Two Minute Tuesday: Custom Rollup Layout

When we start with a fresh database or a fresh PCRecruiter user account, we get the default setup of columns and features in Rollup Lists. This week’s video shows you the ropes for customizing the layout and the stages for your user account’s Rollup view.

When we start with a fresh database or a fresh PCRecruiter user account, we get the default setup of columns and features in Rollup Lists. This week’s video shows you the ropes for customizing the layout and the stages for your user account’s Rollup view.

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.

In earlier editions, we’ve talked about Rollup Lists, PCR’s versatile tool for grouping names, jobs, or companies for a variety of tasks. We made a brief foray into the customization of Rollups in our video about Call Plans, but this week, we’re going to go back and give that config screen a little more attention.

When we start with a fresh database or a fresh PCRecruiter user account, we get the default setup of columns and features. As with other screens, you’ll find the ‘Configure’ option under the ‘Action’ menu at the upper right corner of any open Rollup List.

The “Layout” panel should be familiar to you if you’ve seen our video about configuring Search Results, but as a quick reminder, the ‘Rollup List Fields’ area lets you set which data columns you want to see in the table and in what order. You can set the primary and secondary sorting order for when the screen initially loads, although clicking the title row of most columns will re-sort the list by that column on the fly. You can set the number of rows per page, and which items appear under the ‘I Want To…” action dropdown for each record in the list. Just remember that going too crazy with the number of columns and rows can slow down the load of the screen.

There are 19 configurable Stages for Rollups, which you can use to track a variety of selection and ranking tasks, such as call lists, sorting candidates by seniority or geography, monitoring marketing and business development processes… anything you can imagine. While it may be tempting to use these Stages to track recruitment and sourcing processes like interviews and job qualifications, actions that relate to a candidate and to a particular job are best left to the Pipeline.

For each Stage, there’s a configuration popup for assigning your own description and a custom icon and color. You can also associate an Activity Type with each Stage, so that a searchable, reportable Activity record is created whenever a name, company, or job is assigned that Stage on any list. The second dropdown is where we’ll set whether that Activity is written automatically, or whether a popup will appear so that the user can write in additional details before saving the Activity.

The other option in the pulldown is to run an Automation Plan when the stage is changed. This can trigger a form letter, copy the person to another list, change their status, add a keyword to their record, and so on. We can choose from previously created automations with the column to the right, or use the ‘Automation’ item in the sidebar to create new plans. We’ve talked about Automation Plans for the Pipeline in earlier videos, and they work the same way here. We give the plan a name, check off and configure the desired actions, and then save.

Once you’ve created your layout and Stages, they’ll be applied to all Rollup lists you view with your user name. When you click the Stage icon, you’ll see your custom Stages, and selecting one will run any automations or write any activities you’ve configured for it.

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

Two Minute Tuesday: October 2016 Update

In this Two Minute Tuesday, we’re looking at a handful of new changes that you’ll see on our hosted PCRecruiter servers later this week. We’ve added a faster way to upload resumes, revived the ‘Associate Rollups’ function for Positions, adjusted the Interviews list, and added a new ‘Scheduled Items’ column to the Rollups.

In this Two Minute Tuesday, we’re looking at a handful of new changes that you’ll see on our hosted PCRecruiter servers later this week. We’ve added a faster way to upload resumes, revived the ‘Associate Rollups’ function for Positions, adjusted the Interviews list, and added a new ‘Scheduled Items’ column to the Rollups.

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

It’s Tuesday, and that means it’s time for another edition of Main Sequence’s series of short videos with tips, tricks, and tutorials to help make you a more powerful PCRecruiter user.

A few new change are going to appear on the PCRecruiter.net system this month, and in this edition of our video series we’ll give you the highlights.

First, a new ‘Quick Upload Resume’ option appears under the ‘Actions’ menu on the Name record. The existing ‘Add Resume’ option isn’t going anywhere, but the new ‘Quick Upload’ takes you straight to your system’s file browser. The full ‘Add Resume’ area allows you to copy and paste a resume, change formats, make edits, created a blinded copy, and so on, but if you just need to add or replace the resume and don’t need to view or interact with it, this new Action offers a slightly quicker route.

Next, you’ll find an ‘Associate Rollups’ option when you’re looking at the ‘Associations’ area of any Position record. This is a feature from older PCRecruiter versions that’s now made its way into the current release. Associating Rollups is a handy way to bookmark the groups of Names or Companies that you may have used for sourcing a particular Position, or to relate similar Positions to each other for easy access. By keeping a list of the companies you sourced from or candidates you found but didn’t end up actually attaching to the pipeline for the job, you can shortcut your future searches when handling similar opportunities.

You may also notice some tweaks to the columns you see when looking at a candidate’s list of Interviews. We’ve removed a couple of rarely necessary items, such as Contact Phone and Placement, and readjusted the widths and the orders of the remaining columns. This makes room for new items like ‘Written By’, which is the username of the person who created the most recent or furthest into the future Pipeline record connecting that Name and Job, and this column which shows the Appointment Date from that same record. If you’ve activated PCR’s pipeline integrations with Spark Hire video interviewing, IBM Kenexa Prove It! assessments, and so on, you’ll also see columns for those results. This new arrangement makes it easier to quickly see the current standing of the candidate for each job they’re connected to.

Finally, we’ve added a new column option to the Rollup Lists. By adding the ‘Scheduled Items’ option to your custom Rollup layout, you’ll see the date of the next item in your PCRecruiter schedule, not including Interviews, that’s tied to the given Name, Company, or Job. If you’re using Rollups for calling lists and other planning tasks, you may find this a helpful way to keep tabs on your next upcoming call or meeting related to that record. And if you’re not sure how to add columns to your custom Rollup layout, then you’ll want to stay tuned for next week’s Two Minute Tuesday!

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

Two Minute Tuesday: Copying User Settings

How do you give one user all of same settings and preferences as someone who’s already in the system? In this week’s Two Minute Tuesday, we’re going to look at how an admin user can duplicate settings from one user to another.

How do you give one user all of same settings and preferences as someone who’s already in the system? In this week’s Two Minute Tuesday, we’re going to look at how an admin user can duplicate settings from one user to another.

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

It’s Two Minute Tuesday, time for a new edition of Main Sequence’s series of short videos with tips, tricks, and tutorials to help make you a more powerful PCRecruiter user.

In an earlier edition, we talked about what to do when you want to remove a user from the database. What happens when you add a new user and want them to have the all same settings as someone who’s already in the system? In this week’s video, we’re going to look at how an admin user can duplicate settings from one user to another.

We’ll start by going to System and opening up the ‘Users’ section. If you don’t see this option, you’ll need to log into PCRecruiter as an administrator. Before anything else, let’s go into ‘Manage Users’ and find the account that’s got the prototypical settings we intend to copy. On the main information panel, we’ll want to verify that the ‘Model User’ setting is set to ‘Yes.’ Only the accounts designated as models will show up as sources to copy settings from.

Now let’s see how the process works when adding a new user. We’ll click the ‘plus’ to create a new account, and fill in the basic details like name, email, phone, username, and password.

At the bottom of this info panel, we have a dropdown to copy settings from a model user in this database. We can copy some or all of the basic settings. The ‘Security’ option is disabled by default, so if you do want to give the target user the same security settings as the model, you’ll need to check that box. Items that are checked by default include the custom layouts for name, company, and position records, position pipeline configurations, custom rollup list layouts and stage setups, and settings for which menu items are pinned and unpinned on various screens. There’s also an option to make duplicates of any form letters associated with the model user for the target user, but this is generally left unchecked. When we save, the new user gets the model’s settings, and we can adjust from there as needed.

What if we want to copy settings between users that already exist? We get to that panel from the Action menu on the user list, or from into the System’s main Users area. On the left, you’ll see the ‘Source User Name’ dropdown, which lists all of the model users in this database. The checkboxes for the various settings appear below.

On the right side, we’ll see a ‘Target Database’ dropdown. The default setup is to copy settings between users in the current database, but we can select a different database from the account if we have more than one. Just be aware that we can only copy settings across databases if the account we’re logged in with exists as an administrator account with the identical username and password in both the source and the target databases.

In the checklist below, we can either select all the users in the database as targets, or just specific ones. When we click ‘Save’, all of the selected settings on the target users will be replaced by the ones from the model user.

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

Two Minute Tuesday: Images in Emails

People often ask our training team how to add their social media icons to their email signatures, or how to put images into their form letters. Today’s Two Minute Tuesday covers using images in HTML emails.

People often ask our training team how to add their social media icons to their email signatures, or how to put images into their form letters. Today’s Two Minute Tuesday covers using images in HTML emails.

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

It’s time for 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.

Today we’re going to look at how you can add images to your emails in PCRecruiter, and particularly how to insert clickable icons for your LinkedIn, Twitter, or other social profiles into your email signature. These same principles apply for adding images to stationery, templates and form letters, and other emails.

But before we get started, a few general pointers about images in emails. Due to the lack of standards across mail reading apps and providers, getting images to show up consistently and reliably is not as simple as you’d expect.

Many email readers, most notably Microsoft Outlook, are set up by default not to download or display inline images until the recipient says it’s ok to show them. For this reason, always assume that none of your images are going to load. We’ll show you how you can supply alternate text to describe the images for those who can’t view them.

As a general rule, using fewer images means more predictable display, reduced chances of triggering a spam filter, and faster sending and receiving, so before inserting any image, decide if you really need it, and leave it out if you don’t.

Let’s edit the signature. From the System area, we’ll scroll to ‘Email Setup’ and open ‘Email Signature’. Now we’ll use the ‘Insert Image’ option in the toolbar. We can either use a web-hosted image, or embed a PNG, GIF or JPG file from the local hard drive.

On the “General” tab, we have the option to specify a web URL for the image. This causes the email reader to download the image from the web when the message is received, rather than embedding the image data into the email code. This keeps the message smaller in size, which can really speed things up when you’re sending a bulk mail. It’ll also prevent the image from showing up as an ‘attachment’ for anyone who has embedded images blocked by default, but remember that web-hosted images are hidden or blocked just as readily as embedded ones, so the method of inserting the image won’t likely improve visibility one way or the other. If you don’t have anywhere to store your commonly used logos and icons online, the ‘Server Image Store’, also found under ‘System’ in PCR, can serve in a pinch. The ‘Image Description’ box is where we’ll place the alternate description text for folks who can’t see the picture.

We can also change the display dimensions of the image. Most inbox windows are no more than 400-500px wide, so it’s currently considered best practice to crop or resize to that general maximum width for email use. It’s always better looking, faster loading, and more reliable to resize the actual image file rather than scaling it to a new size when it loads in the email, so if your picture is too big or too small, change the image file rather than using this feature if you can.

The ‘From File’ tab is used for embedding an image into the email directly. To do that, we click and browse. After the image is in place, we can click it and go back to the ‘Insert/Edit Image’ tool to give it that alternate description text in case it’s not displayed.

To make the image a link, we highlight it and then use the ‘Insert Link’ icon. Paste the appropriate URL into the box, and you’re done.

One bonus tip… what if we want our LinkedIn, Twitter, and Facebook icons to line up side by side? That’s where an invisible table comes in handy. We’ll use the ‘Table’ option in the editor to create a 3 column, 1 row table. Now we can put the images into the cells of the table. The dotted borders we see while editing are guides that won’t show up when the email is sent. Try adjusting the properties of the table and the cells to create the layout you have in mind.

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

Two Minute Tuesday: Pipeline Automation

This week’s Two Minute Tuesday introduces you to the power of automation plans in the Pipeline. We’ll show you how to trigger a form letter and place an applicant on a list based on their movement from one stage of the recruitment process to another.

This week’s Two Minute Tuesday introduces you to the power of automation plans in the Pipeline. We’ll show you how to trigger a form letter and place an applicant on a list based on their movement from one stage of the recruitment process to another.

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

It’s another Two Minute Tuesday, Main Sequence’s series of short videos with tips, tricks, and tutorials to help make you a more powerful PCRecruiter user.

Automating common tasks saves you time, and since a lot of your time in PCRecruiter is spent in the Pipeline, automating your Pipeline tasks can save you a lot of time. We looked at configuring the Pipeline Statuses in an earlier video, and today we’re going back to them to talk about Automation Plans. Automation Plans are simply a checklist of tasks for the system to perform when a specific trigger has occurred. Automations can be triggered by Pipeline moves, Rollup Stage changes, Profile submissions, and certain job board actions.

Here in our Pipeline, we’ve made a Status under the Out-of-Process type called “Turndown” which our recruiters use to indicate those candidates who were not interested in the offer. We’d like to send these Candidates a Form Letter thanking them for their time, and also place them on a Rollup so that we can easily find the people who’ve turned down previous offers, or perhaps filter them out of a search, if we should want to in the future.

To create the Automation Plan, we’ll head to System from the main menu, and we’ll search for Pipeline Setup. The configuration icon in the Action menu will take us to the ‘Manage Automation Plans’ screen. Now we’ll click ‘Add’ to create a Plan.

By default, an Automation Plan will run “automatically” without any user interaction, but we can check this box to insert a user acknowledgement popup before the Plan is run. This can be helpful if you’re creating an automation that you might want to skip on occasion, or if you just want to notify the user that they’re about to trigger an action.

Next, we’ll use this selector to choose from the available Statuses that we’ve configured for this database. Here we’ll expand the Out-of-Process type, and select our “Turndown” Status code.

Now we need to tell PCR what the Plan should do. In our case, we want to add the Candidate to a Rollup and send them a Form Letter. There are two emailing options in the Automation Plan – this first one is for sending a simple, plain-text email with no field data merged into it. This is good for generic notifications, but not useful for our purposes, so we’ll skip over that. We do want to use this ‘Copy to Rollups’ area though, so we will check this box at the far right to activate this section, and we’ll use the picker to choose the Rollup we want the Candidate added to.

Next, we’ll check the box to activate the Send Form Letter section. This box lets us choose an alternate email field from the Name record, but since we want to send the letter to the email stored in the Candidate’s standard Email Address field, we can leave the box alone. For the ‘From’ email, we want this letter to come from the person whose username is associated with the job. Finally, we’ll use the ‘Form Letter Name’ box to select the Form Letter we want to send from the ones we’ve created in this database. We can optionally override the name of the Form Letter with some other arbitrary subject line. Then, we save the Plan.

Going forward, when any user drags a candidate into the “Turndown” Status on the Pipeline, the Form Letter we’ve selected will be emailed to them, and they’ll be added to the designated list.

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

Two Minute Tuesday: Profile Form Basics

This week’s Two Minute Tuesday video looks at the rudiments of creating and completing a Profile form. This is a high-level overview of a very deep feature, so we’ll get into more about Profiles in a later edition.

This week’s Two Minute Tuesday video looks at the rudiments of creating and completing a Profile form. This is a high-level overview of a very deep feature, so we’ll get into more about Profiles in a later edition.

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

It’s time for Two Minute Tuesday, Main Sequence’s series of short videos with tips, tricks, and tutorials to help make you a more powerful PCRecruiter user.

Today we’re talking about the basics of Profiles. These are customizable, searchable forms that can be attached to names, companies, or jobs. Profiles for Names can also be completed directly by the contact via an emailed link or while applying to an online job posting. Profiles are great for skills checklists, candidate data sheets, phone calling scripts, and storing supplemental details for jobs and companies. They can trigger automations for sorting purposes, and with custom HTML applied, they can even be used for candidate presentation.

First let’s see how a Profile is used. From the Name record, we’ll pick ‘Submit Profile’ in the Action menu, and then pick from the list of the available forms we’ve created. After saving, the completed form appears in the attachments area of this record for editing or viewing. The text of the selected answers and text boxes is now searchable keyword content, just like this person’s resume and notes. If we search for one of the answers marked off in the form using the keyword search, we’ll find the records whose Profiles contain that text.

These forms are created from the ‘Profile Setup’ area under System. We click the ‘Plus’ to add a new form, and give it a name. You may also want to change the ‘Profile Type’ – in the ‘single’ mode, each record in the database can have just one of this form attached, while ‘multiple’ mode lets you attach many copies to the same record. Another important item is the ‘Allow Update’ checkbox. If you add, remove, or reword questions and answers in a Profile, the records that already have a completed copy attached will not reflect your new changes unless this box is checked. If it’s unchecked, the questions and answer options in the completed forms will remain as they were at the time when they were filled out.

Once we save the initial settings screen, we can build the form with the ‘Questions’ sidebar item. In the “Add Question’ popup, we put the text of the question into the left box, and if there are multiple answer choices, they go to the right – one answer per line. Below the answer box, we can specify the type of answer… single line, checkbox, multi-line text area, and so on… and if the question is required for the form can be saved. If it’s a required question and a dropdown, using ‘(Please Select)’ as the first option indicates to the system that nothing has been picked yet.

As we discussed earlier, all Profile answers are keyword searchable, but if you want the answer to any single-line or multiple-choice question to be copied into a distinct field on the record for visibility, searching, or reporting purposes, you can link this answer to that field. Just be aware that this only saves the Profile answer into the field, and not the other way around. Once the Profile has been completed for a specific record, changes to this answer in the Profile will update the linked field, but changes directly to the field will not be reflected in the attached Profile.

When we’re done adding questions, they can be re-ordered by dragging them up and down, and they can be removed completely by clicking the trash icon.

As you can see, there are many more options available on these setup screens, and you can expect a video about advanced Profile tricks in the future, but that’s all for this week’s Two Minute Tuesday. Please follow us on Facebook or Twitter, join the LinkedIn PCRecruiter User group, subscribe to this YouTube channel, and watch our blog posts on your PCR login screen. If you have any ideas for future Two Minute Tuesdays, send an email to twominutetuesday@mainsequence.net.

As we previewed in this week’s Two Minute Tuesday video, a new update to PCRecruiter comes out today. While there are many fixes, improvements, and tweaks, we wanted to call attention to a few of the more noticeable items:

Tab Labels

Our new labeling system will appropriately title your PCRecruiter tabs or windows in your web browser, allowing for an easier distinction between name records, company records, and other windows.

