Volunteer Timeline (for onboarding & training)

Modified on Sat, 03 Feb 2024 at 03:01 PM

Obtain Personal Help

Role *	Timing	Task		Notes	Date(s)
New Vol Only All roles	Oct - Nov	or	Attend an In-person or V irtual Orientation session.	Click here to RSVP!	Virtual: Oct 18, 4:00pm-5:30pm
					In-person: Nov 14, 2:00pm-3:30pm
All roles	Dec - Jan	and/or	Training Plans	New and Returning Volunteers. Click through, based on your expected role(s), to view in-person, online and hybrid training options. Note that translators are expected to complete Intake Specialist training given the vital role they play in this space.	Pre-work required for all learners (in-person, online, or hybrid) will be offered online only, via Thinkific. beginning in Dec.
					Online training, in Thinkific, will be available beginning in early Dec. In-person training will be offered in Jan.
All roles	Dec		Pick up IRS materials. These binders will contain important training materials and resources that you'll use throughout the entire tax filing season.	Pick up your binder in the courtyard of the United Way offices. We'll have snacks and hot chocolate available; come by and meet the VITA team! No problem if you can't make it! You're welcome to come by the United Way offices to pick up a binder Monday through Friday, between 9am-4pm starting Monday, December 11th.	Dec 7, 2023 9:00AM - 12:00 PM
All roles	Jan		Kickoff Dinner Borderlands Brewing Company in downtown Tucson 119 E Toole Ave, Tucson, AZ 85701.	Meet your Site Coordinator and fellow volunteers! Click here to RSVP!	Thursday, January 11th, 2024, from 5pm-7:30pm (see details, to your left)
All roles			SC connects with volunteers.	Volunteers should expect to hear from their SC via e-mail once they have completed certification.
R, QR, SC			Activate TaxSlayer & confirm access.	New volunteers: An e-mail invitation or activation will be issued. Once you accept, you can click through to log into the application. Returning volunteers: Your username(s) should still be active. Please refer to your VITA Volunteer Handbook in VITA Links for troubleshooting tips!
Hub workers only			Activate Hub to confirm access.
			Request equipment	Laptop, monitor, headset etc., if needed	Equipment pick-ups will begin the week of January 22nd, 2024. If you haven't heard from a VITA Team Member by that date, please submit a ticket to schedule a time.
			Pick up at United Way offices.
All Roles	Feb 5, 2024	Tax Season Begins!
* I= Intake, R = Return Prep, QR = Quality Review, SC = Site Coordinator