How to Manage an Advisor Pool Within the Recruitment Center

This article applies to the following role permissions: ConexED Administrator - Institution Administrator - Department Director - Group Manager

The Manage Advisor Pool page is an essential component in the Recruitment Center, allowing institutions to effectively assign and manage recruiters. It serves as the control center for configuring how prospective students are matched with recruiters and ensures a seamless process for managing the Recruitment Pipeline.

What is an Advisor Pool?

The Advisor Pool is a group of designated recruiters who handle prospective students within the Recruitment Center. This feature provides flexibility in assigning recruiters and managing workload distribution. Any user who is a Faculty/Staff member or higher can be added to the Advisor Pool at your Institution. It's important to note that the main purpose of the Advisor Pool is for automation purposes. Users do not need to be assigned to the Advisor Pool in order to be assigned as a recruiter for a prospective student. 

Accessing the Manage Advisor Pool Page

To access the Advisor Pool at your Institution:

1. Click on the Recruitment Center dropdown located under the CRM & Cohort Center in your left-hand side menu
2. Click on the Manage Advisor Pool tab

From here, users can assign and un-assign recruiters from the Advisor Pool, and they can also configure the automated recruiter assignment setting for their Institution.

Adding Recruiters to the Advisor Pool

To add a recruiter to the Advisor Pool:

1. Click on the Assign New Recruiter button
2. Enter the name of the user you wish to assign (Faculty/Staff role level or higher)
3. Click the Assign button

To unassign a recruiter, simply click the "Unassign from Pool" button in the table:

Understanding Pipeline Settings

Pipeline Assignment Settings determine how prospective students are assigned to recruiters.

• When Auto Assign Advisor from Pool: Yes
  • Prospective students are randomly assigned to recruiters that have been added to the Advisor Pool
  • Assigned students will appear in the My Prospective Students tab of their recruiter

• When Auto Assign Advisor from Pool: No
  • Prospective students are listed in the Unassigned Prospective Students tab
  • Users must manually assign students to a recruiter

Steps to update Pipeline Assignment Settings:

1. Locate the Pipeline Assignment Settings section on the Manage Advisor Pool page
2. Select the desired option (Yes or No) using the radio buttons
3. Click the Save Settings button to apply your changes