Tab Labels

Recently Viewed Records

The area to the right of the main Name, Company, and Position search boxes, which used to show your 10 most recently viewed records, now shows up to 50 records, along with the company and email address for names, and the company for positions. Use the dots or arrows to navigate, or click and drag. Watch for more enhancements to this area in later updates.

Recently Viewed

System Menu Searching

Admin users may notice that the System menu has been reorganized. Most importantly the search box can now be used to find any and all items under this area.

System Area Search

Mobile App

A new edition of our free PCRecruiter mobile app for iOS and Android is out, and packs some speed improvements, as well as these handy new functions:

Parsing Resumes from Email

Copy to PCRResumes can be added and parsed through your mobile device’s native email client, creating new name records easily on the go.

  1. From within your device’s email client, locate an email with an attached resume that you would like to add to PCRecruiter.
  2. Click and hold the resume attachment until your device’s action menu appears.
  3. Choose Copy To PCRecruiter
  4. When the app loads, choose how you would like to import the record:
    • Inhale Resume: This option quickly parses the contact info and adds the record to your Default Company without any user interaction.
    • Parse And Verify Resume: This option allows you to view, edit, and add to the record details before import, as well as specifying a Company, Position, and/or Rollup List that you would like to add the record to.
  5. Save your new record

View and Add Names to a CompanyAdd Name - Mobile

  1. To search for a Company record, select the menu icon from the top right corner. This will open your side navigation panel. Select Company, and then choose Search.
  2. From this screen, you can search by Company Name or keywords (notes, summaries, keywords and profiles.)
  3. Select the desired Company from the results list.
    • Select the Names option at the bottom of the window to view all contacts within that company.
    • To add a Name select the Add Name icon at the bottom of the window, and then enter the specified contact information before saving your new contact.

 

Two Minute Tuesday: September 2016 Update

In this Two Minute Tuesday, we’ll take a departure from tutorials to show you a few of the more noticeable improvements to PCRecruiter that appear in our September update, due out this week.

In this Two Minute Tuesday, we’ll take a departure from tutorials to show you a few of the more noticeable improvements to PCRecruiter that appear in our September update, due out this week.

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.

This week we’ll take a departure from tutorials to show you a few of the more noticeable improvements to PCRecruiter that appear in our September update.

One change you’ll notice right off the bat is in the ‘Recently Viewed’ tiles that appear in the main Name, Company, and Position search screens. Where the previous versions of PCR would display only the most recent ten records viewed, the new version shows up to fifty. How many you’ll see at once depends on your available screen size, but you can use these arrows or dots to navigate, or even click and drag to see more. Look for more functions and enhancements coming to this area soon.

Another tweak you may find helpful is that the titles for your browser windows will now indicate the name of the PCRecruiter record they display. So, for example, when we right-click on this position and open it in a fresh tab or window, the browser tab displays the title and position ID. The same goes for Names, Companies, Rollups, and others. If you’re the sort of user who keeps multiple PCRecruiter tabs open at once, this will help you keep them straight.

We’ve also added some new features to the free PCRecruiter mobile app for Android and iOS, in addition to a round of speed and stability improvements.

First off, when you’re on a company record, you can now tap the ‘Names’ option at the bottom to see the people associated with that company, and you can tap the new ‘Add’ icon to create new contact records directly within the current company.

We’ve also got PCRecruiter integration into the native email application. When you select a resume file attachment from a message on your device, you’ll find that the PCRecruiter app is available as a target for handling it. After selecting “Copy to PCRecruiter,” you’ll get the option to simply ‘Inhale’ the resume into the default company as a new candidate, or to use something more like the ‘Add Resume’ utility to parse the contact info from the resume and verify or enhance it with more detail. If you select this option, you can also add the new record to a specific Company, Position pipeline, or Rollup list on the fly.

We have some very exciting new features to announce before the end of the year, so to keep on top of everything, watch our blog posts on your PCR login screen, subscribe to this YouTube channel, follow us on Facebook, LinkedIn, or Twitter, and join the PCRecruiter LinkedIn users group. If you have any topics or suggestions for future Two Minute Tuesdays, send an email to twominutetuesday@mainsequence.net.

Two Minute Tuesday: IMAP Email

IMAP (Internet Message Access Protocol) email services are ubiquitous and useful, but not commonly understood. Today we’ll talk about the difference between traditional POP (Post Office Protocol) email access and IMAP, and how IMAP interaction with PCRecruiter underpins some of the most important CRM features we offer.

IMAP (Internet Message Access Protocol) email services are ubiquitous and useful, but not commonly understood. Today we’ll talk about the difference between traditional POP (Post Office Protocol) email access and IMAP, and how IMAP interaction with PCRecruiter underpins some of the most important CRM features we offer.

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

Welcome to another Two Minute Tuesday, Main Sequence’s series of short videos with tips, tricks, and tutorials to help make you a more powerful PCRecruiter user.

This week we’re going to talk about IMAP email accounts and how they interact with PCR. IMAP is one of the two most common methods of connecting to an email account, the other being POP, or “pop”.

POP stands for “post office protocol,” and it works very much like traditional post office box. Your email client, Microsoft Outlook for example, connects to your mailbox at your mail hosting provider, and downloads all of the contents, leaving the mailbox on the server empty. While this does afford local access to your emails when you’re not online, it means the mail is now stored only in the mail client you downloaded it to. If you check the same mailbox from your phone, it’ll be empty. Your Sent Items and other folders will also be only up to date on that one mail client.

With IMAP (Internet Message Access Protocol), however, the mail stays on the server. Your mail client simply displays and manipulates the messages where they are. This means you can connect to the same email account from multiple mail clients, all of which will stay in sync with each other because they’re all just reflecting what’s in the mail folders on the server. These days, with ubiquitous internet access, and the need to access the same email account via multiple computers or mobile devices, IMAP is the most common setup.

So, how does this work with PCRecruiter? Well, PCRecruiter has its own optional built-in email client. While all users have the option to send email out of PCRecruiter from various screens, the PCR Mail client lets you receive email in PCR as well. This can really shorten the process of creating Name records from or importing resumes from received emails, or quickly accessing the Name record when a contact emails you.

The other big advantage here is Activity tracking. Each time you send or receive a message from someone whose email address is on a record in the database, PCR can log the text of that email as an Activity on their record, and as long as the original email still exists on the server, you can jump right to it from the person’s name record. Having all of your email communication automatically logged as part of the Name record in PCR can be a powerful asset.

PCRecruiter’s IMAP synchronization runs 24 hours a day. So even if you never use the PCR Mail client at all, once the connection to your IMAP email account is set up, you can send and receive email on your mobile phone, in Outlook, or anywhere else, and the activity logs and emails will be accessible from within PCRecruiter. And, any emails you send out from PCRecruiter will be synced as sent items in all of your other email clients.

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.

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.

Two Minute Tuesday: Mail Tagging in Portal

In our latest Two Minute Tuesday video, we’re looking at Mail Tagging in the PCRecruiter Portal for MS Outlook. This recently-released feature lets you color-code senders in your Outlook inbox based on the Status field from their name in PCRecruiter.

In our latest Two Minute Tuesday video, we’re looking at Mail Tagging in the PCRecruiter Portal for MS Outlook. This recently-released feature lets you color-code senders in your Outlook inbox based on the Status field from their name in PCRecruiter.

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

Welcome back for another Two Minute Tuesday, Main Sequence’s series of short videos with tips, tricks, and tutorials to help make you a more powerful PCRecruiter user.

In this week’s edition, we’re going to look at the new Mail Tagging enhancement available in the PCRecruiter Portal for Microsoft Outlook. This new option lets you color-code your emails based on the status of the contact record in PCRecruiter, making it easier to spot emails from candidates, clients, managers, and so forth in your inbox.

First off, you’ll need to make sure that you’ve got the latest version of the Outlook Portal. If the feature we’re reviewing in this video doesn’t seem to be there when you open Outlook, you’ll want to visit the Downloads area of our website at PCRecruiter.net to get the latest installation file.

Now we’ll launch Outlook and check it out. The first step is to open the ‘Options’ item from the PCR Config section. Before proceeding, you’ll want to verify that the ‘Server IP/URL’ section points to www2.pcrecruiter.net, rather than simply www.pcrecruiter.net. The ‘www2’ URL is the current PCRecruiter hosting domain, and this new feature requires Portal to be connected to the current PCR servers rather than the older PCR 8 version.

Now we’re going to select the new Mail Tagging tab. In the dropdown at the top, we’re going to select the email account that we’re working with in the Portal.

Next, we’re going to use the ‘Configure Category Colors’ option. This pops up Microsoft Outlook’s own Color Categories tool. I’m going to create a ‘Candidates’ category that’s green, a ‘Hiring Authority’ category that’s blue, an ‘On Assignment category that’s purple, and a ‘Reference’ category that’s orange.

Now we can use the checkbox list to associate some or all of PCRecruiter’s Status options for Name records with a category color. We can associate multiple statuses with the same category if we want to – for example, we can place emails from Hiring Authority, Employee, and Manager records all in the same blue category. When we’re done lining everything up, we click ‘Save & Close’.

As a final step, we’ll right-click on the headings in the message list, and choose ‘View Settings’. We’re going to click on ‘Columns’ and add the ‘Categories’ column to the view.

Now, whenever we check email, the Portal will look up the sender’s address in our primary PCRecruiter database, and will color-code these messages based on the Status field on the Name record. If the same email address is found on more than one Name, the color code will be based on the record that was most recently active. The color coding may not be instantaneous depending on the synchronization between the PCRecruiter Portal and the data servers, so if you’re not seeing the colors applied, just wait a few minutes and they should start showing up.

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

Two Minute Tuesday: Custom Fields

Configurability is one of PCR’s key strengths, and we’ve talked about user-adjustable layouts and settings in many of these videos. This week, we’re going back to basics and looking at how to create a Custom Field.

Configurability is one of PCR’s key strengths, and we’ve talked about user-adjustable layouts and settings in many of these videos. This week, we’re going back to basics and looking at how to create a Custom Field.

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

Welcome back for another Two Minute Tuesday, Main Sequence’s series of short videos with tips, tricks, and tutorials to help make you a more powerful PCRecruiter user.

Configurability is one of PCR’s key strengths, and we’ve talked about user-adjustable layouts and settings in many of these videos. This week, we’re going back to basics and looking at how to create a Custom Field.

You can add virtually unlimited Custom Fields to your Name, Company, and Position records to contain just about any data point you require. For this example, we’re going to make a custom ‘Category’ selection for our positions to help group them for searching, sorting, and reporting.

First, we’ll head to the System area and open ‘Custom Fields’. If you don’t see this option, your user login doesn’t have the admin permission necessary to make and edit Custom Fields. We want to define a Custom Field for our Position records.

Below we’ll see a list of the existing Custom Fields. We can delete them, change the ‘Sort’ value, which controls the order they appear in on some screens, set the ‘Action’, which indicates what type of data we’re putting into the field, and set the ‘Default Values’ for the field if it’s going to be a multiple choice. Please note that deleting a field’s definition from this area simply de-lists it for the purposes of searching, reporting, and so on. If you’ve already completed this field on individual records or placed it in custom screen layouts, it’ll remain there until you specifically remove it.

We’ll click the ‘plus’ icon to add a new field, and give it a name, which can be up to 25 characters long. The sort order can be left alone in most cases. The ‘Action’ dropdown defaults to ‘No Action’, meaning that this will be a plain, 255-character text field. It also includes options to designate the data as an email address, phone number, web address, date, currency value, dropdown, and so on. For our ‘Category’ field, we want users to be able to select from a list of categories, and we want them to be able to select more than one at a time, so we’re going to choose the ‘Multi-Select Checkbox’ Action.

After we save, we can use the ‘Default Values’ link to put in our options. Each one can be up to 35 characters long. If you have a lot of choices, you can also use the ‘Import’ option.

Now that the field is defined, where does it show up? Custom fields can always be found under the “Details” navigation on any record. When we define a custom field, it doesn’t ‘exist’ for any specific record until some data is put into it, so the default display here is only going to show fields that have data in them already. We’ll select ‘Show All Fields’ to see the full complement of empty fields we might fill in.

If this is a field is one you’ll be using regularly, you’ll want to add it to your main screen. We’ll use the familiar ‘Customize’ option on the record. When we click in any of the spaces, typing the name into the dropdown should bring up the field we just defined. After saving, the Category field is now available for use on all the positions we view with this username.

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

Two Minute Tuesday: Notes vs. Activities

In this Two Minute Tuesday, we’re going to talk about a subject that some users can find confusing. Namely, when to put information about a contact into the Notes and when to put it into the Activities. While PCRecruiter’s flexibility means you can often put your data wherever you find it most helpful to have, there are some clear-cut situations in which one or the other of these areas of the record is better suited to the job.

In this Two Minute Tuesday, we’re going to talk about a subject that some users can find confusing. Namely, when to put information about a contact into the Notes and when to put it into the Activities. While PCRecruiter’s flexibility means you can often put your data wherever you find it most helpful to have, there are some clear-cut situations in which one or the other of these areas of the record is better suited to the job.

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

It’s time for another Two Minute Tuesday, Main Sequence’s series of short videos with tips, tricks, and tutorials to help make you a more powerful PCRecruiter user.

In this episode we’re going to talk about a subject that some users can find confusing. Namely, when to put information about a contact into the Notes and when to put it into the Activities. While PCRecruiter’s flexibility means you can often put your data wherever you find it most helpful to have, there are some clear-cut situations in which one or the other of these areas of the record is better suited to the job.

At the simplest level, the Notes area is for saving annotations to the record; things that aren’t in the candidate’s resume or don’t necessarily fit into a specific field. Your Notes might include information about their family or hobbies, or details about their job search or relationship with the company they work for. Notes are included in the system’s keyword index, so if you use the Keywords search box, any words stored the Notes will be included in that search. In addition, you’ll see the first 250 or so characters of the Notes when you hover your mouse over the contact’s name in your search results or Rollup views, making it a good place to jot down details you want to reference quickly in these contexts.

When you enter a Note on a record, the system stamps it with the date and time of entry and the user who entered it, so it can be tempting to use the Notes area to keep track of events like phone calls, meetings, interviews, and so forth. However, the date on your notes is simply the date that note was saved, which makes it tough to record a past or future event. The date and username are essentially just meta data within one large text document, not discrete pieces of trackable info.

If you want to keep track of what’s you’ve done or will be doing in regards to a contact outside of the context of a position Pipeline, you’ll want to record Activities instead. The system automatically writes some Activity records when you perform actions like adding or saving records, sending emails, and so on, but you can also create your own custom Activity Types under the System area to track things like cold calls, the date when you received a document, or when you sent a LinkedIn connection request. You can even set up Result Codes to log the outcomes – like whether that LinkedIn Request was accepted.

Because the Activities track the Username, Date, Activity Type, and the memo text as independent fields, you can filter, sort, search, and report on them to get an idea of what happened when, and who did it. You can also attach Activities and their follow-up events to your Schedule, so they track not just what you’ve done, but what you plan to do.

So, in short, when you want to supplement a record with searchable freeform information, the Notes are a good place to do it, but if you want to track something that occurred or will occur, then Activities are the better choice.

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.

GetApp Category Leader - ATS

GetApp, a leading business software directory and review site, has released it’s latest Category Leader rankings, highlighting the top 25 cloud-based business applications in key business application categories. Main Sequence is pleased to announce that PCRecruiter was given a Top 5 slot in the Applicant Tracking category.

The rankings, which give business owners a short list of the best options to consider, are based on the following five criteria:

  1. Quantity and rating of user-submitted reviews.

  2. Number of integrations with other listed apps.

  3. Mobile app availability and rating.

  4. Social media presence and following.

  5. Security survey responses (modeled on the Cloud Security Alliance’s self-assessment form).

These rankings are completely independent of any commercial relationships between GetApp and the software vendors, taking into consideration factors including real user opinion, compatibility with other software products and mobile devices, security, and market presence. These rankings help provide an easy-to-follow overview of important factors for the buying process.

Main Sequence is glad to be recognized as one of the top solutions available in a reflective representation of the leading business applications on the market.

 

Two Minute Tuesday: Rollup “Call Plans”

In this week’s Two Minute Tuesday video, we’re looking at the ‘Plan’ feature in the Rollup lists, which combines the Rollup and Schedule into a valuable tool for tracking your phone call lists for sourcing and business development.

In this week’s Two Minute Tuesday video, we’re looking at the ‘Plan’ feature in the Rollup lists, which combines the Rollup and Schedule into a valuable tool for tracking your phone call lists for sourcing and business development.

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

It’s time for another Two Minute Tuesday, Main Sequence’s series of short videos with tips, tricks, and tutorials to help make you a more powerful PCRecruiter user.

One of the primary uses of Rollup Lists in PCR is to keep track of your calling plans. In this week’s video, we’re going to look at the Plan feature, which helps you to keep track of who you’re planning to call each day, who you reached, and who you didn’t, by placing some or all of a list on your Schedule.

Every Plan starts with a Rollup list of contacts. We’ve talked about Rollups in an earlier Two Minute Tuesday. To use the Plan, we need to properly configure the Stages on our Rollups. The ‘Configure’ option is in the Action menu at the upper right corner. We’re going to work with the Stage Setup tab.

There are nineteen configurable Stages in Rollups, which you can use to track a variety of selection and ranking tasks. We’ll discuss this screen in more depth in a future video, but the key item for this process is the ‘Merge Plan’ column, which includes a simple Yes or No dropdown for each Stage. We want to set this to “Yes” for any Stage that requires future action – such as leaving a voicemail, or if the contact wasn’t able to chat when we reached them. Stages that are dead-ends, such as wrong numbers or lack of interest, can be left at the “No” setting.

Now that we’ve got that set, let’s walk through using the Plan. Here’s a list of Developers in Chicago that I plan to call. There are 400 people on this list, and I want to try to reach 20 of them each day. Let’s see how the Plan feature can help.

