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Ellucian CRM Recruit

On-demand courses for CRM Recruit 5.x

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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
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