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Role Offer Application Form

Allows Volunteers to review assignment details and formally accept or decline roles before joining the active Shift roster.

📌 Note: The screenshots and settings shown in this article may not match what you see in your own platform, as Rosterfy is highly customisable. If you need guidance specific to your setup, please contact our support team.

The Role Offer Application form allows Volunteers to review details of a offered role and formally accept or decline the assignment before they are added to the active Shift roster.

💡Tip: The Role Offer Application form cannot be used simulatenously with the Role Offer - Accept form.

IN THIS ARTICLE:

Prerequisite Settings

The following settings must be enabled for the form to display:

Organization Settings (Global)

Assigning a Role Offer Application form at the organization level applies the feature across all Events and Shifts by default.

  1. Click Settings > Organization Settings.

  2. Click the Headcount tab.

  3. Click to turn the Use Default? button off on the Allow Applications for Role offers setting.

  4. Click the dropdown menu next to the setting.

  5. Click Yes.

  6. Click the Save button.

Role Offer Settings

  1. Click Headcount > Role offers.
    ​

  2. Click the More Actions menu on the Role Offer you wish to attach a form to.

  3. Click the Update button. The Update Role offer screen appears:

  4. Check the Allow Users to Self-Apply option in the General tab.

    💡Tip: Checking Allow users to self-apply reveals the Visible to the Public option. Selecting this box displays the role offer to all users in the Portal and on public role offer listings.

  5. Click the Save button.

Where to Assign the Form

The Role Offer Application form can be applied in the following location of the Rosterfy application:

  1. Click Headcount > Role offers.

  2. Click the More Actions menu on the Role Offer you wish to attach a form to.

  3. Click the Update button. The Update Role offer screen appears:

  4. Click the Settings tab.

  5. Click the Application Form field dropdown to select a form.

  6. Click the Save button.

Where the Form Appears

  1. Click the Role Offers option in the left-hand menu of the User Portal.

  2. Click the Apply Now button on the role desired.

  3. Click the Apply button.

Duration and Availability

The Role Offer Application form is active during the role's application window.

Form Rules

See the following supported and unsupported features:

  • ❌ No shareable link.

  • ❌ Tab breaks not supported.

  • ❌ Page breaks supported.

  • ✅ Add Content supported.

  • ❌ Add Referees not supported.

  • ✅ Add Availability supported.

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