Assigning Recruiters to a Group of Prospects


Concept


Steps:

  1. Begin by navigating to the General Selection Crit page.

     

    Click the Student Recruiting link.

    Step 1
  2. Click the Recruiter Assignment link.

    Step 2
  3. You can run this process by searching for an existing Run Control ID or you can add a new value. Creating a Run Control ID that is relevant to the report may help you remember it for future use.

     

    Click the Add a New Value tab.

    Step 3
  4. A Run Control ID is an identifier that, when paired with your User ID, uniquely identifies the process you are running. The Run Control ID defines parameters that are used when a process is run. This ensures that when a process runs in the background, the system does not prompt you for additional values.

     

    Enter the desired information into the Run Control ID field. Enter

     a valid value
     e.g.
     "RECRUITERS"
    .

    Step 4
  5. Click the Add button.

    Step 5
  6. Use the General Selection Crit page and the other pages in the Recruiter Assignment component to enter the request parameters. These parameters will be used to define the processing rules and data to be included when the process is run.

    Step 6
  7. Use the General Selection Crit (general selection criteria) page to begin specifying selection criteria for the desired group of prospects.

    Step 7
  8. You must enter at least the required data (denoted by *) on this page and on each page in this component.  You may enter additional data to further define your selection criteria.

    Step 8
  9. Use the Institution field to enter the academic institution for this prospect group.

     

    Enter the desired information into the Institution field. Enter

     a valid value
     e.g.
     "PSUNV"
    .

    Step 9
  10. Click in the Last School Attended field.

    Step 10
  11. In this example, you want to enter the code for Jordan High School.

     

    Enter the desired information into the Last School Attended field. Enter

     a valid value
     e.g.
     "000010005"
    .

    Step 11
  12. Click in the Academic Career field.

    Step 12
  13. Enter the desired information into the Academic Career field. Enter

     a valid value
     e.g.
     "UGRD"
    .

    Step 13
  14. Click the Refresh button.

    Step 14
  15. After refreshing the page, review the updated related descriptions to be sure that you entered the desired values.

    Step 15
  16. You can enter additional data in the Bio/Demo Selection and Address Selection group boxes to select prospects.

     

    For example, if you want to select only prospects who are single, male, and from certain postal codes in Maryland, you could specify that data here.

    Step 16
  17. You can select existing prospect records (that match your criteria) based on their currently assigned regions, if any. 

     

    If you want to select only prospects who do not have a region assigned, select the Blank option.

     

    If you want to select only prospects with a currently assigned region, select the Non-Blank option.  If you want to specify a region, you can enter that region in the Non-Blank field.

     

    For this example, accept the N/A option, which is the default value.

    Step 17
  18. Access the Academic Selection Crit page.

     

    Click the Academic Selection Crit tab.

    Step 18
  19. Use the Academic Selection Crit (academic selection criteria) page to enter any academic program or academic plan selection criteria for the prospect group.

    Step 19
  20. In this example, you will enter the code for 2007 Fall.

     

    Enter the desired information into the Admit Term field. Enter

     a valid value
     e.g.
     "0590"
    .

    Step 20
  21. Click in the Admit Type field.

    Step 21
  22. In this example, you want to enter the code for the First-Year admit type

     

    Enter the desired information into the Admit Type field. Enter

     a valid value
     e.g.
     "FYR"
    .

    Step 22
  23. Click in the Campus field.

    Step 23
  24. Enter the desired information into the Campus field. Enter

     a valid value
     e.g.
     "MAIN"
    .

    Step 24
  25. Click the Acad Load list.

    Step 25
  26. Click the Full-Time list item.

    Step 26
  27. Click the Acad Level list.

    Step 27
  28. Click the 1st Year list item.

    Step 28
  29. Click the Refresh button.

    Step 29
  30. After refreshing the page, you can review the fields to be sure that you entered the desired criteria.

    Step 30
  31. Access the Prog/Plan Selection Crit page.

     

    Click the Prog/Plan Selection Crit tab.

    Step 31
  32. Use the Prog/Plan Selection Crit (program or plan selection criteria) page to enter any academic program or academic plan selection criteria for the prospect group.

    Step 32
  33. Use the Academic Program field to enter an academic program for this prospect group.

     

    You can enter more than one academic program. If you enter more than one academic program (for example, Liberal Arts and Fine Arts) people who are in either the Liberal Arts or the Fine Arts academic programs are selected for this prospect group.

