Resources

Guides on volunteer onboarding, ministry team training and Planning Center workflows — written for the church admin doing the work. Looking for how to use a specific EquipEngine feature? See the Help Center instead.

Planning Center workflows

Volunteer Onboarding with Planning Center Workflows

Build a volunteer pipeline in Planning Center People, and close the one stage Workflows can't do alone: training.

Volunteer training

How to Track Volunteer Training Completion

Per-course and per-learner progress views, CSV exports, due-date reminders, and what to do about training that happens outside a screen.

Church Volunteer Onboarding Process: 6 Steps

The six steps from application to first shift, who should own each, and which one to automate.