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This is the LEGACY Transferology documentation!
Please visit our new site here for the most up-to-date documentation.
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NOTE:

Recruit Students functionality is restricted to Recruiters only.

Recruit Students is an area of the Lab where recruiters can manage the information gathered from prospective students who have initiated contact with their school via the Transferology student application.

When exploring transfer options within Transferology, the student has the option to Request Information about a particular school or program. Any student request, regardless of information requested, is copied or routed to the Recruiter.


In the Transferology Lab, from the Advising & Recruiting tab, click the Recruit Students function:

Recruit Students Page

The Recruit Students page provides student information to recruiters. The majority of this page is table-formatted student information (two tabs: Active Leads and Archived Leads). Recruiters may filter this student information, as well as export information to a Microsoft Excel file:

Click on the hyperlinked student name on either tab to view coursework added into their Transferology account:

 

View the matches, select your institution from the list, and then view the results:

TES Mode

Switching to TES Mode shows all of the courses that may be sent out to the TES evaluation tracker workflow.

Tabs

Student information is contained within two tabs on the Recruit Students page:

  1. Active Leads
  2. Archived Leads

The Recruiter may toggle between tabs to track where a student is in the recruiting process.

Active Leads Tab

The Active Leads tab (default) provides a listing of information for all of the students who have initiated contact with the recruiter's school listed. Many of the text fields and buttons on the Active Leads tab are hyperlinks:

Column/IconScreenshotDescription
Name

Hyperlinks to View Profile of the recruited student
Email

Email address link to send the student a message regarding recruiting

  • Verified email addresses are denoted with a symbol --this is extremely useful for Recruiters since the email address is valid
Request

MM/DD/YYYY formatted date link to view the original student request for more information; hover to view the student's message (if applicable) and date/time stamp
Type

Type of recruiting assistance requested.

The Type column contains three icons (Financial Aid, Admissions, Campus Visit) colored according to the key in the Status box:

 

In this example:

NOTE:

Using the mouse hover, a green checkmark appears over black icons. The checkmark will not stay displayed over the black icon unless clicked. Alternately, the Recruiter may remove green checkmarks from icons using the hover/click method:

To check a student request

off the list as "done":

mouse

hover →

mouse

click →

-OR-

To uncheck a student request

to make it "not done":

mouse

hover →

mouse

click →

Note that this check/uncheck method is a simple way for Recruiters to visually track their own workflow.

ProgramLists the name of the Program, if applicable
Advise

Displays the current status of student advising:

  • Advising Done

 

 

  • Advising Needed

 

 

  • Advising Not Requested
    • (→ Mark as Needs Advising) optional

When the Recruiter hovers over the gray Advising Not Requested flag, a blue outline appears. Upon mouse click, the flag will turn black to indicate Advising Needed. In this way, the Recruiter (as well as the student) may request Advising for a student.

Archive

Click the Archive button to remove the recruited student from the Active Leads tab back to the Archived Leads tab

NOTE:

Student may be returned to the list of active recruits by navigating to the Archived Leads tab and clicking the Archive button again under the Un-Archive column:

Filter

Since the table of student information on the Recruit Students page can be quite extensive, filtering allows the recruiter to control the display of the information.

Filter Field

The Filter Field is above the student information table, where the recruiter may type in a student name, email address, or program to filter students.

Filter Box

The Filter box allows for filtering by date range field, with additional checkbox parameters for filtering by student needs: Admissions, Financial Aid, Campus Visit, Veteran's Resources, Programs, Needs Advising, and Verified e-mail Address.

Date Range

Click in the date range field to view a drop-down menu of common choices:

  • Today
  • Yesterday
  • Last 7 Days
  • Last 30 Days
  • This Month
  • Last Month
  • Custom Range

NOTE:

If you are not seeing the results you expect in the Student Recruit Info table, check the date range filter. Excessive filtering can severely restrict match results. The default setting for the data range filter is the past 30 days.

