This guide shows you how to work with campaigns. You can use campaigns to build your talent pools, so that when a job opens, you have a large pool from which to choose applicants. Campaigns are used for a variety of purposes, including staff positions, graduate recruitment, faculty positions, and difficult-to-fill positions.
Start a Campaign
- Open the Main Menu.
- Click Manage Jobs.
- Click New campaign from the top left of the page.
- The New campaign page opens.
- If you do not see the New campaign link on your Manage jobs page, then you do not have permission to create campaigns. Contact your campus administrator to review the permissions.
- On the New campaign page, complete the fields.
- CSU Working Title
- This is the title that of the campaign posting.
- Requisition Number (Leave blank)
- Leave this field blank. A requisition number is generated automatically.
- Advertisement Text
- Enter the advertising text the way it should be presented in the campaign posting.
- Campus
- Specify your campus. Department Hierarchy is determined by each campus. These fields are hierarchical: The values available for each field are determined by the field value above it.
- Division
- Specify your campus division. Department Hierarchy is determined by each campus. These fields are hierarchical: The values available for each field are determined by the field value above it.
- Recruitment Process
- This is the recruitment process that the applicant goes through. Each campus has its own recruitment processes. Select a campaign recruiting process.
- Advertising summary
- This field is used in the job posting. Provide a high-level summary of the position.
- Recruitment Status
- Indicates the current status of the campaign. You can save a requisition as a draft or save as approved if it is ready to post
- Internal Team
- The campus department that has access to this campaign.
- Posting Location
- Specifies the campus site where this campaign should be posted. Make sure to select the correct campus.
- Campaign type
- Choose the General campaign type.
- HR/Faculty Affairs Representative
- Person providing services to support the recruitment. This is the recruiter.
- CSU Working Title
- Click Submit.
- Applicants cannot see the campaign until you post it.
- The procedure for posting a campaign is identical to the procedure for posting a job.
Locate a Campaign
After you create and post the campaign, you need to proactively keep track of applicants who apply for it.
- Open the Main Menu.
- Click Manage jobs.
- Select the campaign type from the Types menu.
- Click Search. The campaigns are displayed.
Organize Campaign Applicants
After the campaign is posted, applicants will begin to apply. As an HR/FA Representative, you can use Talent Pools and Tags to organize these applicants. When a job opens, you can use these talent pools and tags to find potential applicants for the job.
Add Applicants to Talent Pools and Tags
- Locate the campaign.
- Click the campaign title to open the campaign page.
- Click View applications.
- Find the application that you want to view, then click View application.
- Open the CRM tab.
- Select a talent pool or category from the list.
- Current talent pools are shown to the right of the menu.
- If you added a talent pool by mistake, hover over the talent pool and click the X to remove it.
- Current talent pools are shown to the right of the menu.
- To add a tag that is not listed, type a tag name and then click Add new tag.
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