AIA Recruiter User Guide

for Candidate

January 2023

Prepared by: Agency Technology

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 AIA RECRUITER – CANDIDATE USER GUIDE

1. FIRST TIME LOGIN - TEMPORARY CREDENTIALS AND 10. PROJECT 100 / PROJECT 30 (Elite Lite & Elite Pro)
SECURITY QUESTIONS a. PROJECT 100 / PROJECT 30 UPLOAD
2. SUBSEQUENT LOGIN TO AIA RECRUITER b. PROJECT 100 / PROJECT 30 – ADD / EDIT /
3. HAMBURGER MENU AND ICON LOCK DELETE / SUMMARY
4. UPDATE PASSWORD / SECURITY QUESTIONS c. PROJECT 100 / PROJECT 30 DOWNLOAD
5. FORGOT TEMPORARY USER ID / PASSWORD / 11. JOB SAMPLING ACTIVITIES (ELITE PRO)
UNLOCK ID 12. MY COMMITMENT (ELITE PRO)
6. TRACK APPLICATION/ RESENDING TEMPORARY 13. CONTRACTING - DECLARATION / CONTRACT
CREDENTIALS
14. CONTRACTING - ELITE ACADEMY RULES &
7. APPLICATION OVERVIEW REGULATIONS (ELITE LITE & ELITE PRO)
8. TOOLTIPS
9. AIA PROFILING

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 1. FIRST TIME LOGIN - TEMPORARY CREDENTIALS AND SECURITY QUESTIONS

Step 1 Step 2 Step 3

As a candidate, you must complete the steps below to login to AIA Recruiter Portal for the first time:
1. When you receive the e-mail with your temporary credentials, click on the AIA Recruiter link provided in the email.
2. Setup password following on screen instructions, then click NEXT.
3. Input security questions' answers, then click CONFIRM.

Note: Candidate will only receive the email (step 1) when the introducer/leader has completed and uploaded the 5 mandatory documents (copy
of ID - front, copy of ID - back, passport-sized photo, certificate of highest education level and latest bank account proof) for the candidate in AIA
Recruiter.
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 2. SUBSEQUENT LOGIN TO AIA RECRUITER

Agent – ELITE PRO

Step 3

Step 2
Step 1

Click on the URL to https://www.bealifeplanner.aia.net.my/candidate login to Candidate Recruiter Portal. (Tips: Please save the URL as your favourites in your browser)
1. Click on Lock Icon and then click on LOGIN WITH TEMPORARY ID.
2. Enter your Temporary User ID and the password you have setup during first time login, then click LOGIN to access your account.
3. This is will be your current landing page

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 3. HAMBURGER MENU AND LOCK ICON (1 OF 2)

Upon clicking the hamburger menu, you can see 6

options and below are functionalities for your
reference.

1. HOME: You will be directed to the AIA Recruiter

Main Page where you can access more Agency
related information.
2. TRACK YOUR APPLICATION: This is your
current page where you will see your application
status and details
3. ABOUT AIA: Overview information on AIA
4. UPDATE PASSWORD/SECURITY
INFORMATION: You can change your security
questions’ response and update your password
here.
5. DOWNLOAD USER GUIDE: You can download
the user guide and search for more information
there
6. LOGOUT: To logout from AIA Recruiter Portal

As a candidate, upon login to AIA Recruiter Portal, you will see a hamburger menu on your left side of
the screen.

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 3. HAMBURGER MENU AND LOCK ICON (2 OF 2)

1. Click on the Lock icon to see your full name, Temporary User ID and LOGOUT button.
2. You can click on the Logout button to logout.
3. You can click the same Lock icon to close the menu.

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 4. UPDATE PASSWORD / SECURITY QUESTIONS (1 OF 2)

• Click on Hamburger menu, click on UPDATE PASSWORD / SECURITY INFORMATION

• Enter Current Password
• Then click on the NEXT button

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 4. UPDATE PASSWORD / SECURITY QUESTIONS (2 OF 2)

• You may choose to update password only, security

information only or both at the same time.
• Click on UPDATE PASSWORD / UPDATE
SECURITY INFORMATION button, edit the
Password / Security Questions’ answers and click on
CONFIRM button.

• System will give confirmation message as

“Successfully Updated”.
• Click on the “Click here to login” hyperlink to login
again to AIA Recruiter Portal.

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 5. FORGOT TEMPORARY USER ID / PASSWORD / UNLOCK ID

Step 1 Step 2

• As a candidate, you can reset your password by

following the below steps.

