Update Database

This feature completely re-formats the database to reflect any changes made in the way PCRecruiter handles databases. This is very rarely needed, and Main Sequence Technologies will tell you when this needs to be done.    Before pressing this button, make sure that no one is using the system!!   Failure to do this could result in un-recoverable loss of data!!

 

 

User ID/User Name Buttons

Pressing these buttons will allow you to search for a user by name or ID.

 

 

User List

To select a user for editing, you may either click this button for a list, or use the User ID/User Name Buttons.

 

 

Import from Another Database

Users are associated with the database.  When you create a new database, there will be no users on it at first.  Use this button to import PCRecruiter user information from another existing database.

 

 

Add Button

Click this button to add a new record. The "Add" button will become a "Cancel" button until the record is saved (with the "Save" button).

 

 

Save Button

This button saves any changes made to the current record.

 

 

Delete Button

This button will remove the current record from the database.

 

 

Scroll Buttons

Click these arrows to scan quickly through multiple search results. The single arrow jumps to the next or previous record and arrow and bar will go to the last or first record.

 

 

Password/Verify Password

Enter the password for this account in the 'password' and repeat it in the 'verify password' field for protection against typos and errors.

 

 

Mail Profile

Enter the name of your selected mail profile (i.e. MS Exchange Settings).

 

 

Export to .CSV

Use this button to export search results in Comma Separated Values format (the standard export format for spreadsheets).

 

 

Import Companies/Names

PCRecruiter is capable of importing database information in three standard formats.  The most preferred format is Comma Separated Variables (.csv), but the program can also handle Microsoft Access (.mdb) and Dbase (.dbf).   You may import files in plain text (.txt) format, but it is important to note that the data must be organized properly within the text file for PCRecruiter to populate the data into the fields properly.

 

 

Import Resumes

This feature allows the bulk importation of resumes in Rich Text Format (.rtf).  In order for the record to be imported with the name properly added, the files MUST be named as follows:FirstName_LastName.rtf.  After importing, the resume will be automatically indexed.  When importing a large number of resumes, indexing may take a long time.  If you wish to import thousands of resumes, you should be running the SQL version of PCRecruiter.

 

 

Export Companies

Use this button to generate a text file of all company info.   Simply click the button, and choose a destination for the file.  The file will be in the standard Comma Separated Values (.csv) format, with the field names across the top row.

 

 

Export Names

This button is useful for exporting names for mail merging in MS Word.  The exported file, in Comma Separated Value (.csv) format, will contain the field names in the first row, and will include all company information, including addresses.

 

 

Edit Activity Types

To change the codes/descriptions of Activity Types within PCRecruiter, click on the code you wish to change in the list, and select "New" (to create a new code), "Edit" (to change the selected code) or "Delete" (to remove the code).  Adding or editing the code is as easy as putting the new/changed code and description in the required boxes and clicking OK.   You can use these activity classifications to limit your searches in the Filters tab of the search screen.

 

 

Cancel Button

Cancel closes the current window without saving changes.

 

 

OK Button

OK closes the current window and saves any changes made.

 

Field Selection

When customizing fields, you must first choose whether to work with Company, Names, or Job Orders fields.  Use these three selection dots to make your choice.

 

File Menu

Use this menu for exiting the current screen.

 

Edit Menu

This menu contains the Copy and Paste commands.   To save time, you may select Copy to take a snapshot of the permissions for the current user record, and use Paste to create the same permissions for a different user record,

 

User Designed Reports

Use this screen to properly set the database logon and path for any custom reports you wish to use from Crystal Reports software.  This, like many features in PCRecruiter, was custom added for our customers.  If you wish to suggest a feature, contact treadware@treadware.com.

 

Click For User List

As the button says, you can click here to choose a user to edit.

 

User Name/ID

You may choose the user account to edit by either entering the name and ID manually, or by clicking the 'User Id' or 'User Name' buttons to do a field search for the desired name or ID.

 

Replication Number

Enter a number or the initials of the user. This number helps uniquely identify certain records by using a combination of date and time plus this number. If you leave it blank, EB is the default.

