self Leave Process
- Volunteer decides to leave.
- Volunteer logs in to Go Assemble.
- Volunteer goes to the Roles and Responsibilities tab and selects Leave Role.
- Volunteer selects role they are leaving (if more then one role and wishes to leave both roles then select both).
- Volunteer completes the Leave Role Form.
- Selects reason for leaving.
- Option to feedback.
- If they would recommend volunteering with SSAFA to friends and family.
- Populates the date they would like to leave.
- Volunteer then selects the blue button “Start leaving process”.
- Volunteer Manager is notified within their Dashboard under Notifications and is informed to complete a Leavers form for the volunteer.
Route 2 Volunteer Manager completes Leavers Process on behalf of Volunteer
- Volunteer is thinking about leaving their role.
- Volunteer contacts their Volunteer Manager to discuss.
- Volunteer Manager arranges a suitable time to hold a “Leavers Discussion” and uses the Leavers Discussion Guidance to capture the appropriate information and discuss other options (take a break / change of role).
- Volunteer Manager logs in to Go Assemble.
- Volunteer Manager goes to My Team and finds the Volunteer who wishes to leave.
- Volunteer Manager selects the Volunteer to open their Volunteer record.
- Volunteer Manager saves Discussion Template and meeting notes as a Touch Point (Individual Meeting): -
- ADD TOUCHPOINT (almost top left of screen).
- Select Individual meeting.
- Add date and time.
- Subject: Leavers Discussion.
- Add any comments.
- Attach the completed Leavers Discussion Template.
- MARK as PRIVATE.
- Select “Add touchpoint”.
- Volunteer decides to leave.
- Volunteer Manager goes to the Roles and Responsibilities tab and selects Leave Role.
- Volunteer Manager selects role they are leaving (if more then one role and wishes to leave both roles then select both).
- Volunteer Manager completes the Leave Role Form.
- Selects reason for leaving.
- Populates the date they would like to leave.
- Selects if they feel that the volunteer is unsuitable for SSAFA or not (Yes should only be selected if a volunteer relationship has been revoked).
- Selects if they would like to notify the named manager (this should always be Yes).
- Volunteer Manager then selects the blue button “Start leaving process”.
- Volunteer Manager is notified within their Dashboard under Notifications and is informed to complete a Leavers form for the volunteer.
Leavers Form - This is completed by the Volunteer Manager for each role (if more then one role).
- Volunteer Manager opens the Leavers Reference Form by selection action within the notification.
- The Leavers Reference Form details will state the following: -
- Volunteer name.
- Role.
- Who the process was initiated by.
- Leaving date.
- Reason for leaving.
- Volunteer Manager completes the remaining form.
- Confirms if they would have the volunteer back in the same role.
- Confirms if they would recommend the volunteer in another role.
- Confirms if they will provide a reference*.
- Confirms if they would like to send a 'thank you' message**.
* Reference - If providing a reference then this box should only state the main tasks of the role. No other information should be added to the box!
** 'Thank you' message - is pre-written and approved by SSAFA's Controller.
4. Volunteer Manager then completes the Leavers Process by selecting the blue button “Complete leavers process”.
5. The volunteer Manager should complete a ‘Volunteer Exit Form’. This will trigger an alert to the Volunteer Experience team who will ensure all necessary records are deactivated across systems and submit a ticket to revoke relevant system access.