• STEP 1: Click on FORGOT TEMPORARY USER ID /

Step 4 PASSWORD / UNLOCK ID
Step 3 • STEP 2: Enter your NRIC no. and click NEXT; you
will see a message stating password reset e-mail
sent.
• STEP 3: You will receive an email with a link to reset
the password which is valid for 30 minutes only. Click
“here” link to navigate to RESET PASSWORD page.
• STEP 4: Update new password, re-confirm password
and click on CONFIRM to access your account.

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 6. TRACK APPLICATION / RESENDING TEMPORARY CREDENTIALS

Track Application
• As a candidate, if you are unable to login with your
temporary credentials, you may follow the below
steps:

• STEP 1: Go to AIA Recruiter main page and click on

TRACK YOUR APPLICATION

• STEP 2: Enter your FULL NAME and NRIC and click

Step 1 on SEARCH button.

• You will be able to see the details and status of your

application.

Resending Temporary Credentials:

• If you are unable to find the email with AIA Recruiter
temporary login credentials in your mailbox or if you
forgot your User ID and unable to locate it, please
reach out to your introducer / leader to re-send the
temporary credentials email to you.

Step 2

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 7. APPLICATION OVERVIEW

1
2

As a candidate, you can see the details below on the screen to complete your activities.
1. Your Full Name
2. Your NRIC no., e-mail address, contact no., Introducer name and immediate Leader name.
3. Current status of the application along with the completed levels. You will also be able to see the recommended program for you (e.g. Elite Pro)
4. Only the tabs relevant to your program will be displayed accordingly. You will be able to click on each tab and see based on the indicators below:
• A green colour tick mark = all actions required have been completed.
• An amber colour hourglass = required actions are still incomplete.
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 APPLICANT DETAILS

1 2

As a candidate, you are able to see your details in the Applicant Details tab. You can access
the sections by clicking EXPAND or COLLAPSE button.
1. INTRODUCER: In this section, you are able to see your Introducer Name, Introducer

3 Code, Introducer Rank, Immediate Leader of Introducer and lastly your relationship with
the Introducer.
2. PERSONAL DETAILS: In this section, you are able to see your own personal details,
temporary and permanent address, e-mail address, marital status and education
qualifications.
3. WORKING EXPERIENCE: In this section, you are able to see your working experience
along with latest industry, total years of experience and list of working experience details.

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 8. TOOLTIPS

Tooltips: As a candidate, you are able to see quick tooltips wherever this icon is available
This is a quick guide for the section/field.

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 9. AIA PROFILING

1
3
2

1. AIA PROFILING: AIA PROFILING tab is an assessment section. Upon clicking the section, system will show the details as per the screen above.
2. PENDING: This will show the status of your Assessment – Pending (Not started yet), Incomplete (Started but not completed), Completed (Assessment
completed). Next to the status, the screen will show how much time is left to complete the assessment.
3. START ASSESSMENT: Click on this button to start the assessment. If you have to stop your assessment due to unavoidable reasons, you can continue the
assessment by clicking this button.

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 9. AIA PROFILING – LANGUAGE SELECTION

English Bahasa Melayu

Chinese
• Upon clicking on the START ASSESSMENT button in AIA PROFILING section, a new browser will
open for you to start the assessment.
• You will be able to select the language of your choice for the assessment. Kindly take note that you
cannot change language once you click on START button, as stated in POINTS TO REMEMBER
screen.

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 9. AIA PROFILING – ASSESSMENT (1 OF 2)

4 Once the assessment starts, as a candidate, you are able to see the assessment questions.
Select your choice of answer.
1. You are able to view the question no. and time left on the screen.
2. You are able to click on BACK or NEXT button to go to the previous or next question.
3. You can change your answers at any time prior to submitting your assessment. Click
SUBMIT button once you completed your assessment.
4. Once this is done, you will see a message that states “You have successfully completed
the assessment” and you can close the browser.

** Kindly take note that the answers above are for illustration purposes only.

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 9. AIA PROFILING – ASSESSMENT (2 OF 2)

• Your assessment status will show COMPLETED with date of completion after you submit the assessment. If the
status is not updated, please refresh your browser/re-login to your account to check the status.
• Once the assessment is completed, you will be able to see RETAKE ASSESSMENT button instead of START
ASSESSMENT button. You may retake the assessment and you can see the no. of attempts left under RETAKE
ASSESSMENT.

Note: System will only capture the latest assessment result and result from previous assessment will be replaced.

