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Two Minute Tuesday: Custom Rollup Layout

Written by Andrew Rothman on . Posted in Two Minute Tuesday

When we start with a fresh database or a fresh PCRecruiter user account, we get the default setup of columns and features in Rollup Lists. This week’s video shows you the ropes for customizing the layout and the stages for your user account’s Rollup view.

Follow us on Facebook, Twitter, LinkedIn, join our LinkedIn Users Group, or YouTube to stay in the loop, and watch the lower portion of of your PCRecruiter login screen for all the latest blog posts and updates.

If you have any comments or suggestions for something we can explain in about two minutes, send an email to twominutetuesday@mainsequence.net

Video Transcript

We’re back with a fresh Two Minute Tuesday, Main Sequence’s series of short videos with tips, tricks, and tutorials to help make you a more powerful PCRecruiter user.

In earlier editions, we’ve talked about Rollup Lists, PCR’s versatile tool for grouping names, jobs, or companies for a variety of tasks. We made a brief foray into the customization of Rollups in our video about Call Plans, but this week, we’re going to go back and give that config screen a little more attention.

When we start with a fresh database or a fresh PCRecruiter user account, we get the default setup of columns and features. As with other screens, you’ll find the ‘Configure’ option under the ‘Action’ menu at the upper right corner of any open Rollup List.

The “Layout” panel should be familiar to you if you’ve seen our video about configuring Search Results, but as a quick reminder, the ‘Rollup List Fields’ area lets you set which data columns you want to see in the table and in what order. You can set the primary and secondary sorting order for when the screen initially loads, although clicking the title row of most columns will re-sort the list by that column on the fly. You can set the number of rows per page, and which items appear under the ‘I Want To…” action dropdown for each record in the list. Just remember that going too crazy with the number of columns and rows can slow down the load of the screen.

There are 19 configurable Stages for Rollups, which you can use to track a variety of selection and ranking tasks, such as call lists, sorting candidates by seniority or geography, monitoring marketing and business development processes… anything you can imagine. While it may be tempting to use these Stages to track recruitment and sourcing processes like interviews and job qualifications, actions that relate to a candidate and to a particular job are best left to the Pipeline.

For each Stage, there’s a configuration popup for assigning your own description and a custom icon and color. You can also associate an Activity Type with each Stage, so that a searchable, reportable Activity record is created whenever a name, company, or job is assigned that Stage on any list. The second dropdown is where we’ll set whether that Activity is written automatically, or whether a popup will appear so that the user can write in additional details before saving the Activity.

The other option in the pulldown is to run an Automation Plan when the stage is changed. This can trigger a form letter, copy the person to another list, change their status, add a keyword to their record, and so on. We can choose from previously created automations with the column to the right, or use the ‘Automation’ item in the sidebar to create new plans. We’ve talked about Automation Plans for the Pipeline in earlier videos, and they work the same way here. We give the plan a name, check off and configure the desired actions, and then save.

Once you’ve created your layout and Stages, they’ll be applied to all Rollup lists you view with your user name. When you click the Stage icon, you’ll see your custom Stages, and selecting one will run any automations or write any activities you’ve configured for it.

To keep up on the latest PCRecruiter news and tips, watch our blog posts on your PCR login screen, follow us on Facebook, LinkedIn, or Twitter, join the PCRecruiter LinkedIn users group or subscribe to this YouTube channel. If you have any topics or suggestions for future Two Minute Tuesdays, send an email to twominutetuesday@mainsequence.net.

Two Minute Tuesday: October 2016 Update

Written by Andrew Rothman on . Posted in PCR Updates, Topics, Two Minute Tuesday

In this Two Minute Tuesday, we’re looking at a handful of new changes that you’ll see on our hosted PCRecruiter servers later this week. We’ve added a faster way to upload resumes, revived the ‘Associate Rollups’ function for Positions, adjusted the Interviews list, and added a new ‘Scheduled Items’ column to the Rollups.

Follow us on Facebook, Twitter, LinkedIn, join our LinkedIn Users Group, or YouTube to stay in the loop, and watch the lower portion of of your PCRecruiter login screen for all the latest blog posts and updates.

If you have any comments or suggestions for something we can explain in about two minutes, send an email to twominutetuesday@mainsequence.net

Video Transcript

It’s Tuesday, and that means it’s time for another edition of Main Sequence’s series of short videos with tips, tricks, and tutorials to help make you a more powerful PCRecruiter user.

