Ellucian CRM Recruit
On-demand courses for CRM Recruit 5.x
| Course | Summary | Duration | Access Required | Action | |
|---|---|---|---|---|---|
| 5.0 | 5.1 | ||||
| What's New in Recruit | |||||
| What's New in Recruit | See an overview of the new features and functionality in Recruit 5.0. | 5 minutes | free | view course | |
| Managing the ERP Provisioning Process | |||||
| Managing the ERP Provisioning Process | Do you need to bring in data and validation lists from either Banner or Colleague? Learn how you can provision data from these systems. | 12 minutes | free | view course | |
| Recruit Implementation Preparation Webinars | |||||
| Recruiter Implementation Preparation Webinars | Planning for an Ellucian Recruit Implementation? Here's what you need to know before you get started. | 59 minutes | free | view course | |
| Recruit Overview and Navigation | |||||
| Understanding Recruit Navigation | New to Recruit? Navigate through Recruit as you learn to work with individual prospect records and view multiple records using views. | 23 minutes | free | view course | |
| Working with Prospect Records | Ready to understand prospective student person and related records in greater depth? Learn where to find different pieces of data, understand related records such as applications, academic history, activities, and more, and also manage duplicates and deactivated records. | 35 minutes | free | view course | view course |
| Using Views | Need to find specific data based on criteria? Learn how to use views and the Advanced Find feature to search for, select, and display multple records. | 34 minutes | free | view course | |
| Managing Duplicate Detection | |||||
| Managing Duplicate Detection | Are duplicate records a problem? Learn how to prevent and resolve duplicate data with automated duplicate detection rules and duplicate detection jobs. | 40 minutes | free | view course | view course |
| Managing Web Forms and Applications | |||||
| Manage Web Facing Forms | Do you want to customize web-facing forms for your institution? Learn how to update the delivered create account form, the update profile form, and the online event registration forms. | 43 minutes | free | view course | |
| Developing Applications | Do you need to create or customize applications for your instititon? Learn how to generate an application type, then add tabs, sections, fields, and even conditional logic to an application. | 44 minutes | free | view course | |
| Managing Opportunities and Recruitment Goals | |||||
| Promoting and Auto-Qualifying Suspects | Do you want to automatically promote suspects to prospects? Learn how to promote and auto-qualify suspect records. | 11 minutes | free | view course | |
| Working with Prospect Records | Ready to understand prospective student person and related records in greater depth? Learn where to find different pieces of data, understand related records such as applications, academic history, activities, and more, and also manage duplicates and deactivated records. | 30 minutes | free | view course | |
| Working with Opportunities | Do you work with prospects everyday? Learn how to guide students through the enrollment funnel by working with specific opportunities. | 26 minutes | free | view course | |
| Defining Territories | Ready to assign opportunities to recruiters automatically? Learn how to create and manage territories to assign opportunities according to criteria your institution defines. | 60 minutes | free | view course | |
| Defining Enrollment Goals | Are goals important to you? Learn how to modify, define, and calculate enrollment goals for a successful recruiting period. | 15 minutes | free | view course | |
| Using Ratings | Found the perfect candidate? Use ratings to identify candidates who are most coveted by your institution, and those most likely to attend your institution. | 22 minutes | free | view course | |
| Managing Imports | |||||
| Setting Up Common File Type Imports | Need to set up imports? IT Leads and Sys Admins learn how to set up common file type imports including common suspect, test score, and application file types. | 39 minutes | free | view course | |
| Importing Common File Types | Does you institution import data? Learn how to import common suspect, test score, and application imports. | 27 minutes | free | view course | |
| Managing Custom Imports | Does your institution need data imported other than what is included in delivered integration or common imports? IT Leads and Sys Admins learn how to import custom files and map fields so custom data ends up right where you need it. | 14 minutes | free | view course | |
