Courses

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Integrating Recruiter with the ERP (Recruit 3.7-4.0)Course

This course contains a series of lessons on integrating Recruiter with the ERP.
Free
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Managing Users, Security Roles, and System Administration (Recruit 4.0)Course

This course contains a series of lesson on how to manage users and security roles.
Free
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Recruiter Overview and Navigation (Recruiter 3.6-3.8)Course

In this course you will learn how to navigate Ellucian's Recruiter, review tasks, profiles, and applications. You will also learn how to merge duplicate records, view data in a chart and run a delivered report. You will learn how to perform, save, review, and share an Advanced Find view which is a fundamental skill in multiple modules of Recruiter. In addition, you will explore the common daily tasks faced by Recruiters and Processors.
Free
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Managing Travel and Events (Recruiter 3.5-3.8)Course

In this course, you will learn how to manage travel and events related to recruitment. You will learn how to create and manage events, automate event communications using Workflow and manage trips.
Free
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Defining Territories, Enrollment Goals, and Ratings (Recruit 3.0-3.8)Course

In this course you will learn how to define territories, define enrollment goals, and ratings.
Free
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Managing Applications (Recruit 3.6-3.8)Course

Do you manage applications? Learn how to defer applications, create deadlines, and configure application display for online applications.
Free
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Managing Campaigns and Communications (Recruit 3.0-3.8)Course

In this course you will learn how to manage campaigns and communications using multiple different methods.
Free
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Managing Duplicate Detection and Imports (Recruit 3.5-3.8)Course

Are duplicate records a problem? Learn how to prevent and resolve duplicate data with automated duplicate detection rules and duplicate detection jobs.
Free
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Managing Web Forms and Applications (Recruit 4.0)Course

This course contains a series of lesson on how to manage web facing forms and applications.
Free
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Managing Opportunities and Recruitment Goals (Recruit 4.0)Course

This course contains information on managing opportunities and recruitment goals.
Free
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Managing and Processing Applications (Recruit 4.0)Course

This course contains information on managing applications.
Free
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Managing Communications (Recruit 4.0)Course

This course contains information on managing campaigns and communications.
Free
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Managing Campaigns (Recruit 4.0)Course

This course contains information on managing campaigns and communications.
Free
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Managing Imports (Recruit 4.0)Course

This course contains a series of lessons on how to set up and import data.
Free
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Managing Events, Dashboards, and Reporting (Recruit 4.0)Course

This course contains information on managing travel and events.
Free
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Managing Duplicate Detection (Recruit 4.0)Course

Are duplicate records a problem? Learn how to prevent and resolve duplicate data with automated duplicate detection rules and duplicate detection jobs.
Free
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Completing a Mail Merge (Recruit 4.0)Course

Do you print and mail out paper letters with personalized greetings? Learn how to use the mail merge dashboard to send personalized letters to prospective students.
Free
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Managing Telecounseling (Recruit 4.0)Course

Do you want to call prospective students as part of your communications? Connect with inquiries and prospects personally using a telemarketing campaign.
Free
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Using the Agent Functionality (Recruit 4.5)Course

Is your institution recruiting international students? Learn how to connect with agents representing prospective international students.
Free
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Navigating Ellucian CRM Advance (CRM Advance)Course

New to CRM Advance? Learn how to navigate CRM Advance while viewing person and organization information.
Free
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Maintaining Constituent Information (CRM Advance)Course

Ready to enter constituent information? Learn how to create person and organization records as well as maintain the records by entering additional constituent data or indicating the constituent is deceased.
Free
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Viewing Constituent Information (CRM Advance)Course

Need to view constituent information? Learn how to view person and organization records in CRM Advance.
Free
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Setting Up the Name Pattern Generator (CRM Advance)Course

Do you use different formal and informal names in various communications? Do you want to automate how CRM Advance combines names of married couples? Learn how to use the Name Pattern Generator for both couples and individuals.
Free
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Maintaining Name Information (CRM Advance)Course

Do you update name information? Learn how to maintain the primary constituent name and maintain additional formatted names.
Free
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Viewing Name Information (CRM Advance)Course

Do you need to get the constituent or donor’s name correct? Learn how to view the primary constituent name and view additional formatted names.
Free

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