🎯 Purpose of This Stage
This stage ensures that recruits entering the Kaplan pipeline are properly assigned to the KSCORE Admin leader and ready for enrollment, with system checks in place to verify critical information before progression.
🚪 How a Recruit Enters This Stage
- Automatic Movement: Recruits enter this stage automatically when moved into the Kaplan pipeline.
- Manual Movement (By Leader): Not applicable
⚙️ What Happens When a Recruit Enters
- The recruit is assigned to the KSCORE Admin leader for setup in Kaplan.
- The system performs a check on the recruit card to verify that the Legal Name field under the Kaplan Pipeline section is completed.
- If Legal Name is empty, the recruit is moved to the Holding Stage and the originally assigned leader is notified to add the missing information.
- This is a leader-only automation; there is no communication to the recruit.
- The assigned leader receives repeating 24-hour notifications to add the recruit to Kaplan and complete the stage transition.
🔔 Automations Overview
- Duration: Until leader completes the Kaplan setup
- Emails: 0 — No communication to recruit
- Text Messages: 0 — No communication to recruit
- Leader Actions: 1 — Add recruit to Kaplan and manually move to Added to Kaplan stage
- Notifications: Repeating 24-hour notifications to the leader until task is completed
🧍♀️ Leader Action Steps
- Task: Add recruit to Kaplan and verify Legal Name is completed.
- Timing: Complete promptly to maintain pipeline flow.
- Next Step: Manually move the recruit to the Added to Kaplan stage once setup is complete.
🔧 Recruit Card Updates
No card updates required from the leader during this stage.
🚪 How a Recruit Leaves This Stage
- Automatic Exit:
- Recruit moved to Holding Stage if Legal Name field is empty
- Manual Exit (By Leader):
- Move recruit to Added to Kaplan stage after completing enrollment and confirming Legal Name
⏭️ Recommended Next Steps
Leaders should verify all required recruit information before progressing to prevent pipeline delays.
✨ Closing Note / Why This Stage Format Works
This stage combines automated checks and leader accountability, ensuring recruits are fully prepared for Kaplan enrollment while preventing incomplete data from stalling the process.
