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How to Invite Additional Staff to your Organization's RiseKit Account
How to Invite Additional Staff to your Organization's RiseKit Account Why does it matter? Your team thrives on collaboration, and RiseKit was built to enable that collaboration. Any of your colleagues who interact with program participants and/or track participant progress should be on your organization’s RiseKit account. You can get your whole team started in minutes. Navigation To access the Staff Directory do the following Login to your RiseKit account at Staff Portal (httpPopularUnderstanding the Participant Profile Completion Process
Understanding the Participant Profile Completion Process Why does it matter Your team being familiar with the participant experience will be critical to ensuring they can get set up successfully. In this article - we will cover what your participants see when they sign up with RiseKit. If not, check out How to Create a Participant RecordPopularHow to Sign Your Community Partner Organization Up for a RiseKit Account
How to Sign Your Community Partner Organization Up for a RiseKit Account Why does it matter? Unique Company credentials are associated with each organization's contact record. Once you have joined the RiseKit community you will receive an activation email. Navigation Navigate to the Create Your Account page. Fill out: First Name and Last Name Work/Company Email Address Select and confirm your own password Add your company nameFew readersHow to Activate your New Community Partner Account
How to Activate your New Community Partner Account Why does it matter? Unique Company credentials are associated with each nonprofit/community partner contact record. Once you have joined the RiseKit community, RiseKit will create a Staff Login and you will receive an activation email. Navigation: Access your RiseKit Profile activation emailFew readersHow to Claim your new Staff Account on RiseKit
How to Claim your new Staff Account Why does it matter? You can be invited to RiseKit by other staff at your organization or by a RiseKit staff member! Either way, you'll want to get your account claimed and active so you can start adding your participants, sharing resources, and recruiting for your programs. Check your Email You will receive an email asking you to Claim your RiseKit account. Click on the Activate your account button.Few readersHow to Sign Up for a RiseKit Nonprofit Organization (NPO) Staff Account
How to Sign Up for a RiseKit Nonprofit Organization (NPO) Staff Account Why does it matter? Unique Company credentials are associated with each NPO staff contact record. Once you have joined the RiseKit community you will receive an activation email. Navigation Navigate to the Create Your Account page. Fill out: First Name and Last Name Work/Company Email Address Select and confirm your own password Add your company name RevieFew readers
Organizing Participants in RiseKit
How to Create and Add Participants to Groups
How to Create and Add Participants to Groups Creating groups and adding candidates to those groups is a useful way to organize candidates based on certain criteria. For example, perhaps you need to follow the progress and communicate with a specific population based on gender. Navigation To access the Resources page do the following Login to your RiseKit account at Staff Portal Move your mouse toward the left-hand navigation. You should see links tFew readersHow to Create Tabs to Organize Participants
How to Create Tabs to Organize Participants Why does it matter? Adding your participants to tabs will help you to organize your specific case load, types of participants (according to their tags, job ready candidates, staff assignment, or more). Tabs also allow you to export data for a specific set of participants. Navigation To access the Tabs Feature do the following Login to your RiseKit account at Staff Portal Move your mouse toward thFew readersHow to Use Tags to Organize Participants
How to Use Tags to Organize Participants Why does it matter? Adding TAGS your participants will allow you additional opportunities to organize program participants. You may have the need to follow up with a subset of participants , want to share resources with certain participants, or track other categories for participants. All this can be completed through TAGS. Navigation To access the TAGS Feature do the following Login to your RiseKit account at Staff Portal (htFew readers
Communicating with Particpants
How to Discover and Share Resources
How to Discover, Share, and Track Resources Why does it matter? Your team works tirelessly to help participants navigate their way through programs developing new skills and preparing to find better job opportunities to support themselves and their families. Once they are ready to start exploring opportunities to find employment, new skills, or overcome barriers - the real work starts. Most Case Managers, Career Navigators, and Job Developers rely on spreadsheets and post-it notFew readersHow to Use Group Chat
How to Use Group Chat Why does it matter? After collaborating with several customers on how to best update chats between candidates and staff members, we are happy to introduce Group Chat. Group chat enables multiple staff members to collaborate with a singular candidate by inviting unassigned and assigned staff members into a chat room. With group chat, nonprofit staff can rally around a candidate and better serve their needs by introducing additional resources to assist in gettiFew readersHow to Chat with Individual Candidates/Participants
How to Chat with Individual Candidates/Participants Why does it matter? RiseKit will help you to improve frontline staff's communication with program candidates/participants. With ever changing circumstances regarding in person interaction, it is crucial to still have a scalable method of supporting your program candidates/participants Navigation To access the Chat do the following Login to your RiseKit account at Staff Portal Move your mFew readersHow to Create a Participant Record
