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National Screening Team Dashboard

The purpose of this article is to explain the different metrics and charts we track on the National Screening Team Dashboard on Salesforce for the 2022-2023 recruitment and screening season.   

Progress to RTBM Goals All Time

The above graph and table shows mentor applicants who are Ready to be Matched, separated by location. Although both are pulled from one report, the two charts allow screeners to view goals in a numerical and graphical perspective. 


Progress to Gender Goals

This graph shows our progress towards our regional RTBM goals, separated by gender and location.  



Gender Non-binary Recruitment Progress

This report shows all mentor applicants who have answered the gender question as Neither, I identify as… The report is broken down by region.   


Applicant Watch List (Flags)

This graph tracks applicants that have been flagged with a red, yellow or green flag. Flags are discussed and processed at our Screening Weekly meeting. This report is typically broken down by flag type.



Buddy Approval and Reference Completion Priority

The following two reports serve the overall purpose of ensuring screeners prioritize applicants in their pipeline who are close to completing the screening process.  The Buddy Approval Priority reports focuses on mentor applicants who have completed all necessary steps of the screening process and are ready to go into Buddy Approval. The Reference Completion Priority report focuses on mentor applicants who are awaiting fingerprinting and have pending references. This report will support screeners in focusing on reviewing pending references. Both reports are separated by screener name.


Rescreening by Owner – Owned By Screening Team

This report shows mentors returning for another match that have been sent back to the screening team for rescreening. These are typically mentors who did not participate fully in their last match and/or their PM had concerns about their schedule or their ability to return as a quality mentor. This report is broken down by screener name and mentor application location.  


Screening On-Hold

This report shows mentors that have been placed on-hold for a period of time. This report is broken down by screener name and mentor application location.  


Screening Withdrawal

This report shows mentors that have self-withdrawn from the program or were staff withdrawn by a screener. This report is broken down by screener name and mentor application location. 


Screening Rejected – All Time

This report shows all mentors that have been rejected by a screener. This report is broken down by mentor application location. 


In Screening 30-60-90+ Days

These reports show mentors that have been in the screening process 30 days past their training complete date (orientation), 60 days past and 90 days past. These reports help us identify where people are getting stuck in the pipeline, identify mentors that have become hard to contact/disinterested in completing the process and mentors that may be displaying a lack of consistency that could bleed over into the program and potentially make them a poor match for a student. These reports are broken down by screener name and are reviewed in weekly 1:1 meetings with managers. 


Ownership Levels

This report shows the number of mentors that each screener is responsible for and helps us ensure appropriate distribution of applications. This report is broken down by screener.


Completed Training – Interview Not Scheduled or Missed

This report shows us mentors that have completed training, but have not yet scheduled their interview. This report also shows us any mentors with an interview status of “Scheduled” and an interview date that is in the past. Screeners should be changing mentor interview statuses to “Approved” once interview is complete or “Need to Reschedule” if the interview is missed. This report is broken down by screener.


Stuck in BG Check

This report shows us any mentors who were fingerprinted 10+ days ago. On average, we get background check results back in 7-10 business days. If a mentor still hasn’t cleared, that indicates that their background check may be stalled due to missing paperwork, an investigation or a need for a reprint. This report is broken down by screener and region. 


VIP Mentors In Screening

This report shows mentors that have been classified as VIP on their contact record in the “Applicant Relationship to iMentor” field by local recruitment. This report is broken down by region. 


Unassigned Apps

This report tracks mentors that have a training complete date but are not currently owned by a member of the screening team. This helps us find mentors who might have applied to the program with a different name or e-mail than the one that they provided at orientation. It also helps us identify any applicant that was not properly merged with an existing Walk-In (placeholder) application. This report is broken down by region.


All Walk-Ins

This reports shows walk-in applications for mentors who have attended orientation but have not yet started an online Mentor application. This report is broken down by screener name and mentor application location.  .


Priority to Schedule Fingerprinting

This report shows mentors who have completed all steps of the screening process except for their background check.  Fingerprinting can often be the part of the screening process which takes the longest (either because scheduling an appointment is challenging, or because vendor clearances can take days to weeks to come through). It's important to make these applicants high priority given they are one step away from Buddy Approval/completing screening.