 

Mail Profile

Enter the profile of your MAPI compliant email system. Some mail systems ignore the profile name. When using Inbox, Exchange, or Outlook, locate the profile name by going to properties of Inbox. Type the name exactly as it appears in the mail profile field. If you are using multiple profiles, type in the appropriate one.

 

User Password

Enter the password for the user profile you are editing, and then enter it again in the verify box (this guards against misspellings and so forth).

 

Scroll Buttons

Click these arrows to scan quickly through multiple user records. The single arrow jumps to the next or previous record, the double arrow jumps 20 records ahead or back, and arrow and bar will go to the last or first record.

 

Import from Another Database

Users within a PCRecruiter network will not be automatically able to access a newly created database.  Use this button to copy user information from an existing database to a new one.

 

Permissions:Item List

The left column of the Permissions window displays the various activities that a PCRecruiter user might perform.  Select the item you wish to set permissions for by clicking in the Security Level box next to it.

 

Permissions:Security Level

The right column of the Permissions window displays the current Security Level for the item listed to its left.  To change the security level, simply type in the proper number, or click the three-dotted button (3dot.jpg (1727 bytes)) for a simple options box that will allow to you set the desired Security Level.

 

Add Button

Use this button to add a new user to the system.   As with all 'Add' buttons in PCRecruiter, this button will change to a 'Cancel' button until the Save button is clicked.

 

Save Button

Click here to save any changes you have made to the current user profile.

 

Delete

Click here to remove the current user from the PCRecruiter system for the current database.

 

User Preferences

Fill in the checkboxes for the options you wish to set for the currently selected user.  Be sure to click the Save button when you are finished to lock in the changes.

 

Dialing Preferences

Check the boxes for the dialing setup your phone system requires, and then click Save to lock in the preferences.

 

Changing Area Codes

If an area code has been changed, and you wish to reflect the change in your PCRecruiter database, use this feature.  Simply enter the original area code and prefix into the appropriate boxes, and the new code into the area below.  Be sure to fill in the check boxes for the record types you wish to affect.   Click Begin to activate the change.

 

Begin Change

Click this button to perform the change outlined in the above sections.

 

View Log

PCRecruiter keeps a log of all global changes made.   Click here to view the contents of this log.

 

Rollup List Changes

This screen can be used to make changes to a single field for a large number of records simultaneously.  For example, if your database contains 50 records with the last name Belmont, and they should all be Bellmonte, you can add them all to a rollup list and change them all at once here.  Choose the type of record you wish to affect in the top portion of the screen, and then the specific field and rollup list to change, as well as the word to change them to, in the lower portion.   Click Begin to execute the change.

 

Database Path Information

This area displays the current paths that PCRecruiter is taking to get to your databases.  This display includes the name of the database, the Database UNC, and the Synchronization UNC.

 

Database UNC

If you are using Access databases, the Database UNC is the location of your database on the server or local  hard drive.  If you are using SQL, the Database UNC is the logon path for the database on the SQL server.   Right-click on this listing to add/delete databases or to edit the paths.

 

Synchronization UNC

This function is only applicable to Access databases... SQL does not Synch.  The path listed here is the location of the database that the listed database will be synchronized with when commanded to do so from the Synchronization Menu.  Right-click on this listing to add/delete databases or to edit the paths.  Synchronizing compares the two databases and makes them match each other... this is useful for updating the database with information added to a laptop/mobile copy.

 

Add Access Database

Click here to create register a  newly created Access database.

 

Edit/Delete

Use these menu items to delete a database location from PCRecruiter or to redirect the Database UNC or Synchronization UNC.

 

Delete All

Use this menu to completely clear all listed items.

 

Editing Activity Types

Click in this area to specify a new activity type, or to delete/edit an existing code.

 

Print/Fax

Click here to create a printout of the current page's information.

 

Edit Select

Use these selectors to specify which type of custom fields you wish to work with.  The appropriate group of fields will appear below.

 

Name List

This area displays the custom fields associated with your database records.  The Field Order is the rank at which that field appears in the list (0 would be the top of the list), and the Action number shows what type of action, if any, is associated with that field (i.e. dial phone number, load web browser, etc.)

 

Delete

Click here to delete the currently selected item.

