How to Manage Recruitment Pools

20 STEPS

1. Navigate to the CRM & Cohort Center tab and click to expand the menu.

2. Select Recruitment Center.

3. Scroll down and click Manage Recruiter Pool.

4. Click Assign New Recruiter.

5. Type user name in the Sender Lookup Search Bar, and select user to add.

6. Select desired user and click Assign. Please note: only one user may be added at a time. Repeat steps to assign multiple recruiters.

7. To Auto assign from Advisor Pool, select Yes. If you desire to manually assign recruiters from the pool select no.

8. Click Save Settings,

9. If you wish to create custom recruiter pools you will do so in the Manage Custom Recruiter Pools tab. Scroll down and click Manage Custom Recruiter Pools.

10. Click Create New Pool.

11. Click Pool Name and enter the name of the new custom recruiter pool.

12. Click in the circle to select your preferred assignment method.

13. Click Create.

14. Click Assign New Recruiter.

15. Type user name in the Sender Lookup Search Bar, and select user to add.

16. Select desired user and click Assign. Please note: only one user may be added at a time. Repeat steps to assign multiple recruiters.

17. To attach an existing attribute that will be used to identify and filter prospective students into this pool, click in the Student Attribute field.

18. Click here and select desired attribute from the drop down.

19. Click in the circle to select your preferred assignment method. Be sure to click Save Changes.

20. Scroll down and that's it. You're done.