A few new change are going to appear on the PCRecruiter.net system this month, and in this edition of our video series we’ll give you the highlights.

First, a new ‘Quick Upload Resume’ option appears under the ‘Actions’ menu on the Name record. The existing ‘Add Resume’ option isn’t going anywhere, but the new ‘Quick Upload’ takes you straight to your system’s file browser. The full ‘Add Resume’ area allows you to copy and paste a resume, change formats, make edits, created a blinded copy, and so on, but if you just need to add or replace the resume and don’t need to view or interact with it, this new Action offers a slightly quicker route.

Next, you’ll find an ‘Associate Rollups’ option when you’re looking at the ‘Associations’ area of any Position record. This is a feature from older PCRecruiter versions that’s now made its way into the current release. Associating Rollups is a handy way to bookmark the groups of Names or Companies that you may have used for sourcing a particular Position, or to relate similar Positions to each other for easy access. By keeping a list of the companies you sourced from or candidates you found but didn’t end up actually attaching to the pipeline for the job, you can shortcut your future searches when handling similar opportunities.

You may also notice some tweaks to the columns you see when looking at a candidate’s list of Interviews. We’ve removed a couple of rarely necessary items, such as Contact Phone and Placement, and readjusted the widths and the orders of the remaining columns. This makes room for new items like ‘Written By’, which is the username of the person who created the most recent or furthest into the future Pipeline record connecting that Name and Job, and this column which shows the Appointment Date from that same record. If you’ve activated PCR’s pipeline integrations with Spark Hire video interviewing, IBM Kenexa Prove It! assessments, and so on, you’ll also see columns for those results. This new arrangement makes it easier to quickly see the current standing of the candidate for each job they’re connected to.

Finally, we’ve added a new column option to the Rollup Lists. By adding the ‘Scheduled Items’ option to your custom Rollup layout, you’ll see the date of the next item in your PCRecruiter schedule, not including Interviews, that’s tied to the given Name, Company, or Job. If you’re using Rollups for calling lists and other planning tasks, you may find this a helpful way to keep tabs on your next upcoming call or meeting related to that record. And if you’re not sure how to add columns to your custom Rollup layout, then you’ll want to stay tuned for next week’s Two Minute Tuesday!

For all the latest, keep an eye on our blog or your PCR login screen, follow us on Facebook, LinkedIn, or Twitter, join the PCRecruiter LinkedIn users group, and subscribe to our YouTube channel. If you have any topics or suggestions for future Two Minute Tuesdays, send an email to twominutetuesday@mainsequence.net.

Two Minute Tuesday: Copying User Settings

Written by Andrew Rothman on . Posted in Topics, Two Minute Tuesday

How do you give one user all of same settings and preferences as someone who’s already in the system? In this week’s Two Minute Tuesday, we’re going to look at how an admin user can duplicate settings from one user to another.

Follow us on Facebook, Twitter, LinkedIn, join our LinkedIn Users Group, or YouTube to stay in the loop, and watch the lower portion of of your PCRecruiter login screen for all the latest blog posts and updates.

If you have any comments or suggestions for something we can explain in about two minutes, send an email to twominutetuesday@mainsequence.net

Video Transcript

It’s Two Minute Tuesday, time for a new edition of Main Sequence’s series of short videos with tips, tricks, and tutorials to help make you a more powerful PCRecruiter user.

In an earlier edition, we talked about what to do when you want to remove a user from the database. What happens when you add a new user and want them to have the all same settings as someone who’s already in the system? In this week’s video, we’re going to look at how an admin user can duplicate settings from one user to another.

We’ll start by going to System and opening up the ‘Users’ section. If you don’t see this option, you’ll need to log into PCRecruiter as an administrator. Before anything else, let’s go into ‘Manage Users’ and find the account that’s got the prototypical settings we intend to copy. On the main information panel, we’ll want to verify that the ‘Model User’ setting is set to ‘Yes.’ Only the accounts designated as models will show up as sources to copy settings from.

Now let’s see how the process works when adding a new user. We’ll click the ‘plus’ to create a new account, and fill in the basic details like name, email, phone, username, and password.

At the bottom of this info panel, we have a dropdown to copy settings from a model user in this database. We can copy some or all of the basic settings. The ‘Security’ option is disabled by default, so if you do want to give the target user the same security settings as the model, you’ll need to check that box. Items that are checked by default include the custom layouts for name, company, and position records, position pipeline configurations, custom rollup list layouts and stage setups, and settings for which menu items are pinned and unpinned on various screens. There’s also an option to make duplicates of any form letters associated with the model user for the target user, but this is generally left unchecked. When we save, the new user gets the model’s settings, and we can adjust from there as needed.

