PCRecruiter Update 9.7.22 – Rollup Stage Filters and Quick Comments

PCR’s new update adds the ability to filter and pre-sort Rollup Lists by the Stage column, as well as a great new ‘quick comments’ feature for Rollup records, and the option to mandate that all users use the Global Rollup Stages.

We’ve released a new update this week that includes improvements to the Rollup Lists, PCR’s versatile tool for managing lists of names, organizations, and positions. Here are the key features:

  • A new “Quick Comments” column can be added to your Rollup layout. Quick Comments allow the user to supplement a record’s Rollup Stage with brief notes. These notes also appear when viewing the ‘Rollups’ area of the individual record.
  • The number of clicks required to add a record to a list has been reduced, and even more so when adding a record to multiple lists at the same time.
  • A ‘Filter’ icon has been added to the top of the Rollup Stage column header. Clicking it allows the user to temporarily filter their view of the list to only the selected Stages.
  • Rollup Stage is now available as a primary or secondary Default Sort option when configuring your Rollup layout.
  • The ‘Global Rollup Stages’ released in our October 2018 update can now be made mandatory for all newly created lists. If the checkbox is disabled, users can choose whether to use the Global Stages or their own individual ones when creating new lists.
  • The use of the terms “Stage”, “Status” and “Description” on Rollups has been updated for consistency across screens.

Video Transcript

Rollup Lists are one of PCRecruiter’s most versatile features, allowing you to group and sort names, jobs, and organizations for a variety of purposes. This week’s update includes a set of improvements to Rollups that make them an even more convenient way to manage your contacts and positions.

The new update uses fewer steps for adding records to a list, and makes it faster to add the same record to more than one list. You’ll open up the ‘Add to Rollup’ window, and then simply click on the lists you want to add the record to. You’ll see the record count for that list go up, and a colored progress bar to keep track of which lists you’ve already put the record on.

We’ve also made some changes to the lists themselves. A new ‘filter’ icon appears at the top of the Rollup Stage column. In the popup, any Stages in use on this list will be highlighted, along with a count showing the number of records at that Stage on this list. Checking off one or more of the Stages and clicking ‘Done’ will filter your view to only the records matching your selected Stages. The filter icon changes color to indicate that a filter is active, and the filter remains active until you reload the list or remove the filter checkmarks.

You can also set your Rollup configuration to use the Stage column as the default primary or secondary sort order, so that your lists sort by Stage automatically when you open them.

The other new feature on the Rollup screen is a ‘Quick Comments’ column that can be added to your layout. This column allows you to add a brief note to the Rollup List itself for each of the records on it, supplementing your Stages. For example, if you’re using the Rollup for a calling list, you might change the Stage to ‘Attempted’ and then include in the comments box that it’s your second attempt, or that the line was busy, and so on.

These same comments are visible and editable from the Rollups panel of the record, so you can adjust or review the comments for all of that record’s various Rollups in a single location.

Lastly, we introduced a new Global Rollup Stages feature last October, allowing admin-level users to define Rollup Stage icons, activities, and automation plans that could be applied to all users in the database, overriding any per-user Stage setups. This new version includes a setting which forces these Global Stages to be applied to all new Rollups. With the box unchecked, the individual user can select whether to use the Global Stages or to continue using their own personal Stage configurations on a list-by-list basis.

Tell us what you’d like to see added to Rollups by logging into the Ideas and Requests forum at help.pcrecruiter.com. Post your ideas, or vote and comment on the ideas that would be helpful to you. Keep up to date on PCRecruiter by following us on Twitter and Facebook, joining our LinkedIn Users Group, and watching for the banner notifications inside of PCR and on your login screen.

PCRecruiter Job Board

Modern, mobile-friendly, and highly customizable. The PCRecruiter Job Board offers the flexibility and branding of a bespoke job board with the simplicity of an off-the-shelf system.

The PCRecruiter Job Board is modern, mobile-friendly, and highly customizable. Combining the fast, affordable implementation of an off-the-shelf job board with the custom flexibility of a bespoke candidate portal, the Job Board offers a straightforward applicant experience that meets your employment branding needs.

A PCR consultant will work with you to configure and format the Job Board with the right fields and features to suit your requirements. Several starter templates are available to choose from, and our designers will adjust the style and layout to match your branding. Once the Job Board is configured, easy copy/paste code frames it into your company website, where it’s also ready for action with Google Jobs, Indeed, and other job posting providers and aggregators.

Your candidates will be able to quickly find and apply to your current openings or simply submit a resume, and can use their social network login for fast and accurate data entry. The apply process can be as simple or complicated as you need it to be, and is fully EEOC and GDPR compliant.

Whether you’re designing a new website or are just looking to modernize and improve on your current job listings, contact a PCRecruiter representative to learn how the PCR Job Board can help to achieve your goals.

Common Questions

Q: Will it work with my web hosting platform?

Yes. The Job Board is hosted on the PCRecruiter server and embeds via a unique iframe+javascript combination into most web platforms, including WordPress, SquareSpace, and more. If you’re using a WordPress, our WordPress plugin makes it even simpler. Some DIY platforms such as Wix, GoDaddy Website Builder, and Yahoo Small Business may restrict embedding options. For these hosts there are alternate methods available for linking to the Job Board. We will provide you or your web designer with instructions when your Job Board is ready to be published.

Q: What does it cost?

In most cases, a one-time $250 fee covers the consultation and personalized design work. Complex application or design requirements may affect costs. Monthly fees will depend on your PCRecruiter contract. Ask your salesperson for details.

