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Requirement

Notes

Personal details on Compass
Ensure the personal details  for all adults with a Compass role in your Group (including PVG-only) are up to date on Compass, including managing merging any duplicate records for volunteers.

When editing the personal details tab there are two fields that are now mandatory – Ethnicity and Faith/Religion. (These fields have recently become mandatory as part of our important inclusion work.)

Email addresses on Compass
Ensure the Email address details for all adults in your Group (including PVG-only) have been updated on Compass

The ‘username’ email address for each volunteer must be personal and unique and working. [Personal = john.smith@…. rather than gsl@….;). Note: if a member decides to have a separate email to receive communications, this ‘communications’ email address must be working (i.e. not undeliverable)

Telephone Numbers on Compass
Ensure the Telephone details for all adults in your Group (including PVG-only) have been updated on Compass

If a member has more than one telephone number recorded on Compass, they need to decide which is their Preferred number and which should be their Alternate number.

Role titles on Compass
Ensure the current role titles for all adults in your Group (including PVG-only) are accurately recorded on Compass.

Make sure that each volunteer’s record on Compass lists all their active and historic roles (i.e. the roles that they are currently undertaking as well as all that they have previously held). Ensure any roles that are no longer used have been closed (including PVG-only, where the ‘role’ is no longer required).

Appointments at ‘full’ on Compass
Ensure Compass is fully up-to-date for all steps in the current joining process for adults with a Group appointment and for whom the appointment(s) is not yet at ‘full’.
Getting Started modules
Ensure all Getting Started modules that have been completed by adults in your Group have been validated and recorded on Compass.

Note: unvalidated modules will not be migrated onto the new system. Those requiring support in validating their Getting Started modules should contact their Training Adviser if they have one or their Line Manager.

Training modules (after Getting Started)
Ensure all Training Modules (after Getting Started modules) that have been completed by adults in your Group have been validated and recorded on Compass.

Note: unvalidated modules will not be migrated onto the new system. Those requiring support in validating their modules should contact their Training Adviser if they have one or complete and submit the relevant Validation form via this portal.

https://sesscouts.org.uk/online-validation-forms/

Briefing each of our volunteers
Ensure a discussion has been held with every adult in your Group about their future role including those whose current role does not automatically migrate to the new system, about their future role title and team.

Note: Some roles will automatically match and some will not – details can be found here https://www.scouts.org.uk/volunteers/volunteer-experience/volunteering-together/our-fresh-approach-to-volunteering/becoming-part-of-a-new-team/