help:admin:recruit_detail
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help:admin:recruit_detail [2009/05/18 20:25] 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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| Upon approval the appropriate Detail fields will be saved as new Partner, Location, and Contact records. | Upon approval the appropriate Detail fields will be saved as new Partner, Location, and Contact records. | ||
| - | ====Endorsements==== | + | ====Endorsements, Notes & Attachments, Check List==== |
| - | 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**. | + | 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. |
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| + | In the case of **Endorsements** and **Notes/Attachments**, users may log multiple entries should they so wish. | ||
| ====Process==== | ====Process==== | ||
| - | 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. | + | A complete overview of the Recruit process may be found in the "How To" Guides -Partner Recruiting with ChannelSUITE [[/recruiting|here]]. |
| - | + | ||
| - | 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. | + | |
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| - | 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? | + | Some quick takeaways are: |
| - | How to move it to completion. | + | * Recruiter application was designed with flexibility in mind. |
| - | Any notifications sent out? | + | * A new recruit entry sends a notification to admins who have been setup with the **Recruit Coordinator** role |
| - | Checklist values come from where? | + | * 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**. | ||
| + | * 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. | ||
| + | ====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 | ||
help/admin/recruit_detail.1242678312.txt.gz · Last modified: 2009/05/18 20:25 by anthony