Integrating CRM Recruit with Banner · Future Integration Plans •AXIOM Elite for CRM Recruit (Beta) –Integrate “talking” of program/campus/bio info between opportunity /person

2016 17th Annual PABUG Conference

Integrating CRM Recruit

with Banner

Debbie BroschIndiana University of PA

Systems Analyst


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


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!

http://pabug.org/pennsylvania-banner-users-group-annual-conference/cpe-credits/

http://pabug.org/contact-us/


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).


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 )


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



• Culinary – Once Decision is entered

– Push Decision (pushes Application and Folder)

• Culinary decisions do not create SGASTDN

– Check for records in suspense/error


• Only way to get HS GPA/Rank to Banner


– Push to BDM (all uploaded documents)



• 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 to BDM


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


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)


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)



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


Real Time Datasource


Custom Package - BRIM

• Custom fields must be in the Real Time Datasource to populate SRTCSTM


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.


Custom Package - BRIM


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.


Application Folder Fields


Nightly Process for Academic standing/Advisor


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


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).


Open to the Floor

• Questions

• Comments


Please take time to complete our

Conference and Session

evaluations.

YOUR INPUT MATTERS!!!

Documents

Integrating CRM Recruit with Banner · Future Integration Plans •AXIOM Elite for CRM Recruit (Beta) –Integrate “talking” of program/campus/bio info between opportunity /person