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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 This course contains a series of lessons on how to manage the ERP provisioning process. 12 minutes free view course
Recruit Overview and Navigation
Understanding Recruit Navigation This course contains a series of lessons on the overview and navigation of the Ellucian CRM Recruit console. 23 minutes free view course
Working with Prospect Records In this introduction, you learn about the lessons that are included in the Working with Prospect Records curriculum including reviewing a profile, understanding related records, creating a prospect record manually, and merging duplicate records. 35 minutes free view course view course
Using Views This course contains a series of lesson on how to use views. 34 minutes free view course
Managing Duplicate Detection
Managing Duplicate Detection This course contains a series of lesson on how to manage duplicate detection. 40 minutes free view course view course
Managing Web Forms and Applications
Manage Web Facing Forms This course contains a series of lesson on how to manage web facing forms. 43 minutes free view course
Developing Applications This course contains a series of lesson on how to develop applications. 44 minutes free view course
Managing Opportunities and Recruitment Goals
Promoting and Auto-Qualifying Suspects This course contains information on promoting and auto-qualifying suspects. 11 minutes free view course
Working with Prospect Records In this introduction, you learn about the lessons that are included in the Working with Prospect Records curriculum including reviewing a profile, understanding related records, creating a prospect record manually, and merging duplicate records. 30 minutes free view course
Working with Opportunities This course contains a series of lesson on how to work with opportunities. 26 minutes free view course
Defining Territories This course contains a series of lessons on how to define territories. 60 minutes free view course
Defining Enrollment Goals This course contains a series of lesson on how to define enrollment goals. 15 minutes free view course
Using Ratings This course contains a series of lesson on how to use ratings. 22 minutes free view course
Managing Imports
Setting Up Common File Type Imports This course contains a series of lesson on how to set up imports for common file types. 39 minutes free view course
Importing Common File Types This course contains a series of lesson on how to import common file types. 27 minutes free view course
Managing Custom Imports This course contains a series of lesson on how to manage custom imports. 14 minutes free view course
Configuring General Prospect Imports This course contains a series of lesson on how to configure general prospect imports. 47 minutes free view course
Configuring General Application Imports This course contains a series of lesson on how to configure general application imports beginning by creating fields. 35 minutes free view course
Managing Data Migration
Managing Data Migration This course contains a series of lesson on how to migrate data for Recruit. 22 minutes free view course
Managing Communications
Managing Activities This course contains a series of lesson on how to manage activities. 23 minutes free view course
Automating Communications Using Workflow This course contains a series of lessons on how to automating communications using Workflow. 85 minutes free view course
Completing a Mail Merge
Completing a Mail Merge This course contains a series of lessons on how to complete a mail merge. 13 minutes free view course
Managing and Processing Applications
Processing Applications This course contains a series of lesson on how to process applications and supplemental information. 27 minutes free view course
Managing Letters of Recommendation This course contains a series of lesson on how to manage letters of recommendation. 25 minutes free view course
Reviewing the Application Folder This course contains a series of lesson on how to review the application folder. 24 minutes free view course
Enabling Direct Apply This course contains a series of lesson on how to enable and manage the direct apply feature. 12 minutes free view course
Managing Tuition Deposits
Managing Tuition Deposits This course contains a series of lesson on how to configure, enable, and view tuiton deposits. 18 minutes free n/a view course
Integrating CRM Recruit with the ERP
CRM Recruit to Colleague Integration This course contains a series of lesson on how to integrate Recruiter to Colleague. 48 minutes free view course
Recruit to Banner Integration This course contains a series of lesson on how to integrate Recruiter to Banner. 51 minutes free view course
Using the Communication Plan
Using the Communication Plan This course contains a series of lesson on how to create a communication plan. 41 minutes free view course
Managing Campaigns
Creating a Quick Campaign This course contains a series of lesson on how to create a quick campaign. 18 minutes free view course
Creating a Campaign This course contains a series of lesson on how to create a campaign. 41 minutes free view course
Managing a Campaign This course contains a series of lesson on how to managing a campaign. 9 minutes free view course
Communicating with Bulk Email
