Color Code Protocols
This color indicates a client has completed initial services and is actively job seeking.
What is GREEN?
The number of consecutive business days you must call a RED client during Processing Phase.
What is 3 days?
You can log up to this many Services Provided per positive contact.
What is two?
Before submitting a hire, you must send this type of congratulatory message.
What is a personalized Congratulations email?
Contact Owners must respond to all client communication within this many business days.
What is 2 business days?
This team member has attended all offered Resume Workshops and has 140+ hires this cycle.
Who is William Burgess?
This color is used for clients with no Assessment or resume yet.
What is RED?
Besides calling, these two contact methods must be used to meet the Rule of 3.
What are text and email?
This service involves helping a client write or revise their resume based on a job posting.
What is Resume Tailoring?
You must select and label this field in the positive contact activity when submitting a hire.
What is Discussion Topic: "Confirmed Hire / Hire Follow-Up?"
Outreach reports must be cleared by this time each week.
What is Close of Business (COB) Friday?
This Team Member currently has an Innovation Project underway in collaboration with Charlotte & Elena.
Who is Emily McMullen?
This color represents a client who is Passively Seeking, in School, or on Active Duty.
What is PURPLE?
The only contact method required when a client address, phone number, or other info in the record indicates they are overseas.
What is email?
(Ensure the box is checked and Chatter)
A LinkedIn page must be annotated in the record to log this service.
What is LinkedIn Revision?
If no positive contact has occurred, a hire may still be submitted through this process.
What is the 7-Day Review?
A client reenlisted, this is how to adjust their outreach interval from 90 days (call & text/email) to 180 days (email & text).
How to update the Availability Date & Separation Date in the record?
This team member leads the A2E team, supports the McKinsey initiative, and is currently pursuing their PMP.
Who is Caterina Turner?
This color applies to clients who secured employment with our assistance.
What is BLUE?
Scenario: On Tuesday, Day 2 of the Rule of 3, a client states they no longer require our support.
What is turn Black, Declined (immediately) tag AM?
This service includes coaching or conducting a mock interview.
What is Interviewing?
This must be selected if the client was hired into a federal position.
What is the Federal Hire checkbox and GS Level?
This is how you clear a client you've had positive contact via email with in recent days who comes up due on an Required Outreach Report.
What is label Correspondence Type: "Email Received?"
This team member has made 2,300+ client calls this year.
Who is Krissie Webster?
This color is used when a client never completed an assessment.
What is BLACK?
RED Rollovers are allowed only under these two conditions.
What are positive contact or incomplete initial services?
This service involves providing role-specific job leads or matching opportunities.
What is Job Matching or Sourcing?
1 of 3 elements must be present for an Entrepreneurship venture to be given Hire Credit.
What is Entrepreneurship Mentoring Completed?
What is “FOLLOW UP: Entrepreneur Resources” email in Activity History and Opened by the client?
What is a Text or email in Activity history stating that the client utilized the resume?
At this point, Grey, Unresponsive records automatically close.
When is 1 year after coding Grey?
This team member has had their Chatter notes included in New Hire Training due to their high quality.
Who is Xavier Holly?