This week’s Two Minute Tuesday examines the often overlooked ‘Routing Rules’ feature, which automatically places candidates and jobs on Rollup Lists based on their job titles.
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Weâre back with a fresh Two Minute Tuesday, Main Sequenceâs series of short videos with tips, tricks, and tutorials to help make you a more powerful PCRecruiter user.
PCRecruiter has a number of handy little features tucked away here and there that users may be unaware of. In this video weâll look at just such a feature: Routing Rules. In a nutshell, Routing Rules place Name and Position records on specified rollup lists based on their Title fields. This can be a useful organizational tool for grouping candidates and jobs automatically as theyâre entered.
To configure this feature, weâll start from the System menu and search for âRules.â In this database we havenât got any rules defined yet, and having never visited this screen before, we also donât have any menu items pinned. Weâll start by pinning the âAdd Ruleâ item to the Action menu. Now we can add a rule.
For this demonstration, letâs say we want to start grouping C-Level candidates. Weâll keep âNameâ as the Rule Type, because this rule will be applied to Name records, but the same process weâre about to go through would be applied if we were routing Position records based on their Job Titles.
First weâll name this Rule. Now we start adding titles. When we click âAddâ the system will display the Titles table, if weâve got one in this database, so that we can select titles from the list. In this case, weâre going to add titles manually and set up some partial matching. We want anyone whose job title begins with âChief,â so weâll enter âChiefâ followed immediately by the wildcard character, a percent sign, in the box. Then we click âOKâ. We can click âAddâ again to include more titles, like CFO, CDO, CEO, and so on.
Next we click âAddâ in the lower box to choose what list, or lists, people with these titles should be placed on. For this example, weâll make a fresh list by clicking âAdd Rollupâ, filling in a description, and saving. Now we can select the list we just made.
The same process can be repeated for as many combinations of titles and lists as you please. Now letâs see it in action! Weâll use the record adding wizard to parse the contact data from a resume weâve received. The title on this one is Chief Operating Officer.
After saving the record, if we look at the Rollup area, weâll find that she has been automatically linked to the specified list based on her title. The same action would occur if she had self-registered on our job board with that title. And if we go to a record thatâs already in the system and update the title to one that matches the rule we created, thatâll get placed on the list as well.
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