Volunteers

Requirements, Applications & Background Checks

BetterUnite gates volunteer sign-up on its own. A requirements library holds waiver, background check, training, orientation, document upload and attestation templates with validity periods and automatic expiry, volunteers sign natively with a full audit trail, applications run through a Pending, Approved, Rejected workflow, and background checks are tracked manually or ordered through Sterling. A valid waiver on file passes straight through. Volunteer Pro features.

Volunteer profile for Maria Rodriguez with background check and compliance status

Requirements that gate sign-up on their own,
with an audit trail on every signature.

01

The Requirements Library

Six template types with validity periods and automatic expiry, sent with a sign-up or on their own.

  • Build Waiver, Background Check, Training, Orientation, Document Upload and Attestation templates
  • Set a validity period on each, with automatic expiry
  • Send a requirement for signature on its own, outside a sign-up page

02

Native E-Signature

Typed or drawn, with an audit trail on every signature and no per-envelope fees.

  • Sign typed or drawn, inside BetterUnite
  • Keep an audit trail of IP, timestamp, device and document hash
  • Pay no per-envelope fees

03

Gates That Open Themselves

Requirements gate sign-up by job or by page, and a valid waiver on file passes through automatically.

  • Gate sign-up by job or by page
  • Pass a volunteer through automatically when a valid waiver is on file
  • Trigger workflows on signature events

04

Background Checks, Tracked or Ordered

Track checks yourself with an org-wide register, or order them through Sterling and let the result open the gate.

  • Track consent, outcome and date manually, with re-screening alerts and an org-wide register
  • Order and invite through Sterling from the Background Checks tab, with results by webhook
  • Route a Clear result to open the gate and any other result to admin adjudication, while sensitive data stays with Sterling

05

Applications and Approval

An approval workflow on the Forms engine, with a review inbox, applicant emails, and a journey tracker the volunteer can see.

  • Review applications through Pending, Approved and Rejected in a review inbox
  • Apply inline at sign-up, with applicant emails along the way
  • Show the volunteer their journey tracker, and trigger workflows on application submitted and approved

06

Keep the Roster Honest

Blocks with a reason and an audit, and no-show history on the contact record.

  • Block a volunteer from sign-up, with an optional reason
  • Keep an audit of every block
  • See the no-show count and last no-show date on the contact record

Frequently Asked
Questions

Which requirement types can we set?

Six template types: Waiver, Background Check, Training, Orientation, Document Upload and Attestation, each with a validity period and automatic expiry.

Do volunteers need a third-party e-signature tool?

No. Signatures are native, typed or drawn, with an audit trail of IP, timestamp, device and document hash, and no per-envelope fees.

Can a requirement block sign-up?

Yes. Requirements gate sign-up by job or by page, and a volunteer with a valid waiver on file passes through automatically. A requirement can also be sent for signature on its own.

How do background checks work?

Two ways. Track consent, outcome and date manually with re-screening alerts and an org-wide register, or order and invite through Sterling from the Background Checks tab. Results arrive by webhook, Clear opens the gate, other results route to admin adjudication, and sensitive data stays with Sterling.

How do volunteer applications work?

Applications run on the Forms engine through Pending, Approved and Rejected, with a review inbox, applicant emails and inline apply at sign-up. The volunteer sees a journey tracker, and workflows can trigger on application submitted and approved.

Get started

Every volunteer cleared before they show up.

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