![Page 1: Integrating CRM Recruit with Banner · Future Integration Plans •AXIOM Elite for CRM Recruit (Beta) –Integrate “talking” of program/campus/bio info between opportunity /person](https://reader034.vdocuments.us/reader034/viewer/2022042910/5f3e18d2673df624b673771e/html5/thumbnails/1.jpg)
2016 17th Annual PABUG Conference
Integrating CRM Recruit
with Banner
Debbie BroschIndiana University of PA
Systems Analyst
![Page 2: Integrating CRM Recruit with Banner · Future Integration Plans •AXIOM Elite for CRM Recruit (Beta) –Integrate “talking” of program/campus/bio info between opportunity /person](https://reader034.vdocuments.us/reader034/viewer/2022042910/5f3e18d2673df624b673771e/html5/thumbnails/2.jpg)
2016 17th Annual PABUG Conference
General Announcements:
• Please turn off all cell phones/pagers
• If you must leave the session early,
please do so as discreetly as possible
• Please avoid side conversations
during the session
• Questions encouraged at any time
Thank you for your cooperation
![Page 3: Integrating CRM Recruit with Banner · Future Integration Plans •AXIOM Elite for CRM Recruit (Beta) –Integrate “talking” of program/campus/bio info between opportunity /person](https://reader034.vdocuments.us/reader034/viewer/2022042910/5f3e18d2673df624b673771e/html5/thumbnails/3.jpg)
2016 17th Annual PABUG Conference
To receive CPE credits for this session (if
eligible), complete the CPE Attendance Form
on the PABUG Annual Conference website
http://pabug.org/pennsylvania-banner-users-
group-annual-conference/cpe-credits/
or via the PABUG conference app.
For additional questions please contact
Lora Harper CPE - Coordinator
http://pabug.org/contact-us/
CPE Credits - We’ve gone electronic!
![Page 4: Integrating CRM Recruit with Banner · Future Integration Plans •AXIOM Elite for CRM Recruit (Beta) –Integrate “talking” of program/campus/bio info between opportunity /person](https://reader034.vdocuments.us/reader034/viewer/2022042910/5f3e18d2673df624b673771e/html5/thumbnails/4.jpg)
2016 17th Annual PABUG Conference
Indiana University of PA
• Graduate - live on CRM Recruit June 2016
– Migrated approx. 600 existing incomplete apps and 2600
recruit records from Banner
• Culinary Arts - August 2016
– Migrated approx. 2500 existing records
• Undergraduate - tentatively planned April 2017
– TBD who we migrate. 200,000+ records including
apps/search in Banner for UG Fall 2017 and up.
Spring 18 and up there are 5000+ records.
– Currently on Recruit version 4.2.1. Plan to upgrade to 4.6
before UG go live (December release).
![Page 5: Integrating CRM Recruit with Banner · Future Integration Plans •AXIOM Elite for CRM Recruit (Beta) –Integrate “talking” of program/campus/bio info between opportunity /person](https://reader034.vdocuments.us/reader034/viewer/2022042910/5f3e18d2673df624b673771e/html5/thumbnails/5.jpg)
2016 17th Annual PABUG Conference
Overview of Recruit @ IUP
• Push to Banner occurs at point of decision for Culinary and Graduate.
• Culinary only uses Events in Recruiter
• GRE/GMAT Test Scores – File Upload weekly
• SAT/ACT currently manual entry only
• Integration with Salesforce for emails and StrikeIronfor address verification
• Integration with Touchnet (application fee)
• Integration with Banner Document Mgmt (BDM )
![Page 6: Integrating CRM Recruit with Banner · Future Integration Plans •AXIOM Elite for CRM Recruit (Beta) –Integrate “talking” of program/campus/bio info between opportunity /person](https://reader034.vdocuments.us/reader034/viewer/2022042910/5f3e18d2673df624b673771e/html5/thumbnails/6.jpg)
2016 17th Annual PABUG Conference
Push To Banner Process
• Graduate – Once Decision is entered
– Push Application
– Check for records in suspense/error
– Push Decision (SGASTDN record gets created)
– Push Opportunity
• Only way to get HS GPA/Rank to Banner
– Push Test Scores
![Page 7: Integrating CRM Recruit with Banner · Future Integration Plans •AXIOM Elite for CRM Recruit (Beta) –Integrate “talking” of program/campus/bio info between opportunity /person](https://reader034.vdocuments.us/reader034/viewer/2022042910/5f3e18d2673df624b673771e/html5/thumbnails/7.jpg)
2016 17th Annual PABUG Conference
Push To Banner Process
• Culinary – Once Decision is entered
– Push Decision (pushes Application and Folder)
• Culinary decisions do not create SGASTDN
– Check for records in suspense/error
– Push Opportunity
• Only way to get HS GPA/Rank to Banner
– Push Test Scores
– Push to BDM (all uploaded documents)
![Page 8: Integrating CRM Recruit with Banner · Future Integration Plans •AXIOM Elite for CRM Recruit (Beta) –Integrate “talking” of program/campus/bio info between opportunity /person](https://reader034.vdocuments.us/reader034/viewer/2022042910/5f3e18d2673df624b673771e/html5/thumbnails/8.jpg)
2016 17th Annual PABUG Conference
Push To Banner Process
• Undergraduate (tentative plan)– We will likely push graduating senior freshman
