Build OnBase application for sales recruiting

The sales recruiting team has a very structured onboarding process that can VERY easily be translated into a WorkView solution. Dan sends out a CSV report every week on what happened within recruiting along with the following information. I have also attached the sample report.

Recruiting Event Status:

SELECT PRODUCER: 11 total recruiting events (9 active; 2 closed/paused (background, offer pending, etc.))

CONTRACT: 6 total recruiting events (4 active; 2 closed/paused (background, offer pending, etc.)

SALES MGR: 2 total recruiting event (2 active; 0 closed/paused (background, offer pending, etc.))

12/14 – 12/18 (what went down THIS week):

First (phone) interview with Funeral Home Employee candidate(s) in Birmingham, AL, and New Braunfels, TX

First (phone) interview with Select Producer candidate(s) in Amarillo, TX and Albuquerque, NM

Second (1F2F) interview with Select Producer candidate in Amarillo, TX

Third (2F2F) interview with Select Producer candidate in Amarillo, TX

Continued prospecting for Active Sales Manager position in North Texas/Oklahoma

Continued prospecting for Market Center Manager position in Central/North Illinois

Continued prospecting for Select Producer positions in Albuquerque, NM, Cincinnati, OH, Amarillo, TX, Cleveland/Akron, OH, Madisonville, TN, Western Pennsylvania, Manchester/Tullahoma, Wichita, KS, and Greenville, SC

Continued prospecting for Funeral Home Employee positions in Birmingham, AL, Odessa, TX, Roswell/Ruidoso, NM, Baton Rouge, LA, and New Braunfels, TX

Projected for 12/21 – 12/25 -- Hot List (what’s on-deck for NEXT week - subject to change):

First (phone) interview with Select Producer candidate(s) in Albuquerque, NM

Second (1F2F) interview with Select Producer candidate in Albuquerque, NM

Fourth (3F2F) interview with Select Producer candidate in Madisonville, TN

HOME OFFICE interviews (via Zoom) with Market Center Manager candidate in Central/North Illinois

Continued prospecting for Active Sales Manager position in North Texas/Oklahoma

Continued prospecting for Market Center Manager position in Central/North Illinois

Continued prospecting for Select Producer positions in Albuquerque, NM, Cincinnati, OH, Amarillo, TX, Cleveland/Akron, OH, Madisonville, TN, Western Pennsylvania, Manchester/Tullahoma, Wichita, KS, and Greenville, SC

Continued prospecting for Funeral Home Employee positions in Birmingham, AL, Odessa, TX, Roswell/Ruidoso, NM, Baton Rouge, LA, and New Braunfels, TX