Ellucian CRM Recruit On-Demand Learning Path
On-Demand training for Ellucian CRM Recruit is provided to Ellucian's customers as a benefit of their product maintenance agreements. Training is listed below in the recommended sequence.
Click view details to see the full description of each course, and to launch it. If you are not logged in to this site, you will be prompted to log in.
CRM Recruit 5 has some new navigation features that you will be seeing in the elearning courses and lessons that support this release. These features include how to navigate to modules from the top toolbar and the slight modification of icons on the toolbar. The functionality does not change with this enhanced User Interface, so you will still see courses and lessons using older versions of the UI. All of the content is up to date to the most recent version of CRM Recruit and we are working to update the navigation on existing videos.
| Ellucian CRM Recruit 5 Courses | ||
|---|---|---|
| Course Name | 5.0 | 5.1 |
| What's New in Recruit | ||
| What's New in Recruit | view details | |
| Managing the ERP Provisioning Process | ||
| Managing the ERP Provisioning Process | view details | |
| Recruit Overview and Navigation | ||
| Understanding Recruit Navigation | view details | |
| Working with Prospect Records | view details | view details |
| Using Views | view details | |
| Managing Duplicate Detection | ||
| Managing Duplicate Detection | view details | view details |
| Managing Web Forms and Applications | ||
| Developing Applications | view details | |
| Managing Opportunities and Recruitment Goals | ||
| Promoting and Auto-Qualifying Suspects | 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 Imports | ||
| Setting Up Common File Type Imports | view details | |
| Importing Common File Types | view details | |
| Managing Custom Imports | view details | |
| Configuring General Prospect Imports | view details | |
| Configuring General Application Imports | view details | |
| Managing Communications | ||
| Managing Activities | view details | |
| Automating Communications Using Workflow | view details | |
| Completing a Mail Merge | ||
| Completing a Mail Merge | view details | |
| Managing and Processing Applications | ||
| Managing Letters of Recommendation | view details | |
| Reviewing the Application Folder | view details | |
| Managing Tuition Deposits | ||
| Managing Tuition Deposits | n/a | view details |
| Using the Communication Plan | ||
| Using the Communication Plan | view details | |
| Communicating with Bulk Email | ||
| Using the Bulk Email Service | view details | |
| Changing an Academic Program of Interest | ||
| Changing an Academic Program of Interest | n/a | view details |
| Completing Application Reviews | ||
| Managing Applications | view details | |
| Admission Conditions | view details | |
| Application Other Choice Program | view details | |
| Configuring the Constituent Experience for Applications | ||
| Configuring the Constituent Experience | n/a | view details |
| Configuring the Constituent Experience for Applications | view details | |
| Ellucian CRM Recruit 4 Courses | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Course Name | 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 | ||||||||||