| Configuring General Prospect Imports | Do you need to create and update prospective student records in Recruit using data from another source? IT Leads and Sys Admins learn how to configure general prospect imports. | 47 minutes | free | view course | |
| Configuring General Application Imports | Importing application records? IT Leads and Sys Admins learn how to configure general application imports. | 35 minutes | free | view course | |
| Managing Data Migration | |||||
| Managing Data Migration | Do you have prospective student data in your ERP that isn't in Recruit? Learn how to provision and troubleshoot pre-application prospective student data into Ellucian CRM Recruit from Banner, Colleague, or another ERP. | 22 minutes | free | view course | |
| Managing Communications | |||||
| Managing Activities | Is connecting with inquiries and prospects what you do everyday? See common practices for creating phone call, email, appointment, and reminder task activities. Mark activities complete as you finish each activity. | 23 minutes | free | view course | |
| Automating Communications Using Workflow | Are there routine communications you would like to automate? Learn how to use workflows to automatically send communications such as application submitted acknowledgement. Start by reviewing delivered communications then build your own workflow. | 85 minutes | free | view course | |
| Completing a Mail Merge | |||||
| Completing a Mail Merge | 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. | 13 minutes | free | view course | |
| Managing and Processing Applications | |||||
| Processing Applications | Is the application complete? Learn how to enter paper applications, add multiple types of supplemental information items, and mark applications complete. | 27 minutes | free | view course | |
| Managing Letters of Recommendation | Are your prospective students highly recommended? Learn how to setup, customize, and view letters of recommendation. | 25 minutes | free | view course | |
| Reviewing the Application Folder | Ready to make a decision? Work with multiple reviewers to perform application reviews online and share notes and recommendations. | 24 minutes | free | view course | |
| Enabling Direct Apply | Want to make it easier for prospective students to apply to your institution? Learn how to enable direct apply. | 12 minutes | free | view course | |
| Managing Tuition Deposits | |||||
| Managing Tuition Deposits | Want to streamline tuition deposit payments? Learn how to configure and enable tuition deposit payments through the payment gateway. An admitted student can view the offer, respond, and make the payment in the same session. | 18 minutes | free | n/a | view course |
| Integrating CRM Recruit with the ERP | |||||
| CRM Recruit to Colleague Integration | Does your institution use Colleague? Review records and define parameters needed to integrate CRM Recruit with your institution's ERP. Plus, download Colleague-specific quick reference guides. | 48 minutes | free | view course | |
| Recruit to Banner Integration | Does your institution use Banner? Review records and define parameters needed to integrate CRM Recruit with your institution's ERP. Plus download Banner- specific quick reference guides. | 51 minutes | free | view course | |
| Using the Communication Plan | |||||
| Using the Communication Plan | Are there routine communications you would like to automate? Automate your institutions communication plan to send the right message, to the right person, at the right time, no matter when the prospective student enters the enrollment funnel. | 41 minutes | free | view course | |
| Managing Campaigns | |||||
| Creating a Quick Campaign | Have exciting, breaking news to share? Accelerate your communications using a quick campaign to inquiries and prospects. | 18 minutes | free | view course | |
| Creating a Campaign | Is your institution still using campaigns? Learn how to create a campaign in Ellucian CRM Recruit. | 41 minutes | free | view course | |
| Managing a Campaign | Need to view a campaign calendar or campaign responses? Learn how to manage a campaign. | 9 minutes | free | view course | |
| Communicating with Bulk Email | |||||
| Using the Bulk Email Service | Need to send marketing emails containing logos and images to large groups? See how to use bulk email to market your institution to inquiries and prospects. Use email metrics to determine whether the recipient opens or clicks the links in your messages. | 24 minutes | free | view course | |