 

Some of these options (e.g., Custom Range) will prompt a monthly calendar to pop-out on the left:

 

Date Range options

 

 

 

 

Calendar pop-out

Button/IconScreenshotDescription
ApplyApplies the selected Date Range filter settings to the student data
CancelCancels the filter and returns to the Filter Box
Admissions checkboxClick to place a checkmark in this box to specify that those students with a declared interest in Admissions be included in the filter results
Financial Aid checkboxClick to place a checkmark in this box to specify that those students with a declared interest in Financial Aid be included in the filter results
Campus Visit checkboxClick to place a checkmark in this box to specify that those students with a declared interest in a Campus Visit be included in the filter results
Veterans Resources checkboxClick to place a checkmark in this box to specify that those students with a declared interest in Veterances Resources be included in the filter results
Programs checkboxClick to place a checkmark in this box to specify that those students with a declared interest in a Program be included in the filter results
Needs Advising checkboxClick to place a checkmark in this box to specify that those students with a declared interest in Advising be included in the filter results
Verified email address checkboxClick to place a checkmark in this box to specify that those students with a Verified Email Address be included in the filter results
Clear FiltersClears all filter constraints placed on the student data that were performed within the Filter Box

Archived Leads Tab

The Archived Leads tab provides a listing of information for all of the students who were moved from the recruiting Active Leads tab.

 

Column/IconScreenshotDescription
NameName of the recruited student
EmailEmail address of the recruited student
DateMM/DD/YYYY formatted date of the original student request for more information
Type

Type of recruiting assistance requested.

The Type column contains three icons (Financial Aid, Admissions, Campus Visit) colored according to the key in the Status box:

 

In this example:

ProgramLists the name of the Program, if applicable
Advise

Displays the current status of student advising:

  • Advising Done
  • Advising Needed
  • Advising Not Requested
Un-Archive


Click the blue Archive button (double arrow up appears on mouse hover) to remove the recruited student from the Archived Leads tab back to the Active Leads tab

NOTE:

Student may be returned to the list of archived recruits by navigating to the Active Leads tab and clicking the blue Archive button again under the Archive column:

NOTE:

Student information is never deleted from the Archived Leads page.

Filter

Since the table of student information on the Recruit Students page can be quite extensive, filtering allow the Recruiter to control the display of the information.

Filter Field

The Filter Field is above the student information table, where the Recruiter may type in a student name, email address, or program to filter students.

Filter Box

The Filter box allows for filtering by date range field, with additional checkbox parameters for filtering by student needs: Admissions, Financial Aid, Campus Visit, Veteran's Resources, Programs, Needs Advising, and Verified e-mail Address.

Date Range

Click in the Date Range field to view a drop-down menu of common choices for date range: Today, Yesterday Last 7 Days, Last 30 Days, This Month, Last Month, Custom Range. Some of these options (e.g., Custom Range) will prompt a monthly calendar to pop-out on the left:

 

Date Range options

 

 

 

 

Calendar pop-out

 

 

Button/IconScreenshotDescription
ApplyApplies the selected Date Range filter settings to the student data
CancelCancels the filter and returns to the Filter Box
Admissions checkboxClick to place a checkmark in this box to specify that those students with a declared interest in Admissions be included in the filter results
Financial Aid checkboxClick to place a checkmark in this box to specify that those students with a declared interest in Financial Aid be included in the filter results
Campus Visit checkboxClick to place a checkmark in this box to specify that those students with a declared interest in a Campus Visit be included in the filter results
Veterans Resources checkboxClick to place a checkmark in this box to specify that those students with a declared interest in Veterances Resources be included in the filter results
Programs checkboxClick to place a checkmark in this box to specify that those students with a declared interest in a Program be included in the filter results
Needs Advising checkboxClick to place a checkmark in this box to specify that those students with a declared interest in Advising be included in the filter results
Verified email address checkboxClick to place a checkmark in this box to specify that those students with a Verified Email Address be included in the filter results
Reset FiltersResets all filter constraints placed on the student data that were performed within the Filter Box

 

Export to Excel

Recruit Students contains the Export button () in the upper right part of the screen above the Filter box. Export will export the student data on the current page into Microsoft Excel, where it may be useful for implementing changes to transfer rules. The data is arranged according to the columns in the original format, but also includes some additional information, including whether the student is interested in a Campus Visit, has completed Admissions process, and needs assistance with Financial Aid:

Recruiters can analyze the student information to manage their recruitment workflow.