Depending upon your setup, the company details are either manually entered in by an Admin or captured via the recruit form that an interested partner fills out online.

Something to keep in mind in this section is that when a recruit is ready to be approved, an Admin will need to edit/assign a Theater and Region of this section.

Upon approval the appropriate Detail fields will be saved as new Partner, Location, and Contact records.

Internal users with the Manage Recruits permission will be allowed to take some actions on a recruit. This includes the ability to log an endorsement, which is intended to be supporting data for the ultimate decision maker. This endorsement is a simple thumbs up/thumbs down and includes the ability to add a note should they so wish.

Users may log multiple endorsements should they so wish.

The ultimate decision maker has a special permission called Recruit Final Approval.

The recruiter application was designed with flexibility in mind. When a new recruit enters the system, an email notification is sent to admins with the Recruit Coordinator role. These admins can either take action or assign the recruit to another Admin for their follow up.

The follow up actions for a recruit are: * make Endorsements * check off items in the Check List * Enter Notes and Attachments

During the process, it may become apparent that the recruit's status should be changed to approved or disqualified from consideration. In the latter case, the Admin can select Reject Recruit from the action dropdown. In the former case, the Admin would change the status to Ready for Approval, which would send a notification to users with the Recruit Final Approval permission. Once the recruit has been approved, the recruit data is transitioned into Partner, Location, and Contact data.

Please see the overview here for more information.

Also, 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.

• Why can't I see all the administrators?

How to move it to completion. Any notifications sent out? Checklist values come from where?