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

Planner Enhancements

Email Enhancements

Reports Enhancements

Web Extensions Enhancements

New Features Effective 1/20/11 (v. 8.2)top ↑

General/User Features

Web Extensions Features

Administrative Features

Mobile Interface

New Features Effective 5/27/10 (v. 8.1)top ↑

General/User Features

ADDR & Resume Inhaler Features

Integrated Email Features

Web Extensions Features

Reporting Features

CareerBuilder Integration Features

Administrative Features

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

Web Extensions Features

ADDR & Resume Inhaler Features

Profile Form Features

Administrative Features

New Features Effective 6/10/09 (v. 7.9.6)top ↑

General/User Features

Web Extensions Features

Administrative Features

New Features Effective 3/3/09 (v. 7.9.1)top ↑

General/User Features

New Features Effective 12/31/08 (v. 7.9)top ↑

General/User Features

Administration Features

Web Extensions Features

New Features Effective 4/23/08 (v. 7.8)top ↑

General/User Features

Profile Features

Reporting Features

Integrated Email Features

Web Extension Features

CareerBuilder Integration Features

New Features Effective 2/5/08 (v. 7.7.8)top ↑

General/User Features

Administration Features

Integrated Email Features

Profile Features

Web Extension Features

New Features Effective 9/28/07 (v. 7.6.1)top ↑

General/User Features

New Features Effective 7/03/07 (v. 7.5.0)top ↑

General/User Features

Administration Features

Web Extensions Features

Contractor/Temp Module Features

Integrated Email Client

New Features Effective 4/14/07 (v. 7.2)top ↑

General/User Features

Reporting Features

Profile Features

Web Extensions Features

Integrated Email Client

ActiveX Controls v. 7.30

Resume Inhaler v. 2.2.72

New Features Effective 1/29/07 (v. 7.1.10)top ↑

General/User Features

Administration Features

Reporting Features

Integrated Email Features

Web Extensions Features

Profile Features

Contractor/Temp Module Features

New Features Effective 7/14/06 (v. 7.1.6)top ↑

General/User Features

Administration Features

Reporting Features

Integrated Email Features

Web Extensions Features

Profile Features

Resume Inhaler Features

Wireless/Handheld PDA Features

Contractor/Temp Module Features

New Features Effective 4/3/06 (v. 7.0)top ↑

User Features

Administration Features

Reporting Features

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

Administration Features

Reporting Features

Web Extensions Features

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

Administration Features

Reporting Features

Web Extensions Features

PCRecruiter Courier (New Program!)

PCRecruiter Optional Integrated Email Client Features

New Features Effective 4/27/05top ↑

User Features

Optional Handheld PDA (Blackberry, Treo) Features

Administration Features

Web Extensions Features

PCRecruiter Optional Integrated Email Client Features

PCRecruiter Optional Temp/Contractor Features

New Features Effective 3/18/05top ↑

New Features Effective 12/06/04top ↑

New Features Effective 9/21/04top ↑

New Features Effective 6/19/04top ↑

New Features Effective 3/22/04top ↑

New Features Effective 10/29/03top ↑

New Features Effective 7/3/03top ↑

New Features Effective 4/15/03top ↑

Customize your Rollup List layout

  1. Go to any rollup list.
  2. Select ‘Utilities’ (you need Admin permission if you don’t see the link)
  3. Select ‘Customize Layout’.
  4. 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.
  5. You may change the column width (20 to 200) for each field.
  6. At the bottom, you may decrease/increase the number of records shown per page on a rollup list.
  7. Y ou may also change the font size to ‘1’ to show more information.
  8. Click Save to save your new layout.
  9. Refresh the list, and when you see it again, the changes will be in effect.
  10. 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.

  1. Navigate to a resume (Word, RTF, or HTML).
  2. Click “Edit” and make a change to the resume (add a character or delete something).
  3. In the dropdown above the resume text area, select ‘Print/Email Current HTML/Word/RTF Resume Below’.
  4. This will print or email the resume WITH the changes you made, but WITHOUT saving the changes for the future.
  5. This is a key feature if you wish to remove the contact information or add additional data not found on the resume.
  6. If you want to save your changed version for the future, click save, and your changes will be permanent.
  7. 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)

  1. Go to the company / org unit menu.
  2. Select Advanced.
  3. On far right side, select ‘Radius’.
  4. Enter in Zip Code or City, State.
  5. Change the Radius If Necessary (up to 100 miles).
  6. Click on ‘Search’.
  7. Click on ‘Accept Selected Items and Continue’ – if you wish to remove a location, uncheck the box.
  8. 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

  1. Go to a company/org unit or name rollup list.
  2. Check (via a click) on the box to left of the record – select the items you want to plan.
  3. Click on the ‘Plan’ button (above the list)
  4. Note that you may change the plan for another user in the system.
  5. Change the date if necessary.
  6. Change the ‘begin and end time’ if necessary.
  7. Add additional notes for the plan (optional).
  8. Add a reminder alarm if necessary (change notification to minutes/hours/days).
  9. Confirm records – with dropdown of the items that have been selected for planning.
  10. Click on ‘Add’ to build the plan
  11. Go to the Schedule on the main toolbar (top or left).
  12. Go to date the planner was created for.
  13. Select ‘Open Plan’.
  14. 'Edit Plan' will allow you to remove records from your plan or add a new one.
  15. 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

  1. Go to any position/requisition.
  2. Scroll to the job description.
  3. Click on ‘Add Email’ to the right.
  4. Enter in an email address.
  5. Select ‘OK’.
  6. This will enter in the email address to the job description.