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 10. PROJECT 100 / PROJECT 30 (ELITE LITE & ELITE PRO)

4
5 6
3 7 8 9 10
1

For ELITE LITE / ELITE PRO candidate, you are required to complete the Project 100 / Project 30 section.
1. PROJECT 100 / PROJECT 30: You will use this tab to work on your Project 100 / Project 30 contacts.
2. CONTACTS ADD / UPLOAD: This section will be used for Contacts Upload / Addition / Edition / Deletion.
3. MINIMUM CONTACTS REQUIRED: You can see the minimum contacts required to complete Project 100 / Project 30 tab.
4. Download Project 100 Template: You can click this link to download the MS Excel template to input your Project 100 / Project 30 contacts.
5. UPLOAD PROJECT 100 / PROJECT 30: You can use this button to upload your Project 100 contacts. Please refer to “PROJECT 100 / PROJECT 30
UPLOAD” for more details.
6. ADD NEW CONTACT: You can use this button to add your Project 100 / Project 30 contact one-by-one.
7. TOTAL CONTACTS UPLOADED/ADDED: You can see how many contacts have been uploaded/added successfully.
8. PENDING CONTACTS: You can see how many contacts remaining to be uploaded/added to complete Project 100 tab.
9. FILE UPLOADS: You can see how many files have been uploaded for Project 100 / Project 30.
10. EDITED RECORDS: You can see how many contacts have been edited after they are added/uploaded.

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 10a. PROJECT 100 / PROJECT 30 UPLOAD (ELITE LITE & ELITE PRO) (1 OF 5)

Download Project 100 / Project 30

Template:
1. To upload Project 100 / Project 30
1 contacts, you can download the Excel
template by clicking on “Download
Project 100 / Project 30 Template”
as shown in screen 1.

2. Click on “Open file” to open the

Excel template from Downloads folder
2 as shown in screen 2.

3. You can add the contacts to the Excel

template. Name and Mobile Contact
are free text fields while all the other
fields can be completed by selecting
from the drop-down list as shown in
screen 3.

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 10a. PROJECT 100 / PROJECT 30 UPLOAD (ELITE LITE & ELITE PRO) (2 OF 5)

As a candidate, you can upload your Project 100 contacts by clicking the “UPLOAD PROJECT 100 / PROJECT 30” button.

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 10a. PROJECT 100 / PROJECT 30 UPLOAD (ELITE LITE & ELITE PRO) (3 OF 5)

Upload Project 100 / Project 30:

1. Click on “CHOOSE FILE”.

2. Select the completed and

saved Project 100 / Project 30
2 Excel template.

3. Click on REPLACE FILE if you

want to change the file to
1 upload. Click UPLOAD to
upload the Project 100 /
Project 30 contacts (Note:
Once the file is uploaded, it
cannot be replaced. Please
refer to “PROJECT 100 /
PROJECT 30 – ADD / EDIT /
DELETE / SUMMARY” for
more details).

4. Once you click UPLOAD, you

will see “Uploading 1 item” on
the screen.

3
4

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 10a. PROJECT 100 / PROJECT 30 UPLOAD (ELITE LITE & ELITE PRO) (4 OF 5)

Upload Project 100 / Project 30 (continue):

1. After system validated the file you uploaded, you will see message on the
screen if there is any error in the contact(s) data e.g. duplicate mobile
number.
2. You can download the error file for more details.
2 3. Once you open the error file, you may refer to Error Description for the
reason for failed upload. You can check the data and re-upload the failed
contact(s) using the same upload steps.
4. Once all the contacts have been successfully uploaded, you will see a
green tick mark and a message showing the upload status as Complete.

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 10a. PROJECT 100 / PROJECT 30 UPLOAD (ELITE LITE & ELITE PRO) (5 OF 5)

Multiple Uploads of Project 100 / Project 30 Contacts:

1. You can upload Project 100 / Project 30 contacts into AIA Recruiter Portal multiple times as there is no restriction on the number of
uploads.

2. For example, for Project 100, you may upload 20 contacts first, then another 50, and finally another 30 to complete the 100 contacts
required.
✓ If you have successfully uploaded the first 20 contacts, the TOTAL CONTACTS UPLOADED / ADDED will show 20 (20%) while
PENDING CONTACTS will show 80 (80%).
✓ Once you successfully uploaded another 50 contacts, the TOTAL CONTACTS UPLOADED / ADDED will change to 70 (70%) while the
PENDING CONTACTS will change to 30 (30%), and so on.

3. The same Project 100 / Project 30 Excel template can be used for the multiple uploads. The system will be able to recognise contacts that
have been uploaded earlier and ignore them, while uploading only the new contacts.

