Create Rollups
PCRecruiter offers a feature that allows you to create what are traditionally known as "Hot Lists", in PCRecruiter they are known as Rollup Lists. Rollup Lists are created for the purpose of assembling a list of Names, Companies and/or Job Orders to use…
as
call lists,
for sending bulk mailing whether by e-mail or hard-copy,
for arranging candidates by skill sets,
for transferring profiles from one database to another,
for selection of data for global changes,
in database maintenance,
or any other reason you may have for creating a list.
After you’ve received your search results from a Search or List button, you may select items from your results and put them on a Rollup list. From a Rollup list you may perform several advanced functions which are addressed thoroughly in the main help section.
1) Before or after you’ve been presented your search results; locate the "File" menu option in the upper left-hand corner of the screen.
2) Select "New Rollup List".
3) The "Add New Rollup List" screen will appear.
4) Code: PCR will automatically assign your new list a unique code utilizing your User ID and a number following. This code may be changed, however it is best if you simply use the default code assigned by the program.
5) Description: It’s a good idea to give your new Rollup List a description that is task specific so as to distinguish the list from others and to remind you for what project the list was created.
6) User Name: Click the "…" button to the right of this field to select from a list of User Names in PCR. This is important so as to link your user profile to the rollup; it’s NOT recommended that you type in your User Name. Assigning your User Name to a rollup list allows it to appear in YOUR master list of rollup lists. If you would like a rollup list to appear in everyone’s master list of rollup lists, simply leave User Name blank.
7) Owner: Assigning your rollup list an owner makes it so that list can only be edited or deleted (under the "Roll Up Names" button on the System Tab) by the Owner assigned to it, or by anyone with administrative privileges. NOTE: This does NOT mean that other users are unable open the rollup list and make changes! It means that they can’t go to "Rollup Names" on the System Tab and alter the description, User Name, Owner, Notes, etc., or delete the list entirely. Again, use "…" when assigning an owner.
8) Parent List: Rollup lists may now be linked to a Parent Rollup List. So if you have a client with whom you have several job orders open on a regular basis, you can create a Parent List for this client and link all the rollup lists you have for that client’s job orders to this Parent List. This allows you to more easily manage and maintain your rollup lists.
9) Notes: Allows you to type in any free form text that you like for the particular rollup list. (i.e. what and whom it was created for, when the job needs to be filled, etc.)
10) Date Entered: Defaults to today, however it may be changed.
11) Share With Other Users: If the check is removed, the list will be viewable only by you or any user with ADMIN privileges.
12) Click the "OK" button, you’ve now created a list to put your results on. Now you must decide which names, companies or job orders to add to the list.
13) Go back to the search result list. To select the items you wish to put on your Rollup List you may use on of two standard Windows conventions.
To add a block of items: Click on the first name from the result list you wish to add. Make sure the name has turned gray and ignore the splash screen that appears that says, "Jump to Record", "View Attributes", etc. Hold the "Shift" key down on your keyboard. Scroll down to the last person you wish to add and click on that name. The two names you clicked on, as well as all names in between, turn gray.
14) After turning gray all the items you wish to add, click the "Hot!" or "What’s Hot!" button. This will present you with a list of your Rollup Lists to choose from.
15) Select the list you wish to add these items to by clicking once one the list, turning it navy blue. Then click on the "Select Item" button that appears. The items have now been added to the list selected.
16) To view your new Rollup List, click on the "Action" menu option from the Names, Companies, Search, or System tab and select "Rollup Lists". Or use the "Ctrl+R" keyboard command. From the "Rollup List Planner" screen, click the dropdown arrow next to "No List Selected". Locate your new Rollup list from the list of Rollup lists your are presented.
17) To schedule a block of time on your scheduler to call this list, jump to your scheduler by selecting "View Schedule" from the Action menu or utilizing the "Ctrl+S" keyboard command. In an empty time slot on the right-hand side of your scheduler, click once to turn the time-slot blue. Right-click and select "Insert Rollup List". Select the Rollup List of choice from the list presented to you by clicking on the list you want, turning it blue. Then click the "Select Item" button that appears. Your list will be inserted into the time slot you chose. If the time slot you chose does not allow enough time, stretch the entry to the desired length.