 

Edit Custom Field:Field Name

If you are creating a new custom field, you may either type in the name, or use the dropdown arrow to choose from a list of common custom fields.   If you are editing an existing field, this area will be unchangeable.

 

Edit Custom Field:Field Order

Use this box to specify the position this field will occupy in the custom fields list (0 is the top of the list).

 

Edit Custom Field:Action

You may use this powerful feature to associate the custom field with an action.  You may cause the field to load an email dialog, open a web browser, open the appropriate application for an attached file, dial a phone number, format the entry as a date, or lock out all but the system administrator.

 

Click to Add Dropdown Fields

If you would like the selected custom field to have standard choices available when it is used, you may click this button and enter your field items in the list below.  You must click the 'Press Here to Add Updated Fields' button in the appropriate details screen in order to use your newly added/edited fields.  

 

Edit Education Codes

To change the Educational designation codes within PCRecruiter, click on the code you wish to change in the list, and select "New" (to create a new code), "Edit" (to change the selected code) or "Delete" (to remove the code).  Adding or editing the code is as easy as putting the new/changed code and description in the required boxes and clicking OK.

 

Edit Equipment Codes

To change the Equipment codes within PCRecruiter, click on the code you wish to change in the list, and select "New" (to create a new code), "Edit" (to change the selected code) or "Delete" (to remove the code).  Adding or editing the code is as easy as putting the new/changed code and description in the required boxes and clicking OK.

 

Edit Titles

To change the title codes within PCRecruiter, click on the code you wish to change in the list, and select "New" (to create a new code), "Edit" (to change the selected code) or "Delete" (to remove the code).  Adding or editing the code is as easy as putting the new/changed code and description in the required boxes and clicking OK.

 

Edit SIC Codes

To change the SIC codes within PCRecruiter, click on the code you wish to change in the list, and select "New" (to create a new code), "Edit" (to change the selected code) or "Delete" (to remove the code).  Adding or editing the code is as easy as putting the new/changed code and description in the required boxes and clicking OK.

 

Edit Skill Codes

To change the skill codes within PCRecruiter, click on the code you wish to change in the list, and select "New" (to create a new code), "Edit" (to change the selected code) or "Delete" (to remove the code).  Adding or editing the code is as easy as putting the new/changed code and description in the required boxes and clicking OK.

 

Edit Specialty Codes

To change the specialty codes within PCRecruiter, click on the code you wish to change in the list, and select "New" (to create a new code), "Edit" (to change the selected code) or "Delete" (to remove the code).  Adding or editing the code is as easy as putting the new/changed code and descriptions in the required boxes and clicking OK.

 

Edit User Defined Codes

To change the user defined codes within PCRecruiter, click on the code you wish to change in the list, and select "New" (to create a new code), "Edit" (to change the selected code) or "Delete" (to remove the code).  Adding or editing the code is as easy as putting the new/changed code and descriptions in the required boxes and clicking OK.

 

Import Titles From Name Records

There are two ways to use the Title field on the Names tab: 1) On-the-fly mode, in which every title you enter is added to the list of title choices reached through the three-dotted button next to the title field.  2) Fixed Title Table mode, set in the user preferences for each user, which only allows the user to enter titles chosen from a pre-defined list.  If a user has been limited to On-the-Fly mode, and is switched to Fixed Title Table mode,  the 'Import Titles from Name Records' feature can be used to add all non-standard titles to their table of available choices.

 

Exit

Use this menu to close the Import/Export utility.

 

Export Names/Companies

Click the button of your choice to export the names or companies contained in your current database in Comma Separated Values format (.csv).   You will be prompted to choose a name and a destination directory for the output file.

 

Import Resumes from RTF

You may mass import resumes into PCRecruiter, as long as the files are in Rich Text Format (.rtf) and are titled in the form "FirstName_LastName_PhoneNumber.rtf".  All of the resumes in the folder you select will be imported as new Names records in your Default (House Account) company.   Phone Number is optional, but having the area code allows you to geographically sort the resumes easily.  Any files in the selected folder that are not titled in the format described will be imported using their title as the ID for the new record.