First, we’ll select the current page, which contains 20 contacts. Now we’re going to use the ‘Plan’ option in the Action menu. Here, we’ll select the date and a chunk of time in which we plan to try and reach these contacts. We can add notes about the project, a reminder alarm, and so on, before saving. If we click ‘Schedule’ and view the desired date, we’ll find our Plan holding the selected time slot.

When it’s time to execute the Plan, we’ll click ‘Open Plan’. We are now looking at the first selected subset of our Chicago Developers Rollup. It’s the same Rollup List, and all of the records remain on the list, but this Plan view is filtered to show only this Plan’s selected contacts. As we make the calls, we use our configured Stages to record the outcomes.

When we’ve contacted everyone, or when we’ve reached the end of the time we’d allotted, we select ‘Merge Plan’ from the Action menu. Now we will see our Chicago Developers Rollup List, minus anyone who has been given a Stage with a “No” merge setting. Now, we can select a group of results from this filtered view and create a fresh Plan to schedule more calls.

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.

Two Minute Tuesday: Finding “Lost” Contacts

Have you ever misplaced a record? It’s very difficult to permanently erase information from PCRecruiter unintentionally, so usually a record that seems to be gone is simply not where you’re looking for it. This week’s Two Minute Tuesday looks at some techniques for locating these ‘lost’ contact records.

Have you ever misplaced a record? It’s very difficult to permanently erase information from PCRecruiter unintentionally, so usually a record that seems to be gone is simply not where you’re looking for it. This week’s Two Minute Tuesday looks at some techniques for locating these ‘lost’ contact records.

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.

There are few things more confounding than trying to find a record you know should be there, but it just isn’t. In this week’s edition, we’re going to look at ways to find a seemingly lost contact. In almost all cases, the record is still there. You just have to know where to look.

If you think the record may have been deleted, the first place to check is the Recycling Bin. In older versions of PCR, this was on the MyPCR screen, but in PCR 9 you’ll find it at the bottom of the System menu.

When you delete records in PCR, they aren’t actually erased – they’re simply removed from the searching indexes, compressed to save space, and sent to this Recycling Bin. If you do see the missing record here, you can use the ‘Restore’ link to send it back to where it came from. You’ll only see your own deleted items, but admin users can use the pulldown to get to records deleted by anyone at all. If you do want to permanently delete one or more items, you can check the boxes at the left, and use the ‘Remove’ button.

If the person we were looking for doesn’t seem to be in here, it’s likely that he’s still in the database, but some or all of the data on his record has been somehow replaced, making him harder to locate.

Let’s say we were searching for the candidate by name and he didn’t come up. Perhaps someone has changed the first name from Bobby to Robert, so we’ll try searching for him by email address instead. Unfortunately, that’s not finding him either.

If we can’t locate him by his fields, we might be able to find him by his keywords. If his name and email fields were both altered, but his resume or profile is still attached to the record, then a keyword search for his name or other identifying data in those documents may bring up whatever record those items are attached to. We’re going to wrap the name in quotes so we find only occurrences of the first and last name together in that order.

But what if this is a client or some other contact that has no resume? That’s where the Activity text search box can come in handy. We’ll click ‘Activities’ in the main menu, choose a likely date range for some interaction with that contact, and enter the name into the ‘Text Search’ box.

Here he is! It looks like these activities are attached to someone with a different name. Let’s find out why. From the navigation menu on the Name record, we’re going to choose the ‘Change Log’. This area lists all major alterations made to this record, with date, time, username, and the original value. Aha. Here we can see that another user replaced all of Bobby’s info with someone else’s a few days ago. Now we just need to make a new record for this other person’s info, and put Bobby’s data back the way it was.

Of course, if none of these methods pan out, you can always check out the Snapshot backup from the previous day, or get in touch with Main Sequence support about restoring from an earlier archive.

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.

Two Minute Tuesday: Custom User Metrics Report

As any manager will tell you, keeping track of what your team is accomplishing is key to success. One of the ways you can do this in PCRecruiter is to create a Custom User Metrics report to monitor the activity records for a better grip on your recruiting KPIs. We’ll walk through the setup in this week’s Two Minute Tuesday.

As any manager will tell you, keeping track of what your team is accomplishing is key to success. One of the ways you can do this in PCRecruiter is to create a Custom User Metrics report to monitor the activity records for a better grip on your recruiting KPIs. We’ll walk through the setup in this week’s Two Minute Tuesday.

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

It’s time for a new Two Minute Tuesday, Main Sequence’s series of short videos with tips, tricks, and tutorials to help make you a more powerful PCRecruiter user.

If you’re in charge of a recruitment team, you’ll want to keep tabs on the activity of your users. One simple way in which you can do this is with a custom User Metrics Report. Today we’ll walk through creating one.

First, we’ll click ‘Reports’ in the main menu. To create or edit a custom report, we need to select the ‘gear’ icon in the Action menu at the upper right. Now, from the group of tabs, we’re going to pick ‘Manage User Metrics Reports’ and choose ‘Add’.

In the window that appears, we use the first section to name the report. We’ll just call it ‘User Activity.’ Now we’ll open up the first row of data.

Each section includes a box for the label, a selector to choose what sort of metric it represents, and a link for choosing the source of the data.

For example, we can label the first box “Outbound Calls.” We’ll check the ‘Activities’ box, because we’re going to base this metric on the Activity record created when an outbound call is made. Now we’ll click on “Select/Edit Sources” and specify all of the possible outbound call activities.

We can also use the ‘Interviews / Placements’ option to track events in the pipeline. Here, we’ll make a label for ‘Submittals’, and select our ‘Submitted’ interview status.

It’s also possible to use the ‘Positions’ option to get numbers on jobs that have been created, filled, closed, and so on. In this column, we’ll create a ‘New Openings’ label, set the selector to ‘Positions’, and then choose the ‘Available’ option as the source.

Now let’s see how it works. To run the report, we’ll select ‘Auditing Reports’ and click on our new Custom User Metric report. We can also search for it by name from the reports menu search box.

We select the date range to report on – for this example, we’ll select the entire month – and we can exclude users by unchecking their usernames and apply additional filters.

When we print the report, the row of labels we created appears under each user, with a count of the applicable records. So, in this report, we can see that the user EWATSON had 65 outgoing calls this month, 12 submittals, and 20 new jobs entered. Clicking on the number searches the database for the applicable records.

We’ll look at more advanced metric reporting options in a future video, but that’s all for this Two Minute Tuesday. For more, subscribe to this YouTube channel, follow us on Facebook, LinkedIn, or Twitter, join the LinkedIn PCRecruiter user group, and watch our blog posts on your PCRecruiter login screen. If you have any ideas for future Two Minute Tuesdays, send an email to twominutetuesday@mainsequence.net.

Capterra, a Gartner company that helps businesses select software solutions, has ranked PCRecruiter in the Top 10 on their list of the Most Affordable Applicant Tracking Software.

To put the report together, Capterra compiled “typical ATS software buyer” scenario with standard, expected features and customer service. They scored systems based on how many standard features they offered and the cost of those features, taking into account what customers were saying about the product’s functionality and quality to determine just how affordable and valuable the systems really were.

When the numbers were all lined up, PCRecruiter landed in the top 2% of roughly 300 selections, and practically neck-and-neck with the solutions listed above it.

Main Sequence is proud to be recognized for providing exceptional value to our users.

Two Minute Tuesday: Pointers on PCR’s Parser

If you’ve used PCRecruiter to import a resume, you know how much time its built-in contact parser can save you in completing the fields on the record. In this week’s Two Minute Tuesday, we’re going to look at three more things PCR’s parsing engine can do that you may not be aware of.

If you’ve used PCRecruiter to import a resume, you know how much time its built-in contact parser can save you in completing the fields on the record. In this week’s Two Minute Tuesday, we’re going to look at three more things PCR’s parsing engine can do that you may not be aware of.

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

Here comes another Two Minute Tuesday, Main Sequence’s series of short videos with tips, tricks, and tutorials to help make you a more powerful PCRecruiter user.

In computer terms, a parser is a program that takes some input and breaks it down into its parts for further analysis based on a set of rules. If you’ve used PCRecruiter to import a resume, you know how much time its built-in parser can save you in completing the contact fields on the name record. In this week’s Two Minute Tuesday, we’re going to look at three more things PCR’s parsing engine can do that you may not be aware of.

First up, Queueing Resumes for Parsing. If you have multiple resumes to import at once, you can save several clicks with the Add Resume Utility’s queueing feature. We’ll click the ‘quick add’ icon in the upper right and select ‘Parse From Resume’. Clicking ‘Start’ launches the familiar ‘Add Resume Utility.’ Now, rather than clicking the ‘Open’ icon to browse the computer’s drive for a resume, we’ll open up a folder on the machine that has multiple resume documents in it. Now, we highlight the ones we want – either with the mouse, or by clicking the first one and then shift-clicking on the last – and drag them to the lower area of the utility. Now we can see that there are 14 resumes in the queue. Then we can verify and complete the info on the first one, and click ‘Next’ to move right on to the next resume. When you have more than one document to import, this is much quicker than starting the process over for every file.

Now, let’s talk about the Clipboard icon. You’ll find this handy data parsing utility next to the Company Name field on Company records, and the Last Name field in Name records. This feature works in two scenarios. If we’re looking at a record that’s already saved in the system, clicking on the clipboard gives you a plain-text version of the major contact fields. This can be useful when you want to copy and paste someone’s info into an email or a document.

The feature also works when adding clients or other contacts without resumes to the database. For example, here’s the signature in an email I just received. I can copy it, go to the ‘quick add’, and choose ‘Manual Entry’. Here, clicking the clipboard icon launches a parsing popup. We just paste, and parse. Now the contact details are ready to save. The same trick works when adding a new Company record.

Lastly, let’s look at the Parsed History feature. This area is found at the bottom of the ‘History’ screen from the navigation menu on Name records, but really, you can think of it an alternate way to view the contents of a resume. When we click ‘Parsed History,’ PCRecruiter pulls the contents of the current resume on file for this person, and presents the education and work history in a convenient table. You’ll the time range for each item, and the parser’s breakdown of titles, locations, and skills deduced from the resume’s contents. Of course, the accuracy of this analysis will vary, depending on the formatting and wording of the resume, but it can be helpful for getting your bearings when you need to quickly skim a candidate’s experience.

That’s it for this edition of Two Minute Tuesday. For more, subscribe to this YouTube channel, follow us on Facebook, LinkedIn, or Twitter, join the LinkedIn PCRecruiter user group, and watch our blog posts on your PCR login screen. If you have any ideas for future Two Minute Tuesdays, send an email to twominutetuesday@mainsequence.net.

Two Minute Tuesday: Configuring Interview Statuses

PCR’s Pipeline is your hub for tracking the recruitment process, and so you’ll want the interview statuses in it to reflect your organization’s own unique workflow. In this Two Minute Tuesday we’re going to look at how to set up your database’s pipeline to mirror your process, which is key for effectively monitoring and reporting, plus setting up time-saving features like automated notification emails to candidates and hiring managers.

PCR’s Pipeline is your hub for tracking the recruitment process, and so you’ll want the interview statuses in it to reflect your organization’s own unique workflow. In this Two Minute Tuesday we’re going to look at how to set up your database’s pipeline to mirror your process, which is key for effectively monitoring and reporting, plus setting up time-saving features like automated notification emails to candidates and hiring managers.

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

Here comes another Two Minute Tuesday, Main Sequence’s series of short videos with tips, tricks, and tutorials to help make you a more powerful PCRecruiter user.

PCR’s Pipeline is your hub for tracking the recruitment process, and so you’ll want the interview statuses in it to reflect your organization’s own unique workflow. Today we’re going to look at how to set up your database’s pipeline to mirror your process, which is key for effectively monitoring and reporting, plus setting up time-saving features like automated notification emails to candidates and hiring managers.

When you first get into PCR, a default set of Types and Statuses are already in place. ‘Types’ are the main categories and ‘Statuses’ are the subcategories within each Type. For example, we have a Type called ‘In-Person,’ with Statuses for first interview and second interview beneath it, and we have an ‘Out-of-Process’ Type, with Statuses to indicate why the candidate was not suitable for this particular opening.

If you’re a PCRecruiter admin user, you can adjust the database’s pipeline configuration by clicking System and searching for “Interview Status Codes”. When we go into this area, we’ll see a list of the Statuses to start with. We can edit or delete them with the Action dropdowns, or use the ‘plus’ icon in the Action menu to create new ones.

Each Status has a code, which is an abbreviated label for this stage in the process (10-character maximum), a longer description, and an indication of which major Type it belongs under. For example, if we wanted to add a Status for a second telephone interview, we’d click the ‘Add’ icon, create a code, give it a description, and use the pulldown to associate it with the Telephone Type. The Priority dropdown allows you to define the listing order of the Statuses within a given Type – they’ll be alphabetical if you leave it at zero. If your organization is required to do EEOC reporting, special codes can be created for that too.

You may also want to change the major Types. While new Types cannot be added or deleted, the system’s built-in ones can be relabeled or hidden. We’ll do that with this icon in the Action menu. In this screen, we can give the Types new abbreviated codes and long descriptions to suit our needs. We can also use these checkboxes to hide any Types that we don’t need. In this database, many of the Types have already been hidden away, and the first ‘user defined’ Type has been configured to act as an ‘Offer’ stage.

Relabeling the Types and creating custom Statuses gives us lots of flexibility. We could, for example, hide the ‘Telephone’ Type, re-label ‘In-Person’ to simply call it ‘Interviewed’, and then create Statuses under it to track in-person, phone, and video interviews. Just be aware that these settings will apply to all of the users and jobs in this database, so you’ll want to define your Types and Statuses broadly enough to suit all of the sourcing and placement steps you’d need to track.

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

Main Sequence is a Cleveland-born, Cleveland-proud company. In honor of the Cleveland Cavaliers historic NBA title win, we will be closed on Wednesday so that our team may attend the celebratory parade. We plan to “party like it’s 1964.”

Two Minute Tuesday: Deleting & Changing Users

Recruiting, staffing, and sourcing simply wouldn’t be a thing if everyone stayed in one job forever. But what happens when someone leaves your company? In this week’s Two Minute Tuesday video, we’re going to look at what an admin user can do with the records when a PCRecruiter user leaves the organization.

Recruiting, staffing, and sourcing simply wouldn’t be a thing if everyone stayed in one job forever. But what happens when someone leaves your company? In this week’s Two Minute Tuesday video, we’re going to look at what an admin user can do with the records when a PCRecruiter user leaves the organization.

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

It’s time for Two Minute Tuesday, Main Sequence’s series of short videos with tips, tricks, and tutorials to help make you a more powerful PCRecruiter user.

Recruiting, staffing, and sourcing simply wouldn’t be a thing if everyone stayed in one job forever. But what happens when someone leaves your company? Today we’re going to look at what an admin user can do with the records when a PCRecruiter user leaves the organization.

When someone exits the scene, you may simply want to delete their account. User changes are made under System > Manage Users. We’ll select the user who’s gone, and then click the Delete icon in the action panel. This won’t remove or change any of the records that belonged to them – it will just remove their login account.

If the user is on temporary leave or may come back later, we can open the ‘Security’ panel. At the bottom, under Security Policy, you’ll find the ‘Account is disabled’ option. Checking this box and saving the record prevents the user from logging in without actually deleting their account.

Now, let’s say we’ve hired someone to take over the desk and we want to change all of the existing records for that account over to the new person. We can do this by clicking the icon to the right of the User Name field, and changing the username. We can also get to this panel by searching for Change User Name under System.

We want to enter the new username here – ten characters maximum. When we apply the change, PCR scours the database for all historical data created by this user and changes the username field on it to the new one. This feature is also handy when a user has a new last name and wants to change their username to match. One item to note – if the person was using PCR’s internal email client, those email records are stored in a separate database and will not be altered when you change the username. You’ll want to contact support@mainsequence.net for details on linking old emails to a new username.

What if we want to assign only the outgoing user’s jobs to another current user, or if we want to change only certain name, company, and job records? Well, an admin can change the username field on each record manually, but we can alter multiple records at once with the global change features under System.

We’ll search for “Change”, and then select “Change Positions.” The Predefined Field we want to alter is “User Name”. We can use the selector here to limit the changes to a specific Rollup list of jobs, or we can fill the ‘Original Value’ box with the old username so that the system simply finds and changes all positions marked with that username. The same principles apply to changing name or company records. When you use these global change features, the username field on the record is changed to the new username, while all of the activity history, interviews, and so on associated with it remain tagged with the original username.

For more Two Minute Tuesdays, subscribe to this YouTube channel, follow us on Facebook, LinkedIn, or Twitter, join the LinkedIn PCRecruiter user 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.

Two Minute Tuesday: Rudiments of Keyword Searching

For this week’s Two Minute Tuesday video, we’re going to go over using Boolean keyword search methods in PCRecruiter to find the candidates, jobs, and contacts you’re looking for.

For this week’s Two Minute Tuesday video, we’re going to go over using Boolean keyword search methods in PCRecruiter to find the candidates, jobs, and contacts you’re looking for.

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 another Two Minute Tuesday, Main Sequence’s series of short videos with tips, tricks, and tutorials to help make you a more powerful PCRecruiter user.

This week, we’re going to look at the rudiments of keyword searching. You’ll find keyword search boxes on the Basic and Advanced Name, Company, and Position search screens, among others. PCR’s keyword search includes the content of the Resume, Notes, Summary, Profile forms, and Keywords areas of your records, but it does not include data in discretely labeled fields, like ‘Job Title’ or ‘Last Name’. Our Lucene search engine, which offers searching of text file attachments as well as many more complex search queries and support for significantly larger databases is also available – contact your Main Sequence rep for details.

At the simplest level, we just enter a few terms separated by spaces into the keyword search box. Here, on the Advanced Name Search screen, we’ll enter marketing development sales. PCRecruiter will return records with any of these words in any of the keyword indexed areas of the record, ordered by relevance. If we want to limit the search to specific indexed areas of the record, such as the resume only, we can change the ‘Limit’ pulldown. We can also designate whether partial word matches should be included, such as “salesman” or “salesforce.”

