Adding and Editing Recruiting Teams

Admins have the ability to create “Teams” to determine application routing. This is done by clicking the “Team” tab under Agency Admin and selecting the “Create a New Team” button.

From there, you will be prompted to fill out the following:

Group Nickname: This can be associated with the Discipline/Specialty/Location/Etc.

Employer: Will always populate to your employer name

Members: You will need to select and add any recruiters to this group you wish to receive these inbound leads

Once completed, when you scroll down you will see “Lead Assignment Rules” and a check box to enable or disable the rules that determine what applications are going to this team. Uncheck the green box to prompt the rule creation list.

Once unchecked, you can determine what rules you would like to add to determine what applications go to this team. This consists of 2 main parts, the Field and Type. The field will consist of the following:

The type will consist of the following:

Once the Field and Type have been determined, the third prompt box will allow you to add the corresponding routing options.

You can add multiple rules for each team. Once rules are completed, check the “Make this team exclusively responsible for these candidates” and click the “Create Team” button.

You can edit and update these teams at any time by clicking on the “Teams” tab under Agency Admin and clicking the “Edit” button to the far right of the team.