PCRecruiter Release Notes / Feature Enhancements
This document details major features released in PCRecruiter Web and associated products. The dates noted in the section headers refer to the date on which that group of features was released, or is expected to be released, on our ASP hosting servers. Interim updates and patches are included in the major release groupings. Main Sequence Technologies, Inc. does not guarantee the availability of any hyperlinks or documents mentioned in update notes prior to the most recent. In addition, notes and instructions in older notes may be contradicted or invalidated by newer information. For more detail on using items mentioned in these notes, please visit our WisdomBase.
To download our latest updates, visit www.pcrecruiter.net/support_downloads.asp.
New Features Effective 11/14/11 (v. 8.3)top ↑
General/User Features
- Internet Explorer 9 Compatibility Updates: PCRecruiter is now largely compatible with Internet Explorer 9. If you wish to use IE9 you will need to download and install and updated version of our control pack - http://www.pcrecruiter.net/controls9.exe. NOTE: If you rely on the Planner feature in PCRecruiter, we recommend remaining on Internet Explorer version 8 for the time being. Although PCRecruiter v. 8.3 is compatible with IE9, there are features of the Planner which are still being adjusted for compatibility.
- New Login Page: We have replaced the PCRecruiter login screen with a new model which allows more flexible communication with users about system issues and other information. The old login page will remain temporarily available, but will eventually be removed.
- 'Not Available' Icon: In Search results and other lists, an icon will now display next to a name record which is set to a status of Not Available.
- Sortable On Rollups: The 'On Rollups' list (under 'More' on any record) is now sortable.
- Zip +4 field: A field now exists for ZIP codes called 'Predefined: Zip +4', which can be configured in place of zip for US users. This field splits the zip from the +4 automatically, only allowing 5 digits in the zip before "overflowing" into the Plus 4. This helps correct data entry into PCR for people who use the additional 4 digits on the ends of their zip codes in storage.
- Global Do Not Send list enhanced: When a candidate uses a link in a one-off form letter (non-bulk email) to add their email address to the 'global do not send list' they will now be presented with an option to enter the email address that they wish to remove (it must exist in the database and be related to that person's name to be removed).
- Updated 'Details' popup window:
- 'Update Fields' has been replaced with a link which will toggle the visibility of any fields which are not filled out.
- If a field is not filled out and 'Save' is clicked, the system will no longer generate any blank data fields.
- If a record has no custom fields at all, the list of available fields will show up by default.
- Change Log: When records are modified, the changes will now be logged in a new "Change Log", which appears in the Activity screen as well as the Activity dropdown.
- Users will be able to filter by a specific field which was changed (Date Changed, Screen, Table Name, Field Name, User Name, Modified Data (with Before and After))
- Activity Search Filter Improvements: Users will now be able to set activity search defaults for User Names and/or Activity Types for Name, Company, and Position Records.
- The activity screen now has filters for: User Name(s), Activity Type(s), Result(s) and Date Ranges (by month or custom date range)
- A "select multiple" option has been added to allow a user to select multiple items from each of the dropdowns.
- The "drill down" functionality has been expanded to the new filters so that as a filter is selected, every filter to its right will be reset and only show the values based on all of the filters selected to the left. (e.g. a. If a User Name is selected, only the Activity Types which exist for the record in relation to the selected user will appear to the right)
- Required Fields Marked: When a Name, Company, or Position record screen has been customized with 'required' fields, the page will now highlight the fields for recognition. The method of highlighting varies depending on the currently active color scheme.
- Position Link to Pipeline — Rollup Lists: When viewing a Rollup list, the 'chain link' icon for Pipeline connections will appear next to appropriate records.
- Searching by Candidate_id: The 'candidate_id', which is PCRecruiter's internal identifier for name records, is now a searchable field. This will primarily be of use in troubleshooting situations.
- Pipeline Attachment List: When preparing an email from the Pipeline, the list of attachments will no longer include all profile forms, etc.
- Print Schedule: A 'Print' link has been added to the top of the daily schedule, allowing the user to print their agenda on paper. Colors and notes can be toggled on and off prior to printing the screen.
- iPad improvements: Users working in PCRecruiter from an iPad will note various minor compatibility enhancements, and will now be able to edit HTML in emails, as well as view RTF files (read-only). Note: Due to the lack of any local file system for storing or saving resumes on the iPad, the ADDR feature is not usable at this time.
- Clearer 'Add Rollup': In screens where new Rollups can be created, we have modified the link to 'Add New Rollup' for clarity (in some cases it simply said 'New' before).
- Enhanced 'Paste from MS Word' for IE: For those using PCRecruiter with Internet Explorer, the new ActiveX HTML editor for Letters and Job Descriptions (http://www.pcrecruiter.net/controls9.exe) includes a new 'Paste from Word' icon which will attempt to clear the content of any MS Office code, which can often cause unpredictable results with job postings and form letters.
- Social Integrations:
- The 'Social Networking' icon to the right of the 'Last Name' field on name records now has the option to store a link to the person's profile on LinkedIn, Facebook, etc. These fields are also available under 'Details' and can be added to the custom screen layout as well.
- The Name Search screen has a new 'Social Networking' link under 'Options' which allows for direct searching of LinkedIn (some restrictions apply).
Planner Enhancements
- The "Add to Planner" screen has been moved from a pop window to the Details window (lower frame)
- The "Add to Planner" option will only appear (in the appropriate screens) when the Planner is set to be visible for someone.
- The "Add to Planner" window will now follow the user's selected color scheme.
- The ability to "Add to Planner" has been added to Name and Company Rollups.
- Names may now be added to a Rollup directly from the Planner window.
- The toggle of green to white text highlights for noting saved/unsaved changes has been improved for more intuitive indications.
- You may now add items to another user's planner.
- NOTE: As mentioned above, there are features of the Planner which are still being adjusted for compatibility with Internet Explorer 9 - if you rely on the Planner, please remain on IE8 for the time being.
Email Enhancements
- CC Visible in Forwards: When forwarding a mail from PCRecruiter, recipients who were CC'd will now be included in the forwarded email body.
- Mobile Reply All: "Reply All" has been added to the PDA Link version of the email client.
- Insert Fields for User data: The 'Insert Fields' button now allows for the inserting of the current user's full name, phone, and extension. Interview form letters can also be given the 'written by' name insert.
- Block Form Letters with Profile URL: The program now recognizes when a user has unintentionally copied a Profile link for an individual into a form letter (as opposed to the Insert Fields method of adding a profile link) and will prevent the letter from being saved. This stops users from accidentally sending one person's profile link to a rollup list of people.
- Drag/Drop Removed in Firefox: Due to incompatibilities, the drag-and-drop capability for moving emails in PCRMail was performing inconsistently. It has been disabled to prevent any confusion.
Reports Enhancements
- A new Auditing Report called "External Posting Referrer Report" has been created, allowing users to view counts for candidate referring sources as reported by the web extensions. The report will also total the placement fees if that option is selected in the filter screen.
Web Extensions Enhancements
- Resume Builder Translation: The Resume Builder screen now has the option to translate the default text of the resume builder form. Once a file is saved with different configuration options this checkbox no longer applies.
- Register/Login with LinkedIn and Facebook:
- Jobseekers will now be able to use their Facebook or LinkedIn account when applying on the PCRecruiter Web Extensions. They will be able to login with their Facebook or LinkedIn account when returning to a site.
- This feature will need to be activated under SYSTEM > Console > Edit Database Names and Locations > Social Networking.
- The web extensions administrator will need to add the 'Social Network Login' item to any one-click-apply profile and/or candidate registration form to enable this feature.
- The Facebook and LinkedIn login functions will not work properly if the site is using invalid SSL certificates.
- Monster Posting Multiple CATS: Users with multiple CATS from Monster.com may now configure them.
New Features Effective 1/20/11 (v. 8.2)top ↑
General/User Features
- Navigation Improvements:
- Position List on Company Record: When viewing a job record, placing the cursor over the 'Company' (Organization/Department) button in the navigation bar presents an option to view all positions under that company. THis mirrors the existing option to jump to a list of Names in the organization from a Name record.
- 'Same Frame' Option for Name and Position Lists: When viewing the Name Record or Position Record lists under a company record, there is now an "Open Records in Current Window" option located in the top-right of the frame the record list. If checked, clicking a Name or Position will cause it to load in the same frame the list was in. If disabled, the records will load in a fresh window.
- 'Save' / 'Search' Button Lockoff: Most of the 'Save' and 'Search' buttons in PCRecruiter have been altered so that they lock after being clicked and cannot be clicked again until the process has completed. This prevents accidental double-entry of records or overloading of the database with repeated search query submissions if a user clicks the submit button twice.
- Position Screen Improvements:
- Position Preview: For those using the Web Extensions to display their jobs to the public, we have added a "Preview" link next to the "Show on Web" field. This option will display the position as it will appear with the HTML wrapper and stylinjg of the Web Extensions.
- Primary Contact Link: A new "View Name Record" link appears next to the Contact Name field which jumps to the record of that contact in the database. This option will only appear if the job's contact field has been properly linked to a unique name record in the database.
- Reports Shortcut: The applicant tracking report, custom applicant tracking reports, and custom interview reports are now available from the pipeline for users who have access to those reports. These report will run with the default filters along with whichever section of the pipeline stage has been selected for current view.
- Secondary Sorting Options for Rollup Lists: When using the 'Customize Layout' option from the 'Utilities' button in the Rollup List view, an option has been added for a second sorting order.
- Security-Encrypted Custom Fields: When creating a custom field or profile questionnaire, you may set the answer to be 'Hashed/Encrytped' (highly recommended for storing Social Secuirty Numbers or other sensitive data), which will store the data in an encoded format and prevent it from being viewed.
- Secure Connection: When collecting encrypted fields data through profiles or the web extensions the fields can now be set to connect and submit through a secure link (https://) even if the primary connection is http://. This happens automatically for encrypted custom fields on the registration form. If you wish to use the https:// for an answer on a profile, you will find a checkbox on the screen when creating that profile question.
- Viewing Access: Administrators can set specific user accounts to be able to view Hashed/Encrypted fields by Username and IP address. Those who can view the field will have an access button next to the field which will allow it to display for 10 seconds before it goes back to the mask of (Data Stored).
- Emailing Parent Record Attachments: When sending an email to a Name record, the Company Attachments will now be accessible to attach. Similarly, when sending an email from the Position Pipeline, Position Attachments will be accessible for attachment.
- Reporting Improvements:
- The Custom Name Report now has a Date Entered Filter.
- There are now options on the Custom Applicant Tracking report to have the Interview Type Description and the Interview Status Code Description display in the report instead of the short codes.
- BACK buttons have been added to many of the reports under the Auditing section to go back from the Results page to the Filters page.
- Database Copy/Move Record Improvements: New options have been added to the 'copy' and 'move' record options available in Rollup Lists and the 'One-Click Move' feature which can be added to the custom record viewing layout.
- Archive Resume Option: Causes the Database to archive the old resume when moving the record if a duplicate name exists in the target database. Activity records will be updated appropriately as they would in any other 'archive resume' action in the database.
- Copy/Move Record Activities: When attempting to Move or Copy a name between databases an activity of NOTCOPIED or NOTMOVED will be added to names that were not moved. The text of the activity will include the reason as well as the target and source databases along with a rollup name if that was configured into the copy/move settings.
- Change Company Phone/Fax Options: Two additional options, 'Company Phone to Name Record Work Phone' and 'Company Fax to Name Record Fax', have been added to the choices when moving a name record to a new parent organization.
- Searching Improvements:
- Simple Search Dropdowns: When using the simple three-field search options for names, companies and jobs, dropdown option lists have been added to allow for users to select what they are looking for in a more intuitive manner. Dropdown search options have been added for the following fields:
- Name Search: Status field and Visible on Internet (Group field)
- Position Search: Status field, Job Type field, Show on Web field
- Advanced Search Value Descriptions: The Advanced Search will now display the description next to the value if the box next to the field is used like a dropdown. For example, if the search query is "Predefined Fields — Status — EQUALS", clicking the button next to the value field will present a list of all of the values available. The user will see the value in bold followed by the definition in parenthesis. i.e. "C (Candidates)"
- Activity Filter Preference: The activity screens for names, companies, and positions now have an option set the filter to load the username on load. This option is located in the top, right hand corner of the screen.
- Improved Record Layout Management: Alterations have been made to simplify the 'Customize' screen accessed in the upper left corner of names, companies and jobs:
- Tabbed Layout: The feature for creating a multi-tab layout has been moved to the top of the screen and simplified with a dropdown and add/edit link.
- A Security Template Dropdown has been updated with a dropdown so that each multi-tabbed layout can have distinct tab orders, required fields, renaming, etc. Prior to this change the security template only worked with the main tab.
- Planner Changes:
- All activity codes now show up in the list. Anything under the Planner activity type will load first.
- The ability to jump to the simple Name Search has been added to the Planner, allowing users to quickly add additional names.
- The number of calls for each day will appear at the top of the Planner.
- Items can now be selected and deleted from the Planner.
Web Extensions Features
- Employer/Manager Extensions:
- The candidate feedback form text box now includes information about who the feedback was entered by, and the same information will appear in the activity record as well.
- A 'Stage' filter has been added to the 'pipeline' list in the employer extensions.
- The number of applicants which appear on the pipeline and 'applicants for all active positions' lists can now be set for up to 100 names per page. The configuration is located under System > Console > Customize Web Extensions > Employer Screen Options > Applicant Detail Fields.
- The Candidate Title Search in the 'Browse Candidates' area has been improved to display the list of titles currently available on active candidate records in the database. Creating a "Titles Table" under the System area will override this function.
- Candidate Extensions:
- The Notification Email that goes to the user, admin, or job contact has been enhanced (System > Console > Edit Database > Web Extensions > Inquiries/Apply:
- The Reply-To Address can now be configured so that the email reply goes to the candidate, rather than to the system administrator.
- A checkbox has been added to delete the custom notification mail and revert to the default mail template.
- When the notification is configured to send to the "User" associated with the job, the system can now be set to fall back to the Position Contact Email if the user associated with the job is 'EMPLOYER'.
- The Country Field from the job record has been added to the options for Job Detail Fields to be displayed on the web.
- Clean Error Handling: If the web extensions encounter an error, the error screen displays a shortened, less detailed error message.
- Strong Passwords for Candidate/Employer Extensions: 'Strong passwords' options have been updated for candidates and employers and apply to the registration and login areas:
- A Custom: Stat_password field has been added and can be used in Name record layouts. The system may be configured to use this field rather than the "Predefined: Identification" field for storage and display of passwords.
- Candidate Registration form now has Predefined: Password as an option. System config will determine whether this inserts the 'Idenfitication' field or the Stat_Password field.
- The Candidate Registration form now has the secret question option as its own field. The system will check against this secret question if one has been defined for the person logging in.
- A new Security Policy is now a section under the Candidate Screen options and Employer Screen options. Options which can be configured include:
- Password strength
- Failed login count before lockout
- Password letnth
- Expiration Settings
- Re-use settings
- Password Storage location settings
- Password checking options (whether or not to check old password fields)
- Password management for each employer or candidate will occur via the name record through the key icon that appears next to the identification field or the custom password field. Additional options here include:
- Expiration settings
- Account disabling
- Account lockout removal
- Password generation
- Password change options
- Password expiration options
- Emailing of password information
- Reset password option
Administrative Features
- Time Zone Clarification: The time zone selection list now pulls the Windows display value from the PCRecruiter server. This will match what a Windows OS user would see when setting a time zone on their own machine and should limit confusion as to which setting to pick. The screen is sorted by relation to GMT. The time zone fields also display the standard +/- GMT value below the field to better match the format which most people are accustomed to.
- Automation Plan Warnings: Automation plans for Rollup Lists and the Pipeline now have an option to present a warning before the automation is fired. If the automation is cancelled, the action will not be performed.
- EEO Source Visibility Settings: Any Source set up in the Diversity Source List under the system tab can now be set to be visible for PCRecruiter users only, Web extensions candidates only, or visible to both users and candidates.
- Profile Improvements:
- Removal Warnings: The system will no longer allow the deletion of a profile form if it is currently configured for use by the web extensions.
- Custom Form Letter Link Text: In the profile configuration screen there is now a section called 'Form Letter Clickable Text'. By default when a profile is intserted into a form letter, the link appears as "Click here to open [name of profile]". Entering text into this box will specify alternate text to use in place of that default link.
- History Field Improvements:
- The history fields will now default to a 3 column width max when loaded to the screen for profiles and the registration form. The display in profiles and the web extensions can still be altered by those with knowledge of HTML and CSS.
- History fields can now be renamed and will appear with the custom label wherever they appear in profiles, web extensions, etc.
- Additional History Fields have been added:
- Education: Major 1,
Major 2, Minor 1,
Minor 2, GPA
- References: Years Known
- Work History: Company Phone
- Global Changes:
- Update Approval Plans:
- A global change has been added to allow names to be changed in existing Approval Plans; this is useful in the event that someone has moved to a new department or their role in approval processes has been altered. The change can be made to just the plan templates or to both templates and active plans which are currently in process. If a plan is changed while in process, an option to re-generated the request email will be available if needed.
- Bulk Add Keyword Phrases: When bulk adding keywords, phrases can now be added/removed by wrapping the phrase in double quotes. This will cause both words to be added regardless of the fact that they may have already existed in the list
- Job Board Removal: Admins can now turn on a feature for the job board postings which will prompt the user as to whether they would like to take the position off of the job boards it has been posted to when the position is Filled or the status is changed. Users will have the option to select which job boards a removal request will be sent to.
- Strong Password Management for Internal PCRecruiter Users: 'Strong passwords' have received and upgrade for users under the 'Security Settings' area of the Edit Database Names and Locations screen and the 'Security Policy' section of 'Create/Edit users and groups'. New options include:
- Password Strength
- Password length
- Logins through HTTPS Only
- Lockout Attempt Limit
- Removal of user Lockouts through PCRecruiter by an admin
- Password expiration warnings
- Password Re-use Policy
- Ability to disable an account
- Force Password change next login
- User Password Change removal through the MyPCR screen security.
- Warning messages will be displayed at login based on the configurations for lockouts, password change requirements, and warnings, as well as strength of password notifications when new passwords don’t meet the criteria.
Mobile Interface
- Schedule Viewing: Users may now view schedules for other users.
- Style Updates: Display adjustments have been made to improve readability.
New Features Effective 5/27/10 (v. 8.1)top ↑
General/User Features
- Planner: The MyPCR screen has received an upgrade with the first phase of the planner, which allows users to review previous calls or activities with a given client or company, plan the day, and then execute those calls from a single interface. It features customizable call types and result codes, and provides direct access to most of the functionality of PCRecruiter. Currently, items can be added to the planner from Company Search Results, Name Search Results, and the Names button on a Company record. The upper/lower frame relationship used elsewhere in PCRecruiter is maintained, allowing the user to deal with the planned item or quickly have access to the Name record. When adding planner items, color codings can be used to group items as well.
- PCRecruiter Portal for Microsoft Outlook™: This update includes back-end support for our new Outlook™ plugin, PCRecruiter Portal, which allows PCRecruiter to operate within the reading pane of Outlook, including direct integration with the database:
- A unified view of your database - Interact with your entire PCRecruiter system via a ‘pane’ within Outlook just as you would within your web browser.
