New Update: Split-Desk Features

Written by Andrew Rothman on . Posted in PCR Updates

PCRecruiter has a new update this week, with plenty of tweaks and fixes “below the waterline” as usual, plus some noticeable improvements for system users.

All new in this release is a series of tools for managing split-desk recruiting and staffing, where multiple users can split credit for apportioning money commissions or performance measures. These are further refined by the main PCRecruiter record types of organizations, jobs, and people.

These new tools will help you automate the divvying up of activity to make calculating your commissions and incentive plans much easier. Here’s a video overview of how they work:

In addition to the user activity credit and fee splitting enhancements, we’ve also made several other changes:

  • We’ve made improvements to our CV parsing for Latin America. This update enhances the Add Resume screen’s ability to better recognize and segment multi-part first and surnames, and other parts of the contact data. We continue to improve our parser as we encounter resumes and CVs of varying contact info formats.
  • The company / organization record in PCRecruiter has a legacy “Email/WWW Address” field, which can be used for storing either the company website or a general email address.Users have asked us for an easy way to separate these items out into two fields, so we’ve added a new Split Company Email / WWW Field item to the Global Change area in the System menu. This new utility will allow you to migrate all of the email addresses or all of the web addresses from the standard field to a Custom Field of your choice.
  • Our PCRCapture plugin for Google Chrome is now equipped to recognize Monster-formatted contacts.
  • The customized Placement screen layouts can now use Horizontal Splitters. These splitters can also be labeled, giving you the ability to break down the placement screen into clear workflow steps (e.g. “1. Complete this segment and Save before proceeding.”)
  • This quarter, Main Sequence implemented a new customer service system, enhancing the capabilities of our award-winning support team to search, merge, and fine-tune tickets and customer communications. These tools will increase our ability to identify, and successfully fulfill customer requests more quickly and conveniently.
  • We’ve also implemented systemic changes to further strengthen PCR’s commercially-high standard of security. These include changes to session authentication procedures, which integrate both local and network-based authenticators. Many security organizations recommend a value of 30 minutes or less of inactivity before automatic log-out, although many users find that interval inconveniently short. The default value is currently 180 min and can be adjusted by your database administrator within the System > Global Timeout area.Please also note that customers are responsible for final configuration of user-exposed security options, such as password strength and end-user permissions. If you wish to review PCRecruiter security settings or schedule a training session on the topic, contact Main Sequence support.

Please get in touch below if you have comments about this update or related topics you’d like to discuss.

And if you’d like to tell us a bit more about yourself and what you get out of PCRecruiter in general, we’ve got a user survey here. Your ideas can be rocket-fuel for tech companies, so please pour it on!

New Features for Contract/Temporary Placements

Written by Andrew Rothman on . Posted in PCR Updates

A new update to the PCRecruiter system will be rolling out this week, with a focus on streamlining and improving contract recruitment and temp-to-perm placement processes. The new features you’ll find in this release include:

  • A margin calculator that can be added to your custom Placement record layout. This new tool makes it easy to work out estimated revenue, costs, and profit.
  • The PCRecruiter Analytics tool can now display contract placement data to help you maximize efficiency and set goals more accurately.
  • We’ve shortened the workflow for converting contract placements to permanent placements.

Check out the video below to see all of these great new features in action!

We want to know what you think about the new update. Get in touch via the comments below. And if you’d like to tell us a bit more about yourself and what you get out of PCRecruiter in general, we’ve got a user survey here.

PCR Capture 2.3

PCR Capture Update 2.3

Written by Andrew Rothman on . Posted in PCR Updates

This week, we’re releasing a new version of our PCR Capture Extension for Google Chrome, the browser plugin that makes importing and updating contacts from social networks and other websites a snap. The new version 2.3 features a variety of speed improvements and bug fixes, as well as these great enhancements:

  • Improved workflow and interface for duplicate contact detection.
  • You can now add your captured contacts to any Rollup or Position pipeline on-the-fly from Advanced mode.
  • When updating a contact that’s already in PCRecruiter, you can now tell Capture to keep the name under the current company from the database, regardless of the company info parsed from the web.
  • Improvements to recognition of non-English names.
  • Access to the ‘Country’ field during contact data review.
  • A ‘minimize’ option on the Capture panel.

PCR Capture 2.3

 

We want to know what you think about the new update. Get in touch via the comments below.

