The ChannelSUITE Recruiter function helps facilitate and organize your partner recruiting efforts. It provides a list of open “in process” partner recruit applications, along with useful features for collecting and organizing data on each recruit. When a recruit is approved, the data is used to create a new Partner record in ChannelAdmin, along a new Location record and a new Contact record. Historical data for both approved and rejected recruit applications is available.

One key to understanding the Recruiter function: The system does NOT impose a rigid work flow. From the time a recruit application enters the system to the time it's either approved or rejected, data can be added in any order it becomes available, by anyone who has the appropriate system permission to perform that action (see the “roles and permissions” section below).

Recruits can be entered in the system by your staff, or may optionally be entered by prospective partners themselves via a form on your public website.

Permissions control who is allowed to do something, whereas roles define who is responsible for doing something.

Permissions are set under an admin user's “system account” tab in ChannelAdmin. There are 4 permissions relevant to the Recruiter function:

• the “manage recruits” permission is needed to make updates to the Recruit record, such as marking off checklist items, adding endorsements, or adding notes or attachments
• the “approve recruits” permission is needed to grant final approval and create a new Partner record. Only users with authority to sign off on partner applications should be granted this permission.
• the “system manager” permission is needed to add new checklist items and manage the email notifications
• the “manage administrators” permissions is needed to grant permissions and assign roles

There are 3 roles related to the Recruiter function:

• the “recruit coordinator(s)” receive an email when new recruit applications are entered in the system, and are expected to either assign the application to another admin or move the application forward. The recruit coordinator role is set through the tool options section of the Recruit menu. Anyone with this role should also have the “manage recruits” permission.
• the “final approver(s)” are notified by email when a recruit application is changed to the “ready for final approval” status by any of the admins. Only people with the “approve recruits” permission are eligible for the “final approver” role. This role is specified through the recruit options screen.
• the “assigned admin” is (optionally) specified on a per-application basis through the recruit edit screen. The assigned admin is the person responsible for moving the application through the process until it's eventually ready for final approval or rejected. The assigned admin is notified by email as updates are made to the application by other admins. Only people with the “manage recruits” permission are eligible to have recruits assigned to them. Recruit applications can be reassigned if needed.

• Can I get an email notification when a new recruit application is received?
• Can I get email notifications when updates are made to a Recruit
• What's the difference between assigning and referring an application?
• Why can't I approve this recruit?
• How do recruit applications get into the system?
• What can are these “checklist” items for? Can I add new items to the list?