Concept: Assigning Student Prospects to Regions

You can assign student prospects to recruiting regions:

Automatically, if the prospect has an address or educational institution in Workday.

Manually.

The History profile group on a prospect's profile tracks all region assignments and changes.

Adding or updating a region assignment causes Workday to reevaluate a prospect's system-assigned admissions counselors.

Automatic Assignment

When you add or update student prospects, Workday finds the regions defined for the prospect's recruitment academic unit and academic level.

For regions defined with geographic criteria, such as state or postal codes, Workday assigns prospects based on their address following this hierarchy:

Primary street address.

Any street address.

Any other primary address.

Street address of the educational institution associated with the prospect.

For regions defined by educational institution only, Workday assigns prospects who have the same educational institution on their prospect profile.

If you enter a prospect's address later, Workday uses it for region matching.

Manual Assignment and Removal

Use these tasks to manually assign or remove prospects from regions:

Edit Student Recruitment

task, accessible from the Recruitment profile group on the prospect’s profile by clicking

Edit

for the recruitment record.

You can remove a system-assigned region by selecting it in the

Exclude from System Assignment

column. Workday won't assign the region to the prospect's recruitment again.

Manage Student Prospects for Recruiting Region

task, secured to the Manage: Student Recruiting Region
domain.

When you use this task to remove a system-assigned region, Workday adds the region to the

Exclude from System Assignment

column on the prospect's profile.

Mass Student Prospect Update

task, secured by the Student Prospect Update Event
business process and security policy.

Users with access to the

Mass Student Prospect Update

task (available through the

Find Student Recruitments

report), can add regions to multiple recruitment records at the same time. Use this task with caution. If you have to undo the reassignments, you might need to update prospects one at a time.

Workday doesn't override manual assignments, but it can automatically assign additional regions to a prospect.

Viewing Region Assignments for Prospects

You can view:

A prospect's region assignment in the

Regions

grid on the Recruitment profile group of the prospect's profile.

The prospects assigned to a region by using the Recruiting Region filter on the

Find Student Prospects report

or the Region filter on the

Find Student Recruitments

report. (You can select regions associated with an academic unit you're secured to.)

Administrators and managers with the appropriate security can use the

Manage Student Prospects for Recruiting Region

task.

Create Student Recruiting Regions