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Recruiting & Onboarding | Recruits Page Overview

Written by Kayla Latta

The Recruits Page is your central hub for viewing and managing recruit data in Sisu. To access it, navigate to Recruits > Recruits.

From this page, you can view recruit details, analyze performance metrics, filter data, download reports, and access recruit-specific actions. As you adjust the recruits displayed on the page, the summary tiles at the top automatically update to reflect the filtered results.

Topics in this article:


Summary Tiles

The summary tiles at the top of the Recruits Page provide a quick snapshot of your recruiting data. These totals automatically update based on the recruits currently displayed, including any search or filter criteria you've applied.

  • Count - Displays the total number of recruits currently shown on the page based on applied filters.

  • Total Volume - Displays the combined value of all amounts entered in the Recruit Volume form field for the recruits currently displayed.

  • Total GCI - Displays the combined value of all amounts entered in the Recruit GCI form field for the recruits currently displayed.

  • Gross Recruiter Paid Income - Displays the combined value of all amounts entered in the Gross Agent Paid Income form field for the recruits currently displayed.

→ Minimizing Summary Tiles

You can minimize the summary tiles to expand your workspace and view more recruit data on screen by clicking the minimize tiles icon in the upper-right corner of the Recruits Page.

The left navigation menu can also collapse to further increase visible workspace. This setting persists even after leaving the page, so your view preference will remain applied the next time you return. To restore the tiles and navigation menu, click the icon again.


User Role Visibility

The recruits visible on this page depend on your user role:

  • Recruiter & ISA - Can only their own recruits.

  • Admin & RC - Can view all team recruits.


Filters & Features

The Recruits Page includes several tools that help you find, organize, customize, and export recruit data. As you change the recruits displayed on the page, the summary tiles automatically update to reflect the current results.

  • Search Bar - Use the Search bar to quickly locate recruits. As search results change, the summary tiles update automatically to reflect only the recruits currently displayed.

  • Form Selector - Determines which fields are available as columns. For example, if Recruit Overview form is selected, the page displays columns based on the fields included in the Recruit Overview form.

  • Choose Visible Columns - Use the dropdown to show or hide individual columns.

  • Reset - Click the Reset icon to clear current search results, recruit filters and column sorting. This returns the page to its default view.

  • Download - Use the Download icon on the right side of the page to export the currently displayed recruit data to a spreadsheet.

  • Filter Recruits - Click the Filter icon to narrow down the recruits displayed on the page. Filters allow you to focus on specific recruit groups while automatically updating the summary tiles at the top of the page.

  • Sort Recruits - Click any column header to sort recruits in ascending or descending order. For example, sorting the Created column in descending order displays the newest recruits first.


Quick Actions

Each recruit includes a dropdown menu that provides quick access to additional tools and actions.

Available actions include:

Action

Description

Tasks

Opens the recruit's Tasks tab

SisuSign

Opens the recruit's e-sign tab (available if your team is utilizing this feature)

Documents

Opens the recruit's Documents tab

Comments

Opens the recruit's Comments tab

History

Opens the recruit's History tab

Services

Opens the recruit's Services tab

Client Portal

Opens the recruit's Client Portal tab

Lock

Allows Admins and TCs to lock a recruit, making it view-only for Agents and ISAs

Lost

Moves the recruit to the Lost status

Duplicate

Duplicates the recruit

Delete

Permanently deletes the recruit

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