Adding a Recruiter Record


Concept


Steps:

  1. Begin by navigating to the Recruiters page.

     

    Click the Student Recruiting link.

    Step 1
  2. Click the Create/Update Recruiters link.

    Step 2
  3. Click the Add a New Value tab.

    Step 3
  4. To add a recruiter record for a person, that person must already have an ID your system.

     

    You must click Add a New Value and enter the person's existing ID as the Recruiter ID to add the recruiter record.

    Step 4
  5. Click in the Recruiter ID field.

    Step 5
  6. In this example, you want enter the ID for James Smith.

     

    Enter the desired information into the Recruiter ID field. Enter

     a valid value
     e.g.
     "0054"
    .

    Step 6
  7. Access the Recruiters page.

     

    Click the Add button.

    Step 7
  8. Use the Recruiters page to assign a recruiter type and recruiter roles to the individual.

    Step 8
  9. You can assign the recruiter as many roles and regions as are pertinent for this Academic Career.

     

    However, if the recruiter is recruiting for more than one Academic Career, you must add a separate recruiter record for each career.

    Step 9
  10. Use the Effective Date field to enter the date when the individual's recruiter type and roles should be effective in your system.

    The current date is the default.

    Step 10
  11. Use the Status field to enter the status for the individual's recruiter type and roles.

    Step 11
  12. Use the Recruiter Type field to select a recruiter type for this individual.

     

    Click the Recruiter Type list.

    Step 12
  13. Click the Student list item.

    Step 13
  14. Use the Recruiter Role to select one or more recruiter roles for this individual.

     

    Click the Recruiter Role list.

    Step 14
  15. Click the Evaluator list item.

    Step 15
  16. Click the Add Row button.

    Step 16
  17. Click the Recruiter Role list.

    Step 17
  18. Click the Event Representative list item.

    Step 18
  19. Access the Recruiter Categories page.

     

    Click the Recruiter Categories tab.

    Step 19
  20. Use the Recruiter Categories page to assign recruiting categories to a recruiter.

    Step 20
  21. Use the Category field to enter the appropriate recruiting categories for this recruiter.

     

    For automatic assignment of recruiters by region, you would enter a value of REGN in the Category field. In this example, you do not use automatic regional assignment. Enter the code for Faculty/Staff Child.

     

    Enter the desired information into the Category field. Enter

     a valid value
     e.g.
     "FSCH"
    .

    Step 21
  22. Use the Assignment Stage field to enter the appropriate stage of recruiting in which this recruiter is involved.

     

    Click the Assignment Stage list.

    Step 22
  23. Click the Prospect/Applicant list item.

    Step 23
  24. Refresh the page to see the related descriptions for the values that you entered.

     

    Click the Refresh button.

    Step 24
  25. The system displays the Group associated with the Category that you selected.

    Step 25
  26. Access the Recruiter Regions page.

     

    Click the Recruiter Regions tab.

    Step 26
  27. Use the Recruiter Regions page to link recruiters at the career level to specific geographic regional assignments.

    Step 27
  28. Use the Stage field to enter the stage of recruitment (Applicant, Prospect, or Prospect/Applicant) in which this recruiter is involved for this region.

     

    Click the Stage list.

    Step 28
  29. Click the Prospect/Applicant list item.

    Step 29
  30. Use the Region field to specify a region and whether you want to include or exclude this recruiter from that region.

     

    For this example, you want to enter the code for the Central States region, and Include the recruiter in that region.

     

    Enter the desired information into the Region field. Enter

     a valid value
     e.g.
     "CENTRAL"
    .

    Step 30
  31. Use the Include/Exclude field to choose whether to include the recruiter in or exclude the recruiter from this region.

     

    First add the regions where this individual recruits. Then, if you must exclude the individual from certain areas, add those rows last.

     

    For this example, accept the default value of Include.

    Step 31
  32. Click the Add Row button.

    Step 32
  33. Click the Stage list.

    Step 33
  34. Click the Prospect/Applicant list item.

    Step 34
  35. In this example, you want to enter the code for the IOWA region and Exclude the recruiter from that region.

     

    Enter the desired information into the Region field. Enter

     a valid value
     e.g.
     "IA"
    .

    Step 35
  36. Click the Include/Exclude list.

    Step 36
  37. Click the Exclude list item.

    Step 37
  38. If a specific school is an exception to the Include/Exclude value that you entered for this region, select the External Org ID of that school here. All schools within the postal code range of the selected region are available.

     

    For example, you might want to Exclude this recruiter from recruiting in Iowa, except for Cornell College, where he has certain beneficial affiliations.

     

    You can only exclude or include a school (in the External Org ID field) from a region if the Region value entered is at the lowest level region node on your region tree. If the Region value is at any other level, you cannot access the External Org ID field.

    Step 38
  39. For this example, you want to enter the code for Cornell College.

     

    Enter the desired information into the External Org ID field. Enter

     a valid value
     e.g.
     "000010133"
    .

    Step 39
  40. Refresh the page to view the related descriptions for the values that you entered.

     

    Click the Refresh button.

    Step 40
  41. Notice that because this is an exception to the Include/Exclude value that you entered for the Region, the system displays the opposite value here.

    Step 41
  42. Access the Recruiter Centers page.

     

    Click the Recruiter Centers tab.

    Step 42
  43. Use the Recruiter Centers page to link a recruiter to your institution's recruiting and application centers.

    Step 43
  44. Use the Recruiting Center field to enter the code for the Undergraduate recruiting center.

     

    Enter the desired information into the Recruiting Center field. Enter

     a valid value
     e.g.
     "UGRD"
    .

    Step 44
  45. Click in the Application Center field.

    Step 45
  46. Use the Application Center field to enter the code for the Undergraduate application center.

     

    Enter the desired information into the Application Center field. Enter

     a valid value
     e.g.
     "UGRD"
    .

    Step 46
  47. Click the Refresh button.

    Step 47
  48. Access the Recruiter Programs page

     

    Click the Recruiter Programs tab.

    Step 48
  49. Use the Recruiter Programs page to associate the recruiter with academic programs and plans.

    Step 49
  50. Use the Academic Program field to enter the code for the Fine Arts Undergraduate program.

     

    Enter the desired information into the Academic Program field. Enter

     a valid value
     e.g.
     "FAU"
    .

    Step 50
  51. Click in the Academic Plan field.

    Step 51
  52. Use the Academic Plan field to enter the code for the Art History (BFA) plan.

     

    Enter the desired information into the Academic Plan field. Enter

     a valid value
     e.g.
     "ARTHIST"
    .

    Step 52
  53. Click the Refresh button.

    Step 53
  54. Click the Save button.

    Step 54

Congratulations! You successfully added a recruiter record. You assigned the recruiter to recruiter categories, centers and programs.  You also assigned the recruiter to a general region and excluded him from a specific part of that region, except for a school with which he has affiliations.

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