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Two Minute Tuesday: Referrer Field

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

This week’s Two Minute Tuesday explains the ‘Referrer’ field, which is where PCRecruiter tracks the source of your new candidates as they register via the Web Extensions or your external job postings.

Follow us on Facebook, Twitter, LinkedIn, 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 for another Two Minute Tuesday, Main Sequence’s series of short videos with tips, tricks, and tutorials to make you a more powerful PCRecruiter user.

Today we’re going to look at the ‘Referrer’ field, which helps you determine where new names in your database are coming from. The field is automatically populated by the system, so you probably already have data in it, but you might not be aware of it.

On the MyPCR screen, clicking the ‘Web Candidates’ bar searches for people who have recently added their own name to my database via the web extensions. If I click on any name, and then look in the ‘Details’ area, I’ll often find a ‘Referrer’ field with a value in it such as “Indeed,” “LinkedIn.com” etc. This tells me where this person first registered from. How does that data get there?

Well, any time a job link is generated by one of the system’s external posting utilities or job feeds – scenarios in which PCR knows what site or service that apply link is going to be published on – the job link is has a source tag embedded in it. When someone clicks the link and creates a name record, the system records that source tag in the Referrer detail field.

If the candidate just browses their way into your website, or directly loads a job link which wasn’t tagged, then PCR tries to record the last domain name found in the candidate’s browser history prior to reaching the PCRecruiter screen. If there’s no Referrer data, then PCR may simply have been unable to tell where that candidate came from, or the name may not have been self-entered by a candidate.

So… what if you’re manually sharing a job link on a website or in an email, and you want to control what appears in the referrer field to track the effectiveness of that posting or campaign? Easy. We start by clicking the ‘Add Links’ icon in the editing toolbar on the job record. This popup contains the direct links to this job in our job board. The first two links point to the job description page and, one step further, to the ‘new user’ form for that job. If you use one of these links, PCR will try to guess the referring source based on the browser history. The links at the bottom of this window go to the same screens as the two above, except you can manually alter the source tag. Simply remove the bracketed tag after the equals sign and replace it with the term of your choice when you post it, and PCR will put that value into the Referrer field.

We should point out that Referrer is not the same as EEO Source. Referrer is only collected when a new name is added to the database and doesn’t change if they apply to another job at a later date. Referrer is a record of where this person initially found you. The EEO Source is a self-reported “how did you hear about this job” answer, which the candidate may answer differently each time they apply. Also, if you want to search the Referrer field or add it to your custom layouts or reports and don’t see it as an option, you may need to go to the ‘Name Custom Fields’ area under System to define it first.

For more Two Minute Tuesdays, subscribe to this YouTube channel and watch our social networks or your PCR login screen. If you have any suggestions for future episodes, send an email to twominutetuesday@mainsequence.net.

Two Minute Tuesday: Blinded Resumes

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

In this week’s Two Minute Tuesday, we’re going to walk through the process of creating a confidential or “blinded” copy of a resume in your system so that it’s safe for sending to third-parties.

Note: One piece of this video is slightly out of date due to recent updates. Rather than a ‘pencil’ icon when no blinded resume is present, you’ll see the option to upload or paste a blinded resume in addition to blinding the one on file as shown in the video.

Updated "Blinded Resume" Options

Updated “Blinded Resume” Options

Follow us on Facebook, Twitter, LinkedIn, 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 for another Two Minute Tuesday, Main Sequence’s series of short videos with tips, tricks, and tutorials to make you a more powerful user of PCRecruiter.

This week, we’re looking at creating a confidential or ‘blinded’ resume in PCRecruiter, which is a common task to perform before sending a candidate’s information to a potential hiring authority.We’re going to start by quickly parsing a resume into the system as a new candidate record. We’ll click the icon at the upper right, choose ‘Name’, and then choose ‘Parse from Resume’. Clicking ‘Start’ launches the ‘Add Resume’ utility. Now we click ‘Open’ and select a   resume. The system parses the contact info from the resume header, and everything looks good, so we click ‘Save’ to store the new candidate.

Now, we want to create a blinded copy of the document that’s safe for distribution to a client. On the name record, we’ll click ‘Resume’ to view the stored document. The ‘blinded’ option appears in the side bar. At the start, there is no blinded resume and we simply see a blank document. To start creating the confidential version, we mouse into the document and click on the gray pencil.

This will launch whatever appropriate document editing software is installed on my machine – in this case MS Word – with a copy of the resume. Now, we simply go through the document, removing any identifiable information or details.