To refine the search, we’ll need to use Boolean operations: AND, NOT, OR, and NEAR, as well as quotes and parentheses. Here’s how these work:

Using AND (all caps) before a term makes it a required criteria for the search results, while NOT excludes the term that follows it. For example, if we search marketing AND development NOT sales, we’re going to find records that contain the first term and the second one, but do not contain the third.

We can also nest search terms with parentheses. For example: (sales OR marketing) AND (development OR bizdev). When you use parentheses, the system runs the queries inside the parentheses first; so here we’ll only get back records with either of the terms from the first pair, and either of the terms from the second pair.

We can search for phrases by using quotes. For example: “business development”. Now we’ll get records with the words business and development immediately adjacent to each other.

To find words close to, but not right next to each other, we keep the quotes and include the NEAR operator. “Business NEAR Development” finds any record where those two words are within ten words of each other. We can narrow or expand the range by specifying a number. For example, “business NEAR5 development” will return records where those words are five or less words apart.

You can mix and match these techniques to create very refined keyword searches, but keep in mind that the more complex your query is, the more time it’ll take PCR to return the results.
When you get your search results back, you’ll see a letter indicating where in the record the terms were found. P for Profiles, N for Notes or Keywords, R for resume. Click on the letter, and the search terms are highlighted in context.

This is just the tip of the searching iceberg and we’ll dig into more related topics in the future. But for now, subscribe to this YouTube channel and follow us on Facebook, LinkedIn, or Twitter, and watch your PCR login screen. If you have any suggestions for future Two Minute Tuesdays, send an email to twominutetuesday@mainsequence.net.

Two Minute Tuesday: Candidate Submittal Workflow

In our Two Minute Tuesday video this week, we’re going to go over one possible workflow for handling the submission of a candidate to the hiring authority. We’re also touching on pipeline email templates.

In our Two Minute Tuesday video this week, we’re going to go over one possible workflow for handling the submission of a candidate to the hiring authority. We’re also touching on pipeline email templates.

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 another Two Minute Tuesday, Main Sequence’s series of short videos with tips, tricks, and tutorials to help make you a more powerful PCRecruiter user.

PCR’s flexibility and configurability means being able to accomplish many tasks in multiple ways, and sometimes it can be helpful to see how someone else gets a job done. Today we’re going to walk through one workflow for submitting a potential hire to a manager which you may want to try out for yourself.

Let’s say we’ve just added a new candidate to the database, and we know she’d be perfect for one of our existing openings. We want to put her into the job’s pipeline and email her info to the hiring contact.

We’ll start by typing part of the job title into the Quick Find box. Now that we’ve found our job, we can use the “Add Interview” icon here to begin logging the submittal. Remember that in PCRecruiter, an “Interview Record” is generated for every step in the process of connecting a person with a job, not just the actual person-to-person interviews. A resume submittal or an online inquiry by the candidate is often the first Interview Record in the process.

We’ll search for the candidate by name or any other field, and select them from the list. Now we get the ‘Add Interview’ screen. The “Interview Type/Status” box is already set to my Resume Submittal status because I’ve previously used the configure icon here to make that my default option. We can fill in any other details, and click “Save.” Now, we have an interview record in the pipeline for the job so that the submittal date and time are available for tracking and reporting.

Next, we can click the “Email” option at the bottom of the window to send this candidate’s details to the hiring contact. When the window pops up, our default Pipeline Email template appears. In this database, the pipeline email has been written as a personal letter to the manager. You’ll see all the relevant details have been automatically merged into the letter, which we can then hand-edit however we please before sending it.

Pipeline Emails are a special class of form letter that can be configured from the System area. When we’re creating one, the ‘Insert Fields’ option allows us to merge in practically any details from the name, the company, the job, and the interview record. The letter can be as simple or complex as you wish. The template labeled as “Default” will always come up first, but we can use the ‘Template’ button in the email screen to switch to any other template for other uses, such as emailing the details on an interview to an internal administrator, or emailing them to the candidate.

Using the sidebar, we can see that the candidate’s resume is going to be sent along with the email by default. We can add additional attachments, and even include a meeting request, before sending the email to the manager, the candidate, or even a list of contacts.

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

Two Minute Tuesday: MyPCR Search Links

We’re looking at yet another way to customize and configure PCRecruiter to suit your sourcing and recruiting process in this week’s Two Minute Tuesday video. Today we’re walking through adding a custom search to your MyPCR screen.

We’re looking at yet another way to customize and configure PCRecruiter to suit your sourcing and recruiting process in this week’s Two Minute Tuesday video. Today we’re walking through adding a custom search to your MyPCR screen.

Note: The ‘invalid email’ search shown in this video is not valid for databases using the Lucene search engine.

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 another Two Minute Tuesday, Main Sequence’s series of short videos with tips, tricks, and tutorials to help make you a more powerful PCRecruiter user.

The MyPCR screen is a great place to see quick stats and access hot lists and links when you first log into PCRecruiter. In this episode, we’re going to look at using custom search links on your MyPCR screen. You can use any Name, Company, or Job search query that you build in the Advanced Search screen, or an SQL query entered by hand.

For this example, we’ll choose a simple search. Let’s say our colleague, Raymond, is entering lots of name records into the database. Some of them may be missing the email address, and he’s going to go back and fill them in later. We want to keep tabs on the project and let him know if he’s forgotten to complete them.

To start we’ll go to the Advanced Name Search and create a query. For the first search term, we want Predefined Fields > Email Address > Is Empty. We click ‘Add’ to lock in the term. We can also catch improperly formatted addresses by choosing Predefined Fields > Email Address > Not Like > %@%.%. The percentage sign is a search wildcard, so this will find any emails that aren’t in the usual “something at something dot something” format. We’ll click ‘Add’ again, and we’ll set this the dropdown to “OR” so we find records matching either term. Lastly, we’ll limit this to Raymond’s records by choosing Predefined Fields > User Name > Equal, and selecting his username from the popup. We’ll set this second dropdown to “End Group / And” so that the first “OR” search is grouped together, and the username search is treated as a requirement in addition to that result.

If we expand the ‘Query’ section, we can see the structured query language that we’ve just built. We’re going to highlight and copy it. Now we’ll load the My PCR screen and open the Configure option from the Action menu. We want to configure the ‘Search Links’ item from the sidebar.

To start, we’re going to give this search a descriptive title. Now we paste the query into the Search box. Next, we tell the system whether this is a Name, Company, or Position search.

Let’s stop at this point and save the configuration. We can see our new search in the Custom Stats area with a number indicating how many matching results exist. Clicking on the item will run the search so we can view the names that need to be completed.

Let’s go back into the config screen and add a notification. It’s ok if Raymond’s got a handful of incomplete records at a time, but if there are 10 or more, then we want a notification so that we can give him a reminder. That’s where the Notification Trigger comes in. We’ll set it to “Greater Than 9” and add a Popup Message. Now, if the number of results for this query gets to ten, we’ll get an alert popup whenever we load the MyPCR screen.

For more complex searches check out the list of custom queries in the PCR 9 Learning Center, or contact Main Sequence support to ask about custom queries for your particular needs.
And for more Two Minute Tuesdays, subscribe to this YouTube channel, follow us on Facebook, LinkedIn, or Twitter, join the LinkedIn PCRecruiter user group, and watch our blog posts on your PCR login screen. If you have any suggestions for future Two Minute Tuesdays, send an email to twominutetuesday@mainsequence.net.

Two Minute Tuesday: Customized Portal Ribbon

Attention users of the PCRecruiter Portal for Microsoft Outlook®! This week’s Two Minute Tuesday video is for you. We’ll look at how to tweak the ‘ribbon’ to save you some tab switching while you’re working.

Attention users of the PCRecruiter Portal for Microsoft Outlook®! This week’s Two Minute Tuesday video is for you. We’ll look at how to tweak the ‘ribbon’ to save you some tab switching while you’re working.

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 another Two Minute Tuesday, Main Sequence’s series of short videos with tips, tricks, and tutorials to help make you a more powerful PCRecruiter user.

If you’re one of the many who access your database via the PCRecruiter Portal for Microsoft Outlook™, this week’s Two Minute Tuesday is for you. We’re going to show you a customized menu tweak that will save you some clicks.

If you’re unfamiliar with the Portal, it’s our innovative add-on for Microsoft Outlook that allows you to interact with your PCRecruiter data from inside the Outlook application. For those of you who absolutely “live” in Outlook, the Portal can save a lot of switching between windows. Plus, it synchronizes calendars and contacts and gives you quick access to importing resumes from your inbox, and it can reduce the learning curve for new users by embedding PCR into a familiar environment.

When Portal is installed, it creates a new tab in Outlook that contains all of the major PCR menu items. However, this normally means switching back to the built-in “Home” tab for common Outlook email and schedule functions. You don’t have to let that slow you down! There’s actually a way to merge your key Outlook functions into the PCRecruiter Portal tab.

First, we’re going to right-click in the empty space on the PCRecruiter tab and select “Customize the Ribbon”. The “Ribbon” is Microsoft’s name for the toolbar strips in their products. On the left you’ll see the available commands and on the right are the main tabs in the Outlook ribbon.

We’ll start by creating a New Group under the PCRecruiter tab. We can call it “Outlook Features” or anything else you please. You’ll likely want to put this group at either the start or end of the section rather than in the middle. Now we’ll drag our commonly used items from the left column into the right. For example, we might want to pull over ‘New Email” or ‘Send/Receive All Folders.”

Outlook shows you a list of “Popular Commands” to start with, but you can change the dropdown to see “All Commands” instead to bring over things like Reply, Reply All, Forward, and so on. You’ll see some items multiple times – for example, there are two seemingly identical “Delete” options. If you hover your mouse over one of them, you’ll see what it does. In this case, one “Delete” is for calendar items, and one “Delete” is the email one from the Home tab. That’s the one we want. You can also move any of Outlook’s pre-grouped options – for example, from the “Main Tabs” selections, I can choose Calendar > New, which brings sub-items along with it.

When we click “OK”, we can now see the new options reflected here in the PCRecruiter tab. Now the PCR Portal saves time switching between the email and the browser, and our freshly customized ribbon saves switching between the tabs in Outlook!

For more Two Minute Tuesdays, subscribe to this YouTube channel and follow us on Facebook, LinkedIn, or Twitter, or watch your PCR login screen. If you have any suggestions for future episodes, send an email to twominutetuesday@mainsequence.net.

Two Minute Tuesday: Configure the Basic Search

For this week’s Two Minute Tuesday tutorial, we’re looking at ways to speed up your basic field searches by configuring your Basic Search form and results layouts.

For this week’s Two Minute Tuesday tutorial, we’re looking at ways to speed up your basic field searches by configuring your Basic Search form and results layouts.

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

Welcome to another Two Minute Tuesday, Main Sequence’s series of short videos with tips, tricks, and tutorials to help make you a more powerful PCRecruiter user.

We’re going to revisit the topic of screen customization this week, and check out how you can adjust your main search form and search results. Every user in the database can have their own personalized customizations, or the system admin can copy one user’s settings to others for consistency.

The simple name, company, and position search forms all include three fields that can be combined, plus a keyword search box. By default, all three dropdowns contain all of the possible fields for the record type you’re working with. You can quickly get to any field you want by typing the field name into the dropdown, but you can speed up your process by cutting out any fields you would never expect to search.

To do this, we go into the Customize screen in the action menu. In the ‘Searching’ section, we’ll see a column containing all of the available fields on the left, and a column for our selected fields on the right. Since we’ve never configured this screen before, the right side is empty. We can drag the fields from one column to another, or use the plus and minus icons, and drag them up and down into any order we want. After we click save, the three dropdowns will contain only those fields that we placed in the right column. Our pared-down set of fields applies to the dropdowns on the Advanced Search as well.

If you want to set a default group of search options, just select the fields you want, check the “Save as Default” box, and then click “Search” to save your choices. You can also use this method to pre-fill any of the three values. For example, if I usually want to search only my Available jobs, I can set “Status (Dropdown)” as a search field and set it to “Available/Open”. Now I’ve saved not only the field, but the search term as part of my default.

The same Customize popup allows you to control which columns you’ll see in your search results. Clicking the ‘Results Page’ sidebar item brings up this list, in which we can change the order of the fields, click on them to delete them from our results screens, or click the menu icon at the right to set a default width for the column.

At the right are the default options for a primary and secondary sort order for the results. Most of the time you’ll just sort by one field – such as descending order by Last Activity, or alphabetically ascending by Last Name, but you may want to have a secondary sort if you wanted to group results by state, and then by zip codes within each state.

We can also change the default number of rows per page, and hide any items in the ‘Action’ pulldown on our results that we don’t want to see. Keep in mind that adding more columns and more rows can cause your search results to load more slowly. But you can always come back into this screen and make adjustments at any time!

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.

If you’re one of our many Windows-based PCRecruiter users, you should mark July 29, 2016 on your calendar as the end of your free Windows 10 upgrade period.

The free Windows 10 upgrade offer was a first for Microsoft, helping people upgrade faster than ever before, and July 29th is your last chance to get in on the deal. After July 29, upgrading your Windows 7 or 8 machine to 10 could cost $119 or more retail.

Most Windows 7 and 8 software is compatible with Windows 10, and PCRecruiter 9 is no different. If you’re still using PCRecruiter 8, you can also move to Windows 10, but you’ll want to continue working within Internet Explorer 11, rather than the newer Microsoft Edge browser, which is only compatible with PCRecruiter 9. We still recommend running PCRecruiter 9 in Google Chrome, regardless of your operating system.

To get your free Windows 10 upgrade, visit https://www.microsoft.com/en-us/windows/windows-10-upgrade

Two Minute Tuesday: Relational Database Structure

In this week’s Two Minute Tuesday video, we’re going to take a departure from how-to and take a broader look at how PCRecruiter’s internal database is laid out.

In this week’s Two Minute Tuesday video, we’re going to take a departure from how-to and take a broader look at how PCRecruiter’s internal database is laid out.

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

Welcome to this week’s Two Minute Tuesday, Main Sequence’s series of short videos with tips, tricks, and tutorials to make you a more powerful PCRecruiter user.

We’ve been together in this video series for a few months now, and we think it’s time to discuss the relationship. Specifically, the relationship between the major record types in PCRecruiter. While most users will never need to or want to know how the SQL database under the hood of PCR is laid out, a mental picture of how records are related can be helpful – particularly if you’re building an advanced search query, custom report, or planning a development project using the PCRecruiter API.

PCRecruiter uses a relational database with multiple tables to contain different kinds of information. For example, there is a table for companies, a table for names, and a table for jobs. Each table has columns of data for the specific attributes of that record type, such as a city, title, middle name, and so on.

Every record in the main tables has a unique global identifier so that the system can track which records are related to each other and how. Setting things up this way allows the same piece of information to be used in relation to multiple records, or to be easily re-associated with a different record at any time.

PCRecruiter is somewhat unique among recruiting systems because it uses the Company record as the central record type, although a company record can really represent any group of related names or jobs, not just an actual physical company. While it may appear that the names and jobs are ‘part of the company,’ the Company record itself just contains the info about the company. The people and jobs associated with that company are in the Name and Position tables. So, when you view the names belonging to a company, PCR is actually querying the Name table of the database for any records that match the global identifier of the selected company.

The critical advantage here is that a name can be moved from one company to another simply by changing the company identifier, allowing a candidate to become a client, or a vendor to become an employee, without duplicating or recreating their contact record. All of that person’s activity logs and attachments (which, incidentally are kept in their own separate tables), stay linked to that name no matter what jobs or company the name is associated with. Over time, PCR’s company-centric database structure lets you build up a much clearer picture of where your contacts have been and how they relate to one another.

The connection between jobs and candidates is managed in the same way. When you view an applicant Pipeline, you’re looking at records from the Interviews table. Interview records (which in PCRecruiter terms represent any step in the recruiting process – not just phone and face-to-face interviews) include things like the date, time, and status of that step in the process, but they don’t include the information about the job or the candidate. Instead, they include the global identifiers indicating which job and which names those pipeline records are pertinent to. This setup lets you have multiple candidates tied to multiple jobs, regardless of what company the job or candidate are associated with.

In fact, most of the time your candidates will belong to the ‘default company’, which is a special company record that PCR uses to group all the names that don’t belong to any more specific company. A talent pool. When you place someone, PCR changes their company identifier to the one from the job they were just placed in, effectively making them a name under that company, but without losing or changing any of the history they came with.

Fortunately, as you interact with your database, whether that’s through PCR itself or a third-party tool using the API, the software builds all the structured queries necessary to navigate the database and return the info you want, whether or not you fully understand how it’s all connected. If you do need more specifics on the tables in a PCRecruiter database, contact our support team at support@mainsequence.net.

And 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.

Two Minute Tuesday: Geographic Searches

It’s Tuesday, and we have a fresh Two Minute Tuesday tutorial to share! This week’s video shows you a few ways to find records by their location which you might not have tried before.

It’s Tuesday, and we have a fresh Two Minute Tuesday tutorial to share! This week’s video shows you a few ways to find records by their location which you might not have tried before.

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

Welcome to this week’s Two Minute Tuesday, Main Sequence’s series of short videos with tips, tricks, and tutorials to make you a more powerful PCRecruiter user.

This week, we’re going to look at techniques for searching your database by geographical area, and we’ll walk through a few simple searches, showing you some techniques you might not have tried.

Let’s start with phone number, since area codes can indicate where someone is located, although the portability of cell phone numbers means you’ll likely use this as a starting point and then re-filter your results. We can search the home phone, cell phone, work phone, and so on using the basic search form, but there’s also a comprehensive ‘All Phone’ option, which looks at every phone field in the record at once. To search by multiple area codes, we can use commas to separate them. For example, searching ‘All Phone’ for 416,647,437 finds everyone with a phone number near Toronto, Ontario.

