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help:admin:recruit_detail [2009/05/18 20:42] anthony |
help:admin:recruit_detail [2009/09/01 13:50] (current) anthony |
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====== Recruit Detail ====== | ====== Recruit Detail ====== | ||
+ | For information on setting up internal admins to service Recruiter, please click [[recruit_manage_email_notifications|here]]. | ||
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====Company Details==== | ====Company Details==== | ||
These details are either manually entered by an Admin or captured via the recruit form that an interested partner fills out online. | These details are either manually entered by an Admin or captured via the recruit form that an interested partner fills out online. | ||
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====Endorsements, Notes & Attachments, Check List==== | ====Endorsements, Notes & Attachments, Check List==== | ||
- | Internal users with the **Manage Recruits** permission will be allowed to take certain actions on a recruit record. | + | |
This includes the ability to log an endorsement; add a note and attachment; or check off an item from the checklist. These actions are intended to be supporting data for the final approver. | This includes the ability to log an endorsement; add a note and attachment; or check off an item from the checklist. These actions are intended to be supporting data for the final approver. | ||
In the case of **Endorsements** and **Notes/Attachments**, users may log multiple entries should they so wish. | In the case of **Endorsements** and **Notes/Attachments**, users may log multiple entries should they so wish. | ||
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- | The final approver will have a special role, **Recruit Final Approval**, that will have been assigned to him when his account was set up. | ||
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====Process==== | ====Process==== | ||
- | A complete overview of the Recruit process may be found [[/recruiting|here]]. | + | A complete overview of the Recruit process may be found in the "How To" Guides -Partner Recruiting with ChannelSUITE [[/recruiting|here]]. |
Some quick takeaways are: | Some quick takeaways are: | ||
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* These admins can either take action or assign the recruit to another admin for their follow up. | * These admins can either take action or assign the recruit to another admin for their follow up. | ||
* Should it become apparent that the recruit's status should be changed the admin may take the action of either **Rejecting the recruit** or stating that it is **Ready for Approval**. | * Should it become apparent that the recruit's status should be changed the admin may take the action of either **Rejecting the recruit** or stating that it is **Ready for Approval**. | ||
- | * The RFA status will send a notification to users who have been setup with the **Recruit Final Approval** permission and they will commit the final Approval action to the system. | + | * The RFA status will send a notification to users who have been setup with the **Recruit Final Approval** role. If they have Approve Recruits permission, they can then log into the system and approve the recruit application. |
Something to keep in mind is that if a recruit is set as rejected, but needs to have its status looked at again, an admin may choose **Open Recruit** to activate the process. | Something to keep in mind is that if a recruit is set as rejected, but needs to have its status looked at again, an admin may choose **Open Recruit** to activate the process. | ||
+ | ====Mini-FAQ==== | ||
+ | * **What gets logged to History in Recruiter?** The history logs the following: | ||
+ | * the entry of a New Application record | ||
+ | * status change | ||
+ | * admin assignment | ||
+ | * admin referral | ||
+ | * note added | ||
+ | * application update/edit | ||
+ | * new endorsement | ||
+ | * check list item update | ||