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Name Hiring Organization University Title, if you are not sure please read the document under Fellows Hiring Guide, available here. Email Address Phone number Visa needed Y/N Appointment Start Date CV |
\uD83D\uDCD8 Instructions
Contact
From the home page click Contacts
Use search to determine if the person you are appointing already has a contact record in Salesforce. All YLS alumni are in the system, as well as current and former faculty and staff. Type the persons first name and last name in the Search box at the top of the Salesforce Contact page. If you find a match use additional information, for example, email address or address, to confirm a match. Questions or concerns contact Abby Grow. If you find a match, skip steps 4 - 5 below and go to Create Appointment.
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If you see the warning below when you click save, the contact you are creating may already exist in Salesforce. Please review potential duplicates before proceeding. If you have any concerns reach out to Abby Grow. |
Create Appointment
From the contact record, click the New Appointment (Fellows Onboarding) button.
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The Named Appointment field is important, it connects the appointment to your Center. Please select or create a named appointment that includes the name of your Center. |
Upload CV
From the Appointment record, click the “upload files” link to upload the appointee’s CV.
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You have now created a contact, added an appointment to the contact, send the appointee an email with a link to the data collection form, and uploaded the candidates CV. This completes the process. |