- A unified calendar – Events added to your Outlook Calendar automatically appear on the PCRecruiter Schedule and vice versa, with a link to jump directly from the Outlook Calendar event to the associated record in PCRecruiter.
- A unified contact management system – Keep your PCRecruiter names and companies in sync with your Outlook contact list.
- Look up email correspondents in your PCRecruiter database.
- Add email correspondents to PCRecruiter.
- Add attached resumes from emails directly into the PCRecruiter database.
- Sync Outlook contacts with PCRecruiter records.
- Tie-Ins Between Outlook and PCRecruiter for email:
- Basic emails – Click from any name record to open a blank Outlook email to that contact.
- One-off form letters – Click from any record to load a PCRecruiter ‘Form Letter’ template, with all of the merged fields from the selected contact, in a new Outlook email.
- Interview confirmations – Click from the Pipeline to open any PCRecruiter Interview template into a new Outlook email.
- Resume routing – Click the Routing button in the Pipeline and load resumes and attachments from PCRecruiter into a new Outlook email.
- Contact lookups - Pick names from PCRecruiter for To:, Cc:, and Bcc: on Outlook emails.
- Attachments – Pull attachments from PCRecruiter contact records into an outgoing email in Outlook, including global and company attachments.
- Activity logging - Any email sent or received in Outlook that matches an email address in PCRecruiter will generate an Activity record in your database.
- 'Written By' and Rows Per Page for Pipeline layout: The predefined "Written by" interview field can now be customized into the position Pipeline. In addition, you may define the number of rows per page which appear in the Pipeline, up to 200 rows per page. Please note that adding high numbers of records to the screen may lead to slower performance.
- "Summary" box for Company/Org/Department layout: When customizing your Company/Org/Department screen layout, you may now insert "Predefined: *View Summary" to display the Company Summary in the screen.
- Position list from Company/Org/Department record enhanced: When clicking to view the list of positions associated with a selected parent record, a new filtering dropdown has been added to allowing filtering by Job Title.Numeric counts have also been added next to each filter option in the dropdowns. In addtion, a Rollup button is now available on the position list screen.
- Photograph Field for Name layout: A new "Predefined: Photograph" option is available under the Customize layout feature for Name records. This function allows the user to upload a picture into the Name record, which will appear under the MORE > Attachments area, and also in thumbnail form on the main Name screen layout.
- Last Position with Interview Column in Name search: The 'Customize Search Results Layout' screen for Name search results now includes a "Predefined: Last Position with Interview" column option. This item will add into the name search results a link to the latest position for which each name has a pipeline/interview record.
- 'Available' field for Rollup layout: The system's Predefined: Available field from the Name record can now be used when customizing name Rollup layouts.
- Altered "Change Org" functionalities:
- When moving a Name record to a new Company/Organization/Department in your database using the 'Change Org' option under the MORE menu, there are now two new options which will:
- Replace Industry/Specialty field data on the Name record with the destination parent record's Industry/Specialty
- Append the Keywords from the destination parent record into the Keywords for the Name record
- When moving a Position/Requisition record to a new Company/Organization/Department in your database using the 'Change Org' option under the MORE menu, there is now a checkbox (unchecked by default) which essentially leaves all pipeline records for that position linked to the original parent record. By default, when a position is reassociated with a new parent record, all of the pipeline records will be re-linked to the new parent as well. Checking the box would only be advised if reporting purposes require a log of the interview process both before and after the position was moved to a new parent record. Note that if the box is checked, deleting the originating parent record will also erase the interview history still associated with it.
- History Fields Update: The 'History' button in the toolbar on the Name record now includes pre-defined blocks for Education, References, Licensing, Military, and Work History. These options can be configured from SYSTEM > History Fields. Options to build these blocks into Web Extensions registration forms and candidate profiles are also available.
- Improved email activities for job record emails: When using the "Email Job Info" item on position records or the email icon in the Pipeline screen, the activity record stored in the Name and Position records will now include the email address that the email was sent to. If the email was sent to a Rollup list, the activity will record the name of the list that it was sent to.
- 'Clipboard' Parsing tool improved: When adding a new record and clicking the 'clipboard' icon to populate the contact information into the new name or company record, PCRecruiter is now better able to recognize and populate the Fax number field.
ADDR & Resume Inhaler Features
- International Parsing: Our ADDR tool for extracting resume contact data now includes a checkbox which will allow a user to swtich the parser into 'international mode', which greatly improves the accuracy of the contact parsing for resumes from non-US jobseekers. The enhanced parser will also be included in the Resume Inhaler v3.0 when it is released.
- International mode allows the parser to split up contact information including postal address data for the following countries: AT - Austria, BE - Belgium, CH - Switzerland (plus Liechtenstein), DE - Germany, DK - Denmark, ES - Spain (plus Andorra), FI - Finland, FR - France (plus Monaco), GB - United Kingdom, IE - Ireland, IS - Iceland, IT - Italy (plus San Marino and the Vatican), LU - Luxembourg, NL - The Netherlands, NO - Norway, PT - Portugal, SE - Sweden, US - United States
- International mode allows the parser to recognize all commonly used contact information structures (e.g. name:, address:, phone:, email:, etc.) in the following languages: Catalan, Danish, Dutch, English, Finnish, French, German, Icelandic, Italian, Norwegian, Portuguese, Spanish, Swedish
Integrated Email Features
- Winmail.dat / TNEF Handling: TNEF is a proprietary e-mail attachment format used by Microsoft Outlook and Microsoft Exchange Server. When sent to non-Outlook email clients such as PCRecruiter's own integrated email client, these files can appear as a 'winmail.dat' file attachment. PCRMail now includes the ability to decode and view the contents of these files when received.
Web Extensions Features
- Automation Plan "From" Address Enhancement : When creating an 'Apply/Inquire' automation plan under SYSTEM > Console > Customize Web Extensions > Candidate Screen Options > Automation Plan, there are now additional options available for the 'FROM' address on Form Letters. You may select to use the Position: Contact or Position: Username as the 'sender' for the email, so that the applicant sees the job's Contact or User as the sender, rather than a static email address. To complement these new options, you will also find new Position.Username_Signature and Position.Contact_Signature choices in the 'Insert Fields' feature when you are creating your Form Letter, which allow the signature of the PCRecruiter User associated with the position to appear in the body of the email, or a simple Name/Phone/Email/Company block of contact data for the position's contact.
Reporting Features
- Show-on-Web in Position Reports: When building a custom report for Position records, the 'Show-On-Web' field is now available for inclusion through the 'Change' buttons.
CareerBuilder Integration Features
- Career Builder Search Update: CareerBuilder.com will be rolling out changes to their resume searching engine starting in June. We have included new code in PCRecruiter to maintain compatibility with these changes.
Administrative Features
- Custom-to-Custom Global Change Field: A new option appears under SYSTEM > Global Changes which allows for the copying of data from one custom field to another.
New Features Effective 11/23/09 (v. 8)top ↑
NOTE: Internet Explorer users will be prompted to install the latest version of our ActiveX control pack to work with the ADDR screen in this new version. The new features we expect to release in this update include the following enhancements:
General/User Features
- New Routing Options in Pipeline: When you open the Pipeline
screen from a position record and choose "Routing"
for selected candidates, you will find the following enhancements:
- Improved name list layout, with three columns for Resume List, Profile List, and Attachments. Attachments selection screen now includes hyperlinks for previewing files, as well as the file name and date. Profiles are also hyperlinked for preview.
- "One email per candidate"Send Option, which generates a single email for each candidate with all attachments.
- "Save Email to PCRMail sent items folder.", a new checkbox which stores the outgoing routing email as a "Sent Item" in the PCRecruiter email client.
- "Select Profiles for All Candidates" button allows you to send selected profile(s) for all routed candidates, avoiding the need to check off each profile attachment individually.
- "Select Name Attachment(s)" button has been added for each candidate, allowing you to send any attachments with the routing email, not just the Resume and Profile items available previously.
- If a selected name was entered with a PDF resume or a .DOCX (Server 2008 only), the system will send their "Current PDF Resume" or "Current DOCX Resume" from the Attachments area instead of the default content of the Resume screen (which would be the unformatted version of the text).
- Activity Improvements: If a user's preferences are set to copy name activities to the company record (SYSTEM > Users & Groups), PCRecruiter will now honor this preference for routing activities as well, copying the activity into the company that the name is associated with (usually the Default Company). In addition, the Activity Text now contains the names of the candidates routed, the email addresses that the candidates were sent to, and the filenames of the attachments included.
- Quick-Add Contact Info: The blank Name screen used for entering a new contact/candidate into the database now includes a 'clipboard' icon next to the "Last Name" field. Clicking the clipboard will pop up a contact info parsing window, similar to the one found on the blank Company record. Paste a block of contact info (name, address, phone, etc.) into the popup and click 'Save' to populate the fields of the record.
- Title Dropdown for Search: When customizing the main search screen, a new "Title (Dropdown)" option has been added to the three-field layout. When you select Title as one of your search choices, the system will present a dropdown of the actual titles in the database to select from.
- Position Search for "Link to Position": When linking names to jobs via the "Link to Pos" feature under "MORE" on a Name record, the search options and search results list now match the position customizations you have made for your standard job searches.
- Name List Uses Custom Search Layout: When clicking "Names" from a Company/Org record to view the names associated with that Company/Org record, the columns now inherit the customizations made for the main Name search results.
- External Site Search: A new icon appears by the Last Name field in PCRecruiter which will search for the current name on a variety of websites and social networks. The 'Customize Layout' area of the Name record allows you to hide unwanted services. Similar functionality now replaces the Google button next to Company Name on the Company record. Look for more enhancements to this area of PCRecruiter in future updates.
- Multiple Database One-Click Move/Copy: Previously, the only way to copy or move a name from one database to another within your PCRecruiter account was to place that Name on a Rollup list, check it off, click the Utilities button, and then click copy or move in the Utilities popup. A new "One-Click" setup option is now available at the bottom of the "Customize Layout" window for Name records. This setup option allows you to configure which database your names will copy or move to, as well as options for duplicate checking, rollup grouping, source tagging, and user assignments. You can then add the button to your layout by entering "Predefined: Move Database" into any empty field in your customized name layout.
- Improved Outlook Phone Number Sync: When syncing name records from PCRecruiter to Microsoft Outlook, the "Ex.___" at the end of the phone number will only be exported if the phone number has extension data stored in the PCRecruiter database - otherwise only the ten-digit number will be transferred. In addition, the system 'cell phone' field will now be included when exporting a name to Outlook.
- Simplified 'Clear Search Filter': When using the 'Search' button at the top of the Rollup screen to filter a rollup list, the former "Show All" button has been replaced by a "Clear Search Filter" link that appears directly next to the red "Filter In Effect" notice.
- More Phone fields in ADDR: The ActiveX (Internet Explorer only) version of the ADDR resume parsing control has been updated to include all major phone fields. (ADDR for non-IE includes Cell and Home). Internet Explorer users will be required to install the new plugin the first time they use the new version of PCRecruiter. This may require administrative permission on the PC.
- "Contemporary" Look: Available under the 'Change My Look' option on MyPCR. This new style is inspired by the Windows Vista default "Aero" theme.
- Resume Search Parse View: When viewing a resume by clicking the "R" link in the results set of a keyword search, or when clicking the "HISTORY" button at the top of the standard resume editing/viewing screen, PCRecruiter now parses the work and education history into a chronological table for quick reference. This parse view uses inductive logic to make a best estimate as to how each item in the history will be displayed. The displayed view may not fully or accurately represent the actual history as presented on the resume. Do not depend on the parse view alone - the best practice is to validate each of the system's assumptions for each history item prior to economic use of the information.
- User Name can be defined when adding a record: Previously, the "User Name" field was not available in the screen while adding new records. Now, you may assign a newly added name, company or job to a specific user while adding it, rather than saving the record and then changing the User Name field and re-saving it.
- Pie & Bar Charts Updated: The pie and bar chart features under the 'Reports' area have been updated to function properly in self-hosted installations.
- Activity Details for Profile Modifications: The text description for Activity records now includes the IP and username when a Profile attachment is re-saved.
- Activity Text Expansion: When viewing the Activities for a record, you may now double-click on the text boxes in the 'Activity' column to vertically expand the clicked activity text to its full height.
- Extra Row in Custom Reports: The Custom Name, Custom Company, and Custom Position Reports have all had another row of fields added to the configuration screen, allowing for six more fields to be used in those reports.
- Added Email Options for 'New Interview' Emails: When clicking "ADD" to create a new interview record in the Pipeline, the "Send Email" checkbox now expands when checked to provide additional choices for who to send the email to, which template to use, and whether to send a 'Meeting Request'.
- Added Items in 'Insert Fields' on Interview Form Letters: A number of previously unavailable fields have been added to the 'Insert Fields' button for interview form letter creation, including several contract/temp placement fields. Also, the appointment and arranged date fields now include options for [[ Interview.appointment_date_long]] which will appear as Tuesday, November 12, 2009 instead of simply 11/12/09.
Web Extensions Features
- Job Share Link: A new icon appears next to the Job Title on position records in your database which expedites sharing your job link on external websites such as Facebook and Twitter. Note that you may need to log into the selected site before clicking the link to share the job on it. There is a link at the top of the "Customize" window for position record layouts which allows you to enable/disable the websites displayed in your share list.
- Enhanced Password Administration: A 'key' icon appears next to the Identification field in the database which allows for administration of passwords used by candidates and managers in the web extensions (see below for complete details).
If you are using this option, the password data will be stored under the Details > Status custom fields for the name, and the standard Identification field will not be used for password storage anymore. The Details > Status fields will hold the RSA-encrypted 'hash' for the password, the expiration day count, and a challenge/response for password reminders. The fields included in the password key popup window are:
- Login Email Address - the standard, predefined email address is here by default, but you may set an alternate email address to be used for login purposes.
- Enter Password/ Confirm Password - you may manually enter and confirm a password for the current name, or click the "Generate Random Password" link to create a password automatically. Strong passwords are required to include at least seven characters, and include one alpha character, one digit, and one symbol.
- Password Expiration - The password can be set to expire after any number of days. If the number of days is set to 0, the password never expires.
- Default Password - When checked, this person will be prompted to change their password at their next login. This box is usually checked after the password is reset and sent with the email option below.
- Email - Checking this box will automatically send a 'password reminder' email to the current name.
- Options - Checking the "Remove Enhanced Security" box will remove all of the enhanced password custom data from the name.
- Registration Form improvements: The standard web extensions registration forms have been improved to include the following:
- Click Agreement - A new option has been added to SYSTEM > Console > Customize Web Extensions > Candidate Screen Options > Click Agreement. The 'Click Agreement (Registration Form)' option adds an 'Accept' checkbox and a "Click here to view agreement" popup link to the bottom of the candidate registration form. The box must be checked before the registration form can be submitted.
- Resume Upload option - can be required or optional, and can be used with an 'extractor' feature which will auto-fill the contact info from the header in the resume
- Resume Validation - if a resume upload option has been added to the registration form, the system will attempt to verify that the resume file selected is of a valid file type.
- Attachment Upload - you may now include up to six 'upload attachment' fields in the candidate registration layout.
- Email Confirmation - a "Confirm Email" checkbox has been added for the 'email address' field for candidate and employer registrations, which will add a second box for the candidate to re-type the email address.
- Email Validation - the system will not accept email addresses that are improperly formatted (x@x.x).
- Strong Passwords - a new Strong Password field can be added to the candidate registration and employer registration forms. See above for additional details.
- Improved RSS feeds for SimplyHired and Indeed.com: You can have more control over the submittal of your positions from PCRecruiter directly to SimplyHired.com and Indeed.com. When you go to SYSTEM > Console > Candidate and Employer Registration Links, you'll now find new "Configure" links for the SimplyHired and Indeed feeds. These configuration screens let you decide which of your database fields will be submitted to these job advertising aggregators and which will not. The configuration tools also prevent you from submitting a job that is lacking the required fields for each site.
- Second "Apply" Button: An additional "Apply" button will now appear at the bottom of all job descriptions for greater visibility.
- New Country Search Options: When adding additional fields to the SYSTEM > Console > Customize Web Extensions > Candidate Screen Options > Position Search Form, there are now "Country (Multiple)" and "Country (Checklist)" options which allow to job seeker to choose from only the countries with available positions in the database.
- 'Country' Dropdown: The Candidate Registration form and Postion Entry forms may now be configured with a dropdown for 'Country'. Previously, this field was available as a manual-entry option only.
- Allow Apply for Closed Jobs: A new toggle has been added to SYSTEM > Console > Customize Web Extensions > Candidate Screen Options > Position Search Form which allows candidates to apply to jobs that have already been filled. This feature is useful in continuous hiring situations or for keeping outdated job links active for branding and candidate generation purposes on third-party websites after the job has closed. This option will also keep the external apply links for jobs which have been set to "do not show" or "closed" active, so that you may email or post links to jobs that have been otherwise disabled from appear in the regular web extensions job search.
- Pie & Bar Charts for Employers: The pie and bar charts under the 'Reports' option on the employer portal have been updated to function properly in self-hosted installations.
- "Preview" Button on Position Entry Form: A 'preview' button is now available at the top of the 'Enter/Edit' position screen for the employer web extensions. This button will load the current position as seen in the candidate web extensions. If you wish to load the preview with a different web extension configuration (data location) than the one employers are using, you may select it at the bottom of SYSTEM > Console > Employer Screen Options > Position Entry Fields.
- Company Logo Size Restriction Removed: There is no longer a 250kb limit on company logos for employers. We still highly recommend using as small of a file as possible, and only in .GIF, .JPG, or .PNG format.
- Applicant Details Fields Improvements: When viewing applicants linked to your jobs in the employer portal:
- Email addresses on the record are now hyperlinks to launch the local email software.
- We are hiding applicant detail fields that do not contain any data.
- Links to profiles and files attached to the name record are now numbered and displayed with the date and file size.
- "Outlook" Buttons for Employers Improved: The 'Outlook' buttons which appeared when using the 'contact' feature on applicant and candidate records in the employer portal now generate a standard Microsoft Outlook .ICS meeting request file. Previously, these buttons relied on an ActiveX plugin which had to be installed by the user, and would only function in Internet Explorer.
- Zip Radius Search Improvement: When a zip code radius search for candidates or positions is performed using a zip code which is not present in our zip code lookup database, the system will now return any records with an exact match for the searched zip code, and will also run a radius search against the first four digits of the desired zip code plus the first available fifth digit found in the database. When this occurs, the user is notified that they may get better results with an alternate zip code choice.
- "Share" Icons on Job Posting: The "Share" button when viewing a position record online now displays as a row of icons representing the various social networking sites included behind the button.
- HHName Config for CareerBuilder: CareerBuilder users with multiple 'branding skins' may now enter the code provided to them by CareerBuilder in the Config screen for External Posting.
ADDR & Resume Inhaler Features
- PLEASE NOTE: Internet Explorer users will be prompted to install a new ActiveX plugin version when first using the new tool. Please allow this installation when prompted. If your Windows login account does not have permission to install new software, you may require the assistance of your administrator for this one-time update of the plugin.
- Improved Parsing: The overall contact information parsing abilities of the ADDR (Add Resume) tool and Resume Inhaler software have been improved. Most of these improvements are directed at United States resumes at this time, although some non-US resumes may also see improved parsing.
- Drag Resume: In the Internet Explorer ADDR (ActiveX), a new 'drag box' appears on the left side of the utility. You may click and drag files into this box to initiate resume parsing.