How to Create a Participant Record Many software tools allow you to collaborate with your colleagues. RiseKit was built to not only facilitate staff collaboration, but - uniquely - to allow you to interact and collaborate with your program participants. The more program participants you have on RiseKit, the more effectively you will serve them and the more time you will save. Here, you will learn how to invite participants one at a time. Navigation Login to your RiseKit account aFew readersHow to Respond to a Group Chat Invite
How to How to Respond to a Group Chat Invite Why does it matter? When another organization sees a program you are offering and wants to refer one of their participants to your program, they may begin a group chat with you to start the referral process. Group chat allows you to communicate with the referring organization as well as the program participant. Navigation When you are invited to a group chat you will receive an email with the subject You've been added to a nFew readersHow to Sign Up for and Use Mobile Alerts as a Staff Member
How to Sign up for Mobile Alerts Why does it matter? We know workforce program staff are constantly on the move, and sometimes you can't always be glued to your computer waiting for updates from RiseKit. Mobile alerts will be your new best friend in staying connected with job seekers, even when you're on the move. Stay in the Loop: Sign up for mobile alerts, and you'll receive text message notifications whenever a job seeker sends you a message or when you're assigned to aFew readers
Adding or Editing Resources
How to Create and Edit an Event
How to Create and Edit an Event Why does it matter? From career fairs to internal events required by participants to attend, organizing, sharing, and tracking events attendance can be time consuming and require you to use multiple systems, creating data silos. RiseKit provides a dedicated space to organize, share, and track event attendance with internal teams and with the local RiseKit network.Some readersHow to Create and Edit a Training Program
How to Create and Edit a Training Program Why does it matter Training programs are at the heart of moving the needle in assisting under-resourced communities to develop their career skills, digital literacy, workforce readiness, and much more. RiseKit provides a dedicated space to upload new resources for your internal teams or to be shared throughout the RiseKit network.Few readersHow to Create and Edit a Support Service
How to Create and Edit a Support Service Why does it matter? Oftentimes, your program participant need support in areas other than job opportunities and skills training. Resources such as professional attire, transportation assistance, and daycare services are a few examples we often see. As you can tell, these can be crucial for your program participant as they seek career fulfillment. Support Services are traditional services that will help with a variety of basic and social care neeFew readersHow to Create and Edit a Job Opportunity
How to Create and Edit a Job Opportunity Why does it matter? When it comes to supporting program participant’s, it’s safe to say their main goal is to find a job opportunity that will allow them to grow more financial stable. By utilizing RiseKit to share good opportunities, the amount of time it takes to accomplish this goal should be drastically reduced at scale. Job Opportunities are open positions that can be shared with participants through RiseKit. Job Opportunities do notFew readers
Getting the Most out of RiseKit (Best Practices)
The Flight Plan: Your first 30 days with RiseKit
When we talk about getting your organization started with RiseKit, we use the word “launch.” Like any flight, the most important work happens before the aircraft leaves the ground. We work with you to create a comprehensive flight plan for your organization. While each partnership is unique, we always follow the same critical steps. Journey Mapping: Perhaps your organization has spent years developing a strong participant-centered program. Perhaps your program is new or your team is at a poiFew readersHow to Leverage RiseKit to Engage Your Program Participants
How to Leverage RiseKit to Engage Your Program Participants Why does it matter? One of the biggest challenges any workforce program faces is drop-off from program participants. You've know the story. They come in excited, then after a few days of interviews, documents, applications, and classes, they disappear. Their success - and yours - depends on the ability to keep people engaged, encouraged, and empowered. RiseKit was built to help you stay connected to your community. We have founFew readers
Using RiseKit to Track Data
How to Create a Survey
How to Create a Survey Surveys are a convenient way for you to collect information from participants in your program. Navigation Login to the Staff Portal Move your mouse toward the left-hand navigation bar. You should see links that show the following options Home Chat Pathways Directory Resources Click on Pathways Survey Tab in the PaFew readersHow to Export Data for Reporting
How to Export Data for Reporting Exporting data in RiseKit is incredibly easy and useful for external reporting to stakeholders and managing grant requirements. Navigation To access the Directory export do the following Login to your RiseKit account at Staff Portal Move your mouse toward the left-hand navigation. You should see links that show the following options Home Chat Pathways Directory Resources Click on *DirectoryFew readers
Miscellaneous Support
How to create and personalize a RiseKit Participant Guide
Why does it matter: Everyone could use a little help sometimes - particularly participants who need a little extra support and guidance when using technology. However, every program can have unique aspects making a generic RiseKit guide hard for your team to use. That’s why we created a simple way for your team to create and personalize your own RiseKit Participant Guide. How does it work: First - let’s set the stage - you have a new cohort starting and you need everyone to createPopularHow to Add RiseKit to your organization's allow list (aka "white list")