| Managing Telecounseling | |||||
| Managing Telecounseling | Do you want to call prospective students as part of your communications? Connect with inquiries and prospects personally using a telemarketing campaign. | 16 minutes | free | view course | |
| Managing Events, Dashboards, and Reporting | |||||
| Creating Events | Are campus tours or high school visits a critical aspect of your recruitment plan? See common practices for creating and promoting events. | 35 minutes | free | view course | |
| Managing Events | Do you need to add or remove participants from campus events? Do you need to record attendance? Do you need to create links to one or more events? Learn how to manage events. | 28 minutes | free | view course | |
| Managing Trips | Do your recruiters take recruiting trips? Journey to high schools and college fairs, and learn to keep track of the expenses and the effectiveness of each trip. | 19 minutes | free | view course | |
| Reviewing Delivered Dashboards and Reports | Do you want to monitor the performance and effectiveness of communication campaigns, events, and more? Learn how to review delivered dashboards and reports. | 9 minutes | free | view course | |
| Managing Users, Security Roles, and System Administration | |||||
| Managing Users and Security Roles | Do your users have access to the right data in order to perform their daily tasks? Learn how to manage users and security roles. | 22 minutes | free | view course | |
| Monitoring Workflows and System Jobs | Do you monitor workflows and system jobs? Do you know how to troubleshoot basic workflow errors? See common practices for monitoring workflows and system jobs. | 11 minutes | free | view course | |
| Working with Error Log Entries | Troubleshooting issues in Recruit? Learn how to work with error log entries to keep you system running in peak performance. | 10 minutes | free | view course | |
| Managing Data | Want to keep your system running in peak performance? Learn how to delete records in bulk and use system auditing. | 16 minutes | free | view course | |
| Configuring System Administration | Does quick find not find the records you need most? Learn how to configure quick search and more system administration how-tos. | 7 minutes | free | view course | |
| Using the Data Transfer Tool | Built something in test and want to move it to production without rebuilding? Learn to use the Data Transfer Tool to export multiple types of data between Recruit instances. | 27 minutes | free | view course | |
| Using the Agent Functionality | |||||
| Using the Agent Functionality | Is your institution recruiting international students? Learn how to connect with agents representing prospective international students. | 18 minutes | free | view course | |
| Changing an Academic Program of Interest | |||||
| Changing an Academic Program of Interest | Do prospective students change their mind? Learn how to enable prospects to change their academic program of interest from the constituent experience and for staff members to change the academic program from the Recruit console. | 9 minutes | free | n/a | view course |
| Completing Application Reviews | |||||
| Configuring Application Review Forms | Want to gather applications, supplemental items, and reviewer notes into a single review? Learn how to configure application review forms. | 12 minutes | free | view course | |
| Configuring Application Review Teams and Reviewers | What information matters to different application reviewers? Learn how to configure reviews for users or teams, and assign the right form for review. | 13 minutes | free | view course | |
| Configuring an Application Review Assignment and Rules | Want to automate who is assigned an application review? Learn how to configure an application review assignment and assignment rules. | 12 minutes | free | view course | |
| Configuring an Application Assignment and Rules | Want to automate who is assigned an application? Learn how to configure an application assignment, create assignment rule, and assign an application owner. | 11 minutes | free | view course | |
| Managing Applications | Do you manage applications? Learn how to defer applications, create deadlines, and configure application display for online applications. | 25 minutes | free | view course | |
| Processing an Application Review | Ready to review an application? Learn how to assign, complete, and process application reviews. | 17 minutes | free | view course | |
