OR Notes
What are common acronyms that engagers use when documenting OR notes?
LVM, ACC,SWC,NCD.
If you receive a referral that has an email address but no phone or invalid phone number how do you proceed?
Move invalid number to phone comment box and assign to Rhonda Nolan (Holding Queue) AKA Email Only.
What outreach methods occur on outreach #1?
-Phone Call
-SMS
-Welcome email (If email is available)
If you receive an ACC unconfirmed number can you send an SMS?
No.
Where can you locate the status protocol?
Engagement Playbook & Teams- Engagement Resources.
What important details would you include in your OR notes when a candidate shares that they landed a new position but is not ready to start services?
SWC landed a new position agreed to follow-up call sending landed, follow-up still eligible email.
What programs include dedicated coaching?
Search Launch, Professional, virtual Professional, Executive, Executive Premium
What outreach methods occur on outreach #2?
-Phone call
-Enable Portal
Where to locate the Halt tracker?
In Teams under Breaking News
If a candidate is rehired internally how would you close the referral?
1. Status: Cancelled by customer request/ Reason: Rehired by sponsor.
What information has to be included in the candidate data to make sure a SMS message shows up in your OR notes?
Dashes (123-456-7890), Country,
If a candidate's last day of work is 60 or more days out, how do you proceed?
1. Make a total of 2 outreaches
2.Send still working email
3. Set next contact date to 6 weeks prior to LDW
4.Assign to Maria Ramphal (Holding Queue)-Still Working
After the 7th OR, how often are we reaching out to the referral?
10 business days.
How do you proceed when calling an ACC number that has not yet been confirmed?
***Proceed with caution
A candidate shares with you they are not ready to get started for medical reasons and request a call back more than 30 days. What status do you place this referral in?
1.Status: Delayed/ Reason: Client wishes to delay
When you receive an inbound OR note in your queue with a blank next OR date, how do you proceed?
Based on the OR notes provided in NGEN you would determine what the next OR date would be.
(Scenario)
- You have reached the end of the OR cycle
-You have not made contact
-EED is in the future
-How do you proceed?
Reassign to Sherry Martino
When is it appropriate to send an eligibility email?
2 weeks prior to EED
Candidate answers and states "I'm at the airport" and hangs up. What is the correct disposition to use and why?
Disposition: Not Ready/ Reason: Not a good time to talk
If the end of the OR cycle has been completed and no contact was made, what is the appropriate status to close the referral?
Contact not made/ No response
When the OR notes state [Updated referral 67062729 to referral 67128430 from matched CIE registration.] What are the next appropriate steps.
Call candidate to verify if they are ready to start. If no contact send Welcome CIE email.
You made 3 attempts to an ACC number and no contact has been made how do you proceed?
-Remove NCD
-Assign to appropriate holding queue Rhonda Nolan, (Email Only) or Joann Deborde (LinkedIn Only).
When you receive a referral with a ACC unconfirmed number, how many times are you going to call that number and if no answer what voicemail should you leave?
Three times/ Generic VM
When it's the date of the EED and you spoken with the candidate prior what is the correct status to close?
-Decline-Choose appropriate reason
Which of the following on-hold statuses do we not use?
1. On Hold-Gateway restricted waiver not signed.
2. On-Hold-Gateway restricted customer requirement not met.
3. On Hold-Not Yet Eligible