- Added Phone Fields: Predefined Work Phone, Home Phone, Cell Phone, and Fax Numbers are now included in the parsed fields. Phone numbers from outside of the US will be prefixed with a + sign so that the (xxx) xxx-xxxx formatting mask is disabled.
- Added Country Field: In the non-ActiveX ADDR tool (used by non-Internet Explorer browsers), the Country field will be available for data entry, as well as an "Add to Rollup" option.
Profile Form Features
- Confirm Email: A new 'Confirm Email Address' answer type has been added. You may include this after the standard Email Address field link if you wish to have a double-entry confirmation of the email address.
- Resume Validation: If a resume upload option has been added to the profile form, the system will attempt to verify that the resume file selected is of a valid file type.
- Strong Passwords: If you are using profiles to collect or create a Password, a new Strong Password answer type can be included. Strong password fields do not need to be linked to a field in the database, as they are automatically stored in the Details > Status area of the name record, and are administered by using the "Key" icon next to the Identification field on the name record. See 'Enhanced Password Administration' above for additional details.
Administrative Features
- CRC Resume Text (For Resume Duplicate Detection): This new utility under SYSTEM > Global Changes will perform a cyclic redundancy check to create a unique digital 'signature' for each existing resume in the database. The system can then check incoming resumes against these checksums for highly accurate duplicate record prevention. This utility will create the checksum for pre-8.0 resumes… new resumes added after the update will automatically be given a CRC value.
- Copy Settings: The SYSTEM > Create/Edit Users and Groups > Advanced area has been improved to allow copying of Pipeline customizations, International Settings and Form Letters from one user to another in the same or different databases.
- Import/Export Activity Types: There are now [EXPORT CODES] and [IMPORT CODES FROM FILE] links at the top of the SYSTEM > Activity Types screen which allow you to download your Activity Types as a text file which can be imported into other databases.
- Reassociate Disconnected Position Contacts: This new option has been added to the SYSTEM > Global Changes. This function will link positions in the database to job contacts based on a match of the email address in the job's "Contact Email" field and the email address in the name record's "Email Address" field. This utility is particularly useful following a position import, which does not associate the jobs with contact names by default. Note: This function may behave unpredictably if the same email address exists on multiple name records within the database.
- Changes to User Level Securities: The "User Level Security" checkbox on a User record locks that user into seeing only records associated with their own user record. As of this version, when the user level security is enabled for users with 'PCRADMIN' or 'No Permission' security, the Rollup list Categories, Rollups, and Username Dropdowns will be limited to those visible for that user in many screens.
- Merge Security: A new Security option has been added to allow or deny access to "Merge" features for 'PCRAdmin' and 'No Permission' user accounts.
- Per Data Location Forced Translation: In previous versions, the system would auto-translate to alternate languages based on the user's (or job visitor's) defaul language setting in the web browser. It was also possible to 'force' the language setting for your account as a whole. As of this version, the forced translation can be set up per-database / per-data location. Contact your Main Sequence representative for more information.
New Features Effective 6/10/09 (v. 7.9.6)top ↑
General/User Features
- Secure Connections for Email Servers: PCRecruiter now supports SSL/TLS security encryption for SMTP/outgoing email and POP/incoming email (POP mail reading for PCRMail users only). This will allow PCRecruiter users to send/receive email through servers that require an SSL connection such as Gmail and Yahoo. Main Sequence Technologies recommends that clients use their own SMTP server for outgoing email if possible.
- Dual-Field Industry/Specialty: The Industry and Specialty fields on Name, Company and Position records has now been split into a pair of fields for clearer entry and visibility, rather than a single field with a slash ( / ) in the middle.
- Custom Stages for Pipelines: Custom Rollup Stages, with any associated Automation Plans, are now active in the 'Change Status' area on the Pipeline, and also in the 'On Rollup' area accessible from the individual record. Previously, Automation Plans would only be active when the Stage was changed in the Rollup screen itself.
- Auto Cursor Placement for Activity Popup: When opening the "New Activity" popup window, the cursor will automatically appear active at the bottom of the Activity Text area.
- Email from Attachments Screen: An "Email' button has been added to the Attachments area on all Name/Company/Position 'Attachments' screens.
- Default Currency by Record: A new "Predefined: Default Currency" field is available when customizing your Name/Company/Position screen layouts. By adding this field into the layout, you can specify a default currency type to be used with that record when dealing with international staffing.
- Custom 'favicon' for PCRecruiter.net: A custom icon for PCRecruiter has been added to the page titles to make it easier to separate out in bookmarks and toolbars.
- Merge List Refresh: When merging duplicate records via the Reports >> Auditing Reports area, the list of records to be merged now automatically updates after each merge has been successfully completed. In addition, a merge log file is now stored in the 'attachments' on the record after the merge is completed. (7/9/09)
- Delayed Position Save: To prevent users from accidentally blanking out the job description, the 'Save' button on position records is now only available after the job record has completely loaded on screen.
Web Extensions Features
- RSS for website integrations: The RSS feed link that appears on search results lists in the candidate web extensions can now be used for pulling job data into third-party utilities and web apps. Right-click on the RSS button in a search result list and copy the shortcut link. Then alter the 'feedid' number at the end of the URL to any number 1-99, indicating the number of positions you wish for the feed to load. The system will return the most recent X number of positions entered. Smaller numbers will yield fast results, so we recommend pulling only as many jobs as required.
- Employer Web Extensions Applicant List Redesign: View Applicants/Candidates area for open positions has been altered to act more like a limited version of the users' Pipeline screen. Now includes the ability to copy names between positions, limited ability of a manager to make placements and an updated filter checklist which allows for interview status codes and types to be removed from view. The view interview screen also can be configured to show up to ten fields from the candidate record along with the interview details.
- Candidate Browsing Contact Email: If the 'Candidate Browsing' function is enabled in the employer web extensions, and an employer uses the 'Contact' button to email the candidate/user/admin, the email is now pre-populated with the name or confidential ID of the candidate from whose record the 'Contact' button was clicked.
- Share Position: The 'Email a Friend' function on individual job records has been replaced with a broader 'Share' function which allows the visitor to email the job link to friend or to post it on several social networking websites. If the link is followed and someone uses it to register for a position, a 'Referrer' custom field will be created on the candidate's name record automatically, and will use an abbreviation to indicate which site the link was posted to.
Administrative Features
- User Reports: Two new reports, User Name Record Report and Group Record Report, now appear under SYSTEM >> Create/Edit Users and Groups >> Report. These reports will print out the current group of users with their security and preference details.
- Copy Predefined to Custom Field: The SYSTEM >> Global Changes >> Copy Predefined to Custom Field area now uses dropdowns for choosing the predefined and custom field names.
- Editable Interview Status for Placements: A User Preference has been added which allows the user to alter the 'Interview Status' on existing 'Placement' records. This preference is OFF by default and must be turned on per user in the user record's preferences section.
New Features Effective 3/3/09 (v. 7.9.1)top ↑
General/User Features
- Rollup Enhancements:
- When viewing a rollup of Names, the 'Link To' option now allows for the selection of multiple positions to link the selected names to. There is a maximum of 1000 interview records written.
- When searching for Positions to link names to, there is now an option to limit the position search to a Rollup. You may also insert commas to search for multiple cities.
- When setting up Automation Plans for Interview Status Codes, there is now an option to send an email to the Position Contact.
- When using "Select All" or "Select Page" with the 'Select Action' dropdown to update the Stage for multiple items on a Rollup List, any Automation Plan associated with that Stage will now be applied to all selected records.
- When using 'Link to Pos/Req' to tie names to positions, there is now a checkbox column for selecting which position(s) to link to. Clicking the position's title in the list will now display the job record itself.
- Search Results Enhancements:
- Customizations made to the search results screen (using the "Customize This Screen" link on the Name, Company and Job search forms) now also apply to the Advanced Search and Keyword Search results for those record types.
- When customizing search result layouts, the default sort options now include options for 'ascending' or 'descending' order.
- The 'Rows per Page' option for custom search results now allows up to 100 rows per page.
- The 'New Advanced Search' now allows the user to manually paste a search query into the second line of the query box (displayed via the 'View/Hide Filter Query' link in the upper right corner). The first line remains reserved for system-generated queries and cannot be edited. (This feature is currently IE7-only)
- When using the "Back" button from Advanced Search result lists, the query terms will be remembered in the query form.
- Candidate Timeline by Position Report: This report can be filtered by Companies or Positions placed on a Rollup, Company Name, Job Title, Position ID, Job Status, Position User Name, Position Date Posted, Interview Appointment Date, or Interview Arranged Date. User may print in HTML format or export to a file. The resulting report includes your organization's logo (if configured), the report title, and date/time generated at the top of the report. The report will show the company to which the position is associated, Position ID, and Job Title. The Name and Source are listed for each candidate, along with the Appointment Date, Interview Type and Interview Status of each interview for the candidate. Interview Status Distributions, Interview Type Distributions, and Source Distributions are included at the bottom of the report.
- When sending an email, new links are provided next to the recipient's 'Attachments' so that you may preview the attachments before selecting which ones to send with the mail.
- The 'clock' selector tool for creating activity and scheduled item times has been enhanced for faster, more accurate time selection.
- When adding a Rollup List link to your MyPCR screen, there is a new "Unread/All" option, which displays both the total number of records on the list, and the number that have not yet been clicked on.
New Features Effective 12/31/08 (v. 7.9)top ↑
General/User Features
- Schedule Enhancements:
- The day plan view now defaults to 7AM as the starting position, rather than 12AM.
- The clickable hourly links at the top of the day's schedule now highlight if there is an item scheduled in that hour.
- The action icons in the upper right corner of an individual schedule item, used for moving, closing, editing and so on, have been improved and consolidated.
- The "Tasks" feature now appears at the top of the day's schedule, allowing the user to drag an item from the "To Do" task list into the day's schedule.
- A new "Event Types" feature has been added, which allows the user to color-code scheduled items with one of twenty different colors.
- Pipeline Enhancements:
- Re-Namable Interview Types, plus up to five custom interview types.
- Each user can now define which interview type folders automatically expand upon loading the screen.
- Customizable per-user layout, including multi-line name and company record info and profile attachment notification.
- "Schedule Interview Activity" has been redesigned for simplicity and re-named as "Schedule Prep/Debrief".
- Online/Offline Notification for Positions: A new offline / online indicator has been added next to the 'Show On Web' field to indicate whether the job record meets the criteria for being visible in the Web Extensions ('Status' is Available or Internal, 'Number of Openings' is greater than 0, and 'Show On Web' is set to Show). NOTE: The 'online' designation only means that these criteria have been met - if you are not using the PCRecruiter Web Extensions (job board) features on your website or for third-party job board postings, your position will not be visible to anyone other than your PCRecruiter users.
- Multi-Select Custom Fields: Two new "Action Types" have been added for Custom Fields - Multi-Select Dropdown and Multi-Select Checkbox. With these options, you may create default values for custom fields and select more than one answer for that field. If you have a custom field linked to a multi-select answer in a Profile, the selected answers will link through accordingly.
- International Support:
- The country will automatically be displayed below the phone number when an international phone number is saved, based on the dialing prefix used for that country's phone numbers.
- For customers using automated dialing, the proper dialing rules will be used for international calls.
- International currency support for data entry and reporting, with currency type selectable for each monetary field.
- A paper size option has been added to the User Record to allow for printing on non-US standard paper sizes.
- Simplified Search Form: The primary search screens for name, company and position now use a single 'Search' button. If keywords and fields are used in the search, they are searched together. Previously, this was only possible from the Advanced search areas.
- Advanced Search Defaults: The Advanced Company Search and Advanced Position Search now default to the New Advanced screen rather than the Classic.
- New Activity Defaults: The 'Defaults' option on the New Activity creation screen for Name records includes a new option for 'Show Title' which will automatically include the title from the name record in the activity text. A new 'Append to Notes' option is also added, which will copy the activity record information for new activities into the Notes area of the name record.
- Resume Upload Function: A new 'Upload Resume File' link has been added to the top of the Resume screen. This link allows the user to directly upload a resume to the database rather than copying and pasting the content. This method, which was formerly only available using the 'open file' option in the resume editor itself, may preserve margins and other formatting which could be lost by the Windows copy/paste clipboard.
- Broader Phone Search Format: When searching any of the phone number fields, including the "All Phone" search, the system is more lenient with the format in which the phone number is entered.
- "New Activity" Screens Enhanced: The entry form for new Activity records have been slightly reorganized for simplicity and clarity.
- Referring Name Checkbox: When adding a new name record by clicking the 'Add' button on an existing name record, you will see a new checkbox that says "Automatically link this record to...". If this box is checked, the new name record will be linked to the current one with an Association (found under the More menu) which notes the name as a referral.
- Safari Mac Compatibility: The PCRecruiter Web software has been tested and verified with Safari 3.2.1 and MAC OS 10.5.
Administration Features
- Per-Alias Outgoing Email Servers: The 'Alias Address List' under the SYSTEM > Email Setup area now includes individual SMTP settings for each email address alias. By default, PCRecruiter uses the same SMTP account for all outgoing mail, regardless of user. With the new options, each user can use one or more SMTP servers.
- Allow to Change User Name for Company, Name and Position: A new Preference checkbox on the user record allows the user to re-assign the User Name field on the Company, Name and Position records in the database. This capability is normally reserved for administrative user accounts only.
- Allow Option For Private Email: A new Preference checkbox on the user record enables a 'private' checkbox option when sending outgoing emails from the PCRMail integrated email client. When the private option is checked on a message, that outgoing message is not logged as an activity record in the database.
Web Extensions Features
- Password Management for Identification Field: A new icon adjacent to the Identification field on the Name record allows for better management of the passwords used by candidates and managers to access the web extensions. The new screen allows for random generation of a password, and password expiration.
- Configurable Job Notification: A new 'Configure Notification Email' option has been added to SYSTEM > Console > Edit Database Names and Locations > Inquiries/Apply. You may use this editing screen to customize the notification email that is sent to the user or job contact when a new applicant self-links to a job using the candidate web extensions.
New Features Effective 4/23/08 (v. 7.8)top ↑
General/User Features
- 'New' Advanced Search for Positions & Companies: The 'New' Advanced Search utility which has been available for Name record searches since June 2004 is now also available for Position/Req and Company/Org searches. Click the 'Advanced Search' option on your Position or Company search screen, and then choose "Switch to New Advanced..." from the title bar. We will be making the 'New' version the default search tool in a future release.
- Improved Java Plugins: The HTML, ADDR and RTF/Word plugins for non-Internet Explorer users have been updated, along with a host of other compatibility improvements to support our cross-browser and cross-platform support initiatives. The Java ADDR tool also now supports the Microsoft Office 2007 .DOCX file format.
Profile Features
- Speed Enhancements: The loading speed for profiles has been improved for many situations.
- Search Profiles: When submitting a new profile inside of the database, a search option is provided to help locate the desired profile more quickly.
- Email Notification Improved: If you have enabled email notifications for profile completion, the email you receive has been restyled for better consistency with other views.
- View Mode: In the 'More > Attachments' area, a new 'view mode' is available for profiles. This creates a flat, uneditable version of the profile which may be more suitable for saving or emailing. This viewable version is also used for the employer web extensions. Profiles with custom HTML wrappers may require some adjustment for proper function with this new view.
Reporting Features
- Custom User Metrics Report: A new "Custom User Metrics Report" is available under "Custom Reports" in the main "Reports" menu. This report provides administrators with counts per user for Activities, Positions, Interviews/Placements, Fees and Transactions performed in the given date range.
- Active Candidate Pipeline Filters: The 'Active Candidate Pipeline' report under the "Reports" menu now includes "Require Candidates based on Interview Type" and "Exclude Candidates based on Current Interview Type" filters.
Integrated Email Features
- Return Receipt Support: The Integrated Email Client now recognizes incoming 'Receipt Requests' on emails and will prompt the user for action on them.
Web Extension Features
- RSS Feed Improved: The 'RSS' (Really Simple Syndication) format for job search results has been improved for better compliance with RSS readers and 'feedburners'.
- Formatted Profile Viewing: If you are allowing employers/clients to view Profiles attached to names in the database, the view will now more closely resemble the actual form seen when editing or completing the profile itself. If a custom HTML wrapper has been created for the profile, this will be applied to the view as well. Profiles with custom HTML wrappers may require some adjustment for proper function with this new view.
CareerBuilder Integration Features
- Shared Apply: When a job is posted to CareerBuilder using the External Posting function in PCRecruiter, applicant information will now be extracted from the applicant's existing CareerBuilder account and brought into PCRecruiter, rather than requiring the applicant to re-enter that information.
- Resume Download Format: Resumes downloaded into PCRecruiter using the 'CareerBuilder Search' feature will now be downloaded as formatted documents rather than plain text without formatting.
New Features Effective 2/5/08 (v. 7.7.8)top ↑
General/User Features
- Position Contact Title: When selecting a position contact, the system will auto-fill the email address and phone number from the Name record into the Contact Email and Contact Phone fields on the job record. In the new release, if you add a Position Custom Field called "Contact Title" and place it into your custom Position screen layout, this field will also auto-fill from the Title on the contact's Name record.
- Exclude Activity Types Enhanced: The 'Exclude Activity Types' area in the ACTIVITIES > View Activities area now includes the Description for the Activity Type, in addition to the code. To select multiple codes, hold the CTRL key on your keyboard while selecting items from the list. If you wish to select multiple consecutive items, hold down the SHIFT key, and then click the first and last items in the desired group.
- Draggable Schedule Items: Items on the daily schedule are now draggable. Use the 'grip strip' at the top of any colored schedule box in your day plan to click and move the item. This feature only applies to the updated schedule screen released in v. 7.5.0 - if you are using the original schedule, click the [View New Schedule] option at the top of your day plan to switch to the enhanced version.
- Automation Plans for Position Rollups: You may now use Automation Plans to trigger emails when the stage is changed for a Position on a Position/Req rollup. See the Rollup Lists area our WisdomBase for complete instructions.
- Global Attachments for Form Letters: When emailing a form letter from the Rollup or Letters areas, you may now select a Global Attachment to include with the outgoing email. Global Attachments can be added to the database from the Attachments area on any record.
Administration Features
- New Generic Import Utility: The generic file import screen (Rollup > Utilities Button > Import Data > Generic File Mapper/Importer) has been completed re-designed. The new importer includes options for updating existing records as well as expanded duplicate checking choices. See our WisdomBase for complete instructions.
- Field Renaming for Custom Screen Layouts: Custom labels can be applied to all standard fields on the main record screens (Name / Company / Job) by using the new 'Field Label' column in the Security Template screen. To reach this screen, click the small 'Customize' link in the upper left corner of any existing record and choose [Security Template] from the menu in the popup window. Custom Fields cannot be re-labeled in this manner - to rename a custom field, see SYSTEM > Global Changes.
- Field Events for Security Templates: The Security Templates area (click the small 'Customize' link in the upper left corner of any existing record and choose [Security Template] from the menu in the popup window) now includes an 'Events' column. By entering JavaScript into this box, administrators can add functions to any field in the record layout, such as showing/hiding, changing requirements, pre-valuing, or clearing other fields on the screen when the altered field is edited. Use of this feature currently requires a knowledge of JavaScript, but a 'function builder' is expected in a future release. If you have specific needs for this feature, contact your Main Sequence Technologies representative for details on having scripts created for you.
