SJR State – CRM Recruit: Classic → New UI Guide

Tags recruit ui

SJR State – CRM Recruit: Classic → New UI Guide

For Recruitment & Admissions staff transitioning from Classic to the New UI

Article Summary

Quick guide to help SJR State users navigate the new CRM Recruit interface. Includes where to find familiar tools from Classic Recruit, step-by-step instructions for common tasks, and quick reference tables for key features.

Table of Contents

  1. Navigation Basics
  2. Key Terminology & Concepts
  3. Quick Reference: Classic → New UI
  4. Prospect/Applicant Records
  5. Views & Lists
  6. Communication & Campaigns
  7. Event Management
  8. Workflows & Indicators
  9. Exporting & Reporting
  10. Security & Roles
  11. Usage Examples
  12. FAQs
  13. Appendix
  14. What if I need additional assistance?

1) Navigation Basics

  • Left Navigation Pane – Main areas: People, Applications, Campaigns, Events, Dashboards, Settings.
  • Global Search Bar – Find any record by name, email, or ID.
  • Command Bar – Actions like New, Edit, Assign, Email, Export.
  • Record Tabs – Details, Applications, Events, Communications, Related, Indicators/Flags.
  • Timeline – Shows notes, emails, tasks, and calls.
  • Favorites – Pin views, lists, and dashboards for quick access.

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2) Key Terminology & Concepts

  • Prospect / Applicant – A “Person” record with stage/status to show progress.
  • View – A saved filter on a table (e.g., “Prospects – Fall 2026”).
  • List – A communication audience (e.g., “Email List – Admitted Fall 2026”).
  • Campaign – Outreach plan with steps like emails or tasks.
  • Event / Registration – Manages tours, sessions, and attendees.
  • Workflow – Automates actions (e.g., assign recruiter + email).
  • Indicator / Flag – Tag for tracking (e.g., “Tour Attended”).
  • Dashboard / Report – Displays data visually (pipeline, conversions, etc.).

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3) Quick Reference: Classic → New UI

Classic Feature New UI Location SJR State Navigation Path
Prospects table People → Prospects Left Nav → People → Prospects
Applicants table Applications Left Nav → Applications
Marketing Lists Campaigns → Lists Left Nav → Campaigns → Lists
Email Blasts List → Email or Campaign Email Step Open List → Select → Email (choose template, sender)
Event Registration Events → Registrations Events → Select Event → Registrations tab
Workflow Setup Settings → Processes Settings → Processes → Workflows
Export to Excel List/View → Export Command Bar → Export
Assign Recruiter List/View → Assign Select rows → Assign → Choose Owner
Dashboards Dashboards Left Nav → Dashboards

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4) Prospect/Applicant Records

  1. Use the Global Search bar to locate a record.
  2. Tabs: Details, Applications, Events, Communications, Related, Indicators/Flags.
  3. Edit to update, Timeline → +New → Note to log a contact, or Assign to change recruiter.

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5) Views & Lists

Create a View: Go to People → Prospects → Filter → Add Row → Save as View → Pin if needed.

Create a List: Campaigns → Lists → New → Set Audience & Filters → Save → Run → Share.

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6) Communication & Campaigns

  • Individual Email: Record → Timeline → +New → Email → Choose Template → Send.
  • Bulk Email: List → Select Records → Email → Template → Send.
  • Campaign: Campaigns → New → Add Steps (Email, Task, Reminder) → Activate → Track Results.

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7) Event Management

  • Create Event: Events → New → Fill Details → Publish.
  • Registrations: View attendees on the Registrations tab.
  • Follow-Up: Create list for Attended = Yes → Send follow-up email → Add recruiter tasks.

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8) Workflows & Indicators

  • Add Indicator: Record → Indicators/Flags → +Add → Choose Type → Save.
  • Workflow: Settings → Processes → Create Rule → (e.g., Status = Submitted → Assign Recruiter & Send Email).

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9) Exporting & Reporting

  • Export: Any List/View → Export → Static or Dynamic → Excel Download.
  • Dashboards: Dashboards → New → Add Charts/Lists → Save → Pin for reuse.

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10) Security & Roles

  • Owner: Assign recruiter via Assign option on lists or records.
  • Roles: Determine access (Export, Workflow, etc.). Contact CRM Admin for changes.

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11) Usage Examples

  • College Fair Leads: Source = College Fair → List → Send Thank-You Email → Add Campaign.
  • Tour Attended: Registrations Attended = Yes → Create List → Email → Assign Tasks.
  • Application Submitted: Workflow auto-assigns recruiter & sends acknowledgment email.
  • Recruiter Dashboard: Pin a dashboard with My Prospects, Tasks, and Events.

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12) FAQs

Where is Advanced Find? Use Filter → Add Row/Group → Save as View.

Wrong sender? In Email dialog, check the “From” field.

List looks empty? Remove “My Records Only” filter if applied.

Dashboard not updating? Refresh and confirm data source view.

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13) Appendix

Record Tabs Overview

Tab Contains
Details Contact info, program interest, status
Applications Submitted applications and decisions
Events/Registrations Event sign-ups and attendance
Communications (Timeline) Emails, calls, notes, tasks
Related Linked records (school, parent, etc.)
Indicators/Flags Status tags for tracking

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What if I need additional assistance?

Strategic Communications
Bobby and Eric – please specify your preferred contact method here.

Admissions Department at SJR State is here to help!
Reach out to us by:

 

SJR State IT is here to help!
Reach out to us by:

 

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