Using the Bulk Email Service This course contains a series of lessons on how to use the bulk email service. 24 minutes free view course
Managing Telecounseling
Managing Telecounseling This course contains a series of lesson on how to create and manage a telecounseling campaign. 16 minutes free view course
Managing Events, Dashboards, and Reporting
Creating Events This course contains a series of lesson on how to create events. 35 minutes free view course
Managing Events This course contains a series of lesson on how to manage events. 28 minutes free view course
Managing Trips This course contains a series of lesson on how to mange trips. 19 minutes free view course
Reviewing Delivered Dashboards and Reports This course contains a series of lesson on how to review delivered dashboards and reports. 9 minutes free view course
Managing Users, Security Roles, and System Administration
Managing Users and Security Roles This course contains a series of lesson on how to manage users and security roles. 22 minutes free view course
Monitoring Workflows and System Jobs This course contains a series of lesson on how to manage system administration. 11 minutes free view course
Working with Error Log Entries This course contains a series of lesson on how to work with error log entries. 10 minutes free view course
Managing Data This course contains a series of lesson on how to manage system administration. 16 minutes free view course
Configuring System Administration This course contains a series of lesson on how to manage system administration. 7 minutes free view course
Using the Data Transfer Tool This course contains a series of lesson on how to connect to the data transfer tool and transfer data and customizations. 27 minutes free view course
Using the Agent Functionality
Using the Agent Functionality This course contains a series of lesson on how to use the agent functionality. 18 minutes free view course
Changing an Academic Program of Interest
Changing an Academic Program of Interest This course contains a series of lesson on how to request a program change from the constituent experience and from the CRM Recruit console. 9 minutes free n/a view course
Completing Application Reviews
Configuring Application Review Forms This course contains a series of lesson on how to configure application review forms. 12 minutes free view course
Configuring Application Review Teams and Reviewers This course contains a series of lesson on how to configure application review teams and reviewers. 13 minutes free view course
Configuring an Application Review Assignment and Rules This course contains a series of lesson on how to configure application review assignment and rules. 12 minutes free view course
Configuring an Application Assignment and Rules This course contains a series of lesson on how to configure application assignment and rules. 11 minutes free view course
Managing Applications This course contains a series of lesson on how to configure application assignment and rules. 25 minutes free view course
Processing an Application Review This course contains a series of lesson on how to process an application review. 17 minutes free view course
Admission Conditions This course contains a series of lesson on manage admission decisions. 18 minutes free view course
Application Other Choice Program This course contains a series of lesson on using the application other choice program. 24 minutes free view course
Configuring Decision Letters
Creating Decision Letter Templates This course contains a series of lesson on how to create decision letter templates. 23 minutes free view course
Enabling Decision Letter Creation This course contains a series of lesson on how to enable decision letter creation. 11 minutes free view course
Configuring Application Status Types and Decision Reasons This course contains a series of lesson on how to configure application status types and decision reasons. 4 minutes free view course
Configuring Recruit for Decisions on the Web Front End This course contains a series of lesson on how to configure Recruit for decisions on the web front end (WFE). 17 minutes free view course
Processing Decision Letters
Processing Decision Letters This course contains a series of lesson on how to create a quick campaign. 17 minutes free view course
Viewing the Prospective Student Experience This course contains an overview of the prospective student experience when using decision letters. 12 minutes free view course
Configuring the Constituent Experience for Applications
Configuring the Constituent Experience This course contains a series of lesson on how to access the Constituent Experience settings, access the CSS Style Sheet from within the CRM Recruit console, and hide the eCommerce promotion code field. 18 minutes free n/a view course
Configuring the Constituent Experience for Applications This course contains a series of lesson on how to configure the Constituent Experience for applicants. 19 minutes free view course
Configuring Text Messaging
Configuring Text Messaging This course contains a series of lesson on how to configure text messaging. 18 minutes free view course
Configuring Mobile Apps
Configuring Mobile Apps This course contains a series of lesson on how to create a quick campaign. 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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