- Activity Type Hierarchies: You may now create sub-Activity Types for your custom Activity Types. Under SYSTEM > Activity Types, you will note that the CODE for each activity is now a hyperlink. After clicking the code for an Activity, you can choose a 'Root Folder' to associate with. For example, you might have a general 'Phone Call' activity type as the Root, with activities for 'Cold Call' and 'Return Call' etc. beneath it. The Activity selection popups are now designed in a 'tree structure' to make selecting Activities more user-friendly.
Integrated Email Features
- Save As Draft: A 'Save As Draft' option has been added to the email composition screen. If you wish to save an email for later completion, check the 'Save As Draft' box on the email you are writing, and then click 'Send' to "send" it to the Drafts folder. To reach the saved mail, click the 'Drafts' folder in the email folder list.
- Save Layout: The folder list area now includes a 'Save Layout' option to store the current state of expanded/collapsed folders so that it remains when you re-open your email.
- New Folder Link: The folder list area now includes a quick jump link to the 'New Folder' option, which also remains available through the original path (My Email > Settings > Folders)
Profile Features
- Remove From Rollup(s) on Submission: A new box appears on the Profile configuration screen (SYSTEM > Console > Candidate Profile Setup > Add/Edit). Use the selection icon to pick one or more Rollup Lists from the database. When this profile is completed, the record that it is being submitted for will be removed from any of the selected list(s) it is found on.
Web Extension Features
- Submit By Position Only: A new option has been added to the 'Submit By Position' dropdown in the Employer Main Menu setup screen. When set to 'Submit By Position Only', the Candidate Submission tool for employers will not allow submittal of candidates without selecting a specific position first. If set to the normal 'Show' option, employers may submit candidates to the Default Company without creating any Interview Record at all.
- Internal Job Description Editor: The Internal Job Description field now uses a Java-based HTML editor (like the external description) when it is used in the Position Entry form on the Employer Extensions. Previously, only a plain-text entry box was provided.
- Passive Candidate Management Tool: The Passive Candidate List tool is a feature that allows an Account Executive to view and lightly interact with a list of passive candidates via the employer web extensions. The Account Executive will be able to view passive candidate contact information, view and add activities to the candidate's record, schedule appointments with the candidate for themselves and other account executives/managers. See our WisdomBase for complete instructions.
New Features Effective 9/28/07 (v. 7.6.1)top ↑
General/User Features
- Rollup Search Adjustments: The Rollup selecting/searching area has been altered to allow for one-click selection of a Rollup List instead of clicking the name of the list and then clicking 'open'.
- Date Added to Rollup Field: When customizing your layout for Rollup Lists (Utilities > Customize Layout on the Rollup viewing screen), you may now include a 'Date Added' column, which will display the date and time at which the record was added to the current list.
New Features Effective 7/03/07 (v. 7.5.0)top ↑
General/User Features
- Enhanced Search Screens: The main search forms for Name, Company and Job records have been updated with a new layout format which allows for more accessible keyword searching and access to recently viewed results. To enable the new screens, click the "Customize" link in the upper right corner of the search screen and scroll to the bottom of the customization form. Change your 'Style' to 'Enhanced' and save the change. (See WisdomBase)
- New Schedule Screen: The current day's schedule screen has been revamped for a clearer view of your daily tasks. Click directly on the name of the event to mark it attempted etc, or to move or change the status.
- New 'Status' icons: The Status icons have been altered for better visual compatibility with the new Schedule screen and for a cleaner appearance on the Rollups.
- 'Summary' field on Custom Layouts: When customizing your screen layout for Name and Company/Org/Dept records, you can now choose '*View Summary' as an option. This will insert the Summary field into the screen - a keyword indexed field used for brief descriptions similar to 'Notes', but without any date-time or user stamping. Normally, the Summary area is accessible from the Notes/Keywords areas of the record. (See WisdomBase)
- Emailable Global Attachments: If you have a 'Global Attachment' in your database (i.e. an attachment that's not tied to one specific record, but is set as 'global' and available from all records), you can now select it to send along with individual outgoing emails. You will find the 'Global Attach' option at the bottom of the email or form letter screen. (See WisdomBase)
- Work History for Name Records: A 'HISTORY' button has been added to Name records to store a log of previous employment. To add an employment history item, click 'HISTORY' on the name, and then click 'ADD'. (See WisdomBase)
- Post Jobs to eQuest.com: You can now configure PCRecruiter to upload job data to your eQuest.com account. eQuest is an online job distribution service providing access to over 1,000 international job boards, ranging from major employment website portals Monster, CareerBuilder, Dice, Jobster, Indeed, Google Base, SimplyHired, etc.) to hundreds of niche and specialty job boards. For information, see eQuest.com. Once you have an eQuest account set up, you can use the 'External Posting' button on any job in the database to post. (See WisdomBase)
- Bulk Email Opt-Out Link: The 'Insert Fields' button on Form Letters now includes an Email Opt Out Link option. When inserted, the email will provide the recipient with a link they can click to be placed on your 'Global Do Not Send List'. You may use the 'Defaults' link in the upper right corner of the Form Letter screen to set the text of the removal link, the text of the confirmation screen, and whether people who click the link should be blocked from receiving all future emails or only bulk emails. To see and edit your Global Do Not Send List, look under SYSTEM > Email Setup. PCRecruiter will check all outgoing email against this list and skip emails that are found there. For more information on rules and regulations regarding bulk emails, see the details of the CAN-SPAM Act. (See WisdomBase)
- Cell Phone Dial from Name Rollup List: When customizing your Name Rollup List layout, you may now include a 'dial' button for Cell Phone numbers. This will cause your Windows Dialer or mySoftPhone product to dial that number. If you are not using a PC-telephony product with PCRecruiter, you will not be able to dial using this feature. (See WisdomBase)
- Automation Plans for Company Rollups: Automation Plans are now an option for Company Rollups. (See WisdomBase)
- Merge Plan Rollup Stages: When configuring the Rollup Stages using 'Default Stage Setup', a 'Merge Plan' dropdown has been added with options of 'Yes' and 'No'. This new feature will allow you to specify whether a record on the Rollup that has been given the particular stage symbol should carry forward when using the Merge Plan feature. Previously, only the 'Attempted' stage would carry over when merging a Plan. (See WisdomBase)
- All Phone Search: The Name Search screen now includes an 'All Phone' option in the dropdown. This search will look in the Work Phone, Home Phone and Cell Phone fields on the Name record for a match.
- Primary / Secondary Sort for Search Results: When customizing your layout for search results, you can now choose a primary and secondary sort options at the bottom of the page. For example, you may sort your results by State then City within the State. (See WisdomBase)
- New Labels for 'Select Date Range' on Reports: The 'Select Date Range' labels on report filtering screens have been renamed to reference the type of date to enter (i.e. Date Entered or Interview Date). (See WisdomBase)
Administration Features
- Activity Search Security: A new security option has been added to User Records. When the 'Activity Search Security' (found in SYSTEM > Create/Edit Users and Groups > User Record > Security) is set to 'No Permission', the 'Filter By User Name' option on the main Activities search will be removed. This prevents the user from limiting their Activity searches to results for any particular user name. (See WisdomBase)
- Automatically Write Activities When Adding Notes: A new Preference checkbox has been added to User Records. When "Automatically Write Activities When Adding Notes" (found in SYSTEM > Create/Edit Users and Groups > User Record > Preferences) is checked, a new Activity record will be automatically written each time a new item is added to the Notes area of a record. (See WisdomBase)
- Update Company Address to Name: This new option updates name records with the address of the company they are linked to. First, create a Rollup List of the Name records you wish to update. Then go to SYSTEM > Global Changes. Select 'Update Company Address to Name'. Select the Rollup and click 'GO'. The address information from each Name's parent Company/Org record will be copied into the Name in place of the old address. (See WisdomBase)
- Save Template for Generic Imports: A 'Save Template' option has been added to the top of the Generic File Mapper import screen (Rollup > Utilities > Import Data > Generic File Mapper/Importer), expediting future imports of data from the same original source. Saved mapping templates can be loaded using the 'Mapping Template' browse option on the initial screen of the Generic Import. (See WisdomBase)
Web Extensions Features
- Self-Generated Approval Plans for Position Entry: A new checkbox has been added to the bottom of the SYSTEM > Console > Customize Web Extensions > Employer Screen Options > Position Entry Fields screen. When "Allow employers to customize their own Approval Plans" is checked and 'Approval Processes' field is included in the position entry layout, the employers will see a 'Manage Approval Plans' option on the entry form. The manager may click on this link and create their own approval chains to use when submitting a job. The new plan will appear in the Approval Process dropdown selection along with any existing plans.
- 'Other' entry field for EEO Source: When the EEO data collection screen is used and the applicant selects 'Other' from the Source dropdown, a text entry box will appear, allowing the applicant to manually type in the name of the source.
- One-Click Apply for 'New User' link: The 'One-Click Apply' feature released in v. 7.2.0 (see below) will now take effect for the 'New User' links in the web extensions. Previously, the 'One-Click Apply' would only take effect if the candidate clicked the 'Apply/inquire' button on a particular job, and would not be usable for job-independent registration.
- 'Notes' column in Employee Referral: A new option has been added to the Employee Referral web extensions which will allow referrers to see 'Notes' with the candidates they've referred when looking at the Name Referral List. To enable this option, open any Interview record in the database and click 'Customize' at the top of the form. Check the 'Status Visible to Candidate/Referrer' box and save the change. The candidate's most recent status will be displayed on the Employee Referral extensions.
Contractor/Temp Module Features
- Activity Grid for Contract Placements: The Activity Grid, previously only included on Permanent Placements, is now available on the Contract Placement screen. You may click the 'Show Activity Grid' link on the Contract Placement screen to open this area, which will allow you to create multiple followup Activities for the candidate and the job contact at the time of the placement. (See WisdomBase)
Integrated Email Client
- Copy Mail: When viewing an email received through PCRMail, a button labeled 'Copy Mail' is now available that allows you to copy an email to a folder. (See WisdomBase)
New Features Effective 4/14/07 (v.
7.2)top ↑
General/User Features
- Form Letter Enhancements:
- When creating and choosing form letters, you will now find folders for organizing your letters. By clicking the 'Manage Folders' link, you can create new folders, change the order and hierarchy in which they appear. Please note that the "COPY" function will copy the folder structure, but not the letters within those folders. You can only create a duplicate form letter by copying the contents of the letter into a blank form. If a folder is 'Removed', the letters contained in it will return to appearing in the main directory only.
- When creating/editing a Form Letter, a new option has been added to the bottom of the screen for selecting a subfolder to place the letter into. Clicking the 'X' icon clears the folder name, so that the letter is stored in the main directory after it has been saved.
- The toggle for selecting your own User letters or Other Users letters has been moved to the top of the letter selection screen.
- Interview and Position Form Letters have been updated for ease of use. If you have created a Position/Req letter or Interview letter, it will only appear in the letter selection menu in applicable situations. Use the 'Attach Position/Req Info' option when sending a form letter to gain access to your Position/Req letters.
- Locked 'Default Company' Field: The 'Default Company' field on ORG/Company/Dept records now has an added value for classifying the record as "VENDOR'. This has been added to allow for greater compatibility with Quickbooks software and general utility. In addition, the 'Default Company' option can only be set by users with the 'Ignore All Security' designation. Non-Admins will only be able to set 'Available', 'Vendor' and 'Client' for this field.
- ADDR Title Field Lock: If your User Preferences have been set to only allow choices of Titles for Name records from the Titles Table under System, the ADDR screen will now provide a dropdown selection of the available titles, rather than entering the data based on the resume content.
- Hide Status Items for Jobs / Names: When customizing your screen layout for job or name records, you'll now find a [Status Dropdown] link at the top of the screen. This area allows you to hide unused Status items in the dropdown, simplifying your options when entering and updating records. You cannot add to the Status list, but you can hide items which aren't relevant to your process.
Reporting Features
- Active Candidate Pipeline: This report can be generated for Companies or Positions placed on a Rollup, or for an individual Company or Position. Filtering options also include by Position Status and Position User Name. You may also exclude candidates where the current Interview Type equals Presentation. User may print in HTML format or export to .csv. This report is found under the main 'Reports' menu.
Profile Features
- 'Allow Update' Enhanced: In a previous release we added the 'Allow Update' checkbox to the profile setup screen. When unchecked, the questions and answers in a person's profile remain static regardless of any changes made to that profile under the System area. When checked, PCRecruiter compares the profile in the Name's attachments to the current definition of that profile under System, and makes any updates needed. This process checks to see if the "Profile Name" of the profile being edited matches that of a profile defined under the System, and then compares the questions in the profiles. Any new questions that have been added will appear, any removed ones will be deleted, and any answer options that have been changed will be changed.
Because this process was based on matching up questions, you would be unable to re-word a question, as PCRecruiter would treat it as the question having been removed and replaced by a new question (thereby losing the person's answers to it). In addition, you could not have more than one question worded identically, as the system would not be able to distinguish them from each other.
The newly enhanced version applies a unique hidden reference ID to each question, so that you may now have multiple identical questions without adverse effects, and may re-word or move questions around within the profile without losing any information.
- 'Password' Answer Type: A new 'password' answer type has been added. When the user types into this field, each character will appear as ••• to hide the text.
Web Extensions Features
- One-Click Apply: You may now specify a single profile to collect all data during an online inquiry by a candidate/applicant. When the visitor clicks 'Apply' on the position in the web extensions, they will be taken directly to the profile screen. When the profile is saved, they will be taken directly to the EEO collection screen or 'thank you' confirmation screen. Any automation plans, additional 'per-job' profiles or other steps in your online process will be included as usual. This new option provides several advantages - most notably a simpler, faster process for applicants, and the ability to keep incomplete records from ever getting stored in the database.
To use this new process:
- Create a Profile which collects all of your required information.
- Use the "Link to Field" option on the profile questions to connect the Single Line answers to their respective Candidate 'Name' record fields where appropriate.
- If you plan to have visitors create a password (allowing them to update their information and apply for future positions), you must Link it to the 'Candidate.Indentification' field. We also recommend using the 'Password' answer type to hide the text.
- At the minimum, your Profile should include an email address, Linked to the 'Candidate.Email_Address' field. The email address is used as the login and unique identifier for applicants to help prevent duplicates.
- If you want to collect a resume, be sure to include a question with the 'Resume Upload' answer type.
- On the SYSTEM >> Console >> Edit Database Names and Locations screen, select 'Profiles' on the left side. Choose your new Profile for the 'Candidate Registration Profile' box, and select 'One-Click Apply' from the 'Append To Registration' dropdown. Save the settings.
- Updated Candidate Registration Form Config: The "Candidate Registration Form" customize screen has been replaced by the newer customization form, formerly accessible only by using the "Customize" link in the upper right corner of the older, deprecated screen. If you need to alter your registration form and have not used the newer setup screen yet, you will need to customize your form from scratch the first time you use the newer screen.
- Updated Position Entry Form Config:The "Position Entry Form" customize screen has been replaced by the newer customization form, formerly accessible only by using the "Advanced Setup " link in the upper right corner of the older, deprecated screen. If you need to alter your position entry form and have not used the newer setup screen yet, you will need to customize your form from scratch the first time you use the newer screen.
Integrated Email Client
- Automatically Change Reply Text Color Preference: The PCRecruiter Email Client includes an option to change the text color of 'reply' emails to help differentiate the outgoing reply from the original email text. In prior releases, this function has been enabled by default. You may now disable this feature with a preference. To do so, click 'My Email' at the top of your mail folder list, and then choose Settings >> Preferences >> Email Preferences. You will find 'Automatically Change Reply Text Color' at the bottom of the list.
- New Item Separator Bar: The PCRecruiter Email Client now includes a 'separator bar' to set apart any email that has been received since your last viewing of the email inbox. To enable/disable this feature, click 'My Email' at the top of your mail folder list, and then choose Settings >> Preferences >> Email Preferences. You will find 'New Item Separator Bar' near the bottom of the list.
ActiveX Controls v. 7.30
- A new control pack is now available for users running PCRecruiter via Internet Explorer on Microsoft Windows Vista. When viewing Word / RTF resumes, the system will now 'shell' the entire Word editor screen into the page. Error handling for corrupt or unreadable resumes is also included.
Resume Inhaler v. 2.2.72
- The Resume Inhaler product has been enhanced to recognize resumes from MedZilla. General resume contact data capturing has been improved for other resume sources.
- When set to link the new Name to a job record, the Inhaler now uses the 'LINKNAME' Status for the interview record so that the Name will appear in the 'INBOX' on the Pipeline screen.
New Features Effective 1/29/07 (v.
7.1.10)top ↑
General/User Features
- CAREERBUILDER SEARCH: We have partnered with CareerBuilder to allow search and download of CareerBuilder resumes directly from PCRecruiter. To enable the Careerbuilder Search feature, click SYSTEM in the main menu, and select 'Install New Feature'. Enter feature code "cb-search" and click 'OK'. You will then find a 'CB Search' button on your Name search screen. Use the "Admin" link to enter your CareerBuilder account information. Once your username has been configured with the account details, you may use the 'CB Search' button to locate resumes and download them directly into PCRecruiter from CareerBuilder.
- READ/UNREAD FOR ROLLUPS: You may now include a "Date Read" column on your Rollup Lists (see Utilities > Customize Layout on Rollups) that will show the date and time at which the record was last clicked or had its status altered on that list. If the record currently has no Status on the list, you will see the 'clear status' box change to green when the record has been clicked on.
- MyPCR UPDATES:
- Hyperlinks to Rollup Lists can now be added into your MyPCR with the 'Customize' link. When adding a Rollup List to the screen, you may select whether or not to show a count of records on that list - 'Disabled' shows no count, 'All' shows a count of all records, and 'Unread' shows a count of only Unread records (see above). The Rollup will automatically sort by Date Read in descending order (least recently read at the top) when viewed using these links.
- The number of columns used when displaying the list of folders and links in your MyPCR screen now changes dynamically based on the width of the browser window.
- WISDOMBASE: Main Sequence Technologies, Inc. has been working on all-new searchable documentation, which is now available at http://office.pcrecruiter.com/pcrbin/WisdomBase.exe. This resource is now live, but will remain under constant development. Please use the 'Comments' link in the lower right corner of any article to report errors or suggested improvements.
- DEFAULT INTERVIEWER: When creating a new Interview record, the contact specified for the job is now set as the default for the Interviewer field.
- INTERVIEW STATUS MOVED: The Interview screen has been re-organized to place the Interview Status after the Interview Type.
- PRE/POST PLACEMENT ACTIVITIES: When adding a Permanent Placement, you may now add pre and post start date Activities to the Schedule.
- COPY/EMAIL NAME ACTIVITY: When entering a New Activity for a Name record, you now have the option to copy that Activity to one or more names in the database, or email the Activity Text to any name in the database when it is saved. To enable this feature, click the small "Defaults" link inside of the New Activity popup screen and enable the "Show Shared Activity" option. You will now have a box where you can select names from the database to copy or email the Activity to. Email recipients will get an email from your email address bearing the subject line of "Activity Recorded", with the text of the Activity in the body of the mail.
- POSITION KEYWORD LIMIT BY STATUS: The Keyword search function for Positions (searching Job Descriptions) now includes a 'Limit by Status'.
