Topics, Two Minute Tuesday, Video

Two Minute Tuesday: Routing Rules

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.

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.

If you have any comments or suggestions for something we can explain in about two minutes, send an email to twominutetuesday@mainsequence.net

Video Transcript

We’re back with a fresh Two Minute Tuesday, Main Sequence’s 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 we’ll 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 they’re entered.

To configure this feature, we’ll start from the System menu and search for “Rules.” In this database we haven’t got any rules defined yet, and having never visited this screen before, we also don’t have any menu items pinned. We’ll start by pinning the ‘Add Rule’ item to the Action menu. Now we can add a rule.

For this demonstration, let’s say we want to start grouping C-Level candidates. We’ll keep ‘Name’ as the Rule Type, because this rule will be applied to Name records, but the same process we’re about to go through would be applied if we were routing Position records based on their Job Titles.

First we’ll name this Rule. Now we start adding titles. When we click ‘Add’ the system will display the Titles table, if we’ve got one in this database, so that we can select titles from the list. In this case, we’re going to add titles manually and set up some partial matching. We want anyone whose job title begins with “Chief,” so we’ll enter “Chief” followed immediately by the wildcard character, a percent sign, in the box. Then we click ‘OK’. We can click ‘Add’ again to include more titles, like CFO, CDO, CEO, and so on.

Next we click ‘Add’ in the lower box to choose what list, or lists, people with these titles should be placed on. For this example, we’ll make a fresh list by clicking ‘Add Rollup’, 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 let’s see it in action! We’ll use the record adding wizard to parse the contact data from a resume we’ve received. The title on this one is Chief Operating Officer.

After saving the record, if we look at the Rollup area, we’ll 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 that’s already in the system and update the title to one that matches the rule we created, that’ll get placed on the list as well.

For more Two Minute Tuesdays, subscribe to this YouTube channel, follow us on Facebook, LinkedIn, or Twitter, join the PCRecruiter LinkedIn users group, and watch our blog posts on your PCR login screen. If you have any topics or suggestions for future Two Minute Tuesdays, send an email to twominutetuesday@mainsequence.net.

Suggested articles

Software

How AI Can Enhance Social Recruiting

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 – like ChatGPT – and what they can and can’t do (or what they should and shouldn’t do) it’s easy to forget one thing: AI can make social recruiting easier and more effective.

Read more
Software

Where Is The Job? Recruiting In A Remote-First World

No matter what type of recruitment you’re working in, there are always going to be market trends. In the fallout from the pandemic and the ‘Great Resignation’, remote working not only became a viable option for some workers, but the preferred choice for many. This possibility has created new opportunities – and challenges – for those hiring.

Read more
Software

Main Sequence Awarded Patent

On 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 more

Who are PCRecruiter?

Find out more about who we and what we do.