| Admission Conditions | Does your institution assign conditional admission to applicants? Learn how to add, manage, and track admission conditions. | 18 minutes | free | view course | |
| Application Other Choice Program | What happens if a student is not accepted into their first choice program? Learn how to manage applications with a second choice academic program. | 24 minutes | free | view course | |
| Configuring Decision Letters | |||||
| Creating Decision Letter Templates | Want to automate decision letters? Start by creating decision letter templates which can include signatures and conditional content. | 23 minutes | free | view course | |
| Enabling Decision Letter Creation | Ready to communicate a decision letter? Learn how to enable decision letter creation. | 11 minutes | free | view course | |
| Configuring Application Status Types and Decision Reasons | Do you have multiple application status types and decision reasons? Learn to configure these elements in CRM Recruit. | 4 minutes | free | view course | |
| Configuring Recruit for Decisions on the Web Front End | Want to communicate admission decisions to prospective students online? How about online response through the constituent experience? Learn how to configure Recruit for decisions on the web front end. | 17 minutes | free | view course | |
| Processing Decision Letters | |||||
| Processing Decision Letters | Ready to make a decision? Learn how to assign decisions, review decision letters, upload additional documents and perform a decision release. | 17 minutes | free | view course | |
| Viewing the Prospective Student Experience | Ever wonder what prospective students see when they go online to view admission decisions? View admission decisions from the prospective student point of view. | 12 minutes | free | view course | |
| Viewing the Constituent Experience | Ever wonder what prospective students see when they go online using the constituent experience to view admission decisions? View admission decisions on the constituent experience. | 8 minutes | free | view course | |
| Configuring the Constituent Experience for Applications | |||||
| Configuring the Constituent Experience | Want to customize the look and feel of the constituent experience to your institution's branding? Learn how to configure the constituent experience using settings and the CSS style sheet. | 18 minutes | free | n/a | view course |
| Configuring the Constituent Experience for Applications | Want more options for configuring online applications? Learn how to require applicants to review the application before submitting, set application limits, as well as configure embargo start and end dates. | 19 minutes | free | view course | |
| Configuring Text Messaging | |||||
| Configuring Text Messaging | Is text messaging part of your communication plan? Learn how to configure and use text messaging within Recruit. | 18 minutes | free | view course | |
| Configuring Mobile Apps | |||||
| Configuring Mobile Apps | Are you a recruiter who lives on their mobile device? Learn how to access the Recruit mobile app. Create and find records, pin records to favorites, as well as create activities and notes. | 15 minutes | free | view course | |
On-demand courses for CRM Recruit 4.x
| Course | Version | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 4.0 | 4.2 | 4.5 | 4.6 | 4.7 | 4.8 | 4.9 | ||||||
| Recruit Implementation Preparation Webinars | ||||||||||||
| Recruit Implementation Preparation Webinars | view details | |||||||||||
| Managing the ERP Provisioning Process | ||||||||||||
| Managing the ERP Provisioning Process | view details | view details | ||||||||||
| Recruit Overview and Navigation | ||||||||||||
| Understanding Recruit Navigation | view details | view details | ||||||||||
| Working with Prospect Records | view details | view details | ||||||||||
| Using Views | view details | view details | ||||||||||
| Integrating CRM Recruit with the ERP | ||||||||||||
| CRM Recruit to Colleague Integration | view details | view details | ||||||||||
| CRM Recruit to Banner Integration | view details | |||||||||||
| Using the Communication Plan | ||||||||||||
| Using the Communication Plan | n/a | view details | ||||||||||
| Managing Data Migration | ||||||||||||
| Managing Data Migration | n/a | view details | ||||||||||
| Managing Users, Security Roles, and System Administration | ||||||||||||
| Managing Users and Security Roles | view details | view details | ||||||||||
| Monitoring Workflows and System Jobs | n/a | view details | ||||||||||
| Working with Error Log Entries | n/a | view details | ||||||||||