We can use comma-separation with the City and State too. If we want to find people in Aurora or Naperville, we can select ‘City’ and enter ‘Aurora,Naperville.’ Now, there are a lot of cities called ‘Aurora’ and we only want results from Illinois, so we’ll add “IL” into the State search. PCR’s basic search treats these boxes as AND criteria, so it’s going to give us results with either Aurora or Naperville in the City field AND Illinois in the State field.

Similarly, using commas in the State field searches for multiple states. A search for OK,AR,LA,TX will find anyone in Oklahoma, Arkansas, Louisiana, or Texas. But there’s actually an even simpler way to do searches across multiple states or regions like these.

If you do a Google Image Search for “zip code prefixes” you’ll find maps showing how the postal codes are arranged. The states we’re looking for all have a zip code starting with 7, so rather than searching the state field for four states, we can just search for 7 in the zip code field. If we want to search in a more specific area, we can use the first two or three numbers of the zip code. For example, searching 845,856,874,813 finds people near the four-corners of Arizona, Utah, Colorado, and New Mexico, even though that area encompasses multiple cities and states.

You can also run a more accurate area search with the Zipcode Radius tool. (This feature works with postal codes from the US, UK, Canada, Australia, and Japan. Max radius 100 miles.) Let’s say we want to find anyone within 50 miles of Sioux Falls, South Dakota. We can do that from the Advanced Search screen. We’ll select Zipcode Radius from the first pulldown. Now, we click on the Radius icon to the right of the field. I don’t know the zip code off hand, so I’ll select City, and begin typing. We pick the desired city from the list, set the radius to 50, and click ‘Search’. PCRecruiter returns all of the zip codes within the chosen radius, and we can click ‘Accept’ to add them to the Advanced Search. In the search results, the City column will indicate roughly how far the listed City is from the radius’s center.

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.

MedalWe were very pleased to learn that GetApp, a site where businesses can review business software for a variety of applications, just released a new quarterly ranking for their Applicant Tracking Software category with PCRecruiter in the tightly-grouped top 10.

Rank is based on user reviews, integrations, mobile app availability, media presence, and security. PCRecruiter ranked only 6 points from the top slot.

Check out the full listing at https://www.getapp.com/hr-employee-management-software/applicant-tracking/#getrank

Two Minute Tuesday: RingCentral

Partnered with us since Fall 2015, RingCentral brings SMS and VOIP connectivity to PCRecruiter. If you’re one of the many folks who’ve ask exactly how the two systems work together, this week’s Two Minute Tuesday video is for you!

Partnered with us since Fall 2015, RingCentral brings SMS and VOIP connectivity to PCRecruiter. If you’re one of the many folks who’ve ask exactly how the two systems work together, this week’s Two Minute Tuesday video is for you!

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

Welcome to this week’s Two Minute Tuesday, Main Sequence’s series of short videos with tips, tricks, and tutorials to make you a more powerful PCRecruiter user.

This week we’ll be looking at how PCRecruiter works with RingCentral, an integrated partner that gives users the ability to launch calls from PCR records, get incoming call popups linking to the matching PCR records, or send SMS text messages to one or multiple recipients at a time, and all with full activity tracking and reporting.

Here’s the RingCentral desktop app popping up, and now PCRecruiter pops up an indicator showing that there are records in my database matching the incoming call’s phone number. Clicking on the popup brings up the names, companies, and jobs bearing that phone number. Now I’ve got instant access to the records relevant to this call.

Well, now that you’ve seen an incoming call, let’s look at the outgoing side of things. If we mouse over any phone field on a record, the icons to call or text appear to the right. If we click on the phone icon, the PCR dialing popup appears with a short countdown, and then launches the RingCentral app to make the call. The popup remains visible so that we can write in some activity text while we’re on the call.

If we click on the SMS icon, the dialer window appears and we can select from the available phone numbers on the record to send a text message. We’ll click on the mobile number, which launches a fresh text message window in the RingCentral app.

Any calls or texts you which make on your RingCentral phone number, whether from a PCRecruiter screen, RingCentral’s interface, or the RingCentral mobile app, will generate activities on any record in your database matching the phone number. This means that you can keep your business communications and contacts separate from your personal cell number and still do your job on the go. Call and text logs from RingCentral are synchronized back to PCRecruiter’s Activities every few minutes, so now if we check back into the Activities area, we’ll see the inbound call, outbound call and text message have all been listed.

If we want to send the same text to multiple recipients at the same time, which can be helpful in notifying several candidates about a new opening, updating people on the status of a job, and so forth, we need to start by getting the recipients’ permission to include them in our bulk SMS messages. Check your local laws and regulations on bulk texting.

When RingCentral is enabled, a new Form Letter is added to the system which can be sent to your contacts, asking them to text the word Subscribe or Unsubscribe to your unique RingCentral number. The resulting Opt In list can be found and worked with by searching for SMS in the System area.

The bulk SMS option appears in the Action menu on your Rollup Lists and Search Results. You’ll select the records you want and click the SMS icon. The popup window indicates whether any of the people selected aren’t currently opted into your bulk texts, with the option to send the pre-defined invitation Form Letter to them automatically from this screen. To send a text to those who have opted in, you’ll just fill in the box with your message and click “Send”. RingCentral queues them up and sends them as individual texts from your phone number so that the recipients can text or call back.

If you’d like to get started with RingCentral and PCRecruiter, contact your Main Sequence representative for all the details.

And 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.

Two Minute Tuesday: Transferring Records

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.

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

Video Transcript

Welcome to another Two Minute Tuesday, Main Sequence’s series of short videos with tips, tricks, and tutorials to help make you a more powerful PCRecruiter user.

In this week’s edition, we’re 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 don’t need to work with anymore, but don’t 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 there’s usually no additional costs involved unless you’re 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 you’re not a database administrator, you’ll also need permission on the “Data Transfer” 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. Here’s 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. “Move” takes the record out of the source database after it’s been copied, while “Copy” leaves the original record intact. We’ll use the “Move” 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 there’s 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 we’re 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 you’re customizing your record layout (see our February 16 video), you’ll find a “One Click Setup” 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 ‘Source Label’, which creates a “Candidate Referral Source” custom field on the record in the target database so you can track which database the name originated from. Once that’s configured, you can add the “Predefined: Move Database” 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 you’ve 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.

Two Minute Tuesday: Pipeline Layout

The Pipeline is the heart of the applicant tracking process in PCRecruiter, and this week’s Two Minute Tuesday shows you how to get even more out of it by customizing the data fields you see on your screen.

The Pipeline is the heart of the applicant tracking process in PCRecruiter, and this week’s Two Minute Tuesday shows you how to get even more out of it by customizing the data fields you see on your screen.

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

It’s time for another Two Minute Tuesday, Main Sequence’s series of short videos with tips, tricks, and tutorials to make you a more powerful PCRecruiter user.

The Pipeline is the hub of your candidate tracking process in PCRecruiter, and like many other areas of the system, you can configure the layout to help you work more efficiently. And who doesn’t want to work more efficiently, right?

Customizing the Pipeline begins with the Customize icon found, as usual, under the Actions menu. When it first pops up, the sections are collapsed. Let’s look at them one at a time.

The first option lets you define which data columns appear in the grid. Key items you’ll probably want to include will be the name, interviews link, most recent interview, and current status. You can also add a star ranking tool, and stage icons for more nuanced candidate sorting.

The Default Pipeline Folder option lets you set a specific interview type to load when you first open the Pipeline. In this case, I’m setting it to ‘Presentation’ so I always start off looking at the fresh candidates.

If you’re including the candidate’s Company in the columns, the Additional Company Detail Felds section allows you to add more fields below the company name, such as the location, username, etc.

The Additional Name Detail Fields section does the same thing for the name column. Let’s give this area some special attention. By using this section, not only can you add helpful data points like the candidate’s contact info, sourcing details, and so on, but you can also add links to any custom profile forms you’re using. If I add my custom skill sheet profile to the layout, I’ll be able to see a link to it right in the pipeline for any candidate with a completed skill sheet in their attachments.

Expand Interview Type is a holdover from older versions. PCRecruiter 9 automatically expands whichever sections were open the last time you looked at a pipeline, so we can skip this area.

Rows Per Page, as the name suggests, defines how many rows appear in your Pipeline grid. It defaults to 20 and can go up to 100. Keep in mind that adding too many rows or fields to any layout in PCR can negatively impact screen loading speeds.

The Reporting Options section turns on a shortcut to the built-in Applicant Tracking Report right here in the Pipeline. When this box is checked, the Reports icon in the Action menu can run the Applicant Tracking Report report, pre-filtered to this one job.

And if you want to tear it all up and start over, checking the Remove Layout box and clicking Save will wipe out all of your customizations so you can start fresh. Any customizations you make to the Pipeline config will apply to the pipeline screen for all jobs you view with your user login.

We’ll look at more powerful things you can do with your Pipeline in future videos, but that’s it for this week’s Two Minute Tuesday. For more, 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.

Two Minute Tuesday: Rollups as Search Filters

In this Two Minute Tuesday we’ll be revisiting the topic of Rollup Lists. We’ll look at how you can use a Rollup as a filter when building an advanced search.

In this Two Minute Tuesday we’ll be revisiting the topic of Rollup Lists. We’ll look at how you can use a Rollup as a filter when building an advanced search.

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

Welcome to this week’s Two Minute Tuesday, Main Sequence’s series of short videos with tips, tricks, and tutorials to make you a more powerful PCRecruiter user.

In an earlier video, we discussed how to put records on a Rollup List. We’re going to revisit rollups in this week’s episode, and talk about how they can be used as a search filter.

Let’s say we’re trying to do some business development in Salem, Oregon, and we have an existing Rollup List of active contacts in the city that we want to exclude from this new project. While the main name, company, and position search screens can perform a basic search of up to three fields combined, to do a search that excludes something requires the ‘advanced’ search. But don’t let the word ‘advanced’ scare you – it’s not as complicated as it might sound.

From the main ‘Company’ search, we’ll click on the ‘Advanced’ option in the navigation menu. Now we’ll build a search query to find the Companies in Salem, Oregon which don’t contain any names from our existing Rollup list of contacts.

Advanced search queries are built from left to right, one line at a time. We’ll start with the City. In the first pulldown, we select a general search area. In this case, we’re going to choose Predefined Fields, because City is a predefined PCRecruiter field. We choose ‘City’ in the second pulldown. In the third pulldown, we choose what sort of match operation we’re doing. The ‘Equal’ operator is the best choice here because we want exact matches for the term we’ll be using. We could also use the ‘Like’ operator if we were doing a partial match. And in the last box we enter our search term: Salem. Now we click ‘Add’ to lock in this line of the query.

Now we can build another line for the ‘State’ criteria, so that we don’t get Salem, Massachusetts or Salem, Ohio and so on. Again, we start on the left with Predefined Field; then choose State; the ‘Equal’ operator; and the value ‘OR’ for Oregon. We click ‘Add’ again.

Lastly, we’re going to use our Rollup list of client contacts as a filter. From the first pulldown, we’ll select ‘Name Rollup’, because we’re going to be filtering the search based on list of name records. When we use a list as a search criteria, the only options are “on list” or “not on list.” We only want to find companies where the names are not on the list. We use the popup arrow to select which list we want to use.

The pulldowns here allow us to set whether each line will be treated as an AND or and OR within the search query. In this case, we only want to find records where all three of the criteria apply, so it will be “AND” all the way down. In other cases, however, you might use these pulldowns to group a few criteria together… for example, asking the system to find records where the city AND the state match, OR the records are not on the rollup list. The arrows allow you to move the criteria up or down to arrange such groupings.

When the query is built as you wish, you’ll click the search icon in the action menu to run it. If the results aren’t what you had in mind, clicking the ‘Advanced Search’ item in the nav bar will take you back to your search query to refine the criteria and run it again.

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.

Two Minute Tuesday: Email Opt-Out

This week’s Two Minute Tuesday video is about PCRecruiter’s email opt-in / opt-out email filter list, which helps you maintain a list of safe email addresses for your bulk mails.

This week’s Two Minute Tuesday video is about PCRecruiter’s email opt-in / opt-out email filter list, which helps you maintain a list of safe email addresses for your bulk mails.

Instructions for this setup are available in the Learning Center.

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

Welcome to another Two Minute Tuesday, Main Sequence’s series of very short videos with tips, tricks, and tutorials to make you a more powerful PCRecruiter user.

Nobody likes to be on the receiving end of unwanted emails, and depending on where you do business, it may even be illegal to send them. Fortunately, PCR can maintain a list of addresses that have been opted into or out of email sent from your PCRecruiter accounts, and can automatically filter your outgoing emails to comply with that list.

PCR keeps this list in its own separate data table so that any email address that’s been flagged doesn’t receive your email, no matter which of your databases the mail is sent from. The email list is kept independent of your name records so that an email address can remain blocked even if the same address is on multiple contact records, or if you delete the name and re-add it later on.

Let’s set it up.

If no email blocking list has been set up on this account before, we need to tell the system which of our databases it can ‘piggyback’ the new data table onto. We’ll go to the Email Setup area under System and choose “Email Opt-in/Opt-out List”.  Which database we choose to latch the new table onto isn’t that important, but we want to make it’s one we never plan to delete, so we’ll just select the database we use most often and click Save.

We can use the ‘Add Email’ and ‘Import’ options at the bottom of this window to manually add email addresses to this list. Clicking the ‘Add to Rollup’ option searches the database for names which contain emails found on this list and then adds the names to a rollup list for further modification or deletion. And we can come back to this area at any time to search, edit, or export the email addresses

The next step is to configure the wording for your opt in and out links. We’ll go to the Name Letters area under System and click on the configuration icon. The ‘Opt Out Link Text’ is the text of the clickable link as it will appear in your emails… for example “click here to stop further email communication”. The confirmation text is the message presented to someone after they have successfully opted out… such as “Thank you. Your email address has been blocked from future emails.”  Similar messaging options appear for the ‘Opt-in’ links. You can set whether people who opt out will be blocked from receiving any emails, or just those emails sent to multiple recipients at once.

The last step is to insert the link into your form letters wherever applicable. You’ll find the opt-in and opt-out links in the Insert Fields list, and they work just like any other mail-merge field. In general, an opt-out link should be accompanied by your mailing address and phone number. Once someone clicks on the link, their email address will be automatically added to the list under the System area.

As always, Main Sequence recommends that PCRecruiter users check with legal counsel or local authorities about how best to comply with the laws for sending email in their area.

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.

Two Minute Tuesday: Google Calendar Sync

It’s Tuesday, and that means another Two Minute Tuesday video! This week we’re talking about PCRecruiter’s ability to sync with Google Calendar, which is not only a great way to see and manage all of your scheduled items in one place but also allows you to work with your PCRecruiter Schedule using external software and devices, using Google as the intermediary.

It’s Tuesday, and that means another Two Minute Tuesday video! This week we’re talking about PCRecruiter’s ability to sync with Google Calendar, which is not only a great way to see and manage all of your scheduled items in one place but also allows you to work with your PCRecruiter Schedule using external software and devices, using Google as the intermediary.

Instructions for this setup are available in the Learning Center. Please note that, like many PCRecruiter API integrations, this sync feature may only be available to pcrecruiter.net hosted accounts.

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 for another Two Minute Tuesday, Main Sequence’s series of short videos with tips, tricks, and tutorials to make you a more powerful PCRecruiter user.

Today we’re going to look at synchronizing PCRecruiter’s built-in schedule with your Google Calendar. If you use the PCR schedule for your recruiting appointments, but use Google Calendar for everything else, syncing them will let you see, and manage, all of the events in one place. Plus, by syncing your Google Calendar with your mobile device, Outlook, or other calendar management software, you’ll be able to work with your PCRecruiter Schedule using third-party software, with Google as the intermediary.

Before we can sync, we need to make sure that the user account in PCR has the proper security settings. Under System, we’ll select Users, and then Manage Users – if you don’t see these options, log into PCR as an admin, or have an admin user do this step for you. On the user record, we select Security from the sidebar, and then verify that the “Synchronization” option is set to ‘Import, Export’. Clicking Save stores any changes.

Now we can sync with Google. We’ll make sure we’re logged in with the desired PCR user account, and then search for Sync under the System area to get to the Contact/Calendar Sync Settings.

In the popup window, we see a red status indicator, showing that there’s no active connection to Google. We click “Connect” and pick the Google account we want to sync with from the list. We’ll click “Allow” to authorize PCR with access to this Google account. Now the status indicator is green.

Next, we’ll click the Setup option. In the Sync Setup, we’ll pick our time zone, and then select which PCRecruiter Schedules to sync. I have two configured in my PCRecruiter account, but I only want to sync this ‘Personal Meetings’ schedule with Google, so I’ll leave the other unchecked. Clicking “Save” activates the sync.

Now a new ‘Personal Meetings’ calendar will appear in my view on Google, and any changes made at either end will be reflected on the other. If I add an event to my “Personal Meetings” Calendar in Google, it will show up on the schedule in PCR. And if I move that event later in the day in PCR, it will be moved in Google too. Changes are synced roughly every five minutes, but often faster.

The sync only affects this particular calendar, and doesn’t alter or merge with any other Calendars you have in your Google account. We also recommend setting a distinct color for the synced calendar in PCR and in Google so it’s easy to differentiate.

One last note – if you’re still logging into the old PCR 8 web version for some tasks, we recommend that you only edit the schedule from PCR 9 after syncing with Google. Saving events from the PCR 8 calendar, particularly recurring items, can lead to synchronization problems.

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.

Two Minute Tuesday: Referrer Field

This week’s Two Minute Tuesday explains the ‘Referrer’ field, which is where PCRecruiter tracks the source of your new candidates as they register via the Web Extensions or your external job postings.

This week’s Two Minute Tuesday explains the ‘Referrer’ field, which is where PCRecruiter tracks the source of your new candidates as they register via the Web Extensions or your external job postings.

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 for another Two Minute Tuesday, Main Sequence’s series of short videos with tips, tricks, and tutorials to make you a more powerful PCRecruiter user.