Q: I’m already using the PCRecruiter Web Extensions. How does this affect me?

Our legacy Extensions will continue to remain active for the foreseeable future, although no non-critical updates are being made to them. You may continue to use them as long as they serve your needs. However, we hope you will consider the many advantages to migrating.

How the Job Board differs from the Web Extensions:

  • Vastly more customizable. Practically every step of the process has configurable layouts, labels, and messaging. The Job Board can accommodate many formats and functions which were not possible in the Extensions.
  • Responsive design. Roughly half of all web traffic comes from mobile devices. The Job Board works on desktop, tablet, and mobile screens.
  • More search-engine friendly.
  • Allow candidates to register with a social network as an alternative to creating a PCR-specific password. LinkedIn, Google, Microsoft, Yahoo, Facebook, and Indeed – you may enable all, some, or none as you wish. You can even disable password/login requirements entirely, although this may increase the likelihood of self-duplication if you have returning applicants.
  • The Job Board can load resumes and attachments directly from online document storage services – DropBox, Google Drive, OneDrive.
  • It can work with your existing Profile forms, but it also may reduce your need for them due to its highly customizable apply/register forms.
  • A secure session cookie allows jobseekers to browse your website after applying / logging in and then to return to the Job Board page without having to sign back in again.
  • The most notable difference is in how the Job Board handles returning users and duplicates:
    • With the Classic Web Extensions, a jobseeker who already existed in the database and attempted to apply without logging in first would be halted and required to log in with their password before proceeding. This could confuse the visitor or delay their application process.
    • With the Job Board, PCR allows the process to go simply forward as normal if the candidate does not log in first. If the name and email or the resume are an exact match for an existing record, PCR generates an association between the two records and marks them with an icon in your search results. The PCR user can then make the determination as to whether to merge, delete, or edit the duplicate records.
    • Applicants who use the same social network login or the same email/password combination for subsequent visits will not generate a duplicate record.

Video Transcript

Flexibility. Clarity. Speed. That’s what you and your job seekers expect from a Job Board, and that’s what PCRecruiter delivers. The PCRecruiter Job Board provides a straightforward, user-friendly application experience for active and passive candidates.

The Job Board is, above all, remarkably adaptable. Adaptable to any screen size or device, putting your jobs within the reach of millions of candidates on desktop, mobile, and tablet devices, and adaptable in its ability to support an infinite combination of data points in a wide array of layouts and styles to meet your employment branding needs, now and in the future. The PCR Job Board combines the flexibility of a made-to-order career portal with the smooth implementation of an out-of-the-box solution.

The Job Board is hosted on the PCRecruiter server, making it easy to embed or link to on practically any web hosting platform. And, if your site is built on WordPress, a convenient plugin makes framing-in the Job Board a snap.

A PCRecruiter consultant will work with you to define the specifications for your unique Job Board, and one of our designers will match the fonts, colors, and styling of the Job Board to blend seamlessly with your company website.

Built on industry-standard web frameworks like Bootstrap and jQuery, and integrated with secure authentication services like LinkedIn, Facebook, and Google for easy candidate entry, the Job Board is modern, mobile, and ready to meet your needs.

With the PCRecruiter Job Board in your website, you’re ready to gain maximum exposure via third-party sites like GlassDoor, Indeed, and others using PCR’s integrated posting tools, and easily shareable direct links. Plus, the Job Board supports the necessary tagging for Google indexing and Google Jobs.

A typical candidate experience begins on the job list and search page, which can be laid out in a variety of ways depending on the design of your website and the demands of your job data. If you only have a few jobs, the search can be disabled entirely, or if you have a lot, the form can be configured with any compliment of fields and filters to quickly get your jobseekers to the results that they’re after.

The appearance of the results is also totally adjustable. For example, a traditional table layout can be helpful when there are many jobs to display with a handful of details each, while a grid allows for more extensive info about each position. A list layout can offer room for longer job description excerpts, or furnish a more compact use of screen space. The complete job descriptions, along with any other fields you wish to include, are just a tap away.

Applying to a job begins with the option to use popular social networks as a shortcut to creating a record and importing contact details. The same social network can be used as a login on future visits to apply for other jobs or, if you wish, to update candidate information.

The jobseeker’s info is now in your database, and they’re presented with an application form to complete their record. This form can be as simple or as complex as you wish. Whether you just need a resume, email, and phone number, or a complete work history with attachments and references, the PCR Job Board can handle it. This form can be followed by optional job-specific profiles to help sort and qualify candidates automatically.

The process wraps up with a customizable thank-you message, and automated emails to the applicant and the internal position contacts. And of course, the Job Board meets your EEO or GDPR compliance requirements.

In addition to the complete search and apply experience, the PCR Job Board also includes a Custom Forms feature. These forms can be integrated into your website for simple resume or contact submission by candidates, or for name and company entry by business development prospects. You’ll be notified by email, and ready to respond immediately using PCR’s integrated email or phone capabilities. Like the rest of the PCR Job Board, these one-way submission forms are mobile-friendly and can be seamlessly designed to suit, whether you’ve got a professional web designer on your team or are managing the website yourself.

The PCRecruiter Job Board offers everything you need to get your positions online for candidates to view and apply to, and the implementation is simple, swift, and affordable. Whether you’re designing a new website or are looking to modernize and improve on your current candidate experience, contact a PCRecruiter representative to learn how the PCR Job Board can deliver for you.