And if you’d like to post a general review of PCRecruiter for public consumption, Capterra is offering a $10 Amazon gift card to the first 10 reviews submitted. Post your review here.

New Preference: Hold Sub-Navigation

Written by Andrew Rothman on . Posted in PCR Updates

Main Sequence will be releasing a new update on our PCRecruiter hosted servers this week. As always, we’ll be making a variety of fixes and improvements to the speed and functionality of the system, but we wanted to draw your attention to a new workflow enhancing user preference.

Hold Sub-Navigation

A new preferences option called Navigation Configuration has been added. To reach it:

  1. Click ‘System’ in the main menu.
  2. Select ‘Users’
  3. Select ‘Manage Users’
  4. Click on the username you want to adjust.
  5. Select ‘Preferences’ from the side menu.

This area contains checkboxes that will Hold Sub-Navigation for the Name, Company, and Position Lists.

Sub-Navigation refers to the left-hand navigation menu items on Name, Company, and Position records. For example, if you’re looking at Name records the Sub-Navigation menu can take you from the main field display/edit screen to the specific panels for Resume, Notes, Activities, Attachments, Interviews, etc.

When you click on a record from a Search Result or Rollup List in the upper frame of PCRecruiter, the system loads the lower frame with the main view of that record’s fields. However, with this new preference enabled, PCRecruiter will remember which area of the record you last viewed, and will automatically load that same area of the next record that’s loaded.

This can save clicks and time in a number of situations. For example, you can review the resumes of one record after another by clicking on them from a list, as shown in this accompanying animation. Similarly, you can view the ‘Names’ list on company after company, or the ‘Pipeline’ on several jobs in a row without having to re-select the desired area from the nav menu.

Whenever you return to the Name, Company, or Position record view, you’ll always begin on whichever panel you were last viewing. The system will clear its memory of your last viewed area when you close or reload the browser window or when you log out of PCRecruiter.

Rollup API Calls

Another improvement in this update is the addition of new API calls for adding and removing records from Rollup Lists. This will allow basic Rollup manipulation via our public API, expanding the capabilities for integrated apps and utilities from Main Sequence and others.

What is the API?

An API, which stand for ‘application programming interface,’ is simply a list of commands that one program can send to another, along with definitions about the format of those commands. The PCRecruiter API allows software to securely connect to a PCR database to interact with the records. Not only does the API give Main Sequence’s own PCRecruiter Portal for Microsoft Outlook, PCRecruiter Mobile App, and PCR Capture extension the ability to add, remove, and manage records in the system, but the API also gives third-party vendors the capabilities they need to write applications and services that connect with PCRecruiter as well.

The complete PCRecruiter API documentation is available for software developers to review.

Maintenance Update

Written by Andrew Rothman on . Posted in PCR Updates

Main Sequence is releasing an update on our hosted servers this week with a variety of fixes and minor changes. The most noticeable improvements are:

  • Rollup Changes:
    • The Recent Rollups screen now displays more of your lists, and has color-coded column headings for Name, Company, and Position for better visual distinction.
    • If you’re using the “Scheduled Items” column in your layout, you can now click on the header to sort the records by the scheduled item.
  • User Security Changes:
    • The ‘Copy User Settings’ area under System now allows for the copying of Activity default settings and MyPCR customizations from one user to another.
    • A new ‘Current User’ setting has been added to the Auditing Reports security option. This setting limits the user’s Auditing Reports output to only those records bearing their own username.
  • Position Activity Changes:
    • When entering an Activity for a Position record, the “Copy” panel now includes a “Copy to Name” option. Use the popup search to locate a contact by name, and the Activity will also be saved in that record’s Activity log.
    • When entering an Activity for a Position record, the “Schedule” panel includes a new option to add a Followup to the Schedule in addition to the activity being created.
  • While in the Customize window for Position record layouts, you’ll find a new “Configure Status” option under the Action menu. This checklist allows you to hide any of the default Status field options that you don’t use.
  • We have added confirmation alerts to the Activity and Note entry panels so that the user is warned before allowing them to close a text entry area without saving their text.
  • The popup selector for the Industry/Specialty field now includes a “Recently Used” option in the “Sort Results” dropdown.
  • We’ve added a direct link to our Learning Center into the menu at the upper right corner of your PCR window, next to your user icon.

Also, if you have a few minutes to spare, we invite you give us your thoughts on PCRecruiter / Main Sequence by completing this short PCRecruiter User Survey. We appreciate it!