Administration Features
- JOB/CANDIDATE TITLE ROUTING: You may now create 'Rules' to automatically place freshly entered Jobs and Names on one or more selected Rollup Lists based on the data saved in the Title field. You'll find the 'Job/Candidate Routing Rules' feature under SYSTEM. When you choose to 'Add New Rule', you can select whether the rule will apply to Names or Positions. You'll then select one or more Titles from your Titles Table (also defined under SYSTEM), and one or more Rollup Lists to associate with that Title. Each time a new Name/Job is entered with that Title, the record will be automatically placed on the specified list(s). The "Apply Now" link will allow you to run the selected rule against all Names or Positions on any Rollup list selected. The rules cannot remove a record from a Rollup if the Title is changed. A rule will only be run against a pre-existing record if Title field itself is modified - simply re-saving a record will not apply the rule to it.
Reporting Features
- APPLICANT/ACTIVITY REPORT: A new "View Applicant/Activity Report" item is available under "ACTIVITIES" in the main menu. This report is not printed or exported, but is a clickable worksheet of Applicant Counts, broken down by Interview Type and Status.
Integrated Email Features
- PRINT EMAIL INCLUDES HEADER INFO : When using the "PRINT" button on an Email, the subject line, sender, and other header details are now included on the printout.
Web Extensions Features
- RSS FEEDS: All search results screens now include an orange "RSS" button. RSS (Really Simple Syndication) is a common format for syndicating regularly updated content on the web. Many major web-browsers such as Mozilla Firefox and Internet Explorer 7 are RSS-aware, and will allow visitors to your job board to 'subscribe' to the search results (similar to familiar 'agent' features, but without the hassle and spam-blocking issues of email driven 'search agent' type systems). Users of legacy web browsers (such as IE 6) will need to have a third-party RSS reader software installed to make use of the feature. If you wish to disable this feature, go to System >> Console >> Customize Web Extensions >> Cascading Style Sheets. Include the following somewhere in your stylesheet box:
#rssimg, .RSSTEXT {display: none}
- SHARED APPLY FOR CAREERBUILDER: When a position has been pushed to CareerBuilder.com using the 'External Posting' feature in PCRecruiter, the CareerBuilder.com 'Apply' function will now automatically route applicants into your PCRecruiter web extensions instead of collecting and storing their information in CareerBuilder only.
Profile Features
- ELECTRONIC SIGNATURE PANEL : The "Answer Type" options for Profile forms now includes an 'Electronic Signature' option. This will add a large box into the screen where the user may write their signature using the mouse or other pointing device. This feature requires JavaScript to be enabled for signing or viewing the signature. The legal definition of a 'signature' for electronic forms varies greatly by locality - check with legal council to determine whether this feature would be of value on your particular form.
- KNOCKOUT/SUCCESS AUTOMATION: When creating a profile, you may associate it with an Automation Plan as the 'knockout' or 'success' plan. These automations will be performed when the person completing the profile selects a 'knockout' or 'success' answer for any question in the profile. For example, you may create an Automation Plan that writes an "Out of Process" interview record, and then run that plan if the user answers "NO" to 'Are you 18?' or 'Are you a US Citizen?' questions in the profile. The plan will be run if any of the knockout/success answers are selected... it is not a cumulative effect. Generally this feature is used to send a form letter or write an activity etc. for candidates who do not meet one of the basic qualifications required for hiring. PLEASE NOTE:These examples are for illustration only. Consult with your legal authority to ensure lawful compliance in use of selection procedures.
Contractor/Temp Module Features
- SEPARATE CONTRACT END DATE: The End Date for a contract placement has been moved to its own field so that the End Date can be tracked separately from the Arranged Date for improved reporting.
- PRINT/EMAIL WITHOUT PROFIT AND PAYRATE: When printing or emailing a Timesheet, you may now select from the dropdown to print the Timesheet without including Profit and Pay Rate information.
- STANDARDIZED EXPORT FOR CONTRACTOR HOURS REPORT: When running a Contractor Hours Report, you may now export the results in XML or CSV format for integration with third-party systems.
New Features Effective 7/14/06 (v.
7.1.6)top ↑
General/User Features
- UPDATED PORTRAIT-MODE INTERFACE: Users working in 'Portrait Mode' (menu at the left side) will now have an Outlook-style tree menu for easier navigation. To use Portrait Mode, click the 'Portrait Mode' button located below the Database selection dropdown on your PCRecruiter log-in screen. If you do not see the Portrait option, click 'Landscape Mode' first, and then 'Portrait Mode'
- ROLLUP SELECTION ENHANCEMENTS : The screen for selecting Rollup Lists to view has been updated with a new interface which loads Rollup lists more quickly in databases with high Rollup list counts. The new screen also allows the user to jump to Rollups by first alphabetical character, by username, or by most recent 20 lists viewed with improved navigation. A 'Please Wait' indicator has been added for feedback during longer load times. Although you can no longer hold Shift or CTRL to select multiple Rollup lists when adding a record to a list, you can now simply double-click on a Rollup to add a record to the list.
- PIPELINE TERMINOLOGY :The term "INTERVIEWS" has been replaced by the term "PIPELINE" to reflect current industry terminology wherever Interview Records are grouped by Applicant - most notably, the toolbar on the Position/Req screen.
- In addition, the first section of the Pipeline/Applicant Tracking Screen has been renamed from "New" to "Inbox" and moved up to the top of the left-side menu. The 'Inbox' area is a quick jump to applicants with only a single Interview record - i.e. those who have not progressed past their initial or 'Presentation' Interview step. The "NEW" icon will be removed from the applicant when they leave the inbox, or after 2 weeks.
- OFCCP COMPLIANCE FEATURES: To assist customers required to store applicant records for OFCCP compliance, PCRecruiter now offers an "OFCCP Search" feature which stores searches and prevents results from being removed during the requisite period. Additional OFCCP Reporting features will follow soon. This feature requires an SQL database indexed for Keyword v2. See this document for complete details.
- EXTERNAL POSTING ENHANCEMENTS:
- EXTERNAL POSTING BUTTON - This button has been moved to the main toolbar on the job record for quicker access. The KEYWORDS has been relocated under the MORE menu.
- NEW POSTING WIZARD - The EXTERNAL POSTING button now launches a new window with a simplified posting interface. Instructions for using this new interface can be found within the Wizard itself.
- AUTO-ADD LINKS - The 'Add Links' screen (located directly below the job description entry box) includes a new 'Add Direct Link to All New Requisitions' option. Checking this box will allow the system to automatically insert the apply link into the bottom of the job description as new jobs are added to the database.
- INSERT DIRECT LINKS - An 'Insert Fields' button has been placed in the HTML editor for job descriptions. This button includes 'Direct link to Position' and 'Link to application form'. This performs the same function as the 'Add Links' option, but allows the user to insert these links anywhere in the job description. The inserted tags will be converted to the actual working links when the job is saved.
- SOURCE TRACKING - If you use a direct link to a job or application generated by the 'Add Links' area, the system will attempt to store the referring website it was click from.
- If the link has been inserted into a job description and then posted to CareerBuilder or Monster, a "Referrer" custom field will be generated in the name with the name of the site.
- You may specify your own sources as well - use the 'Pasteable Links' option and replace the [[SRC]] at the end of the link with the source name of your choice. (i.e. &src=BobsWebsite.com ... the 'Referrer' custom field in the Name will display 'BobsWebsite.com)
- If the site isn't one of the options provided by the 'External Posting' feature, and you have not manually altered the [[SRC]] parameter, the system will attempt to store the domain name of the site where the link was clicked.
- NAME LIST ENHANCEMENTS:
When clicking the "Names" button to view a list of the name records within a company/org record, there are three new options provided...
- INTERVIEW & RESUME ICONS - The same Interview Link and Resume icons that exist in the Search Results list are shown.
- ACTIVITIES COLUMN - A New/View link is included to write or review Activity records for the name record shown.
- TITLES GROUPING - A "Titles" dropdown is included which allows you to view only names bearing the selected Title.
- INCLUDE ROLLUPS AND ASSOCIATIONS IN LAYOUT: When customizing your record layout using the Customize, new options for *View Associations and *View Rollups are available.
- EXTRA "SEND" BUTTON: An additional "Send" button has been added next to the "Subject" line in outgoing email screens to reduce scrolling.
- BULK PRINT POSITION FORM LETTERS: If you have created a Position form letter, you can now bulk-print it for a Rollup list of names. In the previous version of PCRecruiter, the system supported bulk emailing of Position letters, but not printing.
- RESUME HEADER/FOOTER SETUP: The resume header/footer entry area has been altered so that the header and footer entry areas are no longer displayed simultaneously. This helps prevent MS Word lockups in some situations. The dropdown at the top of the header/footer entry screen now displays the two header types and two footer types as four separate options.
- IE7 COMPATIBILITY: Our programming team has made code adjustments to ensure compatibility with the upcoming Internet Explorer Version 7. We intend to be reliably compatible with Firefox, Safari and other browsers as well, although we have no fixed ETA at this time.
Administration Features
- AUTOMATION PLANS BY INTERVIEW STATUS: You may now tie an Automation Plan to each Interview Stage as part of the SYSTEM >> Interview Status Codes setup. By creating an Automation Plan, you may automatically send emails, add activities or details, place on Rollups, etc. when an Interview of the corresponding type is created for an applicant.
- NUMBERED SYSTEM OPTIONS: The options under the SYSTEM area of PCRecruiter have been numbered for easier navigation.
- BULK COPY KEYWORD: The SYSTEM >> Global Changes area now includes a "Bulk Add Keyword" option, which allows the mass-adding or removal of matching data from any predefined or custom field into/from the Keywords area of Name, Company or Job records.
- GMT TIMEZONE OFFSET: The SYSTEM >> Console >> Data Location screen now includes a time offset for places without daylight savings time (i.e. "G9" = +9 hours from GMT, where "9" = +9 hours from EST).
- USER SECURITY REPORTS: The SYSTEM >> Users & Groups >> Report button will display a table showing the User security settings of all current database Usernames for comparison.
- MODEL USER: A new "Model User" yes/no option has been added to the New User creation screen. When adding new users, the 'Copy Settings from Username' dropdown will only include the model users, instead of all users.
- SELECT ALL FOR ADVANCED USER SETUP: When copying settings from one user to another using SYSTEM >> Users & Groups >> Advanced, there is now an "All Users" checkbox to select every User for alteration.
- ATTACHMENTS SECURITY: New security options have been added to the User records which can prevent users from deleting Attachments on Names, Orgs/Companies or Jobs.
- BULKMAIL LIMITS / REDUNDANCY: Self-hosted clients can create a bulkmail.ini file to place on the PCRecruiter server, which allows the limiting of the amount of mails per bulk-send as well as routing of bulk mails to an alternate server or rollover server.
- NTLM/KERBEROS AUTHENTICATION: Self-hosted customers may now tie their Windows authentication login to PCRecruiter. After this has been set up, any user attempting to log into PCRecruiter with a valid domain username and password will automatically have a PCRecruiter User Record generated for them within the database using that name and password. Each time the user logs in, their password will be revalidated on the domain. Please contact Main Sequence Technologies, Inc. for details on activating this feature.
- PEOPLEANSWERS & EPREDIX INTEGRATION: PCRecruiter now offers the add-on ability to integrate data with Peopleanswers and Previsor candidate assessment companies, as part of the Pipleline process. Contact your Main Sequence Technologies, Inc. representative for information.
Reporting Features
- LOGO AND EXPORT OPTIONS: In the upper right corner of the main 'REPORTS' screen there is now a 'Customize' link. This link allows the specifying of a company logo image to be placed at the top of all reports. You may also specify whether exported data is saved as Comma Separated or Tab Delimited values.
Integrated Email Features
- GLOBAL DO NOT SEND LIST: You may now define a list of addresses or domains that PCRecruiter will skip over when sending any emails. This may help with security and with anti-spam compliance. To add addresses to the 'Do Not Send' list, go to SYSTEM >> Email Setup. You may add email addresses into the list by typing them into the 'Email Address' box and clicking 'Save'. You may specify an expiration date after which the email is free to receive messages again, and you may also specify whether the address is only blocked from Bulk Email. Although the 'Do Not Send' list will apply to all databases in your login dropdown, you must select a database to 'piggyback' the list into before proceeding, which is the database where the list itself will be held.
Web Extensions Features
- EXPERIENCE FIELDS SPLIT:The Min and Max Experience fields can now be enabled or disabled separately using the SYSTEM >> Console >> Customize Web Extensions >> Candidate Screen Options >> Job Detail Fields area. This will allow a bottom or top amount of years experience to be displayed by itself, instead of as a range, as in previous releases.
- MULTIPLE JOB CONTACTS: If the Employer/Manager Web Extensions have been set for segregating positions by "Contact List" instead of "Company" (see SYSTEM >> Console >> Customize Web Extensions >> Employer Screen Options >> Employer Main Menu), PCRecruiter now recognizes multiple contacts for the position, where it used to only associate with the primary contact. To add a secondary contact to a job record, go to that position inside of the database PCRecruiter, then select MORE >> Associations. Add a "Contact" <-> "Contact" association to a name record. This allows for two separate security groups to converge together on the web extensions under one position to dictate who is allowed to view the record.
- CANDIDATE DATA CONTROL (e-commerce): If you are using the e-commerce setup to charge clients for viewing candidate information, you now have control over what information about the candidate is viewed post-purchase. The SYSTEM >> Console >> Customize Web Extensions >> Employer Screen Options >> Candidate Detail Fields area now includes new options for "Pre-Purchase" and "Always" for most fields. If set to "No", the data for that field will never appear - if set to "Pre-Purchase", the data will only be visible before the client has paid - if set to "Always", the data will be available both before and after purchase.
Profile Features
- NEW ANSWER TYPES: The "Answer Type" options for Profile forms has been expanded to include:
- RESUME UPLOAD - stores and indexes the uploaded .doc, .txt or .rtf file in the Name's "Resume" area.
- DATE EDIT ASC / DESC - creates a month / day / year date selection tool which stores as xx/xx/xxx format. The 'ASC'ending option includes years into the future, and the 'DESC'ending option includes years in the past.
- US PHONE EDIT - creates a 3-box phone input which stores in (xxx) xxx-xxxx Ext. xxx format. The 'w/Ext' option will display a separate "Ext." option for business phone extensions. If you are using the 'Link to Field' option to tie into a phone field in the database, the phone input format will become a standard text box once there is data in the field.
- PROCESSING INDICATOR: A 'Please Wait' screen has been added to give feedback while the system is saving a completed profile.
Resume Inhaler Features
- PDF IMPORT: Resume Inhaler Version 2.2.55, in conjunction with the new web version update, can recognize and attempt to import text-based PDF files. The Resume Inhaler will convert the contents of the document to a simplified RTF format, which will be stored for keyword searching in the standard "Resume" area of the Name record. The original PDF will be stored in the "Attachments" area of the Name for future use. The conversion process from PDF to searchable text will cause much of the document's formatting to be lost; if you wish to use the stored RTF version for emailing, blinding, etc. you may want to open the attached PDF file and select the contents using the 'i-beam' text tool from the Acrobat toolbar. You can then paste the copied text into the Resume area of the record. This copy/paste function will render a text file that more closely resembles the original PDF.
Wireless/Handheld PDA Features
- SCHEDULER: The wireless PDA format version of PCRecruiter now includes access to the Schedule area of the database.
Contractor/Temp Module Features
- QUICKBOOKS EXPORT UPDATE: The Quickbooks Timesheet Export now displays requisitions listed beneath each company, for compatibility with Quickbooks 2004, 2005, 2006 which have the ability to store position records.
New Features Effective 4/3/06 (v.
7.0)top ↑
User Features
- HTML CLEANER: This item was added to help alleviate problems that occur when a Word document is copied into the HTML editor for job descriptions and form letters. When text is copied from Word to most HTML editors, Word generates its own non-standard HTML code that cannot be removed or edited out of the document easily. This makes altering the document in PCRecruiter difficult, and can affect the appearance of the letter or description when it is emailed, posted on the web, or uploaded to third-party job boards. When the new HTML Cleaner is run, any MS Word specific HTML tags and code in the HTML will be removed.
To use this option:
- To run the HTML cleanup, click on the Background Properties button (just below the spell check icon) and choose Format >> HTML Cleaner.
- In the popup that appears, click 'Yes' to remove any Font specifications (sizes, typefaces, colors) in the document. Click 'No' to clean out Word-specific code but leave most fonts in tact.
- If you plan to copy items from Word regularly, you may want to check off the 'Autoclean' option. If this item is checked, you will automatically be prompted to clean the document whenever you click the "Paste" icon in the editing toolbar. The autoclean option has no effect on pasting with the standard CTRL-V keyboard shortcut.
- AUTOMATION PLANS FOR ROLLUPS: You may now trigger automatic actions when a record's Status is changed on a Rollup List. This item was partially functional in previous releases, but is now complete.
- Click "Utilities" in any Rollup list and select "Rollup Stage Setup
- Select "Manage Automation Plans" and click "Add" to create a blank plan.
- Give the plan an identifying name - this will only be seen internally.
- Check off the "Enable" boxes for the events you want to trigger:
- Send Email - use this item to send a plain text email to the email address specified in the 'To' field.
- Copy to Rollup(s) - copies the record to up to three other Rollup Lists
- Send Form Letter - send the selected Form Letter (useful for Name rollups only)
- Schedule Item - place an item on the schedule for the Name/Company/Job
- Activity - write an Activity item to the record
- Write Detail - write the chosen value into the selected Custom Field
- Change Status - alter the Status field on the Name or Position record (See http://www.pcrecruiter.net/support_faq.htm#statuscodes for details on allowed values to be used in this box.
- Append to Keywords - adds the text from the box to the record's Keywords area
- Append to Notes - adds the text from the box to the record's Notes area
- Send Profile Link - emails a simple link for a profile (useful for Name rollups only)
- Save your Automation Plan
- Return to the "Rollup Stage Setup" area and click "Default Stage Setup
- In your Default Setup, you may select your "Automation Plan" to be associated with any Stage, so that the actions defined by the plan are triggered when a record is set to that Stage.
- REMOVE RECORD FROM MULTIPLE ROLLUPS: You may now remove a record from multiple Rollup Lists at once. To do so, hover over the "Rollup" button within any Name, Org/Company or Req/Position record and select "On Rollups" to view a list of what lists the current record is included in. Check off the desired lists and then use the button at the top of the list to take the record off of the selected Rollups. A similar feature has been added for removing multiple Activities from a record at once.
- DECRYPTED LOGIN USERNAME: The PCRecruiter login screen now shows the user name in plain text so that users can tell whether their username is entered properly when they are logging in. The password field remains encrypted and will appear as ********* on the screen.
Administration Features
- DISABLE/CUSTOMIZE BUTTONS: You may now disable or rename most buttons in PCRecruiter on a per-user basis. In the SYSTEM >> Create/Edit Users and Groups area, under each User's record, you'll find a "Button Customization" sub-menu on the left. This menu is organized by the programmatic names used for various areas of PCRecruiter - we hope to have a key in the future for displaying more information about the button and where it might appear. Once you have selected a button, you may alter the text or simply disable it. You only need to click 'Save' before leaving the User's record, and do not need to click after each section is altered within the 'tree' at the left. You may use the "Templates" option to apply Also, be aware that this is an account-wide user option, meaning that customizations applied to user "ABC" will affect their buttons in all databases available from the PCRecruiter login screen.