When all of the necessary edits have been completed, I just close the editing software and save, which causes the system to upload the document back to the PCRecruiter database. Clicking the resume area to reload shows us that the new blind copy has been stored.

Once I have this blinded resume on file, it becomes available as an option whenever I’m sending resumes out of the database. For example, when I select names to email to a hiring contact in the pipeline, the Blinded resume appears as an option in my list of attachable files. When both a complete and blinded copy of the resume are present, PCR will default to selecting the confidential version.

If you get a completely new resume from the candidate at a later date, you may need to update the blinded resume as well. If you don’t want to edit the current blinded resume, you can use the ‘delete’ option in the actions menu to remove the blinded resume from the record, and then repeat the blinding process with the new resume. It’s also worth noting that the original resume on file is the only one that’s used for keyword searches. The blinded resume content is purely for use as a confidential copy to share with third parties, and doesn’t affect the way a record is indexed by PCRecruiter’s internal search engine.

For more Two Minute Tuesdays, subscribe to this YouTube channel and watch our social networks or your PCR login screen. If you have any suggestions for future episodes, send an email to twominutetuesday@mainsequence.net.

Two Minute Tuesday: Quick Find

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

When we introduced PCRecruiter 9 in late 2014, one of the coolest new enhancements was the Quick Find box. This week’s Two Minute Tuesday will show you how the Quick Find can get you to the record you want and doing what you needed to do with it in fewer clicks than a full search.

NOTE: This feature is only available on PCRecruiter.net hosted accounts.

Follow us on Facebook, Twitter, LinkedIn, 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

Welcome to another “Two Minute Tuesday,” Main Sequence’s series of very short videos with handy tips, helpful tutorials and hot topics related to PCRecruiter.

This week we’re going to look at the Quick Find feature, which was introduced with PCRecruiter 9, but which you might not be taking full advantage of. The Quick Find is a really handy way to get to the records you’re dealing with currently and perform a number of common tasks with them.

The Quick Find box is located in the upper right corner of your screen. To use it, you’ll just type any term into the field – this can be a name, a company, a web address, a title, a job ID… even a phone number.

For example, let’s say I’m looking for a contact of mine named Hiram Smith. I type “Smith” into the box, the system returns up to five names, five companies, and five positions that have “smith” somewhere in their major fields. In looking at these results, we can see that in some cases Smith is the last name, and in some cases it’s part of the company name. In the positions section, there’s even a job title that includes “Smith”.

Which five records appear is decided based on the last date of activity or changes to the record. That way, the “Smith” I’ve been dealing with most recently is likely to appear in these Quick Find results. And if the Smith I want isn’t in the database, there’s a ‘plus’ icon so that I can add a record on the fly.

The icons below each result give you fast access to the major functions for that record. I can send Mr. Smith an email, view his resume, create an activity or note, add an attachment, submit a profile form, look at the pipeline interview records, or add his name to a rollup. Under the company results, I can also add a new name or job to a company. And from the position results, I can open the external posting panel, email the job info to someone, add a new pipeline record, view the pipeline, or record a placement.

Clicking on any record loads it in the lower panel and closes the Quick Find results, but if I simply want to close the results section manually, I can use the small ‘x’ in the upper corner.

This new way to get to your records isn’t a replacement for the full name, company, and position search screens that PCRecruiter has always had, but if you need to find a record you’ve touched recently and do something with it in a snap, the Quick Find can be a great shortcut.

For more Two Minute Tuesdays, subscribe to this YouTube channel and watch our social networks or your PCR login screen. If you have any suggestions for future episodes, send an email to twominutetuesday@mainsequence.net.

Two Minute Tuesday: Custom Layouts

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

One of the most powerful features of PCRecruiter is the ability to configure your fields and screens to fit your own purposes. Today’s Two Minute Tuesday walks through the process of configuring the custom layout of name records. The same principles apply to job and company records as well. PCRecruiter 9’s layout editor makes it a snap!

If you’re using both PCR 9 and PCR 8 interchangeably with the same username, you may want to skip this one, as the older version may not be able to make sense of the configurations you make with the newer version.

Follow us on Facebook, Twitter, LinkedIn, 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

Welcome to another “Two Minute Tuesday,” Main Sequence’s series of very short videos with handy tips, helpful tutorials and hot topics related to PCRecruiter.

PCRecruiter 9 introduced even more flexibility into name, company, and position screen customization. Tweaking your screen layout to put your important info where you need it can help you get things done faster. If you haven’t done it before, we’re going to show you how.