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 10b. PROJECT 100 / PROJECT 30 – ADD / EDIT / DELETE / SUMMARY (ELITE LITE &
ELITE PRO)

1 2

3 5
4

1. You can click on ADD NEW CONTACT to add a contact one-by-one.

2. Input the Project 100 / Project 30 contact details manually and click on CONFIRM to add the contact.
3. You can click on Edit / Delete icon to Edit the contact details or delete the contact completely.
4. You can click on CONTACTS SUMMARY to see a summary of your Project 100 contacts.
5. You can select each category to see your Project 100 contacts’ breakdown with pie chart.
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 10c. PROJECT 100 / PROJECT 30 DOWNLOAD (ELITE LITE & ELITE PRO) (Page 1)

You can download your Project 100 / Project 30 contacts from AIA Recruiter and your Project
100 / Project 30 contacts will be transferred to AIA LIFE PLANNER APPLICATION (ALPA) 3
when you become an AIA Life Planner.
1. You will see the message in green box once application reach CONTRACT AND R&R
FINALIZATION status (for Elite Lite) OR your Panel Interview is completed in AIA
Recruiter Portal (for Elite Pro).
2. Once you become an AIA Life Planner, you “Download Project 100 / Project 30 Contacts”
link is clickable to download in Excel your Project 100 / Project 30 contacts. This option to
download your Project 100 / Project 30 contacts will be available after Panel Interview
(for Elite Pro) or reach Contract and R&R Finalization status (for Elite Lite) and
before you become an AIA Life Planner.
3. Your Project 100 / Project 30 contacts will be transferred to ALPA. When you login to your
ALPA account, you will be able to see the number of contacts transferred from Project 100.
4. Upon clicking on contacts created link, you will be able to see the list of contacts which
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 10c. PROJECT 100 / PROJECT 30 DOWNLOAD (ELITE LITE & ELITE PRO) (Page 2)

Additionally, you may download your

Project 100 / Project 30 contacts from
AIA LIFE PLANNER PORTAL (ALPP)
when you become an AIA Life
Planner.

1. You will receive your ALPP login

credentials when you become an AIA
Life Planner. Login into ALPP portal
with your credentials and change the
1 2 temporary password with a new
password.
2. Click on REPORTS and click on
PROJECT 100 / PROJECT 30
CONTACTS
3. Your Project 100 / Project 30
contacts will be downloaded in Excel
3 format. Click on “Open file” to open
the Excel file in Downloads folder.
4. You will be able to see your Project
4 100 / Project 30 contacts in the Excel
file.
5
These contacts will be available in ALPP
as long as you remain an AIA Life
Planner.

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 11. JOB SAMPLING ACTIVITIES (ELITE PRO)

1 2

You will need to discuss with your Introducer/Leader to complete this

activity.
1. Click on EDIT to update the details
2. Select Yes and update the Date and Duration of the activity you
participated. If you did not participate in any of the activities, select No.
3 3. You are able to see green tick mark once you have successfully
completed the section.

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 12. MY COMMITMENT (ELITE PRO)

You need to discuss with your Introducer/Leader to complete this

activity.
1. Click on EDIT to update the details.
2. Click on the radio button to update your DESIRED ANNUAL
INCOME.
3. Provide your input within the range of Min. and Max. stated in each
field.
4. Click on the Checkbox to indicate your commitment and click
SAVE to complete the My Commitment section.

4
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 13. CONTRACTING – DECLARATION / CONTRACT

1. Once the LICENSE EXAM section is completed by your Introducer/Leader, you will receive an email to sign your Contract and Declaration. Click on
Contracting tab and then click on DECLARATION AGREEMENT hyperlink to open a e-copy of the declaration.
2. Read through the declaration carefully and click on the Checkbox.
3. Sign the declaration digitally. If you want to re-sign, click on CLEAR button.
4. OnceAIAcompleted,
confidential andyou will see
proprietary a green
information. Not fortick mark next to Applicant Signature. Signature of the Witness will be done by your Introducer/Leader.
distribution.
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 13. CONTRACTING – RE-SIGN OF CONTRACT AND DECLARATION

1. As a candidate, you will see this pop-up message upon login whenever there is any change in Program, Licence or Contract. You need to click on
OK button to confirm and proceed.
2. Upon clicking on OK button, the Contracting tab will turn into Amber hourglass icon. Click on Contracting tab and complete those sections in Amber
hourglass icon (please refer to “CONTRACTING – DECLARATION / CONTRACT” for more details on how to complete those sections).

Do reach to your introducer/leader if you have any query related to this section.

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 14. CONTRACTING – ELITE ACADEMY RULES & REGULATIONS (ELITE LITE & ELITE
PRO)

1. Click on Contracting tab, then ELITE ACADEMY RULES & REGULATIONS hyperlink.
2. Read through the Rules & Regulations (R&R) e-document carefully.
3. Click on the Checkboxes, sign digitally and click SUBMIT.
4. Once AIA confidential and proprietary information. Not for distribution.
completed, you will see a green tick mark next to Applicant Signature and a message on screen that the R&R is submitted successfully.
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Thank you

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