- STRONG PASSWORDS: You may now require 'Strong Passwords' for your users. To enable this option, open System >> Console >> Edit Database Names and Locations >> Security Settings. You'll need to change the drop down for "Require Strong Passwords" and save the change. Once enabled, passwords for PCRecruiter must:.
- Be six characters or longer
- Include at least one number
- Include at least one letter
- Include at least one symbol
- Cannot repeat the same character three times in a row
- Cannot have consecutive characters, for example: 123, abc
- Cannot contain the username
- Cannot contain a space
- TAB ORDER: When configuring customized screen layouts for Name, Org/Company or Req/Position records, you may now set the 'tab order' of the fields (i.e. which sequence of fields the data entry cursor follows when using tab and shift-tab to navigate). This option appears under the "Security Template" link in the screen customization area of the record (upper left corner when logged in with required security level).
- ENCRTYPT PROFILE FIELD: When creating questions for Profiles, there is now an option to "Encrypt" the field. Checking the Encryption option for a question will cause PCRecruiter to store the answer data in an encoded format. The stored data can only be decoded using the decryption tool and your organization's unique decryption key provided by Main Sequence Technologies, Inc. Using this tool, you or your authorized agent(s) may convert encrypted data that has been exported from your database, via a custom report or SQL query,back into the original format. It is recommended that encryption is only enabled when storing data that you need to retain for auditing or data integration purposes, but do not want to have visible to any PCRecruiter users (including administrators). If this data needs to be searched, reported or viewed on a daily basis, we recommend that you leave the box un-checked.
Reporting Features
- APPLICANT TRACKING REPORT ENHANCED: We have added the ability to print Applicant Tracking Reports for all
positions/requisitions. Previously it was only possible to print this
report for positions with Interview Records. In order to make this possible,
two new items have been added to the Applicant Tracking Report screen
- "Filter By Job Status", which is defaulted to "A,I " (available
and internal status), and "Include Only Positions With Interviews",
which is checked by default. If you wish to report on jobs other
than available and internal jobs with interviews attached, you will need
to change these fields before proceeding.
New Features Effective 1/18/06 (v.
6.5.12)top ↑
In
addition to the updates noted below, we are pleased to announce our newly
updated Service Online System, which
will help Main Sequence Technologies, Inc. and its customers to track
and resolve service issues, feature and installation requests
and general questions. You may log into the S.O.S. via http://help.pcrecruiter.com or http://www.pcrecruiter.net/sos.
If you are unsure of your company's login password, use the 'Contact
Us' link in the login screen.
User Features
- FORM LETTER ENHANCEMENTS: You may now create Form
Letters with Position and Interview fields included. This can be useful
for sending the details of a job opening to a group of potential candidates
or a group of managers, or for sending a rejection letter or update
email to a group of applicants for a particular position. You may,
at this time, only select data from a single position to insert into
a form letter.
- When you click the "Letters" button in the Main Menu, you will
now see a 'folder tree', with your own letters in the upper section,
and other users' letters in the lower section. These folders are
divided into letters for Orgs/Companies, Names, Jobs and Interviews.
By default all existing form letters will be under the "Names"
area.
- When creating a new Form Letter, you will be able to select which
type of letter it will be. The type selection will alter what fields
are available under the "Insert Fields" button on the HTML editor.
For example, if you want to use fields from a position record within
the form letter, you would want to select Requisition/Position type.
You may also select the type from the 'tree' at the left before opening
the Add Letter area.
- When you select the "F" icon next to an email address field within
a name or company to send an individual form letter, you will now
be able to use the "Attach Position/Req Info" button to select a
job record from which to pull data into a Position Form Letter.
- When
you select "Email" on a Position Form Letter, or select "Letter"
in a search result or Rollup list screen, you will now be able
to use the "Attach
Pos/Req Info" button to select a job record from which
to pull data into a Position Form Letter.
- When you select the "Letter" from an Applicant List or Interview
List area under a position, you will be able to email an Interview
Form Letter to the checked group of applicants. The Interview Letters
will only be usable from this area of the program.
- The "Mailing Labels" and "Envelopes" options have been moved to
the upper section of PCRecruiter when "Letters" is clicked.
- When clicking on the "Rollup" button to add a record to
a Rollup List, there is now an option to view the 20 most recently
selected Rollups.
- When preparing to send a Bulk Email from a Rollup List or Search
Result screen, there is a new [Defaults] option at the top of the letter
selection screen. This will allow you to specify a default language
encoding method, as well as default "Resend" checking. "Resend" checking prevents the
same recipient from getting the same Form Letter twice in a period up
to 1 year by checking against the Activity log for the Name or Company.
For this feature to be available, the users must have the "Automatically
Write Activities When Bulk Emailing Letters".
- Notes area now includes an "Edit Existing Notes" option to prevent
users from accidentally updating old Notes when adding new ones to a
record.
- When using the "CareerBuilder" External Posting option, a new "'CBuilder_Hide_Company"
field is available (click 'Update Fields' at the top of the screen if
you don't see it). If the value is set to 'Yes' when a job is posted
to CareerBuilder, the Company Name field will be left blank and the job
will not be associated with any companies. If your
company has set up BrandBuilder on CareerBuilder's site, the job
will be associated with your brand. If you have
more than one BrandBuilder defined, the job will not be associated with
any companies.
- The Outlook import utility on the Rollup List screen now
allows users to import contact information contained in custom fields
defined in Outlook. Any data stored in a custom field in Outlook will
be placed in a PCRecruiter custom field matching the field name, with
the exception of the custom field 'Call History', which is instead prepended
to the Notes field of the contact (freeform_text) preceded by the string
'Call History:', followed by a new line with the call history from Outlook.
- "Copy Feedback to Activities", "Copy Guarantee to Activities" and "Copy
Notes to Activities" are now available options when clicking "Customize"
on an Interview record screen.
Administration Features
- When using the "Utilities" button on the Rollup List area to Delete
records from the database, the records will now be sent to the Recycle
Bin in the MyPCR screen, instead of being immediately deleted.
- "Customize Layout" option under "Utilities" in a Rollup
List now allows the customization of other users' layouts via the "User"
dropdown at the top of the screen.
- User Record and Data Location configuration screens have been segmented
into a 'tree menu' for easier navigation.
Reporting Features
- Enhanced "Export" options on several reports.
- New "All Available/Open Positions" Report under Reports >> Hiring
Metrics.
- New Contractor/Temp reports for Contract Module users.
- We have added the ability to print Applicant Tracking Reports for all
positions/requisitions. Previously it was only possible to print this
report for positions with Interview Records. In order to make this possible,
two new items have been added to the Applicant Tracking Report screen
- "Filter By Job Status", which is defaulted to "A,I " (available
and internal status), and "Include Only Positions With Interviews",
which is checked by default. If you wish to report on jobs other
than available and internal jobs with interviews attached, you will need
to change these fields before proceeding.
Web Extensions Features
- "Login" and "Logout" options now appear in the upper right corner
of the web extensions to open and close the session.
- New advanced "Customize" option in the upper right corner of SYSTEM
>> Console >> Customize Web Extensions >> Candidate Screen Options >>
Candidate Registration Form. This setup option allows much greater control
over the fields and options required during candidate registration. This
utility will replace the existing setup screen in a future update. A
similar utility also exists in the SYSTEM
>> Console >> Customize Web Extensions >> Employer
Screen Options >> Position Detail Fields screen.
- New "Progress" marker appears at right side of screen during EEO Collection
and Assessment forms.
- HTML Editor for position job description entry for employers/hiring
managers. Please note that this may require you to widen the area provided
for the web extensions in your site.
New Features Effective 8/25/05 (v.
6.0.0) top ↑
A
completely new viewing option for PCRecruiter which eliminates 'frames' and allows
you to view entire records on your screen with a single scrollbar has
been created. To use this new view, simply click the "FRAMELESS
MODE" option on the PCRecruiter Login Screen, or change the 'default.asp'
or 'portrait.asp' in your login link or bookmark to 'pcrnf.asp' instead.
This view is designed to work with the "Gradient" option in
PCRecruiter's "Change My Look" menu, and will change your 'look'
for you the first time you use it.
The
Applicant Tracking screen has been replaced with a completely
new tool to help manage interview records and applicants/candidates
more quickly and effectively. In conjunction with this change, a
new "My Active Positions/Requisitions" option
has been added to the MyPCR welcome screen, linking to the Applicant
Tracking screens for all of the current user's active jobs. Click
here for complete details!
User Features
- Additional visual enhancements for improved speed, function, clarity
and aesthetics:
- New method of generating clickable buttons for faster page loads
and multi-lingual flexibility
- New icon images, including "Shell Application", "Internet
Browser" and "Date" custom
fields
- Enhanced and new themes in the "Change My Look" options
- "Activity Search" (Activities in the Main Menu)
now includes an option to exclude selected Activity Types from search
results, and to select 10, 25 or 50 results per page.
- An Activity is now saved when using the dropdown to change
the Status of single or multiple checked records at the upper left corner
of the Rollup screen.
- Customized Rollup Layouts (see "Utilities" on Rollup screen)
can now include Activity Type, Activity Description, Status Code, and
Status Description - these items are all based on the most recent Activity
or Status for the record.
Administration Features
- When importing company/name records using the "Generic File Mapper/Importer"
(see Utilities on the Rollup screen), the system can now automatically
fill in the city/state or zipcode if one or the other is empty in the
source data.
- A new User Preference has been added which asks the user to complete
an Activity Record each time they make a change to a Name, Company or
Position record and click "Save" - look for the "Request notation when
names, organizations and requisitions are updated" checkbox on the User
Record screen.
Reporting Features
- SQL and Position Reports now include options for more than 6 columns
and 'Landscape' printing orientation.
- SQL reports now can have up to
11 rows of data.
- Custom Hiring Metrics reports have been added.
- Applicant Tracking Reports now include an "Export" option to generate
CSV files for Excel.
- Custom Applicant Tracking Reports now include an option for excluding
selected Interview Types.
Web Extensions Features
- "TITLE" and "STATE" fields can now be made required on Candidate
Registration when the field is used in "Dropdown" mode.
- All-new stylesheet options for even more visual control, including
options to alter the 'Required Field' star image and 'Application Completed'
checkered flag. See our Webmasters page
for the latest CSS.
- You may add an "Automation Plan" under Customize Web Extensions >>
Candidate Screen Options, which will allow you to perform a variety of
automatic actions when a candidate Registers or Applies/Inquires, such
as:
- Send An Email
- Place On Up to 3 Rollups
- Send a Form Letter
- Schedule An Item
- Write An Activity
- Write Data to a Custom Field
- Change Status
- Append to Keywords
- Append to Notes
- Email A Profile
- When a visitor uses the "Email A Friend" option, the email now includes
a direct link to the position
- New "Allow Update" checkbox on Profile creation screen
to allow existing candidate profiles to be updated with new answer
options.
- New E-Commerce features - documentation coming soon.
PCRecruiter Courier (New Program!)
- The PCRecruiter Courier module enhances the bridge between MAPI
compatible clients (such as Outlook/Exchange/Lotus Notes) and PCRecruiter
by offering:
- Bi-Directional sync of incoming/outgoing emails from
a MAPI client to PCRMail, or vice versa.
- Bi-Directional sync of moved messages between folders
from a MAPI client to PCRMail, or vice versa.
- Bi-Directional sync
of deleted messages between folders from a MAPI client to PCRMail, or
vice versa.
- Create PCRecruiter Activities for incoming/outgoing emails from
a MAPI client.
- MAPI >> PCRMail email import utility to transfer existing
MAPI Folders/Messages into PCRMail with the click of a button.
- PCRecruiter Courier
Configuration/Monitoring Utility to configure any combination of
synchronization settings on or off, and select which PCRecruiter
database to synchronize with.
- Bi-Directional queuing which keeps track of what needs to be
synchronized, and in which direction, even when offline.
- Advantages of PCRecruiter Courier Include:
- Time saved from copying/pasting incoming/outgoing messages to
the Name Activities.
- Complete tracking of all incoming/outgoing
email messages with contacts in PCRecruiter.
- Ability to view a complete
copy of every original email.
- Ability to view/retrieve all messages
from PCRMail when outside of the office; no need for a VPN or Outlook
web client.
- The ability to manage all messages from your preferred mail
client, while enjoying all the benefits from PCRecruiter also having
a copy of each and every message.
- When on the road, you can use PCRMail
from any computer, while having the peace of mind that new messages
sent or received will be copied to your MAPI client back at the office.
- The
ability to search or instantly pull up all messages sent or received
by a client from within PCRecruiter.
- Incoming email rules and filters
can be applied from a MAPI client to PCRMail, or vice versa.
PCRecruiter Optional Integrated
Email Client Features
- "Position Entry Fields" area for Employer Extensions now
has an "Advanced Setup" for more configurability
- The "Settings" option has been moved to the main "My
Email" level of the mailbox tree to simplify the screen.
- Activities may now be written for Incoming Emails from people in
your database. To enable this option, first set the individuals User's "Write Incoming Email Activities" security setting to "Full Permission".
The user will then find two new options in the "Settings" area
of the Email Client:
- "Write incoming emails to the Activities" - select which items
should be included in the Activity...
- None
- From (email address)
- From (email address), Subject
- From (email address), Subject, Body
- "Exclude incoming emails from Activities (Comma Separated)" - enter
the email addresses of people for whom you do not wish Activity records
to be created
New Features Effective 4/27/05top ↑
User Features
- A 'Float My Toolbars' preference is now included on each User
Record. When enabled, the top toolbar for most screens will anchor
itself to the frame so that you do not have to scroll back up to use
the toolbar. A 'Save' button has also been added to the toolbar where
appropriate.
- When placing a candidate, the system will now prevent users from
leaving required fields (noted with checkmark) blank.
- When viewing a Position list or search result, clicking on the 'link'
icon will show the linked hires and interviews automatically.
- When creating a new Rollup, you may define a default Activity Type
to be used when changing Status markings on that list. You also may
create custom Stages and Results for each Activity Type in your database
by using the 'Rollup Stage Setup' area under Utilities in the Rollup
screen. You may leave the result area blank if you wish.
- New Reports:
- Hiring Metrics, including 'Time to Fill', 'Filled Positions',
'Positions Actively Recruiting' and 'Positions on Hold' for the
selected date range or rollup.
- Custom Reports > Custom SQL Report
- Invoice and Commission reports for Contractor/Temp
- When viewing an Interview
list, click "Show/Hide Columns" to select which fields you want to
see.
- The MyPCR screen now includes an icon to launch the mySoftPhone software,
if installed. You may also now set the system to create activities
when a call comes in via mySoftPhone.
- When creating a new Company activity, you may now copy the activity
to any name, as well as create a new Name record for the current Company.
- Profiles submitted internally using the More > Submit Profile option
no longer carry the HTML Wrapper.
- Direct-post to BrilliantPeople (proprietary Management Recruiters International
job board).
Optional Handheld PDA (Blackberry, Treo) Features
- Search records, review resumes, activities, notes.
- Dial contact phone numbers and email directly from the application.
- Realtime access to optional PCRecruiter Integrated Email Client (no
need to synchronize)
- Word Document, image and RTF attachments are converted to text for
handheld reading.
Administration Features
- A 'Security Templates' option has been added when creating Custom
layouts for Name / Position / Company screens. This allows the administrator
to make selected fields required or read-only and to provide default
values and dropdowns.
- User records and securities can now be copied from one database to
another from the Create/Edit Users and Groups >> Advanced area.
- Enable/Disable job posting processes with checkboxes on System >> Console >> Edit
Database.
Web Extensions Features
- When viewing position records, lines containing no data will not
appear.
- Improved CSS options for better speed, and more control of visual appearance,
including custom button styles. Email notifications now include improved
style code.
- Code improvements for cross-browser support and process reliability.
- 'Submit Names' option for employers has been improved with 'Wizard'
for clearer process.
- More 'user friendly' message when a job search returns no results.
- EEO collection options now may include up to 20 custom fields.
- Profiles may now be given individual HTML wrappers/layouts.
PCRecruiter Optional Integrated
Email Client Features
- Email attachments over 3MB are now handled in the same manner as
smaller attachments. Previously, email larger than 3MB required special
handling.
- Standard attachment types (.doc, .jpg, .zip, .pdf etc) now display
appropriate file icons.
- You may have up to 20 email aliases configured for sending from various
names or email addresses.
PCRecruiter Optional Temp/Contractor Features
- Commission Splits screen has been added.
- Simplified Timesheet screen, including AGP and PIN numbers.
- Email Finished Time Sheets single or routing several time sheet to
a hiring authority.
- Printable Timesheet Report (Single)
- Begin Date, End Date, Facility Name, and Location are now optional
in the Assignment details screen.
- Custom fields can now encrypted for secure data.
- Separate field added for Time Sheet approver.
- Burden Rate has been added to Placement
Screen.
- Gross Invoice, AGP and Commission Reports (with bill/pay and hours).
- PO number is now included on Position record.
- Approver list is now validated to prevent missed fields.
- A popup date has been added for
contractors ending any affiliated with assignment.
- Pass thru has been changed
to expenses
New Features Effective 3/18/05top ↑
- You may now merge duplicate records directly from your field search
results. Check off the items to merge and then use the "Merge" button
at the top of the list.
- Our generic data mapper/importer can now import comma delimited,
tab delimited, or pipe delimited files. It will automatically fill
in missing data when the city/state is present but the zip code is
not, or vice versa. The import can also now import "Annual
Revenue" for Company records.
- Most screens in PCRecruiter are now governed by the hierarchy
security set up for users and groups.
- When Candidates apply for a position on the Web Extensions, an activity
will now be written to the company record.
- When customizing the fields
shown in a Rollup list, the up/down sorting arrows now appear so each
column can be sorted.
- When PCRecruiter is combined with an Altigen phone
system, phone activities can be automatically tracked from within mySoftPhone
to correlating PCRecruiter records.
- The International Phone Format option
is no longer an individual user setting, but is now a database-wide
setting based on the "International Format" setting.
- You may now customize the dropdown options and search results for Name,
Company and Job record screens. The 'Customize' link can be found in
the upper right corner of the screen.
- You may now alter the label which appears on predefined fields in your
custom record layouts. For example, to make the 'Identification' field
appear as 'Password' instead, you would alter the 'Predefined: Identification'
field in your custom layout screen to read 'Database: Password||Identification'
instead.
- You may now customize your Interview lists and screens by clicking
the "Customize" link.
- A new Placement/Hire Link can be found next to names in search results.
- In the PCRecruiter Email client, you
can now forward attachments individually instead of whole
email. Attachments with known file types now include the appropriate
icons.
- Messages dynamically update
when mail is received so you can read messages while they download.
- PCRecruiter can now post directly to America's Job Bank, Career Builder,
Monster, HotJobs. Contact your sales representative for details.
- PCRecruiter has also been optimized for even faster performance with
gzip compression.
New Features Effective 12/06/04top ↑
- You may now disable duplicate checking when copying/moving records
from one database to another via the Rollup Utilities area.
- The Associations area under the 'More' menu has been improved to
allow the association of Names, Organizations and Positions. You may
also create custom association types, specifying the Source Description
(i.e. 'referral') and the Target Description for the associated record
(i.e. 'referred by'). Associations may also include a begin and end
date and comments if applicable. The Associations screen may now be
included in your Custom Layouts as well.
- You may now create up to 10 customized screen layouts for Name, Company
and Position records. These custom layouts can include up to 1000 fields
and up to 10 columns. Click
here for instructions.