(Fall) at application complete• Robust Auto Admit Process in Banner
• Decision will feed back to Recruiter
– Transfers, International, Non-Traditional, Spring will push once decision is entered by Counselors
– Push Opportunity
– Push Test Scores
– Push to BDM
![Page 9: Integrating CRM Recruit with Banner · Future Integration Plans •AXIOM Elite for CRM Recruit (Beta) –Integrate “talking” of program/campus/bio info between opportunity /person](https://reader034.vdocuments.us/reader034/viewer/2022042910/5f3e18d2673df624b673771e/html5/thumbnails/9.jpg)
2016 17th Annual PABUG Conference
Integrated Fields
• There are about 250 delivered fields that map directly to Banner tables– Spreadsheet available upon request
• GOBINTL,GOBUMAP, GOREMAL, GORPRAC, GORVISA, SABSUPL, SARADAP, SORDEGR, SORFOLK, SORDEGR, SORHSCH, SORINTS, SORLCUR, SORPCOL, SPRIDEN, SPBPERS, SPRADDR, SPRTELE, SRBRECR, SRRRSRC
– SRBRCID – contains recruiter ID/ PIDM for any record linked to Banner (provisioned from or pushed to)
– SRBRAID – contains PIDM and application linking fields (term/app no) and recruiter app id
![Page 10: Integrating CRM Recruit with Banner · Future Integration Plans •AXIOM Elite for CRM Recruit (Beta) –Integrate “talking” of program/campus/bio info between opportunity /person](https://reader034.vdocuments.us/reader034/viewer/2022042910/5f3e18d2673df624b673771e/html5/thumbnails/10.jpg)
2016 17th Annual PABUG Conference
Integrated Fields
– Test Scores is a separate push (SORTEST)
– Checklist / Supplemental items is an optional push (SARCHKL)
– One way mapping.. If address/email/program/ campus etc changes after push, the change is not reflected in the other system.
– Anything on the Application Folder pushes at time of Decision/App Folder push. (SARAPPD)
![Page 11: Integrating CRM Recruit with Banner · Future Integration Plans •AXIOM Elite for CRM Recruit (Beta) –Integrate “talking” of program/campus/bio info between opportunity /person](https://reader034.vdocuments.us/reader034/viewer/2022042910/5f3e18d2673df624b673771e/html5/thumbnails/11.jpg)
2016 17th Annual PABUG Conference
What “talks”?
– Test Scores is a separate push (SORTEST)
– Checklist / Supplemental items is an optional push (SARCHKL)
– One way mapping.. If address/email/program/ campus etc changes after push, the change is not reflected in the other system.
– Anything on the Application Folder pushes at time of Decision/App Folder push. (SARAPPD)
![Page 12: Integrating CRM Recruit with Banner · Future Integration Plans •AXIOM Elite for CRM Recruit (Beta) –Integrate “talking” of program/campus/bio info between opportunity /person](https://reader034.vdocuments.us/reader034/viewer/2022042910/5f3e18d2673df624b673771e/html5/thumbnails/12.jpg)
2016 17th Annual PABUG Conference
![Page 13: Integrating CRM Recruit with Banner · Future Integration Plans •AXIOM Elite for CRM Recruit (Beta) –Integrate “talking” of program/campus/bio info between opportunity /person](https://reader034.vdocuments.us/reader034/viewer/2022042910/5f3e18d2673df624b673771e/html5/thumbnails/13.jpg)
2016 17th Annual PABUG Conference
Custom Fields
• Custom fields are set in the Real Time Datasource– Can be manually manipulated in the custom
database package
– Only certain entities can have custom fields that integrate with Banner
• Example: HS, College cannot have custom fields– College GPA is not integrating with Banner
– Note: Keep field names consistent across multiple applications
![Page 14: Integrating CRM Recruit with Banner · Future Integration Plans •AXIOM Elite for CRM Recruit (Beta) –Integrate “talking” of program/campus/bio info between opportunity /person](https://reader034.vdocuments.us/reader034/viewer/2022042910/5f3e18d2673df624b673771e/html5/thumbnails/14.jpg)
2016 17th Annual PABUG Conference
Real Time Datasource
![Page 15: Integrating CRM Recruit with Banner · Future Integration Plans •AXIOM Elite for CRM Recruit (Beta) –Integrate “talking” of program/campus/bio info between opportunity /person](https://reader034.vdocuments.us/reader034/viewer/2022042910/5f3e18d2673df624b673771e/html5/thumbnails/15.jpg)
2016 17th Annual PABUG Conference
Custom Package - BRIM
• Custom fields must be in the Real Time Datasource to populate SRTCSTM
![Page 16: Integrating CRM Recruit with Banner · Future Integration Plans •AXIOM Elite for CRM Recruit (Beta) –Integrate “talking” of program/campus/bio info between opportunity /person](https://reader034.vdocuments.us/reader034/viewer/2022042910/5f3e18d2673df624b673771e/html5/thumbnails/16.jpg)
2016 17th Annual PABUG Conference
Custom Package - BRIM• BRIM reads the JSON and inserts a record for each custom field into
SRTCSTM table in Banner• Custom Package specified in BRIM console can then insert or update any
table in Banner using the data in SRTCSTM.• Package is called once per each application pushed to Banner.
