This article serves as an orientation "checklist" to support recruitment and screening operations. The handoff from Mentor Engagement Teams to the Screening Team is a critical moment during a mentor applicant's journey.
Missing information, or delays on attendance statuses, can cause issues when a prospective mentor is waiting for their next steps. Inaccurate attendance statuses may prevent a mentor applicant from starting their "journeys" for outreach. For example, a mentor applicant that is not marked as "Attended" will be delayed with getting their next steps from their screener.
When a Salesforce campaign is ready and accurate after orientation, a mentor applicant will get the right communication at the right time. This will move applicants quicker and more efficiently through the pipeline. In addition, accuracy is beneficial for data reporting purposes.
Please double check all items are accurately updated on Salesforce Orientation Campaigns (ideally within 24 hours after orientation ends; understandably, there will be exceptions, for say, some of our corporate partners):
- Campaign Name inputted
- Parent Campaign linked
- Type inputted
- Sub-Type inputted
- Status marked Completed
- Start Date inputted
- End Date should populate once campaign is marked Completed
- Time inputted
- All contacts (Campaign Members) added to campaign
Click into 'Campaign Members' to check attendance is updated
- All contacts should be marked as "Attended" or "Did Not Attend - Need to Reschedule", etc.
*Please remember to add contact records to campaigns as soon as possible (ideally before orientation has ended; again, understanding that corporate partners may need more time). Please also check to see if a contact record already exists for the applicant. Let's prevent duplicate contact records and use personal emails when we can.