Let’s customize the name record layout. Under the action menu, I’m going to choose the ‘Customize’ option. If you don’t see the icon, your account may not have the necessary permission to make these changes, so check with your admin user.

Right now, my screen is laid out with two columns. My monitor is wide enough for a third, so I’m going to add a column. I want to separate the contact information into its own group. I create an empty group and name it “Contact Info”. Now I can drag the contact fields into the new group, and I can click the menu on each field if I want to make it required or read-only, change the way it’s labeled, or give it a default value.

I want to add “Cell Phone” to this group. To add a field, I click the empty slot and start typing to find it in the list of available fields. Here it is. Oops! This highlight means that my selected field is already on the layout somewhere else, so I can just move it.

I can also use the ‘Add Group’ button to include larger panels such as the resume, attachments, activities, and so on. To do that, I select “Shortcut” instead of “Regular Group”. I can use the dropdown to select “View Formatted Resume” as the content of this panel, which will let me see the resume right on the record without going into the resume screen. Once I’ve created field groups, I can move the groups into any order I choose.

Let’s say I’ve got a set of fields that I don’t need to see all the time, but I do need all in one place. I can add more tabs to my layout to include them. I click this ‘Plus’ at the top and give the new tab a name. Now it appears here as an option. Before clicking it, I need to save the changes I’ve already made. Now I click on my new tab and add groups and fields to it.

Now let’s see the result. Here’s the new layout, and the new tab. This layout will apply to all names I look at while logged in with my username. The ‘View Formatted Resume’ panel is closed by default, but clicking on it expands it. PCR will remember which expandable panels I have open or closed, so I’ll see the same items expanded as I move from record to record.

You can customize your company and job layouts in the same way, and an admin user can copy one user’s layouts to others in the database to keep things consistent.

For more Two Minute Tuesdays, subscribe to this YouTube channel and watch our social networks or your PCR login screen. If you have any suggestions for future episodes, send an email to twominutetuesday@mainsequence.net.

Two Minute Tuesday: Stationery & Signatures

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

Today’s Two Minute Tuesday looks into creating signatures and stationery in PCRecruiter, and the reasons why you may want to have both. Even those of you using the PCRecruiter Portal for MS Outlook will likely want a signature configured for use with bulk emails and form letters.

Follow us on Facebook, Twitter, LinkedIn, 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

Welcome to another “Two Minute Tuesday,” Main Sequence’s series of very short videos with handy tips, helpful tutorials and hot topics related to PCRecruiter.

In this week’s edition we’re going to talk about the email signature and email stationery features in PCR. Both of these items can be configured from the ‘Email Setup’ area under ‘System.’

When you launch an outbound email from PCR, you’ll always start with either an empty document, or with a saved template or form letter. When you’re opening a new, non-form-letter email, PCR usually gives you a blank page to type into. But if you have configured a stationery, then that stationery will be loaded as your starting point rather than the default blank document.

In your stationery, you can define not only a signoff for your email, but other elements like headers or sidebars or background images. You probably won’t want to get too wild with the layout though. Emails with lots of fonts, colors, and images not only can look unpredictably different on computers other than your own, but can also make spam filters a bit more suspicious, and generally tend to have a lower response rate than emails that are less fancy and more personal.

It’s possible to enable or disable the stationery at any time with the dropdown at the right of the setup screen. You can even store multiple stationeries in the system if you need to switch between them for any reason.

Many people choose not to use a stationery, but simply set up a signature. Using the dropdown on the configuration screen, you can set your signature to be automatically appended to the bottom of all blank emails you begin. Alternately, you can choose the “Select Signature for Each Email” option, which allows you to manually add the signature to your messages whenever and wherever you please by clicking this icon in the editing toolbar.

We recommend creating a signature even if you’re going to use stationery, because the signature is also used whenever you have a template or form letter containing the “current user email signature” merge tag. This is great for situations where multiple users need to send the same form letter, but want to include a personal sign-off. Just add the tag wherever the signature should appear in the form letter, and the system will place your signature there when you send that email to one or more people.

Remember, if you have both a stationery and signature active, the stationery will be loaded as the starting point for your one-off emails, and the signature will remain available for use in form letters or any time that you click the ‘signature’ toolbar icon.

For more Two Minute Tuesdays, subscribe to this YouTube channel and watch our social networks or your PCR login screen. If you have any suggestions for future episodes, send an email to twominutetuesday@mainsequence.net.