Today we’re going to look at the ‘Referrer’ field, which helps you determine where new names in your database are coming from. The field is automatically populated by the system, so you probably already have data in it, but you might not be aware of it.

On the MyPCR screen, clicking the ‘Web Candidates’ bar searches for people who have recently added their own name to my database via the web extensions. If I click on any name, and then look in the ‘Details’ area, I’ll often find a ‘Referrer’ field with a value in it such as “Indeed,” “LinkedIn.com” etc. This tells me where this person first registered from. How does that data get there?

Well, any time a job link is generated by one of the system’s external posting utilities or job feeds – scenarios in which PCR knows what site or service that apply link is going to be published on – the job link is has a source tag embedded in it. When someone clicks the link and creates a name record, the system records that source tag in the Referrer detail field.

If the candidate just browses their way into your website, or directly loads a job link which wasn’t tagged, then PCR tries to record the last domain name found in the candidate’s browser history prior to reaching the PCRecruiter screen. If there’s no Referrer data, then PCR may simply have been unable to tell where that candidate came from, or the name may not have been self-entered by a candidate.

So… what if you’re manually sharing a job link on a website or in an email, and you want to control what appears in the referrer field to track the effectiveness of that posting or campaign? Easy. We start by clicking the ‘Add Links’ icon in the editing toolbar on the job record. This popup contains the direct links to this job in our job board. The first two links point to the job description page and, one step further, to the ‘new user’ form for that job. If you use one of these links, PCR will try to guess the referring source based on the browser history. The links at the bottom of this window go to the same screens as the two above, except you can manually alter the source tag. Simply remove the bracketed tag after the equals sign and replace it with the term of your choice when you post it, and PCR will put that value into the Referrer field.

We should point out that Referrer is not the same as EEO Source. Referrer is only collected when a new name is added to the database and doesn’t change if they apply to another job at a later date. Referrer is a record of where this person initially found you. The EEO Source is a self-reported “how did you hear about this job” answer, which the candidate may answer differently each time they apply. Also, if you want to search the Referrer field or add it to your custom layouts or reports and don’t see it as an option, you may need to go to the ‘Name Custom Fields’ area under System to define it first.

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.

Two Minute Tuesday: Blinded Resumes

In this week’s Two Minute Tuesday, we’re going to walk through the process of creating a confidential or “blinded” copy of a resume in your system so that it’s safe for sending to third-parties.

In this week’s Two Minute Tuesday, we’re going to walk through the process of creating a confidential or “blinded” copy of a resume in your system so that it’s safe for sending to third-parties.

Note: One piece of this video is slightly out of date due to recent updates. Rather than a ‘pencil’ icon when no blinded resume is present, you’ll see the option to upload or paste a blinded resume in addition to blinding the one on file as shown in the video.

Updated "Blinded Resume" Options
Updated “Blinded Resume” Options

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 for another Two Minute Tuesday, Main Sequence’s series of short videos with tips, tricks, and tutorials to make you a more powerful user of PCRecruiter.

This week, we’re looking at creating a confidential or ‘blinded’ resume in PCRecruiter, which is a common task to perform before sending a candidate’s information to a potential hiring authority.We’re going to start by quickly parsing a resume into the system as a new candidate record. We’ll click the icon at the upper right, choose ‘Name’, and then choose ‘Parse from Resume’. Clicking ‘Start’ launches the ‘Add Resume’ utility. Now we click ‘Open’ and select a   resume. The system parses the contact info from the resume header, and everything looks good, so we click ‘Save’ to store the new candidate.

Now, we want to create a blinded copy of the document that’s safe for distribution to a client. On the name record, we’ll click ‘Resume’ to view the stored document. The ‘blinded’ option appears in the side bar. At the start, there is no blinded resume and we simply see a blank document. To start creating the confidential version, we mouse into the document and click on the gray pencil.

This will launch whatever appropriate document editing software is installed on my machine – in this case MS Word – with a copy of the resume. Now, we simply go through the document, removing any identifiable information or details.

When all of the necessary edits have been completed, I just close the editing software and save, which causes the system to upload the document back to the PCRecruiter database. Clicking the resume area to reload shows us that the new blind copy has been stored.

Once I have this blinded resume on file, it becomes available as an option whenever I’m sending resumes out of the database. For example, when I select names to email to a hiring contact in the pipeline, the Blinded resume appears as an option in my list of attachable files. When both a complete and blinded copy of the resume are present, PCR will default to selecting the confidential version.

If you get a completely new resume from the candidate at a later date, you may need to update the blinded resume as well. If you don’t want to edit the current blinded resume, you can use the ‘delete’ option in the actions menu to remove the blinded resume from the record, and then repeat the blinding process with the new resume. It’s also worth noting that the original resume on file is the only one that’s used for keyword searches. The blinded resume content is purely for use as a confidential copy to share with third parties, and doesn’t affect the way a record is indexed by PCRecruiter’s internal search engine.

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.

Two Minute Tuesday: Quick Find

When we introduced PCRecruiter 9 in late 2014, one of the coolest new enhancements was the Quick Find box. This week’s Two Minute Tuesday will show you how the Quick Find can get you to the record you want and doing what you needed to do with it in fewer clicks than a full search.

When we introduced PCRecruiter 9 in late 2014, one of the coolest new enhancements was the Quick Find box. This week’s Two Minute Tuesday will show you how the Quick Find can get you to the record you want and doing what you needed to do with it in fewer clicks than a full search.

NOTE: This feature is only available on PCRecruiter.net hosted accounts.

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

Welcome to another “Two Minute Tuesday,” Main Sequence’s series of very short videos with handy tips, helpful tutorials and hot topics related to PCRecruiter.

This week we’re going to look at the Quick Find feature, which was introduced with PCRecruiter 9, but which you might not be taking full advantage of. The Quick Find is a really handy way to get to the records you’re dealing with currently and perform a number of common tasks with them.

The Quick Find box is located in the upper right corner of your screen. To use it, you’ll just type any term into the field – this can be a name, a company, a web address, a title, a job ID… even a phone number.

For example, let’s say I’m looking for a contact of mine named Hiram Smith. I type “Smith” into the box, the system returns up to five names, five companies, and five positions that have “smith” somewhere in their major fields. In looking at these results, we can see that in some cases Smith is the last name, and in some cases it’s part of the company name. In the positions section, there’s even a job title that includes “Smith”.

Which five records appear is decided based on the last date of activity or changes to the record. That way, the “Smith” I’ve been dealing with most recently is likely to appear in these Quick Find results. And if the Smith I want isn’t in the database, there’s a ‘plus’ icon so that I can add a record on the fly.

The icons below each result give you fast access to the major functions for that record. I can send Mr. Smith an email, view his resume, create an activity or note, add an attachment, submit a profile form, look at the pipeline interview records, or add his name to a rollup. Under the company results, I can also add a new name or job to a company. And from the position results, I can open the external posting panel, email the job info to someone, add a new pipeline record, view the pipeline, or record a placement.

Clicking on any record loads it in the lower panel and closes the Quick Find results, but if I simply want to close the results section manually, I can use the small ‘x’ in the upper corner.

This new way to get to your records isn’t a replacement for the full name, company, and position search screens that PCRecruiter has always had, but if you need to find a record you’ve touched recently and do something with it in a snap, the Quick Find can be a great shortcut.

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.

Two Minute Tuesday: Custom Layouts

One of the most powerful features of PCRecruiter is the ability to configure your fields and screens to fit your own purposes. Today’s Two Minute Tuesday walks through the process of configuring the custom layout of name records. The same principles apply to job and company records as well. PCRecruiter 9’s layout editor makes it a snap!

One of the most powerful features of PCRecruiter is the ability to configure your fields and screens to fit your own purposes. Today’s Two Minute Tuesday walks through the process of configuring the custom layout of name records. The same principles apply to job and company records as well. PCRecruiter 9’s layout editor makes it a snap!

If you’re using both PCR 9 and PCR 8 interchangeably with the same username, you may want to skip this one, as the older version may not be able to make sense of the configurations you make with the newer version.

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

Welcome to another “Two Minute Tuesday,” Main Sequence’s series of very short videos with handy tips, helpful tutorials and hot topics related to PCRecruiter.

PCRecruiter 9 introduced even more flexibility into name, company, and position screen customization. Tweaking your screen layout to put your important info where you need it can help you get things done faster. If you haven’t done it before, we’re going to show you how.

Let’s customize the name record layout. Under the action menu, I’m going to choose the ‘Customize’ option. If you don’t see the icon, your account may not have the necessary permission to make these changes, so check with your admin user.

Right now, my screen is laid out with two columns. My monitor is wide enough for a third, so I’m going to add a column. I want to separate the contact information into its own group. I create an empty group and name it “Contact Info”. Now I can drag the contact fields into the new group, and I can click the menu on each field if I want to make it required or read-only, change the way it’s labeled, or give it a default value.

I want to add “Cell Phone” to this group. To add a field, I click the empty slot and start typing to find it in the list of available fields. Here it is. Oops! This highlight means that my selected field is already on the layout somewhere else, so I can just move it.

I can also use the ‘Add Group’ button to include larger panels such as the resume, attachments, activities, and so on. To do that, I select “Shortcut” instead of “Regular Group”. I can use the dropdown to select “View Formatted Resume” as the content of this panel, which will let me see the resume right on the record without going into the resume screen. Once I’ve created field groups, I can move the groups into any order I choose.

Let’s say I’ve got a set of fields that I don’t need to see all the time, but I do need all in one place. I can add more tabs to my layout to include them. I click this ‘Plus’ at the top and give the new tab a name. Now it appears here as an option. Before clicking it, I need to save the changes I’ve already made. Now I click on my new tab and add groups and fields to it.

Now let’s see the result. Here’s the new layout, and the new tab. This layout will apply to all names I look at while logged in with my username. The ‘View Formatted Resume’ panel is closed by default, but clicking on it expands it. PCR will remember which expandable panels I have open or closed, so I’ll see the same items expanded as I move from record to record.

You can customize your company and job layouts in the same way, and an admin user can copy one user’s layouts to others in the database to keep things consistent.

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.

Two Minute Tuesday: Stationery & Signatures

Today’s Two Minute Tuesday looks into creating signatures and stationery in PCRecruiter, and the reasons why you may want to have both. Even those of you using the PCRecruiter Portal for MS Outlook will likely want a signature configured for use with bulk emails and form letters.

Today’s Two Minute Tuesday looks into creating signatures and stationery in PCRecruiter, and the reasons why you may want to have both. Even those of you using the PCRecruiter Portal for MS Outlook will likely want a signature configured for use with bulk emails and form letters.

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

Welcome to another “Two Minute Tuesday,” Main Sequence’s series of very short videos with handy tips, helpful tutorials and hot topics related to PCRecruiter.

In this week’s edition we’re going to talk about the email signature and email stationery features in PCR. Both of these items can be configured from the ‘Email Setup’ area under ‘System.’

When you launch an outbound email from PCR, you’ll always start with either an empty document, or with a saved template or form letter. When you’re opening a new, non-form-letter email, PCR usually gives you a blank page to type into. But if you have configured a stationery, then that stationery will be loaded as your starting point rather than the default blank document.

In your stationery, you can define not only a signoff for your email, but other elements like headers or sidebars or background images. You probably won’t want to get too wild with the layout though. Emails with lots of fonts, colors, and images not only can look unpredictably different on computers other than your own, but can also make spam filters a bit more suspicious, and generally tend to have a lower response rate than emails that are less fancy and more personal.

It’s possible to enable or disable the stationery at any time with the dropdown at the right of the setup screen. You can even store multiple stationeries in the system if you need to switch between them for any reason.

Many people choose not to use a stationery, but simply set up a signature. Using the dropdown on the configuration screen, you can set your signature to be automatically appended to the bottom of all blank emails you begin. Alternately, you can choose the “Select Signature for Each Email” option, which allows you to manually add the signature to your messages whenever and wherever you please by clicking this icon in the editing toolbar.

We recommend creating a signature even if you’re going to use stationery, because the signature is also used whenever you have a template or form letter containing the “current user email signature” merge tag. This is great for situations where multiple users need to send the same form letter, but want to include a personal sign-off. Just add the tag wherever the signature should appear in the form letter, and the system will place your signature there when you send that email to one or more people.

Remember, if you have both a stationery and signature active, the stationery will be loaded as the starting point for your one-off emails, and the signature will remain available for use in form letters or any time that you click the ‘signature’ toolbar icon.

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.

The numbers for 2015 are in and we are breaking many of our own records. Most proudly, Main Sequence realized an overall client retention rate of 95% last year!

Having the vast majority of our customers remain on board with PCRecruiter makes us happy not only because it means that users are satisfied with our solution, but it’s also a great indication of their continuing success and the health of the recruiting and staffing market space at large.

We’re already breaking new records in 2016, and we look forward to sharing more exciting announcements with you soon.

Two Minute Tuesday: HTML Job Descriptions

In this Two Minute Tuesday we’ll look at best practices for entering job descriptions in PCRecruiter’s HTML editor. We’ll talk about the difference between using “Enter” and “Shift+Enter,” and about how to make sure your descriptions are clear of inline font formatting so that your jobs can be consistent on the web.

In this Two Minute Tuesday we’ll look at best practices for entering job descriptions in PCRecruiter’s HTML editor. We’ll talk about the difference between using “Enter” and “Shift+Enter,” and about how to make sure your descriptions are clear of inline font formatting so that your jobs can be consistent on the web.

NOTE: You can also use the ‘Tx’ icon in the HTML editing toolbar to wipe all formatting from your highlighted text.

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

It’s time for another “Two Minute Tuesday,” Main Sequence’s weekly series of very short videos designed to highlight often overlooked PCRecruiter features, concepts, or best practices in a convenient couple of minutes.

In this “Two Minute Tuesday” we’re going to talk about job descriptions. PCRecruiter stores all job descriptions in HTML format, and PCR 9’s industry-standard HTML editor is largely self-explanatory, but understanding a bit about how it works with HTML can help you create more visually consistent job descriptions.

Proper HTML only describes a document’s structure, not its appearance. It “marks up” which parts are paragraphs, headings, or list items, but says nothing about their fonts, colors, sizes or spacing. If my job description only contains structure markings and not visual styling, it will automatically take on the styling of the website or document it appears in. Right now it’s being displayed in the default styling of the HTML editor itself.

This “Qualifications” line should be a heading. My instinct might be to change its appearance with the font size pulldown, but the better method is to mark the text as a heading, using this dropdown here. My website’s got rules about what styling should be applied to headings, so my job description’s headings should automatically follow those rules. As a bonus, if those rules change when I revise my website, I won’t have to update all my job descriptions.

Another thing you should be aware of is ‘shift-enter.’ If I’m typing within a paragraph and I hit enter, all I’ve done is added a line break into my current paragraph. When I hold shift and hit enter, the editor creates a new paragraph. My website’s already got style rules regarding how much margin should be between paragraphs, headings, and so on, so when I insert line breaks where I really mean to start a new paragraph, the spacing could be off. Shift- enter works in reverse while I’m working inside a list… simply hitting enter creates a new list item, while using shift-enter creates a line break inside of my current list element.
Lastly, job description source documents often lack proper structure markings, so when you copy and paste into any HTML editor, including PCR’s, the software’s best guesses about line breaks, bullets, and so on may be incorrect. It’s always best to start with unformatted text or type descriptions directly into the editor if at all possible. If you’re using the Chrome browser, there’s a shortcut; copy your text, and then use CTRL-Shift-V, which pastes only the unformatted text into the editor. Then just re-apply the structure markup from there.

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.

Two Minute Tuesday: Import Contacts from LinkedIn

Another Two Minute Tuesday video is here! This time we’re going to walk through exporting your contacts from LinkedIn as a CSV file and importing them into your PCRecruiter database with the Generic File Mapper/Importer. This is a great way to load up contacts for a new recruiting desk or when you’re getting started with a fresh database.

Another Two Minute Tuesday video is here! This time we’re going to walk through exporting your contacts from LinkedIn as a CSV file and importing them into your PCRecruiter database with the Generic File Mapper/Importer. This is a great way to load up contacts for a new recruiting desk or when you’re getting started with a fresh database.

NOTE: This video was made in 2016 and some information may have changed. As of 2020, LinkedIn’s instructions for exporting contacts can be found here.

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

Welcome to this week’s “Two Minute Tuesday,” Main Sequence’s weekly series of very short videos with tips, tutorials and techniques designed to help you become a more powerful PCRecruiter user in just a couple of minutes.

In this episode we’re going to walk through importing a list of contacts from LinkedIn, which can be handy when you’re just getting started with PCR or if you add a new recruiter to your office and want to load their connections into the database.

You can import them one at a time of course, and there are browser plugins that can shortcut the process, but if you want to bring all of your LinkedIn contact data into the system at once, here’s how to do it.
Under “My Network” on LinkedIn, open “Connections”. Now click this little Settings gear on the right, and under ‘Advanced Settings’ you’ll find an Export option. The default data format is a text file with comma-separated values, otherwise known as a .CSV, and that’s just what we want. Click export and fill out the Security Verification to start the download.

The data that’s included in the export will depend on your particular LinkedIn account and connections. I’ve opened my exported data in Excel and deleted all of the empty data columns to save myself some hunting in a later step.

Now, in PCR, we’ll go to the quick-add icon in the upper right, and choose Name. We want to Import a List.
Step one is to create or select a rollup list (see last week’s episode for more on those). I’m going to pick this empty list I made earlier. We can choose from a few pre-loaded data formats, but for this purpose we want the Generic Importer.

Now we browse for the CSV file. The default settings here are just fine for our purposes. After we click ‘Next’, we click in these boxes here to choose which column in the CSV should be imported into each PCRecruiter field listed on the left. My data only had names, companies, email addresses, and job titles, so I can leave the rest alone.

We click “Next” again, and specify how the system should handle any duplicates. I’m going to tell it to update any existing records in the database with the data from the CSV if the Name and Company both match exactly. If there’s no exact match, a fresh record will be made. Any contacts that have no company name at all will be imported into the default candidate pool company.

