Oakland Public Education Fund Uses FormAssembly to Kickstart Volunteer Forms, Education Grants, and More
live forms in different capacities
expense submissions collected yearly
raised in the last 5 years
Routine Volunteer Activity
FormAssembly encourages predictable, systematized volunteer tracking and sign-up processes
The Oakland Public Education Fund has many uses for FormAssembly when it comes to volunteer forms, including an in-depth onboarding process when volunteers serve in more than one position or for an extended period of time. There are three different types of volunteer positions, including parent, community member, and career coach. Regardless of the type of volunteer, contact information and data flows straight to Salesforce. Upon initial application at the time of the first form, FormAssembly’s Salesforce integration triggers a new form that requires a tuberculosis test approval.
A to Z Grants Program
Form security and confidentiality are vital during the scholarship process
The A to Z Fund is a small funds grant program in which schools and teachers can apply for funding for very specific needs. The Ed Fund hosts this application process twice a year, which starts with an initial web form that creates a custom object in Salesforce after submission. The team is in the process of adding an additional form to the A to Z Grants process, which will serve as a grant agreement for the terms of each disbursement.
Intuitive web forms help manage the hiring process for multiple contractors and employees.
Hiring employees and contractors (including nearly 90 sub-contractors) is one of the main processes that the Ed Fund helps facilitate. When an organization wants to hire a contractor, a current staff member submits a FormAssembly form that initiates the hiring process. The process then makes use of lookups and connectors (including 4-5 forms total).
Along the path to completion, there are branching choices and hidden equations that display unique information depending on whether the applicant is an employee or contractor. These steps help clarify the step-by-step hiring journey and make it easy to maintain organized records.
Did you know that FormAssembly not only offers competitive prices, but also offers a discount to qualified nonprofit organizations?
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