Rosterfy

Setup an Interview Page & Questions

Automatically Close a Registration Form

Adding a Registration Success Message

User Invitation

Registration forms enable users to establish an account in your Rosterfy database and create a password for accessing the Volunteer Portal.

Registration Forms

Collecting sensitive information from users

Rosterfy's workforce recruitment capabilities enable you to manage applications and role-specific onboarding journey's.

Workforce Recruitment - Initial Setup & Defaults

Collecting a Digital Signature from a user

Attaching Terms & Conditions to your Registration Form & Portal

Recruitment &amp; Onboarding

This article will take you through Part Four: Setting up the Automations.

Reference Check Setup Guide: Part Four

Rosterfy reference checks, enable administrators to gather essential information from referees for their volunteer and workforce programs.

Reference Check - Overview

This article will take you through Part Two: Setting up the Referee Information Forms.

Reference Check Setup Guide: Part Two

This article will take you through Part One: Enabling the Reference Check Module.

Reference Check Setup Guide: Part One

This article will take you through Part Three: Setting up Communications.

Reference Check Setup Guide: Part Three

Screening/Interviews

Checkpoint Actions

Checkpoint Permissions

Checkpoints Overview

Checkpoint Types and Visualisation

Checkpoints

Reviewing Role Applications

Roles can be created for candidates to browse and apply to.

Creating a Role and Accepting Applications

Role Applications

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Recruitment &amp; Onboarding

Screening/Interviews

Checkpoints

Role Applications

Recruitment & Onboarding