What if we want to copy settings between users that already exist? We get to that panel from the Action menu on the user list, or from into the System’s main Users area. On the left, you’ll see the ‘Source User Name’ dropdown, which lists all of the model users in this database. The checkboxes for the various settings appear below.

On the right side, we’ll see a ‘Target Database’ dropdown. The default setup is to copy settings between users in the current database, but we can select a different database from the account if we have more than one. Just be aware that we can only copy settings across databases if the account we’re logged in with exists as an administrator account with the identical username and password in both the source and the target databases.

In the checklist below, we can either select all the users in the database as targets, or just specific ones. When we click ‘Save’, all of the selected settings on the target users will be replaced by the ones from the model user.

For more Two Minute Tuesdays, watch our blog posts on your PCR login screen, subscribe to this YouTube channel, follow us on Facebook, LinkedIn, or Twitter, and join the PCRecruiter LinkedIn users group. If you have any topics or suggestions for future Two Minute Tuesdays, send an email to twominutetuesday@mainsequence.net.

Two Minute Tuesday: Images in Emails

Written by Andrew Rothman on . Posted in Topics, Two Minute Tuesday

People often ask our training team how to add their social media icons to their email signatures, or how to put images into their form letters. Today’s Two Minute Tuesday covers using images in HTML emails.

Follow us on Facebook, Twitter, LinkedIn, join our LinkedIn Users Group, or YouTube to stay in the loop, and watch the lower portion of of your PCRecruiter login screen for all the latest blog posts and updates.

If you have any comments or suggestions for something we can explain in about two minutes, send an email to twominutetuesday@mainsequence.net

Video Transcript

It’s time for a fresh Two Minute Tuesday, Main Sequence’s series of short videos with tips, tricks, and tutorials to help make you a more powerful PCRecruiter user.

Today we’re going to look at how you can add images to your emails in PCRecruiter, and particularly how to insert clickable icons for your LinkedIn, Twitter, or other social profiles into your email signature. These same principles apply for adding images to stationery, templates and form letters, and other emails.

But before we get started, a few general pointers about images in emails. Due to the lack of standards across mail reading apps and providers, getting images to show up consistently and reliably is not as simple as you’d expect.

Many email readers, most notably Microsoft Outlook, are set up by default not to download or display inline images until the recipient says it’s ok to show them. For this reason, always assume that none of your images are going to load. We’ll show you how you can supply alternate text to describe the images for those who can’t view them.

As a general rule, using fewer images means more predictable display, reduced chances of triggering a spam filter, and faster sending and receiving, so before inserting any image, decide if you really need it, and leave it out if you don’t.

Let’s edit the signature. From the System area, we’ll scroll to ‘Email Setup’ and open ‘Email Signature’. Now we’ll use the ‘Insert Image’ option in the toolbar. We can either use a web-hosted image, or embed a PNG, GIF or JPG file from the local hard drive.

On the “General” tab, we have the option to specify a web URL for the image. This causes the email reader to download the image from the web when the message is received, rather than embedding the image data into the email code. This keeps the message smaller in size, which can really speed things up when you’re sending a bulk mail. It’ll also prevent the image from showing up as an ‘attachment’ for anyone who has embedded images blocked by default, but remember that web-hosted images are hidden or blocked just as readily as embedded ones, so the method of inserting the image won’t likely improve visibility one way or the other. If you don’t have anywhere to store your commonly used logos and icons online, the ‘Server Image Store’, also found under ‘System’ in PCR, can serve in a pinch. The ‘Image Description’ box is where we’ll place the alternate description text for folks who can’t see the picture.

We can also change the display dimensions of the image. Most inbox windows are no more than 400-500px wide, so it’s currently considered best practice to crop or resize to that general maximum width for email use. It’s always better looking, faster loading, and more reliable to resize the actual image file rather than scaling it to a new size when it loads in the email, so if your picture is too big or too small, change the image file rather than using this feature if you can.

The ‘From File’ tab is used for embedding an image into the email directly. To do that, we click and browse. After the image is in place, we can click it and go back to the ‘Insert/Edit Image’ tool to give it that alternate description text in case it’s not displayed.

To make the image a link, we highlight it and then use the ‘Insert Link’ icon. Paste the appropriate URL into the box, and you’re done.

