Recruitment Portals
Learn how to use basics of Slate in the general overview .
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General Overview
Recruitment Portal Basics
The are currently two main recruitment portals:
The recruitment portal is designed to manage students throughout the funnel. There are two main pages:
- Main: Where initial inquires, applications, admits are managed
- Follow Up: Where follow up tasks are managed
Main Page
The main page is designed so that inquiries enter and leave this area after an interaction has been recorded using the interaction form. They are typically assigned a follow up date, which will automatically display them in the Follow Up page on the date assigned. To see more information on a student record, select their nameand you will be taken to their dashboard. It is important to always submit an interaction for a student.
Applications and admitted tabs are stagnant pages, meaing records do not move on from them, and so they are complete views into the active applications. There will be a followup date column on these pages, which will help distinguish the records that have not been contacted.
Each page will have information regarding navigation listed at the top.
- Interaction Form Example
- Important Reminder Note:When updating an unknown entry term it must be done from the entity recruitment page on the student record. Unknown entry terms have their row updated. However, If the student is interested in a different program or a new entry term, a new row must be added. See below for more information.
Updating a Student's Recruitment Information
The Graduate instance of Slate has adopted a new entity structure, which allows a student to have multiple inquiries simulatenously for diffrent recruitment centers and entry terms. This information may be found on the student dashboard, and updated on their recruitment tab.
- To update an unknown entry term, select that entity row in the recruitment tab and update the term.
- If a student is inquiring for a new term or a different program, then a new row must be added.
- It is important to update any old rows to inquiry cancelled, if they are no longer interested in either the program or the term.
Follow Up
The follow up section contains two tables that contain lists of the students who require a follow up. The first table is all active follow ups due that day (including overdue). The second table is a selectable drop down, which will show all future scheduled follow ups. These tables may be filtered by the staff assignment field at the top of the page. Navigation instruction will be on the page itself.
