Our Two Minute Tuesday video series continues this week with a discussion of how to move or copy records between one PCRecruiter database and another.
If you have any comments or suggestions for something we can explain in about two minutes, send an email to twominutetuesday@mainsequence.net
Welcome to another Two Minute Tuesday, Main Sequenceâs series of short videos with tips, tricks, and tutorials to help make you a more powerful PCRecruiter user.
In this weekâs edition, weâre talking about transferring records between databases. You might have a separate databases in your account for different markets or divisions⊠situations in which the jobs, companies, and candidates in those databases would never mingle in any way. Another common reason for extra databases is for archiving records that you donât need to work with anymore, but donât want to delete. If you need a blank database added to your account, contact our support department; our hosted billing is based on your number of users and the file size of your data, so thereâs usually no additional costs involved unless youâre adding new users or duplicating significant amounts of data into the second database.
Moving data between databases requires access to both the source and target databases using the same username and password. And, if youâre not a database administrator, youâll also need permission on the âData Transferâ security setting for your username.
There are two ways to copy or move a record. The first method is from a Rollup List. If you need a refresher on Rollups, check out the video from January 19. Hereâs a Rollup list of names I want to move to my Archive database. I start by selecting the records I plan to move, either with this dropdown, or by checking off specific records.
Now I go to the Action menu and choose Move to Database, or Copy to Database. âMoveâ takes the record out of the source database after itâs been copied, while âCopyâ leaves the original record intact. Weâll use the âMoveâ option in this example.
We select the database we want to move the records to, and choose a method for recognizing duplicate names, or disable duplicate checking entirely. Below, we have the option to group the moved records on a Rollup list in the target database. We also have the option to swap out the resumes on any duplicates in the target for the one coming from this source database. The old resume will be moved into the attachments area on the record.
When we click the button, the records are transferred, along with their attachments, resumes, activities, and so on. If thereâs no company in the target database with the exact same name as the one they belong to in the current database, their company will be copied also. Because weâre not moving the jobs they applied to, their Pipeline records cannot be copied, but you can still see most of that history in their Activity records.
The other method of moving or copying records is on a one-at-a-time basis from the record itself. If you move or copy single records frequently, you might want to set this up.
When youâre customizing your record layout (see our February 16 video), youâll find a âOne Click Setupâ option for moving and copying at the top of the layout customization screen. In this popup, you can configure the default settings for moving or copying. You can also set a âSource Labelâ, which creates a âCandidate Referral Sourceâ custom field on the record in the target database so you can track which database the name originated from. Once thatâs configured, you can add the âPredefined: Move Databaseâ field anywhere in your layout. This creates a button on your screen. Just click the button, and the current record is moved or copied to the database youâve select, using your configured preferences.
For more Two Minute Tuesdays, subscribe to this YouTube channel and watch our social networks or your PCR login screen. If you have any suggestions for future episodes, send an email to twominutetuesday@mainsequence.net.
Artificial Intelligence (AI) is changing the world of work. That much is certain. For most industries, the big question is how it will change the way people work. With all the noise around AI tools â like ChatGPT â and what they can and canât do (or what they should and shouldnât do) itâs easy to forget one thing: AI can make social recruiting easier and more effective.
Read moreNo matter what type of recruitment youâre working in, there are always going to be market trends. In the fallout from the pandemic and the âGreat Resignationâ, remote working not only became a viable option for some workers, but the preferred choice for many. This possibility has created new opportunities â and challenges â for those hiring.
Read moreOn February 21, 2023, Main Sequence Technology, Inc was awarded a patent by the United States Patent Office. US Patent No. 11,586,760 B2, entitled “SYSTEM AND METHOD FOR ASSOCIATING MULTIPLE LOGINS TO A SINGLE RECORD IN A DATABASE,” relates to PCRecruiter’s unique method for handling the multiple ways through which the same jobseeker might access the job board.
Read moreFind out more about who we and what we do.