 

Import Using ID Field

You may mass import resumes into PCRecruiter from Rich Text Format (.rtf) files.  If you select this option, PCRecruiter will create a new name record for every file in the selected folder, using the filename as the ID field for the new record.

 

Import Resume Using Profile Entry

You may use this feature to mass import resumes in Rich Text Format (.rtf).  Select a folder containing .rtf files.  PCRecruiter will then open the 'Addr Entry' utility and allow you to add each resume from the chosen directory in succession without leaving the 'Addr' screen.

 

Index Resume Keywords

Whenever you import a group of resumes into PCRecruiter using the import features on this screen, you must finish up by clicking the Index Keywords button.  This will go through all of the new resumes entered and break them down into keywords so that you can search them later.

 

Import Field Definitions

The upper portion of the Import Specifications screen consists of two columns: a list of the appropriate fields for the type of record you wish to import (Names, Companies, or Jobs), and a column for entering Field Numbers.  Once you have opened a database file (using the Open File button), you will assign the fields in the imported data to the correct PCRecruiter fields by entering the field number from the Import File Preview area into the Field Number column.

 

#Company Name Field

This is a very special field in the Import Field Definitions area.  Because PCRecruiter uses 'relational databases', Names records cannot exist without being associated with a company.  Therefore, the necessary procedure for importing database information into PCRecruiter is to first Import Companies to create company records, and then run the Names Import on the same database file to import the names to the proper companies.  When you are ready to add names to companies, you must enter the number of the field in the Import File Preview area that contains the Company Names in this #Company Name field.

 

Import File Preview

The bottom portion of the Import Specifications screen contains 61 columns which will display the contents of the database you open with the Open File button.  In order to properly import the data, you must first look at the data that appears in each column and determine what PCRecruiter field it belongs in.  Then enter the field number for each column into the corresponding "Field Number" area in the Import Field Definitions list (upper portion of the screen).

 

Open File Button

Use this button to open a database for importing.   The database can be in .mdb, .dbf, or .csv format.  You will be prompted to select a table to import data from.  If you are not sure which table to use, check with your data supplier.

 

Import Now

Once you have set your field definitions in the boxes above, click here to import the data into your current database.

 

Remove Carriage Returns

Check this box to prevent the data import feature from taking carriage returns in a Comma Separated Variable (.csv) file as a cue to start a new field or record.  This feature ignores carriage returns, thereby keeping notes together.

 

Open/Save Import Specs

Matching imported data fields with the proper PCRecruiter fields can be time consuming.  If you often import database records organized in a particular format, you can save and reuse your settings to save time.

 

Query Box

Type your SQL query in this text box. If you are using a SELECT statement, select the dynaset option. If you are updating or deleting records, use the action query option. After completing your SQL statement, press the run button. If there are any errors, a dialog box will appear. If the SQL statement executes, it will automatically be saved.

 

Open Saved Query

Save time by reusing your queries for later searches.  Click here to open a saved query.

 

Query Type

Select the query type. Queries such as DELETE or UPDATE queries are action queries. SELECT queries are dynaset type queries. Certain dynaset queries are read-only, but many the data can be edited directly in the grid.

 

Run Button

Press "Run" to execute the query. If an error message appears, the query will not run. The error will provide a specific error message provided by the Jet Database Engine. SQL queries will be executed through the Jet.

 

Copy Button

Copies the current query to the Windows Clipboard.

  

Paste Button

Pastes text from the Windows Clipboard into the query box.

   

Excel Button

Pressing the excel button will save the contents of the list box in *.csv format. This file can be opened in nearly every spreadsheet program.

   

Query Results

Displays the result of the query in the datagrid. . Action queries do not return any results, so only the execution time will appear in the caption of the grid. Results can be edited most of the time. Queries that contain joins or multiple tables may not be updateable.

   

Workbench File Menu

Exits the SQL workbench.

   

Utility Menu

Allows deletion of saved queries.

 

Convert Details to Keywords

Use this screen to convert the custom fields from a group of records into searchable Keywords.  First, select a rollup list containing the records you wish to convert Details from, then choose the type of records you wish to work with (Name, Company or Position), and finally, select the custom field you want to convert into keywords.  Click 'Begin' to execute the change and index the new keywords for searching.