When we click “Import”, the system starts creating name and company records as appropriate for everyone in the CSV, and adds all the names to the selected Rollup so they’re easy to start working with.
As a final tip, you might want to consider having a blank database added to your PCRecruiter account for doing big imports like this. That way you can make sure the imported data all looks correct and clean before transferring the records from the empty database into your live one.

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.

Two Minute Tuesday: What is a Rollup?

In this week’s new Two Minute Tuesday video, we’re talking about Rollups. Rollup lists are one of the most powerful tools in the PCRecruiter toolbox, but are often underutilized or misunderstood by new users (and even seasoned ones). This video gives the overview, and in future editions we’ll get into some of the cool things a Rollup can be used for.

In this week’s new Two Minute Tuesday video, we’re talking about Rollups. Rollup lists are one of the most powerful tools in the PCRecruiter toolbox, but are often underutilized or misunderstood by new users (and even seasoned ones). This video gives the overview, and in future editions we’ll get into some of the cool things a Rollup can be used for.

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

It’s time for this week’s “Two Minute Tuesday,” Main Sequence’s series of very short videos designed to highlight often overlooked PCRecruiter features, concepts, or best practices in a convenient couple of minutes.

This week, “What is a Rollup?” Rollups are one of PCRecruiter’s most powerful features, and yet they’re often misunderstood or underutilized by newer users.

In the simplest terms, you can use a Rollup to group together (or roll up) any bunch of names, companies, and/or jobs. Common reasons for grouping records are to save search results, which you can then sub-search and sort within, manage calling lists, send a bulk email or text message, filter job boards and reports, export and sync with other databases, and make changes to, delete, copy, or move lots of records all at once.

The most common way to roll records up is to run a search, select some or all of the records, and then click the rollup icon in the actions menu at the upper right. You’ll see your most recently viewed rollups presented first. You may be wondering about these name, company, and position columns. Well, think of every rollup list like a three-page pad of paper, with one infinite sheet for each of the three record types. These columns indicate how many of each type of record are on the list. In most cases, my lists will contain just names, companies, or jobs alone, but if I wanted to roll up all of my jobs, contacts, and candidates in Cleveland together, I could put them all on the same Cleveland list. Keep in mind that any one record can be on as many rollups as you wish, but the same record can’t appear on the same rollup more than once.

Now, if I wanted to add the records I selected earlier to an existing list, I’d just select a recent rollup or click “Rollups” in the sidebar to search within all of the lists in my database. But right now, I want to create a new rollup, so I click “Add Rollup”. The Description is all that’s required, but I may want to categorize the list or write a memo about what it’s for. When I click save, PCR generates a new list and puts my selected records on it. If there are a lot of records, I can minimize the window and go about my work in the system while the list is compiled.

You’ll also find a “Rollup” option in the navigation menu on names, companies, and jobs for managing a single record’s appearance on related lists, and a ‘Rollups’ option in the main menu, where you’ll go to manage and work inside of your lists in general.

In future episodes we’ll talk about some of the handy things you can do with Rollups, but that’s it for this week’s Two Minute Tuesday. For more, 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.

Two Minute Tuesday: Mobile App

In this week’s new Two Minute Tuesday video, we’ll take a look at the PCRecruiter Mobile App for iOS and Android devices. This free mobile app is a great way for staffing and recruiting professionals to access applicant and hiring authority data on-the-go. Being away from your desk doesn’t have to mean being away from your database!

In this week’s new Two Minute Tuesday video, we’ll take a look at the PCRecruiter Mobile App for iOS and Android devices. This free mobile app is a great way for staffing and recruiting professionals to access applicant and hiring authority data on-the-go. Being away from your desk doesn’t have to mean being away from your database!

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

It’s time for another “Two Minute Tuesday,” Main Sequence’s weekly series of very short videos designed to highlight often overlooked PCRecruiter features, concepts, or best practices in a convenient couple of minutes.

This week’s “Two Minute Tuesday” is about the PCRecruiter Mobile App for Android and iOS, which we released in 2014, but which you might have missed. You can find the app by searching your app store, or going to the downloads area of our website. Best of all, the app is completely free for PCRecruiter 9 users.

The first time you launch the app, you’ll tap the “Change Login Url” option to give the app the web address of your PCR account. Then you can use your usual username and password to connect to a database in your account.

The menu in the upper right takes you to the search and add options for the major record types and to the Settings area where you can change accounts or log out. Tap “Add” to create a new record, or “Search” to do a basic search.

Most often you’ll use the ‘search’ box at the top of the app, which can find names, companies, and jobs all at once.

When viewing a contact, you can email, call, or text them right from the record using the built-in features of your device. And of course PCR will log an activity indicating that you hit the email, call, or text button.

You can also view the resume, and email it or share it to other apps, and work with activities and notes. If there’s a LinkedIn profile stored for this contact, you can jump right to it.

From a job, we can see the description and make changes to the basic fields on the fly, and use the Share icon to push the job’s web extensions link into an email, text, or tweet.

Tapping the PCR icon in the upper left brings the recently viewed items so we can jump back to them at any time.

This is just the first version of the PCR Mobile app, and we expect to add more cool capabilities and connections to it down the road. Download it from the app store today and consider giving it a five-star review!

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.

Two Minute Tuesday: Snapshot

Today marks the premiere of our new Two Minute Tuesday video series. Each week we’ll be posting a very quick video with a tip, tutorial, or topic that we think will be helpful to our users.

Today marks the premiere of our new Two Minute Tuesday video series. Each week we’ll be posting a very quick video with a tip, tutorial, or topic that we think will be helpful to our users.

This first installment talks about how to use the Snapshot service to review your previous day’s backup on our ASP, which is handy if you accidentally alter your form letters, custom data forms, or other PCRecruiter content in a way that can’t easily be reversed.

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

Happy new year everyone, and welcome to the first “Two Minute Tuesday,” a new weekly series of very short videos from Main Sequence Technology. We’ll be releasing a timely tutorial, terse topic, or tiny tip every week at roughly this time. Each one will be a quick overview of some often overlooked PCRecruiter feature, or some concept or best practice that we think can be highlighted for our very busy users in a convenient couple of minutes.

Kicking off the series, this week’s “Two Minute Tuesday” is about Snapshot.

Have you ever permanently deleted a record, mass-changed a rollup, or made some other edit to your PCRecruiter data that made you wish you could go back in time? Well, that’s what snapshot is for.

Let’s say one of my co-workers removed some content from one of my form letters by mistake. No problem.

I’ll start by going to my PCRecruiter 9 login screen in another browser window. In the address bar, I’m going to remove the “www2” and replace it with “snapshot2”. If I were using the older PCR 8, I’d be replacing “www” with “snapshot”. The rest of the URL stays the same.

I’ll send the browser to this altered address, and log in as usual. What we’re looking at here is a read-only copy of yesterday’s database backup. I can look at all of the data in the system exactly as it was the day before, but I can’t make any changes to it.

Now I’ll go to the system area, find yesterday’s version of the letter, and copy the contents. Now I can go to my live data and paste what was lost back into place.

Of course, if I needed to go back further than the day before, I could still contact Main Sequence support and arrange for a database restoration, but the snapshot is always there and always free for those times when you need to see what your data looked like when it was last backed up. Try it out on your account today.

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.

Main Sequence has released update 9.6.7 this week, including a number of fixes and improvements. Three new items of particular note:

  1. Our new integration with RingCentral now includes capabilities for texting multiple recipients in bulk. The new SMS option can be found under the ‘Action’ menu in the upper right corner of name search results and name rollup lists. Recipients must be opted in to bulk text messages before they can receive messages sent from these screens. For details, see http://learning.pcrecruiter.net/ringcentral
  2. A new Radius Sort column is available when customizing your name rollups. With this new feature, any list of names can be sorted based on their estimated straight-line proximity to a selected postal code. To use this feature, customize your rollup layout to include ‘Sort Distance’ as a result column, and then use the ‘Radius Sort’ option in the ‘Actions’ menu at the upper right corner of the rollup screen to select and calculate distances.
  3. For users of our timesheets features, we have updated the list of Overtime/Double Time Zone options to include all Canadian provinces as well as most US locations. These items may be found in the Timesheet Setup screen.

Watch the video for the details.

Main Sequence wishes you success in 2016

2015 has been a year filled with excitement here at Main Sequence.

PCRecruiter 9 has been a huge hit in the marketplace and a huge success with many of our leading customers. The optional upgrade phase has moved much faster than expected, with a majority of end-users now using the newer version.

Not only have we seen enthusiastic adoption of PCRecruiter 9, but many of the new partnerships and integrations brought to life this year are already paying off nicely for our customers. Talk to your PCRecruiter representative for information about RingCentral, Indeed, HIRABL, SparkHire, Daxtra, and other partner solutions new and old, all designed to bring more value than ever to your PCRecruiter experience.

Best of all, Main Sequence has continued to expand capabilities across all areas of our business in 2015, positioning PCRecruiter for a fantastic 2016 and beyond.

(Video greetings from previous years are available in our Season’s Greetings from Main Sequence YouTube Playlist.)

In this season of thanks and goodwill, each of us at Main Sequence sends our warmest regards to our friends, customers, and supporters close to home and around the world. We wish you all a happy and prosperous new year!

PCRecruiter Webinar with HIRABL & RingCentral

On December 2, 2015, Main Sequence presented a webinar with our partners from HIRABL and RingCentral.

In this 45-minute double-header, Jon Guidi, Founder/CRO of HIRABL, talks about how their service can help track down ‘back door hires,’ which result in millions of dollars in lost placement fees every year. Then, RingCentral Solutions Engineer Derek Hanson talks about their powerful voice and texting system, which adds VOIP/SMS features into your PCRecruiter toolbox.

The HIRABL portion begins around the 2 minute mark, and RingCentral begins around 17 minutes, followed by a demo of how RingCentral works inside of PCR at the 36 minute mark.

Join Main Sequence’s Drew Rothman and HIRABL’s Jon Guidi for this informal webinar to learn about Fee Catcher and RingCentral, two of PCRecruiter’s most exciting recent partnerships.

1:00 PM EST / 10:00 AM PST on Wednesday, December 2.

Register Now


Hirabl - Creators of Fee CatcherRecruiters lose an estimated $1,000,000,000 (one billion!) in fees every year when clients hire their candidates and don’t tell them (often called “backdoor hires”).

HIRABL created Fee Catcher, a service that tracks the movement of your candidates and notifies you when one is hired so that you never miss a hard-earned fee. They have already helped PCR clients identify and collect “backdoor hires” worth hundreds of thousands of dollars, and have developed services to track candidate and hiring manager movements that deliver high-value sales leads to recruiters worldwide.

The automated back-door checks save us dozens of hours of staff time, and the constant upgrading of the interface and offerings provide more ROI for us all the time. In our first six months, one of their back door catches turned into a $30K placement fee for us! — Paul Silitsky, CEO, answerQUEST


RingCentralRingCentral’s all-inclusive cloud phone system features HD video meetings, unified voice, fax, text, and audio conferencing, and delivers the high quality, reliability, and value expected by enterprise businesses.

PCRecruiter’s new direct integration with RingCentral allows users to click to dial or text from any contact record in the database, making more dials faster. Call attempts are automatically recorded as activity records, making it easier than ever to report on your communications with contacts and candidates. And when you receive an incoming call, the matching records in PCR are automatically loaded to prepare you for the call.

PCRecruiter 9.6.6 has been released, including a fantastic list of new features and integrations.

  • Integration with RingCentral for voice and SMS (bulk-text coming soon). Launch calls and texts from your PCR records, get caller-id popups linked to the matching PCR contacts, and get full activity tracking of calls and texts.
  • The first release of our Mobile App for iOS and Android is out, giving you the most convenient on-the-go access to your recruiting database yet.
  • Sync your PCR calendar with Google Calendar and sync a rollup of names with Google Contacts. Now you can use any Google-compatible calendar app to view and manage your PCR schedule.
  • Outgoing email now has a counter to indicate how many attachments are on the mail.
  • Outgoing email includes a new option to merge all text attachments into a PDF.
  • Updates to the Mobile/Lite Web Extensions, allowing apply-without-resume and custom sort order for position lists.
  • PCRecruiter Portal for MS Outlook has been updated to support Outlook 2016.
  • Repeating Events can now be created in the PCR Schedule.
  • Support for Recruiters Connection job feeds. Recruiters Connection is a job board and split network exclusive to recruiting/search firms (no corporate recruiter postings allowed). A special discounted rate of $59 total for three months with three job slots per month, is being offered to PCRecruiter users through the end of November 2015. Get started at this link or call 860-635-3900.
  • PCR 9 is now compatible with Windows 10 and the new Microsoft Edge Browser

Watch the video for the details.

IndeedIndeed.com, the world’s #1 job site, and PCRecruiter have joined forces to help you get the best hiring results. Join us on Thursday, September 24th at 1pm ET to learn how this partnership will help you find the right candidates for your organization. You’ll learn:

  • Why Indeed is the preferred destination for job seekers and employers alike
  • How Indeed’s Sponsored Jobs will drive more exposure to your jobs
  • How a flexible, pay for performance model will help you reach the right candidates

Click here to register for the September 24 webinar with Indeed:

Register Now

Exclusive Offer for PCRecruiter Users:

Indeed is offering an exclusive deal to PCRecruiter clients. You’ll receive one month of free promoted postings after promoting jobs with Indeed for two consecutive months. To learn more about how you can take advantage of this limited-time offer, please click here.

Questions? Contact Becky Marks with Indeed at becky@indeed.com or your Main Sequence representative.

In the latest update to PCRecruiter, v9.6.5, we’ve made a host of under-the-hood fixes and improvements, and we’ve also made one more important change:

The “Reports” section under the Security panel of the User record (System > Users) now has more granular control. The admin may set full/no permission for each report type individually. In addition, these settings will override the ‘no permission’ System Administrator level, so that non-admin users can now run reports if the admin gives them rights to do so.

Watch the video for the details.

PCRecruiter is integrated with Intuit QuickBooks, making it possible to export information about your permanent placements and contractor hours timesheets from your recruiting database into your invoicing system. This brief overview video shows you how it works. If you’re a QuickBooks user (Windows desktop or online edition) and would like to get PCRecruiter connected, contact your Main Sequence representative.

Whenever a new operating system update comes out, it’s common for our users to ask if they can use PCRecruiter with it. Windows 10, which Microsoft began officially releasing on July 29, 2015 is no different. Our testing has determined that those who wish to update to Windows 10 should not experience any major issues with PCRecruiter or the PCR Portal for Microsoft Outlook.

One thing you should be aware of is that Windows 10 comes with a new default web browser called Microsoft Edge which is intended to replace Internet Explorer. While we haven’t found any major issues with using PCRecruiter on the Windows 10 operating system at this time, we do not officially support the new Microsoft Edge browser yet and you may experience issues in it until we have completed testing and updates.

  • If you use PCRecruiter 8 and are planning to move up to Windows 10, you will want to continue to run PCRecruiter in Internet Explorer 11, which should still be available by searching your machine or looking in your Start Menu. If IE 11 is not installed on your Windows 10 machine, you can download IE 11 from the Microsoft Store).
  • If you are using PCRecruiter 9, Google Chrome remains the recommended web browser on PC or Mac, but PCR 9 will also work on IE11 and Safari browsers.
  • After updating to Windows 10, you may need to re-install the PCRecruiter Launcher on your PC.

As always, updating to any freshly-released operating system remains something of a ‘buyer beware’ decision. If you don’t have a pressing need to get Windows 10 installed, you may want to wait for our QA department’s official go-ahead, which will appear here and on your PCRecruiter login screen.

PCRecruiter v9.6.4 is scheduled for release on Tuesday, June 23. Along with the usual fixes and improvements, Main Sequence is also pleased to announce new integrations with Spark Hire for video interviewing, IBM Kenexa Prove It! for candidate assessment testing, and Broadlook Capture! for collecting and researching contact information from all kinds of sources.

In addition to these new features, beginning on Tuesday, June 23, PCRecruiter 9 users should be prompted by the system to update their PCR Launcher, a small Java plugin installed on your computer that PCR 9 uses for more advanced interactions with your computer. Please be sure to click “Allow” when you see the prompt for the Launcher update.

Recruiters lose an estimated $1,000,000,000 (one billion!) in fees every year when clients hire their candidates and don’t tell them.

Fee Catcher is a reporting service that continuously and automatically monitors your submittals, and tracks the movement of your candidates, notifying you when one is hired so that you never miss a hard-earned fee. They have already helped clients around the world identify thousands of missed placements worth over $18,000,000 in fees.

Main Sequence will be hosting an informational public webinar on June 9 at 1:30 PM Eastern / 10:30 AM Pacific with Jon Guidi, Founder & CRO of Fee Catcher.

Click here to register for the June 9 webinar now!

We’ve just released a new update for PCRecruiter 9 which includes a few enhancements.

  • ‘Quick add’ icons at the upper right corner of the screen when working with name records to give you faster access to adding attachments, interviews, resumes, notes, and activities to the name you’re currently viewing. The number or checkmark with each “plus” icon indicates whether there are already attachments, notes, etc. for that record.
  • Customization options for the “I want to…” action column in name search results and rollups.
  • User-configurable colors and icons for the Stage settings in Rollups and Pipelines.
  • Automations and activities for Stages configured in the Name Rollup now also apply when Stage is used on the Pipeline screen.
  • Horizontal scrollbar appears at all times when a Rollup is too wide for the browser window.
  • ‘Recently Viewed’ Rollup list now shows only the applicable lists for the record type you’re working with.
  • Various fixes and performance improvements.

More updates and new features are being worked on. Follow us on our social networks or watch your PCR 9 login screen to stay informed.

So you have a great candidate, but you don’t have the perfect opening right now. That’s where the PCRecruiter partnership with Scout comes in, giving you new openings to fill, based on the ones you’re already great at filling!