- PCRecruiter now uses Cascading Style Sheets (CSS). A CSS file defines
colors, fonts, etc. that make up the screen you see all in a unified
location. With CSS, we can load pages much faster than before and can
provide a variety of color/font/etc. options to improve your PCRecruiter
experience. See the new "Change My Look" option on your MyPCR
screen.
- A new (M)anager Status has been added to the Candidate Status dropdown
to support future Web Extension features that are currently under development.
- Custom Reports may now run SQL Select statements instead of using
a field selection dropdown. Totals and Groups are now functional as
well.
- County and Country fields have been added as options in the standard
and advanced search areas.
- Items on the schedule now include Activity Type/Result fields, which
share the Activity Types and Result options configured in the Rollup
Stage Setup
- Schedule screen now includes "Next / Prev" month arrows
for faster navigation
- Contractor records now include an icon to indicate resumes
- The Resume Feedback email Notification now includes a link to the
completed feedback form
- When User Level Security is activated, the ownership of a record
is now determined based on the user's GROUP membership.
For example: Joe, a member of a GROUP called 'Cold Calls', creates a new name
record. Bob is also a member of 'Cold Calls'. The 'Cold Calls' GROUP is set
up so that peer members can see each other's records. Bob will then have access
to the name record Joe just created, and Joe has access to Bob's new records.
If your GROUP needs include a hierarchy, PCRecruiter can now handle it. For
example, Fred is a member of the 'Sales Manager' GROUP, and the 'Cold Calls'
GROUP is a member of 'Sales Manager'. Fred can see both Joe's and Bob's records,
but Joe and Bob will NOT be able to see Fred's records, because Fred is one
level higher in the group hierarchy.
This new functionality reflects the team-recruiting processes that are becoming
more popular, and also supports the way many corporate organizations operate.
This feature gives you control over teams of users in a way not possible in
the past. Just remember that GROUPS can now be the owner of records as well
as users.
- Inline UUEncoded email attachments are now supported in the PCRecruiter
Internal Email Client. Improvements also include better reception of
Gmail and AOL/Lotus email with attachments.
- In the PCRecruiter Internal Email Client, messages can now be read
as they download and folder counts will be updated as the messages
are downloaded. The 'new mail' sound will only be played when the email
is first downloaded, and will also play if a mail rule places the new
mail somewhere other than the Inbox.
- The Generic/MDB Import Utility found in the Rollup Utilities area
can now automatically split a combined/fullname field in source data
into the proper separated first, middle and last name fields in PCRecruiter.
Just map the full name field from the source data to the "First
Name" field (leaving the "Last Name" field empty), and
it will likely split apart the first name, middle name, and last name
appropriately for these individual fields in PCRecruiter.
- Broadlook Import utility is faster, and includes two "Details" fields
to aid in finding imported candidates:
"bl_import" custom field will contain "True" for Broadlook
name records
"bl_url" custom field will contain the url from which the Broadlook
name record came
- Newly streamlined web extension flow with fewer screens, and customizable
final step in the application process - create a Profile and specify
it as the Application/Inquire Profile in the Data Locations screen.
Password functions for candidates can now be supressed as well.
- If a profile is required by the web extensions but is not completed
by the candidate during registration, the candidate will be forced
to fill out the profile before continuing on to apply for jobs.
- PCRecruiter is now available in Spanish, German, and Japanese language
versions. Date functions have been modified to work with alternate
date formats, such as "2004.10.01" with periods instead of
slashes.
New Features Effective 9/21/04top ↑
- The "Calendar Picker" for selecting dates in various places
within PCRecruiter has been upgraded.
- When a Profile is emailed, the notification of its completion (a save)
will now be sent back to the user who sent the email. If additional
recipients were specified on the profile setup screen (at design time
for the profile) , they will continue to receive the notification email.
- The PCRecruiter Web Extensions can now be integrated into a site using
the new "HTML Wrapper" feature. For additional details on
using this item, visit our Integration Examples area for web designers.
This enhancement great enhances your style options when building your
website.
- The Report menu has been reorganized to reflect newer reports and
to group them more logically.
- The Custom Reports' group/total options have been improved, and you
may also now use SQL select statements in a custom report design.
- A new Rollup Consolidation Report has been added
- Rollup Stages can now be set up by Activity Type
- Activity Types can be assigned to Rollups and Plans
- Cost-Per-Hire Report now pulls from Placement Records
- You may now customize Name, Company, Position Report Screens
- Additional database security measures have been added to prevent certain
types of cross-scripting attacks from succeeding if an attacker were
able to capture your URL's
- Many back-end features in PCRecruiter are being optimized for better
speed, international language support, and even more customization options.
New Features Effective 6/19/04top ↑
- A new "Save As Default" feature is
available on main search screens. If the box is checked when the "Search"
button is clicked, the current criteria and field selections will appear
every time the search area is loaded. To clear the 'default' you must
save a blank search as the default.
- You can now select the encoding type when sending an email to keep
characters correct when sending in non-English languages.
- A new "Advanced Search" tool is available. Look for the
"Switch to New Advanced Search" option at the top of the "Advanced
Search" area. The new search includes a alternate interface, as
well as options for more advanced Rollup limitations.
- The Country, City and State fields can now be added to your customized
Company and Name Rollup List layouts.
- When Creating New Positions in "Seed" job ID mode, the ID
will only be incremented after the "Save" button is clicked,
instead of after the "Add" button is clicked.
- The Auditing Report > Duplicate Organization report now includes
an option to search by Company Name and Zipcode.
- The "Generic Importer" Allows the End User to Import Candidate
Records and Organization Records from MDB files.
- The main Rollup screen now includes a feature to select from the last
20 rollups viewed. Rollups can also be categorized for easier organization.
- Applicant Tracking Reports can now include multiple filter options
separated by commas. "List" buttons have been added to choose
filtering options.
- If schedule item is created from the "New Activity" tool,
a <linked> hyperlink will appear on the schedule item, allowing
users to jump to the original activity.
- Profiles can now be 'posted' in XML format via http to any URL that
will accept a post from an external source. This feature is for advanced
users only - requires integration with third-party applications.
- If you are requiring a resume and/or profile during registration,
candidates without that required document will be asked to supply it
before they are allowed to inquire or apply for a position.
- You can now change the text on the "Accept/Decline" buttons
in the Resume Click Agreement.
- The "Action" can now be changed for existing custom fields.
- A new "Departments" field is available on position records.
Departments are defined from the System area.
- Activity fields now have a longer 'Memo' area.
- The Applicant Tracking List now displays all placements for each position
with accurate counts.
- Applicant tracking report now includes expanded statistics for internal
vs. available jobs.
- Industry/ Specialty are now available options from the Company search
screen.
- The Activities screens now include popup links for adding Results
to activities.
- PCRecruiter now applies automatic capitalization to names, addresses,
etc. for reports and form letters where the data is currently in all
caps.
- With PCRecruiter's HR mode, the "Placement" area is now
called "Hire"
- Activities area now includes checkboxes for deleting multiple activities.
- New Attachments are tagged with a date and size. Attachment lists
can be sorted by clicking the column headings.
- When viewing a list of Interviews, you can now check off names and
add the Interviewees to a Rollup.
For users with the Contract/Interim Staffing module, Timesheets can
be exported to Quickbooks.
- When using the Approval forms, a new "X" approval type is
available. If any approver does not approve the requisition, this feature
prevents req from continuing on past that approver.
- A new Hide Interviews option is included on the Employer Web Extensions
setup area. This can be used to keep Interviews with selected types
hidden from hiring authorities logging into the web extensions.
New Features Effective 3/22/04top ↑
- You may now edit existing attachments in the
associated editing program on your PC
- New "Submit Profile" button under 'More' menu reduces clicks
- Zip codes with the Plus4 extended length are now separated into two
fields for radius searching accuracy
- Attachment size, filename and upload date are now stored with the
file
- New optional features for Contractor Timesheets
- Posting Expiration Dates for Internal and External Job Boards
- Interviewer's Name is now available on Interview records
- New Auto-Dialer instantly launches new activity entry area
- Custom Alarms and Followup Alarms can now be added from Interviews
- New Web Extension areas for Employee Referrals, Contractor Hour Collection
and additional job board customization
- Ability to link directly to job applications with new, shortened links
- Attachments area can be added to main form customized views
- Archive resume feature. Old resume is automatically archived as attachment
when replaced
- Interviews area includes customizable Flow Charts for Positions
- Attached files can be included in viewing of position records online
- Search terms highlighted when viewing a formatted resume (requires
updated control download)
- Interview display area defaults to Applicant Tracking List
- Resume Routing can now send Profiles and Attachments as well as Resumes
- Profile Scoring System
- Custom Applicant Tracking Report With Grouping
- Candidates Assessments now can send a notification email including
a link to report
- Direct Linking to assessments
- Verisign e-commerce System for Web Extensions
- Cascading Style Sheets for web extensions formatting
- Viewing of Internal Job Boards can be limited to certain IP addresses
- State Dropdowns for Main Screens
- Added Hotjobs and Monster posting support
- Alarm controls have improved interface and more temporal accuracy
- New integration with Quickbooks for invoicing of permanent placements
- Profile Forms can include "Upload File" link to place a
document in the Attachments area
- Resume Click Agreement in web extensions is now HTML compatible
New Features Effective 10/29/03top ↑
- "Customize" options for main record
forms now allows for multi-column layout.
- You may now saving and enter default expenses, or disable the global
defaults
- Added Attachment links to the Show Job Details screen in the web extensions.
They can be opened if the option in setup is selected.
- Company records now include a "User Name" field.
- Added support for the upcoming Internet Explorer 6 Service Pack 1B
and higher.
- Mobile Phone and Car Phone fields will now work properly with the
Outlook Export
- Blinded resumes now have a default subject line of "Confidential
Resume"
- Placement, Starting Salary, and Rate are now available in the Tracking
Fields dropdown in the Tracking Report.
- New "Internal Only" job board link. Jobs can be marked as
Internal, and then will roll over to the External job board after 2
weeks.
- Expense listings for contractors and permanent hires are now kept
separate.
- HR System now uses "Hire" instead of "Place" terminology.
- Added ability to have a rollup list of Featured Positions appear in
the job board.
- Job Board registration form now includes a "State" option.
- Burden Rate, Placement Fee and Fee Percent, is now included in Interview
and Placement records.
- "Notes" buttons for Names and Companies now has a checkmark
to show if Notes are present.
- "Posting" and "Position Templates" links are now
located under the 'More' menu.
- Web extension setup now includes 'alternate table color' and 'link
color' options.
- Profile Scoring System added. Includes ability to search for candidates
without a Profile.
- Alarm popup is now consolidated in a single screen and includes "Next"
and "Previous" buttons.
- MyPCR Screen can be set to hotlink search queries.
New Features Effective
7/3/03top ↑
- Confirmation to save changes on note edit
- Multiple rollup lists may be used to create
address books.
- Custom screen layout selection now includes More/
Attachments window, includes uploaded files and Profiles (custom forms)
- Custom screen layout selection now includes permissions
to allow users to view default fields or edit layout. Previously, this
was controlled by 'system admin' rights on a user record.
- Fields can now be set for "Required"
on Profile (custom forms) system.
- Allow profiles to be mailed from resume mail
screen
- Add overhead (burden) to contract rate calculator
- Candidates who are not employees or contractors
(who work for another company) can now be tracked via custom field "Date
Available"
- 'Date Available' shows assignments with other contracting or competitive
companies. Changes status flag color to RED if assignment date is greater
than search date.
- Dropdown to filter by status on all Interview
lists
- Allow profiles to be mailed from Interview mail
screen
- Added User Name Filters to All Contract Worksheets.
Also defaulted to current user name
- Added Overtime Bill Rate, Overtime Pay Rate,
On Call Bill Rate, On Call Pay Rate, Per Diem to new Interview Form,
visible only for "Contract" placement type
- Moved current bill/pay rate to main record from
'detail" field
- Added Country, County to Name Detail Report
- Allow Schedule screen to use Internet Explorer
"Open Link in New Window" feature
- Create hours entry form for contract temp workers.
When entering hours, the default bill/pay amounts appear in the hours
entry form, pulled from the placement record.
- New "Blinded" resume storage feature
allows storage of alternate resume (edited to your specs). A checkbox
will appear on the "Blinded" button in the resume screen to
indicate that a blinded version exists. The blinded version will be
the default for email or print. This feature is designed for executive
search or sensitive corporate work to prevent disclosure of candidate
data and to otherwise store an alternate candidate presentation document.
- Built in Web Extension form for employee referral
of candidates (internal Career Board)
- Add contact email link to applicant detail screen
on Career Board
- 'Add email' link to job description on Career
Board
- Option to change "Company/Org" button
and caption to "Department". Department option uses HR options
for Positions. Adjusted through System > Console when users want
to operate entirely within one organization.
- PCRecruiter now records the most recent activity
date for all records.
- Filter by last activity, date posted, or date
available on Keyword text search screen.
- Columns and lengths may adjusted on custom rollup
list layout, including last activity date. All custom rollup columns
can be sorted, and a default sort field may be selected on the rollup
customization window.
- Rollups now have a new "PLAN" function
that allows you to add subsets of the lists to your schedule, for more
structured work processes on rollup lists. By adding records to a "plan"
you can work on them independently of other records on the lists, while
still not removing them from those lists. When on a rollup that is part
of a plan, you will see a yellow "PLAN IN EFFECT" flag. Clicking
on that flag gives you add and delete options for records on that plan.
This feature is for recruiters and project people who need to organize
high volume telephone, resume, or process work.
- You may now select which information will be
included in a New Activity entry window. Click "defaults"
on any new activity, and you can select the default type, text, etc.
By popular demand, you can now disable the auto name and phone number
insert on a New Activity form.
- PCRecruiter will now display a confirmation when closing the main
application browser window. This adds an extra click to close the program,
but prevents accidental closure of the main browser window, which is
common when multiple browser instances are active.
New Features Effective
4/15/03top ↑
Customize your Rollup List layout
- Go to any rollup list.
- Select ‘Utilities’ (you need Admin permission if you don’t see the
link)
- Select ‘Customize Layout’.
- In each column, click inside the field (to the right) and choose
from the dropdown (to the right) which fields and field order you would
like displayed in your rollup list.
- You may change the column width (20 to 200) for each field.
- At the bottom, you may decrease/increase the number of records shown
per page on a rollup list.
- Y ou may also change the font size to ‘1’ to show more information.
- Click Save to save your new layout.
- Refresh the list, and when you see it again, the changes will be in
effect.
- Customization is per list and per user.
NOTE: Text file exports used to include all fields, but will now reflect
the custom layout of the list.
Resume – Changing it on the fly temporarily
for an e-mail or printing.
When you want to modify a resume for an email, but do not want to alter
the version SAVED in the database, you can use the new dropdown selector
on the resume email screen.
- Navigate to a resume (Word, RTF, or HTML).
- Click “Edit” and make a change to the resume (add a character or
delete something).
- In the dropdown above the resume text area, select ‘Print/Email Current
HTML/Word/RTF Resume Below’.
- This will print or email the resume WITH the changes you made, but
WITHOUT saving the changes for the future.
- This is a key feature if you wish to remove the contact information
or add additional data not found on the resume.
- If you want to save your changed version for the future, click save,
and your changes will be permanent.
- Use the option to ‘Print/Email the Saved HTML/Word/RTF’ when you want
to send the original SAVED version.
NOTE: if you click save after using the email current resume option,
your changes will be saved and that version will become the original.
Radius Search For Companies / Organization
records, and Names (without keywords)
- Go to the company / org unit menu.
- Select Advanced.
- On far right side, select ‘Radius’.
- Enter in Zip Code or City, State.
- Change the Radius If Necessary (up to 100 miles).
- Click on ‘Search’.
- Click on ‘Accept Selected Items and Continue’ – if you wish to remove
a location, uncheck the box.
- Click on the Blue Search Button under the locations.
Rolling Planner feature for Rollup Lists
This feature allows you to select many records
on a rollup list to be copied to the schedule system for calling or working
on a certain date
- Go to a company/org unit or name rollup list.
- Check (via a click) on the box to left of the record – select the
items you want to plan.
- Click on the ‘Plan’ button (above the list)
- Note that you may change the plan for another user in the system.
- Change the date if necessary.
- Change the ‘begin and end time’ if necessary.
- Add additional notes for the plan (optional).
- Add a reminder alarm if necessary (change notification to minutes/hours/days).
- Confirm records – with dropdown of the items that have been selected
for planning.
- Click on ‘Add’ to build the plan
- Go to the Schedule on the main toolbar (top or left).
- Go to date the planner was created for.
- Select ‘Open Plan’.
- 'Edit Plan' will allow you to remove records from your plan or add
a new one.
- When on the plan, you may select ‘Merge Plan’ to replenish your list
for the next date.
Add Email – To the Right of Job Description
- Go to any position/requisition.
- Scroll to the job description.
- Click on ‘Add Email’ to the right.
- Enter in an email address.
- Select ‘OK’.
- This will enter in the email address to the job description.
Profiles – One time usage v. reusable
versions
- Go to System – Console – Candidate Profile Setup.
- Click on Add
- 'Create New' now has two options:
- Create Single Profile (Allow Edit) – you may have one (1) profile
per candidate, which they can then edit if you give them permission.
They cannot resubmit the same profile more than once.
- Create Multiple Profiles (Submit Only) – a candidate may resubmit
the same profile more than once , but they cannot edit a profile
already submitted.
Profiles – Notify By Email List
- Go to System – Console – Candidate Profile Setup.
- Click on Add or Edit on an existing profile.
- 'Notify By Email List' will allow you to be notified via email when
a profile has been submitted, and the email will include a link to the
profile.
Profiles – Link to Database Field (For
field population from or to record)
- Go to System – Console – Candidate Profile Setup.
- Click on Add or Edit on an existing profile.
- Select ‘Enter/Edit Questions’.
- Select/Add a question.
- To the right of ‘Link to Field’ click on the blue list button.
- Select the field you want the question to be related with. This is
useful, for example, if the question/statement says ‘First Name’ and
you already have their first name but want it displayed on the profile
for the person to verify it or change it.
- You may do this with any field in the dropdown.
Email Form Letter from Additional Email Addresses
on name records
- Go to any name.
- Scroll to the email address and you will now see an icon with an
‘F’ to the right of the address area
- This will allow you to select a form letter and email it to that
address.
- If you have additional emails on the name record, you can select
the ‘F’ to the right of either one and send a form letter to that address.
Bulk Email – Using Additional Email
Addresses
- Go to a form letter and click on email.
- Under ‘Select Recipient Email Field’, you may change the primary
email address to reflect another one that you would like to use (i.e.
home, custom, etc.)
Submit Name – To create New Name Records
from Emailed Forms
- Go to any form letter (new or existing)
- Click on ‘Insert Fields’
- Scroll to the bottom and select ‘Submit Name’
- This will allow you to send out a form letter and let the recipient
enter in a name to your database. An example is for somebody who is
giving you a reference. The fields are being pulled from the ‘candidate
registration form’ on the web extensions.
Currency (International Format)
- Go to System – Console – Edit Database Names and Locations – Go to
the right of your database.
- Scroll to International Format.
- You may change the currency to reflect your region.
- Click on the Save button.
- To see the changes, log in/out of the database.
- If your currency is not available, please contact Main Sequence and
we will advise on adding it to the system.