Profiles – One time usage v. reusable versions

  1. Go to System – Console – Candidate Profile Setup.
  2. Click on Add
  3. 'Create New' now has two options:
    1. 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.
    2. 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

  1. Go to System – Console – Candidate Profile Setup.
  2. Click on Add or Edit on an existing profile.
  3. '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)

  1. Go to System – Console – Candidate Profile Setup.
  2. Click on Add or Edit on an existing profile.
  3. Select ‘Enter/Edit Questions’.
  4. Select/Add a question.
  5. To the right of ‘Link to Field’ click on the blue list button.
  6. 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.
  7. You may do this with any field in the dropdown.

Email Form Letter from Additional Email Addresses on name records

  1. Go to any name.
  2. Scroll to the email address and you will now see an icon with an ‘F’ to the right of the address area
  3. This will allow you to select a form letter and email it to that address.
  4. 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

  1. Go to a form letter and click on email.
  2. 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

  1. Go to any form letter (new or existing)
  2. Click on ‘Insert Fields’
  3. Scroll to the bottom and select ‘Submit Name’
  4. 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)

  1. Go to System – Console – Edit Database Names and Locations – Go to the right of your database.
  2. Scroll to International Format.
  3. You may change the currency to reflect your region.
  4. Click on the Save button.
  5. To see the changes, log in/out of the database.
  6. 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 ↑

  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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.
  6. 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.
  7. 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.
  8. 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.
  9. 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!
  10. 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:

  1. Go to any name record (with or without a resume).
  2. Click on ‘Resume’.
  3. Select ‘Edit Resume Header/Footer’.
  4. At the top, you will see a dropdown, it consist of:
  5. RTF Header and Footer
  6. HTML Header and Footer
  7. Leave it as RTF Header and Footer.
  8. Paste your images in each section (it is not required to have a footer to use the header).
  9. Save.
  10. At the top, select the dropdown and select ‘HTML’ Header and Footer.
  11. Redo Step 6 and 7.
  12. Close the screen.
  13. 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:

After you select your records (checkbox to left), hit Letter. The bottom frame will open up:

  1. Select Letter
  2. Enter Subject of Letter
  3. Enter Email Address
  4. Attach up to 3 items
  5. Change options (importance)
  6. 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):

You may customize your own resume builder by editing the existing form. HTML tags are allowed.

Resume Builder Sections

  1. Section Type
    1. Main Section – grouped in main section
    2. Sub-Section in Same Grouping – grouped in sub-sections
    3. Sub-Section in New Grouping – grouped in new sub-sections
  2. Caption – Name of Section
  3. Answer Type
    1. Hide – is not displayed for the candidate.
    2. Single Line – single line answer.
    3. Text Box (small, medium, and large) – free form text area.
    4. Multiple Choice (Radio) – radio button answers.
    5. Multiple Choice (Dropdown) – dropdown list of answers
    6. Multiple Choice (Checkbox) – checkboxes of answers.
    7. Multiple Choice (Checkbox/List) – list of checkboxes.
    8. Caption Only (No Questions) – Section Title.
  4. Answers – answers for Multiple Choices – enter in list form (one below the other)

New Features Effective 7/19/02top ↑

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.

Feedback Forms

PCRecruiter now has an automated way of receiving feedback from candidates, managers, hiring authorities, etc. With our new feature, you can:

The 'feedback forms' can be located/utilized with the following steps:

From a Resume:

  1. Open up a resume.
  2. Click 'Email' above the resume.
  3. At the bottom, you will see 'Feedback' as an option.
  4. Click 'Manage Feedback Forms' to the right.
  5. Click 'Add'.
  6. Give the form a 'Form Name' (i.e. Candidate Feedback, Manager Feedback).
  7. Type in your first question.
  8. Choose your desired 'Answer Type:
    1. Hide - does not show a question
    2. Single Line - allows a single word or phrase answer.
    3. Text Box (Small, Medium, Large) - allows for a paragraph answer.
    4. Multiple Choice (Radio) - displays the answers in a radio button form.
    5. Multiple Choice (Dropdown) - displays the answers in a dropdown form.
    6. Multiple Choice (Checkbox) - allows the candidate/manager to select more than one answer (Displayed in a row).
    7. Multiple Choice (Checkbox/List) - allows the candidate/manager to select more than one answer (Displayed in a list).
    8. Caption Only (No Question) - allows you to break between questions with a section title.
    9. 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
    10. Once completed, Click 'Save'.
    11. Close the form.
    12. Click 'email' from the resume.
    13. To test, email yourself. Make sure to select your form from the dropdown below.
    14. In the email, it will say 'Click Here To Enter Feedback About This Candidate'.
    15. The candidate/manager will only need to select the link, fill out the data, and Click 'Save'.
    16. 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:

  1. Open an Interview.
  2. Click 'Email' above the interview.
  3. 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.

  1. In the scheduling screen, click the Merge Scheduled Items with Outlook button next to the User Name field.
  2. Choose a date and a sync option, then click SYNC NOW
  3. Activities will be synced with Outlook.
  4. Sync your PalmPilot with Outlook.

Merging Rollup Lists of Names

  1. On the Rollup list screen, click the Merge Rollup Names to Outlook button between the Select Page and Utilities buttons.
  2. Choose Import Names from Outlook and/or Export Names to Outlook.
  3. Rollup Items will be synched to Outlook.
  4. 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:

Rollup Lists

Company Sourcing Report(Head Hunter Report) -

  1. Create a group of companies you wish to recruit from.
  2. Place them on a Rollup List.
  3. Open the company Rollup
  4. Click a link in the "SRC" column.
  5. Choose "Setup" to add titles.
  6. Enter Titles that you wish to collect, one per line.
  7. 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.)
  8. Indicate that the name of the candidate is there.
  9. Click Title link to add the Name.
  10. 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:

Web Extensions Enhancements

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: