Workflows & Waffles
Question: This is the CRM platform Yellowstone Local uses to manage client communication, tickets, and deals.
Answer: What is HubSpot?
📘 Reference: Client Experience Responsibilities Update – Overview of Updates.
Question: Personal PTO requests must be submitted at least this many days in advance.
Answer: What is 14 days?
Reference: Time Off Policy – Section 4.2.
Question: This is the primary internal communication platform used at Yellowstone Local, this includes channels focused on groups, topics and concepts; Similar to Microsoft Teams.
Answer: What is Slack?
Reference: Slack SOP – Overview.
Question: When a client fills a role and does not want any additional immediate hires, but wants to keep it open for additional hires, the pipeline should be changed to this.
Answer: What is Shortlisting, SLP, Shortlisted?
Reference: Recruiter Shortlisting SOP – Active to Shortlisted Jobs.
Question: The communication style all CSMs and Recruiters should use when handling client and candidate feedback.
Answer: What is the Call-First Mindset?
Reference: Feedback Resolution SOP – 2. Resolution Workflow.
Question: Each time a recruiter contacts a client by phone, email, and text within a 24-hour window, it’s called this.
Answer: What is a situational attempt?
Explanation: Defined as a multi-channel outreach set within one attempt window (call, tag, email, text).
📘 Reference: CX Escalation Cadence SOP.
Question: This is the Applicant Tracking System (ATS) used by Yellowstone Local for managing candidates and pipelines.
Answer: What is Recruitee?
📘 Reference: Recruiter Shortlisting SOP – Overview.
Question: This status should be set when you’re temporarily away but returning soon.
Answer: What is BRB or Away?
Reference: Slack SOP – Status Settings
Question: The pipeline tag used to track paused client jobs - not hiring immediately .
Answer: What is Shortlisting, shortlisted, SLP?
📘 Reference: Support Shortlist <> Active SOP.
Question: This platform must be used for all PTO requests at Yellowstone Local.
Answer: What is Rippling?
Reference: Time Off Policy – Section 4.1.
Question: Recruiters must complete this number of situational attempts before escalating to the CSM.
Answer: What is three?
Question: Normal company business hours where coverage must be maintained.
Answer: What are 8:00 AM – 5:00 PM CST?
Reference: Time Off Policy – Section 6.
Question: You should respond to direct mentions/direct messages within this timeframe during working hours.
Answer: What is within 2 hours or less?
Reference: Slack SOP – Rules and Messaging Etiquette
Question: Each situational attempt must include these communication methods.
Answer: What are phone, text, email, and a Recruitee tag?
Reference: CX Escalation SOP.
Question: This type of search combines “AND” and “OR” to refine candidate results.
Answer: What is a Boolean search?
Reference: Manual Sourcing Workflow.
Question: This team manages technical updates, job tags, and pipeline transitions between statuses.
Answer: Who is the Support Team?
Reference: Support Shortlist <> Active SOP – Overview.
Question: The recruiter should have viewable documentation of all outreach attempts in these two places prior to escalating in the client slack channel.
Answer: What are HubSpot and Recruitee?
Reference: Recruiter Key Q4.
Question: When Support places a job On Hold, they notify the team in this Slack channel.
Answer: What is the Client Slack Channel?
📘 Reference: Client Escalation SOP.
Question: This person always owns the client relationship and is ultimately accountable for client satisfaction.
Answer: Who is the Client Success Manager (CSM)?Explanation: The CSM is always “A – Accountable” in the RACI model.
Reference: Client Experience Responsibilities Update.
Question: Once a recruiter makes three situational attempts without response, they must notify this role.
Answer: Who is the CSM (Client Success Manager)?
Explanation: Escalation ensures the CSM owns client re-engagement.
📘 Reference: CX Escalation Cadence SOP.
Question: If a client remains unresponsive after three CSM attempts, the next step is this.
Answer: What is escalate to Support for final outreach and On Hold status?
📘 Reference: CSM Key Q3. Client Expectations SOP
Question: The correct Recruitee source tag for manually sourced candidates.
Answer: What is Sourced: YSDB?
Reference: Manual Sourcing Workflow – Step 9.4.
Question: If we are not tagging individuals directly, what are two @’s that can be used to notify everyone in the channel?.
Answer: What are @here and @channel?
Reference: Slack SOP – Rules and Messaging Etiquette.
Question: After escalation to Support, unresponsive roles are marked with this pipeline status.
Answer: What is On Hold?
Reference: CX Escalation SOP.
Question: The HubSpot property that indicates the client’s risk level and engagement.
Answer: What is Client Health Status?
📘 Reference: Manual Sourcing Workflow, sourcing credit request section.