Probability and Desirability Rating Workflows Recruiter 2.0

2 types of Ratings that are included with Recruiter: What is a Rating? In Recruiter a rating is a way to assess a point value, or score, to an individual prospect based on how that prospect measures against institutionally defined factors. Ratings are: used to quickly identify / assess candidate prospects that align with enrollment goals used to identify populations for targeted and specialized recruiting campaigns. Calculated using a point system with a maximum total of 100 points. Points can be added and subtracted based on information within the prospect profile or based on specific actions (like attending a campus tour). An admissions recruiter can also manually add points to an individual prospect record. 2 types of Ratings that are included with Recruiter: Desirability Ratings – How desirable is the prospect for your institution? Probability Ratings – What is the probability the prospect will attend your institution?

Probability Model Example Influencing Factor Description Additional Details Points/Value Self-Initiated contact Phone/Email incoming 15 Campus Visit Campus Visit Event type and attended 25 ACT/SAT Test Score Official Test Score Received Recruit Status- General Recruit Status – General 10 Recruit Status- Blue Chip Recruit Status – Chip PAP Top Choice 15, Among Top Choice 10, One of many 5

Desirability Model Example Influencing Factor Description Additional Details Points/Value Funding Source I, P 25 SAT Composite above 1100 Self Reported GPA GPA>=3.5 Honor Society Member Extracurricular= National Honor Society, National Society of High School Scholars, Cum Laude Society 20 Legacy Legacy=Yes 5

Ratings can be seen for individual prospects in the Silverlight Summary at the top of the screen….

Or under Codes & Ratings.

Adjusting Ratings *this section is geared for individuals who have a familiarity with workflows.

Ratings are calculated via Workflows Select Settings Select Processes The workflows are titled: Predictive Desirability Rating Predictive Probability Rating

Double click on the Desirability Rating to open it. To open the workflow for editing, select the Deactivate button on the top ribbon menu

Here we will use the example of editing the points assigned to event attendance: Click on the Set Properties listed after “Add 10 points if the student attended an event”.

The Adjustment Rating can be set to adjust the value: When you are done making changes select Save & Close The Adjustment Value is the number of points that will be added or, if a negative value is entered such as -10, subtracted based on this behavior. The Adjustment Rating can be set to adjust the value: Every Time the behavior occurs One Time the behavior occurs The Event Participation can be set to adjust the value: For those who register only For those who attend only For those who both register and attend

Once you set your criteria your next step should: Create Record When you are done making changes select Save & Close If you would like to add additional criteria to the workflow use your Ellucian Consultant and the existing skeleton to better understand how entities are related. Once you set your criteria your next step should: Create Record Choose Rating Adjustment Set Properties

DO NOT DELETE When making adjustments to Ratings calculations it is important to work within the already existing workflow. DO NOT DELETE THE FIRST TWO STEPS OF THE WORKFLOW! DO NOT DELETE THE LAST TWO STEPS OF THE WORKFLOW!

When making adjustments to Ratings calculations it is important to work within the already existing workflow. DO NOT DELETE THE FIRST TWO STEPS OF THE WORKFLOW! DO NOT DELETE THE LAST TWO STEPS OF THE WORKFLOW! DO NOT DELETE

Once you have completed the adjustments to the Ratings Calculation Select Save Select Activate Repeat the process for the Predictive Probability Rating