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Two Minute Tuesday: Drag & Drop in PCR Portal

Written by Andrew Rothman on . Posted in Two Minute Tuesday

Today we’re going to be looking at an exciting new feature for creating and working with contacts and attachments in the PCRecruiter Portal for Microsoft Outlook: Drag and Drop. You can download the latest PCRecruiter Portal installer / updater from this link (license key required).

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.

Today we’re going to be looking at an exciting new feature for creating and working with contacts and attachments in the PCRecruiter Portal for Microsoft Outlook. As of our most recent Portal update, you can now save time with the convenience of Drag and Drop. Let’s see how it works.

This email here contains some files that we want to attach to a Company in the database. We’ll locate the Company, open it, and now we’ll drag the email into the PCRecruiter area of the screen.

A number of options appear. “Add Company Attachment,” at the top, will allow us to take the email itself or any files that came along with it and attach them to the currently open Company record. We can create a Global Attachment instead by dragging to the option here at the bottom. We also have the option to generate a new Name record for this contact, using the ‘From’ email address on the message. If the contact is already in the database, we can also generate an Activity on their record.

If we’re back at the Company Search screen, we can still drag an email over, but now we’ll see all of the Recently Viewed companies currently displayed. We can select which of them to attach the files to. Paging through the recently viewed records allows us to attach the items to different Companies.

You’ll find the dragging feature extra helpful when you receive an email with an attached resume. If we view a Name record rather than a Company, the options at the top include adding or replacing the Resume for the current Name, in addition to those for creating general Attachments, or writing an Activity.

We can even apply this technique to Rollups. When a Rollup list is active in the viewing pane, dragging an email over will place the record bearing that email address on the current list. If the record doesn’t exist, we’ll be prompted to create it. And just like with names and companies, when we’re viewing the list of Recent Rollups, dragging an item into the window presents all of the current choices. We just drag to the one we want, and drop.

The drag and drop capabilities even work with multiple selections, allowing us to create several new contacts at once, add a group of Names to a list at the same time, attach multiple files to a record, and so on. Not only that, but we can even drag and drop resumes and other files from the local hard drive into the viewing panel just like we can with emails.

To try it out for yourself, make sure you’ve got the most recent Portal update installed, and if you’re an Outlook user but not using the PCR Portal, get in touch with your Main Sequence representative for details.

For more Two Minute Tuesdays, watch our blog posts on your PCR login screen, follow us on Facebook, LinkedIn, or Twitter, join the PCRecruiter LinkedIn users group and 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: Rollups on MyPCR

Written by Andrew Rothman on . Posted in Two Minute Tuesday

Today, we’ll look at storing key links to Rollup Lists on your MyPCR screen. This can be a great way to keep a shortcut to your key records, or to monitor new records as they get added to the system or to specific lists.

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 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 an earlier video, we talked about how to store key search queries on your MyPCR screen, which is the configurable panel for your custom stats and links. Today, we’ll look at doing the same thing with your Rollup Lists. This can be a great way to keep a shortcut to your key records, or to monitor new records as they get added to the system or to specific lists.

Let’s say one of our sourcing experts is on the task of finding Pharmacists in Fargo. We’ve gone to the Rollups area and created a list for her to place the records onto as they’re added, so that they remain neatly grouped for later searching and sorting.

Now that the list is made, we can add a link to it in the Rollup Stats panel on our MyPCR screen. We’ll go to MyPCR and then open the ‘Customize’ option from the Action menu at the upper right. We’ll be going into the Rollup Links option from the sidebar.

We can use the arrow here to select the list. The default view in this selection window will be our most recently viewed Rollups, and since we’ve just created this list, it’s right at the top. If we wanted another list, we could use the ‘Rollups’ panel from the sidebar to search for it by name. Picking a list places the system’s internal code for that Rollup into the box.

The MyPCR screen will display the list by its designated name – Pharma Fargo in this case – but we can give it an alternate description in this area. For example, “Pharmacist Sourcing, ND.”

Every list can contain Names, Companies, and Positions, so we’ll need to specify with the dropdown which of the three record types we want to pay attention to here. In this example, it’ll be Names.

The last option sets the behavior of the record count that will appear next to the link. There are two numbers you can view: “All” and “Unread.” Every record that gets added to a Rollup starts off ‘Unread,’ as indicated by the starburst icon in the Select column. As you change the Stage of the records, or click on the name links to view the records in the lower frame, those records are flagged as having been read, and the date and time when the record was viewed or Stage was changed is logged in the ‘Date Read’ column on this list. These dates are specific to the current Rollup, so any given record may be ‘Read’ in the context of one list and ‘Unread’ on another.

We’ll opt to see ‘All’ and ‘Unread’ counts for this Rollup, and we’ll save the settings.

Now, each time we view the MyPCR screen, the numbers next to the list will show how many Pharmacists are currently on the list, and how many remain unread as of right now. We can then click on the link to view the 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.

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.