How to Add RiseKit to your organization's allow list (aka "white list") Why does it matter? RiseKit will send you various notifications once you create your own profile. You may get email updates about participants you are working with, a monthly notice about exciting new jobs being offered through RiseKit, or a message about update to RiseKit. If these items are blocked by your organization - the emails may go to your SPAM or Junk Mail folder never to be seen again. By adding RFew readers
How to Upload a Participant Resume
How to Upload a Participant Resume Why does it matter? Once a participant successfully completes all the steps your organization requires (typically including some resume updating) they are prepared to begin interviewing. By uploading their most up to date resume and marking their RiseKit profile as “Job Ready'', they can be seen by employers searching for job candidates on RiseKit. By uploading their most up-to-date resume you are taking the first step towards getting your participantPopular6 Things To Do Once You Join RiseKit as a Staff / Nonprofit Organization
6 Things To Do Once You Join RiseKit as a Staff / Nonprofit Organization 1) Invite Candidates to RiseKit Congratulations, you’ve created your RiseKit staff account! Now, it’s time to start inviting candidates to create profiles on RiseKit, so they can begin their employment journey with you. To understand the process of inviting candidates to RiseKit, you can view the article on How to Create a Participant Record (https://risekit.crisp.help/en/article/how-to-create-a-participant-record-Some readersHow to Update a Participant's Pathway Status
How to Update a Participant's Pathway Status Why does it matter? Program Teams need to accurately report on program outcomes and identify where participants are dropping off in their journey. RiseKit makes it simple for Teams to break the experience into stages (e.g. intake, program, employment, retention), track a participants success during each phase of the journey, and quickly pull reports for funders and internal analysis. Navigation To access PATHWAYS do the followingSome readersPart One: How to build a Pathway in RiseKit
Why does it matter Building an impactful and replicable program is founded upon having a process for delivering services each team member can do consistently. However, most programs do not either have documented processes or the processes are not being consistently followed by the team. RiseKit’s Pathways makes it easy to build a process for your team - and provide participants with tools to reduce the time program teams spend on documentation. How does it work Do you currently track tFew readersHow to Share a Survey with a Participant
How to Share a Survey with a Participant Why does it matter? Case Managers, Career Navigators, and Job Developers often need their participants to sign agreements, complete forms, and share feedback on their program experience. All of these to-do's are done in multiple systems and often not using a participant's preferred communication channel, text. RiseKit brings everything into one system and provides teams with a way to stay connected via text - all within a tool participants will beFew readersHow to Update Staff Assignments
How to Update Staff Assignments Why does it matter? Having staff assigned to participants is one way to track and organize caseload and program participants. In the event that a participant is no longer working with your program or you need to unassign a staff from a participant, the process is simple.Few readersHow to Create, View, and Edit Case Notes
How to Create, View, and Edit Case Notes Why does it matter? While much of the program participant information that’s important to you is generated automatically through their answers and actions, you and your colleagues still need a place to enter and share notes. RiseKit makes adding case notes easy by adding options for adding and editing when you need it most. Navigation DIRECTORY VIEW To access the User Directory do the following Login to your RiseKit account at SFew readersHow to track event attendance
How to How to Track Event Attendance Why it matters: Whether you are tracking events organized by your team for participants or participant event attendance at local career fairs as part of their job search plan, RiseKit makes it easy to discover, organize, and track event attendance. How does it work: Before we get started - if you are trying to understand how to organize and discover an event or how participants can search for events through explore, check out these articles fFew readersHow to Create and Use Teams
How to Create and Use Teams Why does it matter? Teams are an easy and effective way to help organize participants. Navigation To access Teams do the following Login to your RiseKit account at Staff Portal Move your mouse toward the left-hand navigation. You should see links that show the following options Home Chat Pathways Directory Resources Click on Directory At the top of the page you will have optioFew readersHow to Update User (participant) Profile
How to Update User (participant) Profile Why does it matter? When creating a participant record, you may not know all the information about them yet. Additionally, as participants progress through your program, they may have changes to certain information (a new phone number or address, obtain or lose a driver's license, have an updated target release date, etc.). Your ability to update a participant's profile ensures you have the most accurate information at your fingertips.Few readersHow to Modify a User Account
How to Modify a User Account Why does it matter? As participants move through your program, you will need to update their pathway status or assign them to different pathways. RiseKit also offers you a variety of ways to organize participants (groups, tags, staff assignments, and teams). By Modifying the User Account, you can update these areas to help best organize caseloads. Navigation To access User Details do the following Login to your RiseKit account at Staff PFew readers