| Managing Data | n/a | view details | ||||||||||
| Configuring System Administration | n/a | view details | ||||||||||
| Using the Data Transfer Tool | n/a | view details | ||||||||||
| Managing Web Forms and Applications | ||||||||||||
| Managing Web Facing Forms | view details | view details | ||||||||||
| Developing Applications | view details | |||||||||||
| Managing Opportunities and Recruitment Goals | ||||||||||||
| Promoting and Auto-Qualifying Suspects | view details | view details | ||||||||||
| Working with Prospect Records | view details | |||||||||||
| Working with Opportunities | view details | |||||||||||
| Defining Territories | view details | |||||||||||
| Defining Enrollment Goals | view details | |||||||||||
| Using Ratings | view details | |||||||||||
| Managing and Processing Applications | ||||||||||||
| Processing Applications | view details | view details | view details | |||||||||
| Managing Letters of Recommendation | view details | |||||||||||
| Reviewing the Application Folder | view details | |||||||||||
| Enabling Direct Apply | n/a | view details | ||||||||||
| Managing Communications | ||||||||||||
| Managing Activities | view details | view details | ||||||||||
| Automating Communications Using Workflow | view details | |||||||||||
| Managing Campaigns | ||||||||||||
| Creating a Quick Campaign | view details | view details | ||||||||||
| Creating a Campaign | view details | |||||||||||
| Managing a Campaign | view details | |||||||||||
| Communicating with Bulk Email | ||||||||||||
| Using the Bulk Email Service | n/a | view details | ||||||||||
| Managing Imports | ||||||||||||
| Setting Up Common File Type Imports | view details | view details | ||||||||||
| Importing Common File Types | view details | view details | ||||||||||
| Managing Custom Imports | view details | |||||||||||
| Configuring General Prospect Imports | view details | |||||||||||
| Configuring General Application Imports | view details | |||||||||||
| Managing Events, Dashboards, and Reporting | ||||||||||||
| Creating Events | view details | view details | ||||||||||
| Managing Events | view details | |||||||||||
| Managing Trips | view details | |||||||||||
| Reviewing Delivered Dashboards and Reports | view details | |||||||||||
| Managing Duplicate Detection | ||||||||||||
| Managing Duplicate Detection | view details | view details | ||||||||||
| Completing a Mail Merge | ||||||||||||
| Completing a Mail Merge | view details | view details | ||||||||||
| Managing Telecounseling | ||||||||||||
| Managing Telecounseling | view details | view details | ||||||||||
| Using the Agent Functionality | ||||||||||||
| Using the Agent Functionality | n/a | view details | ||||||||||
| Migrating to Ellucian CRM Recruit 4x and Up | ||||||||||||
| Understanding the Recruit 4.2 Data Model | n/a | view details | ||||||||||
| Understanding Opportunities in Recruit 4.2 | n/a | view details | ||||||||||
| Incorporating the 4.2 Changes into Territories, Enrollment Goals, Dashboards, and Communications | n/a | view details | ||||||||||
| Incorporating the 4.2 Changes into Workflows, Dialogs, and Real Time Integration | n/a | view details | ||||||||||
| Completing Application Reviews | ||||||||||||
| Configuring Application Review Forms | n/a | view details | view details | |||||||||
| Configuring Application Review Teams and Reviewers | n/a | view details | ||||||||||
| Configuring an Application Review Assignment and Rules | n/a | view details | ||||||||||
| Configuring an Application Assignment and Rules | n/a | view details | ||||||||||
| Managing Applications | n/a | view details | view details | view details | ||||||||
| Processing an Application Review | n/a | view details | view details | |||||||||
| Configuring Decision Letters | ||||||||||||
| Creating Decision Letter Templates | n/a | view details | ||||||||||
| Enabling Decision Letter Creation | n/a | view details | ||||||||||
| Configuring Application Status Types and Decision Reasons | n/a | view details | ||||||||||
| Configuring Recruit for Decisions on the Web Front End | n/a | view details | view details | |||||||||
| Processing Decision Letters | ||||||||||||
| Processing Decision Letters | n/a | view details | view details | |||||||||
| Viewing the Prospective Student Experience | n/a | view details | view details | |||||||||
| Configuring Text Messaging | ||||||||||||
| Configuring Text Messaging | n/a | view details | ||||||||||
| Configuring Mobile Apps | ||||||||||||
| Configuring Mobile Apps | n/a | view details | ||||||||||