    Step 33
  34. In this example, you want to enter the code for Intercommunicative Technology.

     

    Enter the desired information into the Academic Program field. Enter

     a valid value
     e.g.
     "ICTEC"
    .

    Step 34
  35. Click in the Campus field.

    Step 35
  36. In this example, you want to enter the code for the Main Hacienda Campus.

     

    Enter the desired information into the Campus field. Enter

     a valid value
     e.g.
     "MAIN"
    .

    Step 36
  37. Use the Academic Plan field to enter an academic plan.

     

    If you enter more than one academic plan, a person must have only one of the plans that you enter to be included in this prospect group.

    Step 37
  38. Click in the Academic Plan field.

    Step 38
  39. In this example, you want to enter the code for Communication Technology.

     

    Enter the desired information into the Academic Plan field. Enter

     a valid value
     e.g.
     "COMMTECH"
    .

    Step 39
  40. Click the Refresh button.

    Step 40
  41. After refreshing, review the related descriptions to confirm that you entered the desired values.

    Step 41
  42. Access the Acad Interests Selection Crit page.

     

    Click the Acad Interests Selection Crit tab.

    Step 42
  43. Use the Acad Interests Selection Crit (academic interests selection criteria) page to select individuals for a prospect group who have expressed an academic interest in a common subject area.

    Step 43
  44. If you want to select prospects who have expressed a high prioritized interest in a subject matter, select the Priority option.

     

    If you want to select people who have expressed any interest in a subject matter, select the Non-Priority option.

     

    For this example, accept the Not Applicable option, which is the default value.

    Step 44
  45. Use the Subject Area field to enter more than one subject area.

     

    For example, if you enter English and Math as subject areas, the system selects those people who have expressed an interest in either English or Math for this prospect group.

     

    The values available for the Subject Area field are based on the Priority, Non-Priority, or Not-Applicable option selected at the top of the page.

    Step 45
  46. Click in the Subject Area field.

    Step 46
  47. In this example, you want to enter the code for Technology.

     

    Enter the desired information into the Subject Area field. Enter

     a valid value
     e.g.
     "TECH"
    .

    Step 47
  48. Click the Show following tabs button.

    Step 48
  49. Access the Assignment Crit page.

     

    Click the Assignment Crit tab.

    Step 49
  50. Use the Assignment Crit (assignment criteria) page to enter criteria for selecting the recruiters  to assign to this group of prospects.

    Step 50
  51. Select the School option to assign the region based on  the postal code of the prospect's last school attended, which is specified on the General Selection Criteria page.

     

    Click the School option.

    Step 51
  52. Use the Category field to enter a recruiting category for this prospect group.

     

    Click in the Category field.

    Step 52
  53. In this example, you want to enter the code for High GPA.

     

    Enter the desired information into the Category field. Enter

     a valid value
     e.g.
     "HGPA"
    .

    Step 53
  54. Click the Sub-Cat list.

    Step 54
  55. Click the High list item.

    Step 55
  56. Use the Existing Recrs field to specify how to handle existing recruiters, if any, for people in this prospect group.

     

    You can Merge or Replace them with the recruiters that you are assigning in this transaction.

     

    The system selects Merge by default.  In this example, you want to accept the default value.

    Step 56
  57. Click in the Recruiter ID field.

    Step 57
  58. In this example, you want to enter the ID for recruiter, Gloria Wilson.

     

    Enter the desired information into the Recruiter ID field. Enter

     a valid value
     e.g.
     "ADREC2"
    .

    Step 58
  59. You want to assign one more recruiter to this group of prospects. However, you want this recruiter to be the primary recruiter.

     

    Click the Primary option.

    Step 59
  60. Click the Add a new row button.

    Step 60
  61. Click in the Recruiter ID field.

    Step 61
  62. In this example, you want to enter the ID for recruiter, John Chavez.

     

    Enter the desired information into the Recruiter ID field. Enter

     a valid value
     e.g.
     "ADREC1"
    .

    Step 62
  63. Click the View All link.

    Step 63
  64. Both of the recruiters that you assigned appear in the Recruiters group box.

    Step 64
  65. At this point, you would continue to run the Recruiter Assignment process just as you would any other PeopleSoft Enterprise Process Scheduler process.

     

    Refer to the Running Reports module for an example of running a process.

    Step 65

Congratulations!  You have set the Recruiter Assignment process to select a group of prospects according to your criteria and to assign the specified recruiters to each prospect in that group.

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