![Page 17: Integrating CRM Recruit with Banner · Future Integration Plans •AXIOM Elite for CRM Recruit (Beta) –Integrate “talking” of program/campus/bio info between opportunity /person](https://reader034.vdocuments.us/reader034/viewer/2022042910/5f3e18d2673df624b673771e/html5/thumbnails/17.jpg)
2016 17th Annual PABUG Conference
Custom Package - BRIM
![Page 18: Integrating CRM Recruit with Banner · Future Integration Plans •AXIOM Elite for CRM Recruit (Beta) –Integrate “talking” of program/campus/bio info between opportunity /person](https://reader034.vdocuments.us/reader034/viewer/2022042910/5f3e18d2673df624b673771e/html5/thumbnails/18.jpg)
2016 17th Annual PABUG Conference
Custom Package - BRIM• We used a loop and case
statement to loop through the records and perform different inserts and updates based on the data.
![Page 19: Integrating CRM Recruit with Banner · Future Integration Plans •AXIOM Elite for CRM Recruit (Beta) –Integrate “talking” of program/campus/bio info between opportunity /person](https://reader034.vdocuments.us/reader034/viewer/2022042910/5f3e18d2673df624b673771e/html5/thumbnails/19.jpg)
2016 17th Annual PABUG Conference
Application Folder Fields
![Page 20: Integrating CRM Recruit with Banner · Future Integration Plans •AXIOM Elite for CRM Recruit (Beta) –Integrate “talking” of program/campus/bio info between opportunity /person](https://reader034.vdocuments.us/reader034/viewer/2022042910/5f3e18d2673df624b673771e/html5/thumbnails/20.jpg)
2016 17th Annual PABUG Conference
Nightly Process for Academic standing/Advisor
![Page 21: Integrating CRM Recruit with Banner · Future Integration Plans •AXIOM Elite for CRM Recruit (Beta) –Integrate “talking” of program/campus/bio info between opportunity /person](https://reader034.vdocuments.us/reader034/viewer/2022042910/5f3e18d2673df624b673771e/html5/thumbnails/21.jpg)
2016 17th Annual PABUG Conference
Nightly Process for Academic standing/Advisor
• Process must be a separate process due to timing.. At the exact moment of push, the sgastdn record has not been created so cannot be updated by the BRIM package
![Page 22: Integrating CRM Recruit with Banner · Future Integration Plans •AXIOM Elite for CRM Recruit (Beta) –Integrate “talking” of program/campus/bio info between opportunity /person](https://reader034.vdocuments.us/reader034/viewer/2022042910/5f3e18d2673df624b673771e/html5/thumbnails/22.jpg)
2016 17th Annual PABUG Conference
Future Integration Plans
• AXIOM Elite for CRM Recruit (Beta)
– Integrate “talking” of program/campus/bio info between opportunity /person record and Banner
• No changes to application after push to Banner in Recruit
– More robust file imports
• Delivered there is no “suspense” concept for potential matches. Each record is either an exact match or new(creating duplicates).
![Page 23: Integrating CRM Recruit with Banner · Future Integration Plans •AXIOM Elite for CRM Recruit (Beta) –Integrate “talking” of program/campus/bio info between opportunity /person](https://reader034.vdocuments.us/reader034/viewer/2022042910/5f3e18d2673df624b673771e/html5/thumbnails/23.jpg)
2016 17th Annual PABUG Conference
Open to the Floor
• Questions
• Comments
![Page 24: Integrating CRM Recruit with Banner · Future Integration Plans •AXIOM Elite for CRM Recruit (Beta) –Integrate “talking” of program/campus/bio info between opportunity /person](https://reader034.vdocuments.us/reader034/viewer/2022042910/5f3e18d2673df624b673771e/html5/thumbnails/24.jpg)
2016 17th Annual PABUG Conference
Please take time to complete our
Conference and Session
evaluations.
YOUR INPUT MATTERS!!!