Each mentor applicant has an Applicant Status which indicates where a mentor and their application are on the path from recruitment through to being matched with a mentee. The status can be found in several locations on the mentor application record in Salesforce, including in the title of the application (see below). The status delineates the trajectory of the mentor, and determines the course of action for the various iMentor staff members who are working with them. 

The applicant status will automatically update as certain changes are made to the application or an affiliated campaign (such as when an applicant is marked as ‘Attended” on an orientation campaign - this will change an AI or AC application to SAI or SAC, see below for more). In other cases, such as moving an application to Buddy Approval or Staff-Withdrawal, the change will be done manually. In order to change a status manually, double click the Applicant Status field, choose the appropriate status from the picklist, and hit Save. 

How can you tell if an applicant is in Screening?

As of May 2023 a change has been made to the mentor screening process, where only mentors who have BOTH attended orientation AND signed up for a mentor phone interview will be considered to be in the screening process. Previously only orientation attendance was needed to start screening. If an applicant attends orientation and does NOT sign up for interview, they will remain in the ownership of the local recruitment team (who will follow up with the applicant to encourage them to sign up). Applicants who attend orientation and sign up for an interview will be assigned to a screener and remain in the ownership of the Screening team until screening is completed. This means that you can no longer look at just the Applicant Status to determine whether an applicant is in Screening.  To determine which team owns the applicant, you will also need to look at the field "Status of Interview." If the status is "Need to Schedule," the applicant is in the ownership of recruitment. Any other interview status means the applicant is in Screening. This includes "Need to Reschedule," which means the applicant signed up at one point but then asked to reschedule their appointment for another time. In this case their screener will reach out to arrange a new time. All Screening reports and list-views have been updated to reflect this process.   

Below is a list of application statuses and their definitions: 

Application Incomplete (AI): Applicant started an application profile that is not complete, and has not attended an orientation.
Application Completed (AC): Applicant completed an application profile, and has not attended an orientation.
Screening Application Incomplete (SAI): Applicant has started an application profile and attended orientation. Depending on whether or not the applicant scheduled their mentor phone interview, they may be in the ownership of either Recruitment or Screening. If they have not signed up for an interview, they are in the ownership of Recruitment. If they have signed up for or completed an interview, they are in the ownership of Screening.
Screening Application Complete (SAC):  Applicant has completed an application profile and attended orientation. Depending on whether or not the applicant scheduled their mentor phone interview, they may be in the ownership of either Recruitment or Screening. If they have not signed up for an interview, they are in the ownership of Recruitment. If they have signed up for or completed an interview, they are in the ownership of Screening.
Walk-In: Applicant attended orientation and scheduled a mentor phone interview, but did not start an application profile. A "walk-in" is an interim Salesforce application or placeholder which allows screening to track the applicant while we await their application. Applicant is in the screening process.  For more information, see this article.
Buddy Approval: Applicant has completed all steps of the screening process and an assigned Buddy Approver (a screener who is not the primary owner of the application) is doing a final peer review of the application before marking them as Ready to be Matched (RTBM) .
Ready to be Matched (RTBM): Applicant has completed the screening process and has been accepted to the iMentor program.
Matched: Applicant is currently matched with a mentee.
On Hold: An applicant shows enthusiasm for being a mentor, but cannot commit to completing screening/program requirements at the present time. Applicants can be placed on Hold during recruitment, screening, or, in some cases, after becoming RTBM. The "Status before On Hold" field shows which status an applicant was in before going On Hold. The "On Hold Follow Up" section contain more information about their individual situation as well as a timeline for the owning team to follow up.  
Self-Withdrawal: Applicant let iMentor know that they can no longer commit to becoming a mentor. They may have moved, their schedule may have changed, or for some other reason they are unable to continue the process. Can be done during recruitment or screening.
Staff-Withdrawal: Staff have been trying to support the mentor through the recruitment or screening process, but have been unable to do so - most often because the applicant has been non-responsive to either the recruitment team, their screener, or to a background check vendor. Can be done during recruitment or screening.  
Rejected: Applicant entered the screening process, and during screening it was determined that they would not be a safe, consistent or reliable mentor to a student. A reason for rejection field is filled out and a short blurb detailing the reason for the decision are added to the Match Notes section. This step happens during screening.
Closed: Mentor was matched but the match has been closed by the Program Manager.
Rescreening (RS): Previously matched mentor whose match was closed. Mentor told their Program Manager that they would like to be matched again and the Program Manager also deemed them suitable for return. Rescreening applications are owned by screening.
Inactive: Used for duplicate applications, for example if a mentor applicant makes two applications by mistake.  This status makes an application inactive and ensures it will not show up in active Recruitment and Screening pipelines.