New Features Effective 11/17/02top ↑
- Users with ADMIN permissions can now CUSTOMIZE the main name record to
show or not show any of the fields, including the detail fields. This
has been a long time request and now will allow you to essentially totally
design your own Name Records for each user. In the next updates, customizable
position and organization screens will follow. When you select customize,
you can select the user name for which the changes will be seen, and then
the fields and the order you wish to show them on the name record.
- Along with the
ability to customize the fields, you can now customize the internal application
colors as well. This is controlled on the system/console control. Use
the items called “Application Table Color” and “Application Caption Color”.
The headers remain purple for Name records, Green for Positions, Orange
for Organizations, and Pink for Interviews / Hiring events.
- There is new
functionality for Temp/Contract operations. When you make a placement,
and select it’s type as temp/contract, it will appear on the new section
under the ACTIVITIES menu. With this set of views, you can see who is
a contract name and when they will be off contract, and which temp/contracting
positions are filled and which are open.
- The system will
now save your most recent 100 searches on the search engines. There is
a link to open saved searches, which will show you the list to click.
There is also a new TIPS button to show you the search rules if you wish
to see them.
- You can now send
HTML letters and emails with embedded images. In the past, your images
would have been linked to a server or location where they would show up
in the item. Now they may actually be embedded in the email or letter,
so that they will be seen even if the viewer is offline.
- The ADDR code
has been optimized even more for better accuracy in reading resumes. This
has been an ongoing process and the more resumes entered into PCR, the
more the ADDR “learns” about getting the right info out.
- If you are exposing
candidates to employers via the Web Extensions, you may now designate
just a particular rollup list to be seen by any INDIVIDUAL employer. This
is activated by filling in the SHOW ON WEB rollup field on a name record.
Using this feature, you can allow totally custom views for each employer.
- You can now also
customize the Web Extensions to designate which set of Jobs will shown
to visitors and which set of Candidates will be shown to employers. This
is done by selecting a rollup list for each on the System/Console screen.
If you leave these blank, the system will perform as it does now, where
each job has a show on web field, and each name also has a show on web
field. This new feature will allow faster and easier adjustment of the
data shown.
- There is a steady
graphic improvement program that includes more legible fonts, better looking
buttons, and eventually a new tab arrangement for the application. Main
Sequence has contracted a firm for usability studies and graphic enhancement,
because after all, looks are very important!
- Finally, there
are many improvements inside the Active X controls used for emails, letters,
and Resumes, so that you may prompted to allow controls to install. Say
yes, and they will install. These controls are updated infrequently and
they are “ Plug-ins” to your browser. If you say NO to the downloads,
certain functions in the system will not be available to you.
New Features Effective
10/21/02 top ↑
Radius Search
On the Name Menu/Keyword search, there is a new feature in the ZIP code
field filter. Click the “List” button to the right of the ZIP field, and
enter a distance in miles from a given ZIP code. PCRecruiter will pre-load
all of the ZIP codes that meet your criteria as a search filter. You can
uncheck any ZIP codes that you wish to exclude. This feature will allow
you to rapidly narrow a search to records in one geographic area.
Suggest Concepts
Type a search term into the Keyword search for names, companies, or jobs.
Before running the search, click the link “suggest concept” and PCRecruiter
will look at the records that contain your word(s), and list other words
that appear in those records, ordered by the number of times that they
are found. This can be used to identify words that are commonly found
along with your chosen words, which may help give you create a more focused
query.
Main Menu Enhancement
The main menus for names, organizations, and positions now contain your
custom fields in the main dropdowns. In the past, you would have needed
to click on “advanced” to mix a search using the predefined PCRecruiter
fields and your own fields at the same time.
Screen Customization Enhancement
When you design your main name screen, you may now select “show interviews”
and “keywords” as options. The show interviews option reveals a grid linking
all of the position and interview records that a name has been connected.
The link to change the screens is the small ‘customize’ near the toolbar
for any record. You need admin permissions to modify record layouts.
Applicant list feature from Interviews button
on Positions
When you select Interviews from a position, you now can select an “applicant
list” feature that will show you the unique names that have been connected
to a position, and the latest interview type and status of each, as well
as a ranking dropdown option if you wish to rank the names.
Session timeout in minutes
You may now manually select your preferred timeout, in minutes. You can
use a high number so it will effectively never timeout, if that suits
your needs. The timeout exists so that if a user walks away from the PC,
another person can’t sit down and bring the application back from cache,
as will have timed out.
Email and Password are now identifiers rather
than Password and last name
New registrants to your database now will use email and a self- or auto-
generated password. In the past, this was last name and password, and
on large databases, duplications could occur. This scenario is now eliminated.
If a person does not have an email account, you can direct them to a free
email site.
Set free email site
You may now set the target of the link for free email when a person needs
to register into a database and has no current email address (this way,
you can choose Yahoo, Hotmail, or even your own branded free email if
that’s something that you offer)
Quick ‘Link to Requisition’
Name record – more – link to requisition – search on all or your requisitions
– select the record. This will connect a person to a job with the fewest
clicks.
Resume Header & Footer
In the past, PCRecruiter would only allow you to stamp your company logo
on top of a resume. Now, you can also put a custom footer at the bottom
of the resume.
To create your own company header and/or footer, please follow these steps:
- Go to any name record (with or without a resume).
- Click on ‘Resume’.
- Select ‘Edit Resume Header/Footer’.
- At the top, you will see a dropdown, it consist of:
- RTF Header and Footer
- HTML Header and Footer
- Leave it as RTF Header and Footer.
- Paste your images in each section (it is not required to have a footer
to use the header).
- Save.
- At the top, select the dropdown and select ‘HTML’ Header and Footer.
- Redo Step 6 and 7.
- Close the screen.
- Click on Email. You will see at the bottom that you can ‘Disable Header/Footer’
– it is a default feature that is automatically stamped unless you check
this box.
Candidate Profiles
Candidate Profile Sheets allow you to ask candidates up to 500 questions,
the results of which will be a searchable document placed in the name
record of that person, in the “Attachments” area. Profile results are
searched with the “Keywords” screen. Check our Career Board Configuration document for complete details.
Profile name customized
You may now change the word “profile” to one that works for your process,
such as ‘application’ or “datasheet” when candidates and recruiters view
it.
Verify Contact Information
This feature allows you to verify contact information for records in your
database via email. You may send a form letter that will include a link.
This link will open up to the receiver’s current data and will allow them
to change it if needed. The receiver can’t see or change any data you
don’t want to expose. The verify form is modeled on the registration form
designated for a particular database.
- Letters – Add – Name Letter – Enter Body – Insert Fields – Select ‘Verify
Contact Info’ – Save
Bulk Mail
Throughout the system, you will now see a ‘Letter’ button. This has been
added to save time with bulk emails. They are found in the following areas:
- Keyword Search
- Rollup List
- Interviews
- Activities
After you select your records (checkbox to left), hit Letter. The bottom
frame will open up:
- Select Letter
- Enter Subject of Letter
- Enter Email Address
- Attach up to 3 items
- Change options (importance)
- Click Go
Resume Builder
When candidates visit your website and apply for positions available,
they are asked to submit a resume. PCRecruiter already offers them the
ability to paste or upload a resume. Now, they may also create one. This
is a default feature that appears after they accept the resume click agreement;
the following button appears on Step 3:
Location:
System – Console – Customize Web Extensions – Candidate Screen Options
– Resume Builder Setup
There is already a default template within the Resume Builder (standard
resume):
- Objective
- Education
- High School, College, Graduate School
- Experience
- Skills
- References (3)
- Awards And Achievements
- Other
You may customize your own resume builder by editing the existing form.
HTML tags are allowed.
Resume Builder Sections
- Section Type
- Main Section – grouped in main section
- Sub-Section in Same Grouping – grouped in sub-sections
- Sub-Section in New Grouping – grouped in new sub-sections
- Caption – Name of Section
- Answer Type
- Hide – is not displayed for the candidate.
- Single Line – single line answer.
- Text Box (small, medium, and large) – free form text area.
- Multiple Choice (Radio) – radio button answers.
- Multiple Choice (Dropdown) – dropdown list of answers
- Multiple Choice (Checkbox) – checkboxes of answers.
- Multiple Choice (Checkbox/List) – list of checkboxes.
- Caption Only (No Questions) – Section Title.
- Answers – answers for Multiple Choices – enter in list form (one
below the other)
New Features Effective 7/19/02top ↑
- Envelopes and Labels are now supported.
On the Letter screen, there is a button for each. Multiple label types
are supported.
- Many of the reports now have an EXPORT
button that will send the report data to a .csv file (which will most
likely open in Excel when clicked on).
- There are now both an RTF and HTML header
options. You can select which header you want for each type of document.
- Resumes can now be stored in Word format,
in addition to the existing RTF and HTML formats.
- When you create Interview templates,
the resultant emails will now have their subject lines generated from
the name with which they are saved. i.e. if its called “rejection letter”
that’s what the subject line will be.
- There is now a logging system for internal
users and for visitors to the Job Boards. This system will log and report
on various classes of activity and can be found on the system screen.
- There is now a button to generate a
link for jobs. When this link is implanted in any web posting, email,
or hypertext capable document, it can be clicked on, and the jump will
go directly to that job on your Job Board; no need for the person to
browse for the position.
- There is now a complete custom report
engine. You can name and save your report, select any set of regular
or custom fields, select processing actions, and run them whenever you
wish.
- There also have been many minor changes
in nomenclature, grammar, and other captions and pop-ups to clarify
items. There also have been many enhancements to the system in tuning
and speed.
- You may now associate a new name record
with a company or job directly from the 'addr' screen by clicking the
'more>>" link.
New Features Effective 6/26/02top ↑
Position Template- Use
information from positions previously entered with the "Templates"
link in the Position screen.
MyPCR Screen- Quick
links to your important areas of PCRecruiter and the Web. Customize
it in the upper right corner.
Approval Process- On
records for Positions with a Status of "Pending", an Approval
Request link appears next to the Status button. Create approval
forms and select approvers from the database one at a time, or set a list
of approvals for future use.
- Create an Approval form,
much in the same way that Assessments can be made in PCRecruiter,
with radio buttons, multiple choice checkboxes, single line answers,
text boxes, etc.
- Send the form and candidate
list to hiring authorities or decision makers.
- Approval results go to
Position Activities.
Feedback Forms
PCRecruiter now has an automated way of receiving feedback from candidates,
managers, hiring authorities, etc. With our new feature, you can:
- Ask up to 100 questions
(radio buttons, text boxes, dropdowns, checkboxes, etc.).
- Customize the look (add
the colors/images of your company).
- Allow the candidate/manager
to easily respond with the click of a link (no extensive login information
and additional steps required). They simply answer a few questions
and Click save.
- Have the responses automatically
saved in PCRecruiter with the appropriate record.
- Send the form to one or
an unlimited number of people.
The 'feedback forms' can be
located/utilized with the following steps:
From a Resume:
- Open up a resume.
- Click 'Email' above the
resume.
- At the bottom, you will
see 'Feedback' as an option.
- Click 'Manage Feedback
Forms' to the right.
- Click 'Add'.
- Give the form a 'Form Name'
(i.e. Candidate Feedback, Manager Feedback).
- Type in your first question.
- Choose your desired 'Answer
Type:
- Hide - does not show
a question
- Single Line - allows
a single word or phrase answer.
- Text Box (Small, Medium,
Large) - allows for a paragraph answer.
- Multiple Choice (Radio)
- displays the answers in a radio button form.
- Multiple Choice (Dropdown)
- displays the answers in a dropdown form.
- Multiple Choice (Checkbox)
- allows the candidate/manager to select more than one answer
(Displayed in a row).
- Multiple Choice (Checkbox/List)
- allows the candidate/manager to select more than one answer
(Displayed in a list).
- Caption Only (No Question)
- allows you to break between questions with a section title.
- Answers - if the answer
type is d, e, f, or g from above, you must enter the answers 'one
below the other'.
Correct Way:
Yes
No
Unsure
Incorrect Way
Yes, No, Unsure
- Once completed, Click 'Save'.
- Close the form.
- Click 'email' from the resume.
- To test, email yourself.
Make sure to select your form from the dropdown below.
- In the email, it will say
'Click Here To Enter Feedback About This Candidate'.
- The candidate/manager will
only need to select the link, fill out the data, and Click 'Save'.
- The response will be logged
automatically in PCRecruiter with their name record under 'Attachments'
(found below the 'more' button on the name record).
From an Interview/Submittal:
- Open an Interview.
- Click 'Email' above the
interview.
- Follow the steps 3 - 16
above.
PCRecruiter to Outlook -
Outlook to Palm
As most PalmPilot users know,
Palm synchronizes with Outlook using the HotSynch program and the Synch
cradle. PCRecruiter is able to merge its schedule and rollup lists to
Outlook, and therefore to the PalmPilot.
- In the scheduling screen,
click the Merge Scheduled Items with Outlook button next to the User
Name field.
- Choose a date and a sync
option, then click SYNC NOW
- Activities will be synced
with Outlook.
- Sync your PalmPilot with
Outlook.
Merging Rollup Lists of
Names
- On the Rollup list screen,
click the Merge Rollup Names to Outlook button between the Select
Page and Utilities buttons.
- Choose Import Names from
Outlook and/or Export Names to Outlook.
- Rollup Items will be synched
to Outlook.
- Sync Palm with Outlook
Graduated Scale on Group
Schedule Hourly bar at the top of Group schedule has been improved
for easier viewing.
Detailed Monthly View
Click the Magnifying Glass next to the month on the schedule to view
a full-screen calendar
Email Improvements
You may now attach cover letters, assessments,
and other items to Resume Emails. Priority and Return Receipt Required
options have also been added to all email forms.
Funnel
You may now access a Funnel diagram tool from the Activities
area. In the Funnel screen, choose "Set List" and choose your rollup
lists for Cool, Warm, Hot and Out. In the Funnel screen, you may
drag and drop names from one area to another as they are processed.
Drag a name to the trash to remove it completely from the Funnel.
Contractor/Temporary Placement
Features
PCRecruiter now includes a Name Record Status for Contractor/Temp
and the associated Position Status types. Candidates on jobs with
this Status will be returned to "Available" after the end-date
for the Position is reached. The Activities area now includes items
to List All Contracts/Temps and List those on Assignment.
When viewing a Name Records, you can recognize Contractors/Temps quickly
by color codes next to their company name at the top of the record:
- A Green Dot will appear
by names of available candidates
- A Red Dot means the candidate
is already linked to a temporary placement in the system.
- A Yellow Dot means that
the candidate is currently available but has a future assignment scheduled.
Rollup Lists
Company Sourcing
Report(Head Hunter Report) -
- Create a group of companies
you wish to recruit from.
- Place them on a Rollup List.
- Open the company Rollup
- Click a link in the "SRC"
column.
- Choose "Setup"
to add titles.
- Enter Titles that you wish
to collect, one per line.
- Aliases may be entered after
a comma. ex: Chief Executive Officer, CEO. (These titles are
not added to the database's Titles Table, and no Admin rights are
required.)
- Indicate that the name of
the candidate is there.
- Click Title link to add
the Name.
- The Sourcing Report will
show all Titles per company in which you do and do not have Names.
System
Enter/Edit Users
Enhancement- Under the "Advanced" button, you may now copy
security settings from one user record to another.
Inhaler
The Resume Inhaler now collects the resume source and
puts it in an automatically created custom field called Source under the
record's Details. Recognized sources are:
- Agency Exchange
- Monster
- HotJobs
- Resume Capper
- Blast My Resume
- Headhunter/Careerbuilder
- Resume Express
- Recruiter Connection
- Resumix
Web Extensions Enhancements
- Job Posting Logos-It is now possible to upload a company logo to appear with jobs in
the web extensions. Go to the Company record, and select "Upload Logo"
under the "More" menu. Upload a .gif or .jpg file.
The logo will appear on every job posted under that company.
- Customize All Search/Registration
Screens
- Customize Fonts and Colors
- Employer Extensions can
include 6 custom fields
- Candidate Extensions can
include 10 custom fields
- Job records contain 10 custom
fields - create an auto-respond email when candidate registers. Use
embedded graphics.
- Resumes can be uploaded
as RTF. This option will automatically fill out the candidate registration
form for the candidate just as the Addr form works in the program
- All 3 searches now have
a "Saved Searches" button to list the last 200 searches.
- Related words in name search
- Searches the 50 closest matching resumes based on words in the resume
occurring commonly with your search terms.
New Features Effective 2/25/02top ↑
Main
Sequence, with the help of Fathom Interactive, has performed some usability
and graphic studies and developed a new look for PCRecruiter.
That work has resulted in the changes you will now see on the system. There are no material changes in functionality other than our
normal enhancements.
The
major change is that now you have a choice of views in which to use PCRecruiter.
On the login screen above, you will see a link for LANDSCAPE or PORTRAIT views.
Landscape will present the main menu buttons horizontally across
the top of the screen, allowing for a wider screen format. Portrait will retain the navigation buttons to the left, just as the system has
used in the past. In both cases, the remaining two frames maintain
their existing orientation.
The
new look has reduced the number of buttons, and replaced many with menus
instead.
On
each record, you will now see a “More” button to the right. These "More" menus include
the features that previously existed as small oval icons at the top of
the frame. For your convenience, here is a list of the items
included in those dropdowns, as well as their previous icon representations:
- A.
Name Record – ‘More’ Button:
- 1. Change company/organization (formerly the circle arrows
icon) – switches 1 or multiple name records to another company/organization.
- 2. Associations (formerly 2 cars) – links name to another name
(i.e. supervisor, referral).
- 3. Attachments (paper clip) – link outside file to name record.
- 4. Form letters (envelope) – send form template.
- 5. Interviews (handshake) – add/edit interviews with position/requisition.
- 6. Transactions (dollar symbol) – add expenses on candidate
(i.e. hotel, car)
- 7. Map Address (U.S. icon) – launches Yahoo Maps for candidate
address.
- B. Company/Organization Record – ‘More’ Button:
- 1. Associations (2 cars) – links company/organization to another
record (i.e. competitor, subsidiary)
- 2. Attachments (paper clip) – link outside file to company
record.
- 3. Form letters (envelope) – send form template.
- 4. Interviews (handshake) – add/edit interviews with candidate
record.
- 5. Transactions (dollar symbol) – add expenses on company.
- 6. Map Address (U.S. icon) – launches Yahoo Maps for company
address.
- C. Position/Requisition Record – ‘More’ Button:
- 1. Change company/organization (circle arrows) – switches 1
position record to another company/organization.
- 2. Associations (2 cars) – links name records (i.e. another
manager, hiring authority).
- 3. Attachments (paper clip) – link outside file with position
record.
- 4. Relate rollup – attach rollup list of candidates to position/requisition.
- 5. Email job info (envelope) – email job description to 1 or
multiple candidates.
- 6. Interviews (handshake) – add/edit interviews with candidate
record.
- 7. Transactions (dollar symbol) – add expenses on position
(i.e. job posting fee)
- 8. Edit inquiry (question mark) – attach assessments for candidates
to fill out online.
- *The
resume button no longer has the small file drawer. There will now be a high-visibility checkmark if a resume exists
on the viewed record.
- *As
a reminder, if you click on the name or company (main record – bottom
frame), it will display the last 10 records you were previously on.
- Look
for some exciting changes in the Corporate Job Board Integration (Web
Extensions) as well.