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Transferology User Guide for Recruiters


Welcome to Transferology Lab! The Transferology User Guide for Recruiters is written specifically for Recruiter functions, including recruiting students.This User Guide is a brief, function-focused document that was written to guide the user through the application, thereby supplementing the Help and overlay features already built into Transferology.

First, a basic overview of the application is presented, followed by key user functions for Recruiters in the remainder of this guide.


Before proceeding, some basic higher-level details about navigation, access, and the design of the application can assist you as you work. Click here for the basics!

Upon successful login to Transferology Lab, the School Management page is generated. The menu bar is populated with four options:

  1. Advising & Recruiting
  2. Rule Management
  3. School Profile
  4. User menu

Below the menu bar, the institution the Recruiter is logged in from is displayed just below the menu bar (e.g., CollegeSource University ) along with access to support documentation () maintained in Confluence.

These menus contain functionality that is specific to the logged in Recruiter, as described in detail below.

Recruiter Functionalities

The Recruiter role has access to powerful recruiting and research tools in Transferology Lab that allow them to see how competing schools compare. For example, Recruiters can view how other institutions articulate their courses in the View Equivalencies area.

How can I maximize my potential as a Recruiter in Transferology?
Tips & Tricks--The Transferology Recruiter Role

Recruiters who are also assigned to the role of TES Evaluator have the additional ability to send Maybe courses from a student's courses in one of the lists.

Advising & Recruiting Menu

The Advising & Recruiting menu contains options that include viewing equivalencies, managing course bundles, viewing programs, and recruiting students.

  • Transfer Equivalencies
  • Replacement Courses
  • Course Bundles
  • Programs
  • Recruit Students*
* Recruit Students is specific to Recruiters only.

Transfer Equivalencies

Transfer Equivalencies is a robust feature of the Lab that allows users to view comprehensive lists of all of the equivalencies that participating schools have defined.

To learn more, see the Transfer Equivalencies page.

Replacement Course

To learn more, see the Replacement Courses page.

Course Bundles

The Course Bundles functionality simulates the student's user experience in Transferology by allowing users to locate schools that accept transfer coursework and run student audits. Users have the capability to create multiple bundles, thereby streamlining their workflow.

  • Transfer tab
  • Replacement tab
  • Empty tab

To learn more, see the Course Bundles page.


The Programs page allows Lab users to view the program lists for different schools to create What-if audits (where available). Programs may be run for any school with integration connected to its degree audit.

To learn more, see the Programs page.

Recruit Students

Recruit Students functionality is restricted to Recruiters only

Recruit Students is an area of the Lab where Recruiters can manage the information gathered from prospective students who have initiated contact with their school via the Transferology student application.

To learn more, see the Recruit Students page.

School Profile

The School Profile menu contains the school management option:

  • School Management

School Management

School Management contains functionality common across all Lab users (i.e., Profile Preview and Users):

Profile Preview tab

Profile Preview is the default tab displayed within School Management page that displays customized information about your school.

The institution image dimension for the larger banner is 830×270 and the smaller thumbnail is 170×170. Only CollegeSource staff can edit these images, so please contact us if you need assistance.
Users tab

The Users tab lists all of the Transferology users (alphabetically, by email address) located at the user's school by Name, Email, Status, assigned Roles, number of Logins, and Last Login:

To learn more about the Profile Preview tab and Users tab, see the School Management page.

Promote Your School

New in 1.6.2  All logged in Lab users now have access to the branding and marketing area under Promote Your School:

To learn more about branding and marketing, see Promote Your School.

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