One bonus tip… what if we want our LinkedIn, Twitter, and Facebook icons to line up side by side? That’s where an invisible table comes in handy. We’ll use the ‘Table’ option in the editor to create a 3 column, 1 row table. Now we can put the images into the cells of the table. The dotted borders we see while editing are guides that won’t show up when the email is sent. Try adjusting the properties of the table and the cells to create the layout you have in mind.

For more Two Minute Tuesdays, watch our blog posts on your PCR login screen, subscribe to this YouTube channel, follow us on Facebook, LinkedIn, or Twitter, and join the PCRecruiter LinkedIn users group. If you have any topics or suggestions for future Two Minute Tuesdays, send an email to twominutetuesday@mainsequence.net.

Two Minute Tuesday: Pipeline Automation

Written by Andrew Rothman on . Posted in Topics, Two Minute Tuesday

This week’s Two Minute Tuesday introduces you to the power of automation plans in the Pipeline. We’ll show you how to trigger a form letter and place an applicant on a list based on their movement from one stage of the recruitment process to another.

Follow us on Facebook, Twitter, LinkedIn, join our LinkedIn Users Group, or YouTube to stay in the loop, and watch the lower portion of of your PCRecruiter login screen for all the latest blog posts and updates.

If you have any comments or suggestions for something we can explain in about two minutes, send an email to twominutetuesday@mainsequence.net

Video Transcript

It’s another Two Minute Tuesday, Main Sequence’s series of short videos with tips, tricks, and tutorials to help make you a more powerful PCRecruiter user.

Automating common tasks saves you time, and since a lot of your time in PCRecruiter is spent in the Pipeline, automating your Pipeline tasks can save you a lot of time. We looked at configuring the Pipeline Statuses in an earlier video, and today we’re going back to them to talk about Automation Plans. Automation Plans are simply a checklist of tasks for the system to perform when a specific trigger has occurred. Automations can be triggered by Pipeline moves, Rollup Stage changes, Profile submissions, and certain job board actions.

Here in our Pipeline, we’ve made a Status under the Out-of-Process type called “Turndown” which our recruiters use to indicate those candidates who were not interested in the offer. We’d like to send these Candidates a Form Letter thanking them for their time, and also place them on a Rollup so that we can easily find the people who’ve turned down previous offers, or perhaps filter them out of a search, if we should want to in the future.

To create the Automation Plan, we’ll head to System from the main menu, and we’ll search for Pipeline Setup. The configuration icon in the Action menu will take us to the ‘Manage Automation Plans’ screen. Now we’ll click ‘Add’ to create a Plan.

By default, an Automation Plan will run “automatically” without any user interaction, but we can check this box to insert a user acknowledgement popup before the Plan is run. This can be helpful if you’re creating an automation that you might want to skip on occasion, or if you just want to notify the user that they’re about to trigger an action.

Next, we’ll use this selector to choose from the available Statuses that we’ve configured for this database. Here we’ll expand the Out-of-Process type, and select our “Turndown” Status code.

Now we need to tell PCR what the Plan should do. In our case, we want to add the Candidate to a Rollup and send them a Form Letter. There are two emailing options in the Automation Plan – this first one is for sending a simple, plain-text email with no field data merged into it. This is good for generic notifications, but not useful for our purposes, so we’ll skip over that. We do want to use this ‘Copy to Rollups’ area though, so we will check this box at the far right to activate this section, and we’ll use the picker to choose the Rollup we want the Candidate added to.

Next, we’ll check the box to activate the Send Form Letter section. This box lets us choose an alternate email field from the Name record, but since we want to send the letter to the email stored in the Candidate’s standard Email Address field, we can leave the box alone. For the ‘From’ email, we want this letter to come from the person whose username is associated with the job. Finally, we’ll use the ‘Form Letter Name’ box to select the Form Letter we want to send from the ones we’ve created in this database. We can optionally override the name of the Form Letter with some other arbitrary subject line. Then, we save the Plan.

Going forward, when any user drags a candidate into the “Turndown” Status on the Pipeline, the Form Letter we’ve selected will be emailed to them, and they’ll be added to the designated list.

For more Two Minute Tuesdays, please follow us on Facebook or Twitter, join the LinkedIn PCRecruiter Users group, subscribe to this YouTube channel, and watch our blog posts on your PCR login screen. If you have any ideas for future Two Minute Tuesdays, send an email to twominutetuesday@mainsequence.net.