Gain the Scout advantage…

  • Using performance-based matching technology, Scout recommends new openings that you can fill based on your profile and past hiring experience.
  • Seamlessly integrated into PCRecruiter, Scout is completely free to access.
  • As a result, Scout makes it possible for you to become more profitable by reaching new clients, with greatly accelerated business development efforts.

See Scout in action on May 19, 2015 
1:30 PM Central / 2:30 Eastern
Register for this webinar NOW!

PCR 9 All-New UIMain Sequence's popular PCRecruiter version 9 is now available for our self-hosted clients to install*. This optional update includes the exciting new interface and feature improvements which our ASP-hosted users have been enjoying for the past six months.

Self-hosted PCRecruiter users are invited to review this document, which explains our Update/Fees Policy for versions 9 and beyond.

To get the update for your server, please contact your Main Sequence representative. If you are unsure of who your representative is, get in touch with our Manager of Professional Services, Liz Gooden.

For clients on the PCRecruiter.net ASP hosting who wish to use PCR 9, please see our earlier blog post.

* Required:Windows Server 2008 R2 or higher, MS SQL Server 2008 R2 or higher, SSL Certificate.

Main Sequence will be conducting major maintenance in our primary datacenter starting Saturday, April 25 at 10AM EDT (25 April, 2015 2PM UTC/GMT). The work is expected to continue for four to six hours. This major maintenance will include new power systems and internetworking arrangements, requiring power-down of multiple devices and services.

  • During the maintenance work, your internal accounts will be redirected to a Main Sequence secondary datacenter, and will be available for access.
  • Please note that your account will be limited to read-only status during the interval when the primary datacenter is offline.
  • Your IMAP email service will continue to function, but you will be unable to download new messages during the maintenance window.
  • Job applicants may continue to view job postings, but they will receive a maintenance message when attempting to apply during the work period.

Main Sequence plans all maintenance activity to involve the least practical amount of downtime and we regret any inconvenience this work may entail for your organization.

If you have any questions about the work, planning for this maintenance, or any account issues post-restoration, please contact 440-946-5214 ext 3000.. As always, we appreciate your use of PCRecruiter.

Did you know that recruiters lose an estimated $1,000,000,000 in fees every year when clients hire their candidates and don't tell them? The new integration between PCRecruiter and Fee Catcher helps our users to identify these potential "backdoor hires," ensuring that you get paid for every placement you make. Fee Catcher has already helped clients around the world identify thousands of missed placements worth over $15,000,000 in fees.

Fee Catcher is a reporting service that continuously and automatically monitors your submittals, and tracks the movement of your candidates, notifying you when one is hired so that you never miss a hard-earned fee.

Keeping PCRecruiter users profitable and efficient is one of Main Sequence's highest priorities. We encourage you to schedule a call with Fee Catcher to discuss how they can help increase your revenues.

Click here to schedule a convenient call with Fee Catcher.

The release of PCRecruiter 9 has been a great success. Over the past few months, hundreds of PCRecruiter users have come online with the new version and the feedback has been tremendously positive. We are pleased to announce the first major update to PCRecruiter 9 has been released to our hosted customers. Included in this update:

  • The Resume Inhaler's 'Connection Settings' panel now accepts PCRecruiter 9 login URLs. No update is required for users of the current Resume Inhaler (v3.3.15)
  • The PCR Capture extension for Google Chrome has been improved to recognize additional data sources.
  • The first version of our new 'Lite Extensions' have been released. The 'Lite' extensions are a responsive-design ready, mobile-friendly job board for PCRecruiter web postings which can be used in place of or in addition to your classic PCRecruiter web extensions. Enabling of this feature may require adjustment of your existing job board implementation, or may not apply to your particular needs with this initial release. See the associated article in our Learning Center for instructions.

Main Sequence wishes you success in 2015

2014 has been a year filled with excitement here at Main Sequence. In addition to the release of PCRecruiter 9, featuring some of the biggest and most exciting changes to our product in its history, we also enjoyed the blossoming of new partnerships, the welcoming of new team members, and even a few new dogs and babies around the office.

In this year’s holiday greeting video (below), we invite you to join us for a look back at how far PCRecruiter has come in the past 18 years of development, from our earliest desktop application, to the web version, to our Portal for MS Outlook, to the all-new PCR 9…

(Video greetings from previous years are available in our Season’s Greetings from Main Sequence YouTube Playlist.)

In this season of thanks and goodwill, the entire Main Sequence team sends our warmest regards to our friends, customers, and associates close to home and around the world in 70+ countries. We wish you all a happy and prosperous 2015.

So you have a great candidate, but you don’t have the perfect opening right now. That’s where the PCRecruiter partnership with Scout comes in, giving you new openings to fill, based on the ones you’re already great at filling!

Gain the Scout advantage…

  • Using performance-based matching technology, Scout recommends new openings that you can fill based on your profile and past hiring experience.
  • Seamlessly integrated into PCRecruiter 8 and 9, Scout is completely free to access.
  • As a result, Scout makes it possible for you to become more profitable by reaching new clients, with greatly accelerated business development efforts.

See Scout in action on November 12, 2014 
2:00 PM EDT (7:00 PM GMT)
Register for this webinar NOW!

The Main Sequence Technology team proudly to announced the release of PCRecruiter 9 in October 2014. This release was the culmination of a multi-year process to thoroughly modernize and improve PCRecruiter’s user interface, architecture, and functionality, and is the result of countless hours of work by our entire team, with the invaluable partnership and contributions of fifty PCRecruiter 9 beta customers. We thank everyone who helped to create what is the most sweeping and exciting update in our history.

WHAT’S NEW IN 9?

  • Virtually the entire interface is updated to reduce clicking and scrolling, with streamlined common workflows and more intuitive navigation. The release also includes useful new capabilities including the new PCR Capture tool for Facebook, Indeed, and other key social platforms, new single-box quick lookup to retrieve records of any type, and more to come (including mobile-friendly candidate experience, multiple hiring pipelines, and other powerful enhancements). PCRecruiter 9 uses the latest automated development lifecycle tools and coding environments to help us add new features more quickly and efficiently than ever before.

WHEN CAN I GET IT?

PCR 9 All-New UI

  • PCRecruiter 8 users on pcrecruiter.net can switch immediately! Just contact our support department.
  • Customers hosting PCRecruiter on their own hardware are able to install PCR 9. Some fees and feature limitations apply for self-installed clients.

IS THIS A REQUIRED UPDATE?

  • As always, Main Sequence strives to maintain maximum comfort and flexibility for our customers, and therefore PCRecruiter version 8 will continue to be available and operational for the foreseeable future.
  • While it is possible to use both PCRecruiter 8 and 9 on the same database, we do not recommend using both versions with the same user login, as custom screen layouts and other user-level preferences updated with PCR 9 are not compatible with older versions.
  • Our new features and engineering efforts are always focused on the current release, so we encourage all of our customers to consider moving to version 9 in the coming year.

IS THERE AN UPGRADE FEE?

  • PCRecruiter 9 is available to all of our PCRecruiter.net-hosted customers at no additional charge!
  • Self-installed PCR 8 customers may be assessed an update fee. Ask your PCRecruiter representative.

WILL PCR 9 RUN ON MY MACHINE?

  • PCRecruiter 9 is designed to perform optimally in the Google Chrome browser and will work on any current Mac or Windows machine.
  • PCRecruiter 9 is also tested for current versions of Safari and Internet Explorer, although limited enhancements may only be available to Chrome users.
  • Functions such as direct resume editing, calendar alarm pop-ups, and file attachment management may not work on older operating systems (e.g. Windows Vista or earlier).

PCR 9 Login

WHAT ABOUT THE OUTLOOK PORTAL?

  • The PCRecruiter Portal for Microsoft Outlook and the Resume Inhaler are compatible with PCRecruiter 9. Portal users will need to update/reinstall the plugin.

I WANT 9! HOW DO I GET IT?

We look forward to your feedback and to your enjoyment of the best PCRecruiter ever!

Main Sequence Team

So you have a great candidate, but you don’t have the perfect opening right now. That’s where the PCRecruiter partnership with Scout comes in, giving you new openings to fill, based on the ones you’re already great at filling!

Gain the Scout advantage…

  • Using performance-based matching technology, Scout recommends new openings that you can fill based on your profile and past hiring experience.
  • Seamlessly integrated into PCRecruiter v8.6, and the upcoming all-new PCR 9, Scout is completely free to access.
  • As a result, Scout makes it possible for you to become more profitable by reaching new clients, with greatly accelerated business development efforts.

See Scout in action on October 15, 2014 
1:00 PM CDT (6:00 PM GMT)
Register for this webinar NOW!

Dial In: U.S. & Canada: 866.740.1260 Access Code: 6810495

Main Sequence takes the ALS Ice Bucket Challenge

Members of our management, sales, training and tech departments took the ALS #IceBucketChallenge today! Amyotrophic lateral sclerosis (ALS), often referred to as “Lou Gehrig’s Disease,” is a progressive neurodegenerative disease that affects nerve cells in the brain and the spinal cord. Motor neurons reach from the brain to the spinal cord and from the spinal cord to the muscles throughout the body. The progressive degeneration of the motor neurons in ALS eventually leads to their death. When the motor neurons die, the ability of the brain to initiate and control muscle movement is lost. With voluntary muscle action progressively affected, patients in the later stages of the disease may become totally paralyzed. The Ice Bucket Challenge is an awareness and fundraising campaign to support ALS research.

In addition to the folks in the video, many of the employees and the company itself have donated to the ALS Association.

In accordance with Ice Bucket Challenge rules, we challenge our friends at Management Recruiters International Corporate, Scout Exchange, and Bullhorn!

For more info on ALS or to donate, please visit ALSA.org.

On July 14th, the EEOC issued the first update to its pregnancy discrimination guidelines in 30 years. In the the Enforcement Guidance released on the EEOC Website, the comission addressed how the requirements of the Pregnancy Discrimination Act (PDA) and the Americans with Disabilities Act (ADA) as amended in 2008 should be applied individuals who have pregnancy-related disabilities. The commission posted a Q&A document and Fact Sheet.

Among other issues, the guidance discussed:

  • The fact that the PDA covers not only current pregnancy, but discrimination based on past pregnancy and a woman's potential to become pregnant;
  • Lactation as a covered pregnancy-related medical condition;
  • The circumstances under which employers may have to provide light duty for pregnant workers;
  • Issues related to leave for pregnancy and for medical conditions related to pregnancy;
  • The PDA's prohibition against requiring pregnant workers who are able to do their jobs to take leave;
  • The requirement that parental leave (which is distinct from medical leave associated with childbearing or recovering from childbirth) be provided to similarly situated men and women on the same terms;
  • When employers may have to provide reasonable accommodations for workers with pregnancy-related impairments under the ADA and the types of accommodations that may be necessary; and
  • Best practices for employers to avoid unlawful discrimination against pregnant workers.

For more information, visit http://www.eeoc.gov/laws/types/pregnancy_guidance.cfm

EEO data collection and reporting functions are standard with PCRecruiter. Anyone wishing to collect and track EEO data in their recruitment process can seek information or a demonstration by contacting their PCRecruiter representative.

The Canadian Anti Spam Law (CASL), which was designed to stop spam from being sent to Canadians, goes into effect July 1, 2014. Many people remain unfamiliar with the law, even within Canada, despite its serious potential impact for any business that sends commercial email to Canadian recipients. So what is this law and how does it affect recruiters, staffing agencies, and HR sourcing pros?

WHAT does CASL apply to?

In short, any email, text, or direct social networking message that actively or passively promotes your services or your current job openings could be placed into the category of communications affected by this law.

  • CASL applies to any "Commercial Electronic Message" (CEM). A CEM is defined as any electronic message (emails, texts, some social media messages) that contains a message which encourages the recipient to take part in some type of commercial activity. This includes e-newsletters that contain a link to a sponsor's website, client satisfaction surveys, mass emails providing general information about your business or organization, etc. It also covers emails requesting consent to send future emails.
  • There are exemptions from the rule for certain types of messages. For example, you are allowed to send a single CEM to someone without prior consent based on a referral, as long as the full name of the person making the referral is disclosed in the message.

WHO does CASL apply to?

The law is very broad, applying to all CEMs sent to anyone in Canada or by anyone in Canada.

  • CASL stipulates that Commercial Electronic Messages cannot be sent TO or FROM anyone in Canada without express prior consent. Even if your company is outside of Canada, any emails sent to Canadian jobseekers, partners, or clients fall under the stipulations of the law. Although it may prove difficult to prosecute violators outside of Canada, the the Canadian Radio-television and Telecommunications Commission (CRTC) has stated that it will work with the Federal Trade Commission (FTC) in the US, and other regulatory commissions to enforce this law.
  • There are exemptions from the "express consent" rule for limited periods of time and under certain "implied consent" circumstances. Implied consent includes recipients who have made a purchase or your product or service, made a business deal, contract, or membership with your organization in the past 24 months. Implied consent also includes a 6-month period following an application or inquiry. If you haven't gotten express consent to continue sending CEMs within the implied consent period, you are required to stop sending CEMs at the end of the 6-month or 24-month time frame.

WHAT are the penalties for violating CASL?

Unlike other anti-spam rules (such as the USA's 'CAN-SPAM' law) Canada's anti-spam law has been given very large, sharp teeth.

  • The maximum administrative penalty for a violation by a business is $10 million, and directors and officers may be personally liable for their company's violations.
  • Individuals can be fined up to $1 Million.
  • Up until June 30, 2017, the penalties will be administrative only. After July 1, 2017, the law allows individual suits against violators. Receivers of illegal messages can sue for $200 per individual transgression up to $1 Million per day. Additional penalties may be levied for altering transmission data and other violations.

HOW can I comply with CASL?

Some of the stipulations for complying with CASL are the same as those for complying with the US CAN-SPAM law. Make sure that your emails include the following:

  • Your name (or the name by which you conduct business if different) in your messages.
  • Your physical mailing address plus either a telephone number, web address, or email address in your messages.
  • A link to a method of unsubscribing from future messages which takes effect within 10 days.

In addition to the above, but differing from CAN-SPAM:

  • Recipients must give express consent to receive your messages. This consent can be oral or written, although written consent is clearly better should questions arise.
  • You must retain a record of your consent confirmations.
  • Methods for collecting consent via a form must be clear and affirmative. The person opting in must check a box or perform some other action which is clearly marked with a description of its purpose. Asking the person to un-check a pre-checked box is not allowed.

HOW can PCRecruiter help me comply?

Although PCRecruiter has offered "unsubscribe" tracking for many years, the new CASL law has generated changes in how email is handled.  The next system update will include an 'opt-in / opt-out' function which can be used in form letters, custom forms, email signatures, and job board links. The system will also include methods for tracking the 6-month and 24-month 'implicit' permission allowed under the law.   The system will apply these settings automatically when sending email communications.  PCRecruiter also gains new options for adding and removing multiple email addresses from the opt-in/out lists, as well as capabilities for exporting and importing email addresses in CSV format.

If you send email to anyone in Canada, or you operate business in Canada, you will want to become familiar with this new law and make sure that your electronic communications comply with it.  This information is not intended as an offering of legal advice; please consult with your applicable legal authority regarding the CASL or any other compliance activities that you may undertake.  

If you desire assistance with implementing features in PCRecruiter, please contact your Main Sequence representative.
 

5 Tips for Building Your OWN Website

Over the past few years, an explosion of user-friendly platforms and tools have made it remarkably easy for novices to create attractive and functional websites. Following the trend, Main Sequence has seen an increasing number of executive search firms, staffing agencies, and sourcing professionals revising or launching new DIY websites, or moving to a CMS for recruiting website management.

While a self-built recruiting site can be a great cost saving measure, in a marketplace where your website is likely your primary advertising channel and initial point of contact with your clients and candidates, just having easy tools at your disposal isn’t always enough. You’ll want to make a good impression right from the start, and build a website that’s prepared to grow with your business. 

Main Sequence has put together a free eBook to set you on the right path. 5 Tips for Building Your OWN Website will give you helpful tips, pointers, and important food for thought as you plan to create or update your website.

Know someone who would find this info useful? Click here to share!
   

On April 26, 2014 Microsoft released Security Advisory 2963983 for Microsoft Internet Explorer. This issue is a zero-day vulnerability, which means the exploit depends on a flaw already present in affected systems. There is steady activity underway at Microsoft and the various security product vendors such as McAfee and Symantec to mitigate this risk.

Because this issue is non-specific to PCRecruiter and involves the administration of our customer's computer systems, Main Sequence has no recommendation on the use / non-use or configuration of Internet Explorer. PCRecruiter offers Java downloads for use with Chrome, Safari, and Firefox browsers, but we have not tested all versions of those browsers in all possible environments.

Reports indicate that operating Internet Explorer with "Enhanced Protected Mode" configured or using the Enhanced Mitigation Experience Toolkit (EMET) version 4.1 or the new 5.0 Tech Preview edition will avoid the vulnerability. PCRecruiter has been tested to a limited extent with "Enhanced Protected Mode" and appears to operate normally. You will need to ensure that EMET is configured to protect IE if you select that option.

If you experience unexpected system behavior when using PCRecruiter with any browser, our technical support staff can process error reports and work with you to resolve issues.

Please see this item regarding the vulnerability for more information:

http://blog.securestate.com/cve-2014-1776-internet-explorer-0-day-vulnerability/

On April 7th, 2014, a serious security vulnerability was publicly announced in the popular OpenSSL software library, which is used by many web systems for encrypting and decrypting data. The bug opens up the secret keys used to identify the service providers and to encrypt the traffic, the names and passwords of the users and the actual content. If exploited, attackers could eavesdrop on communications, steal data directly from the services and users and to impersonate services and users.

Are PCRecruiter databases affected by this issue?

PCRecruiter software runs on web servers which do not use the OpenSSL library by default and therefore are not vulnerable to the exploit.

If you are a PCRecruiter user concerened that your password may have been compromised by use with another website, you may wish to use the 'Change My Password' option on the MyPCR screen to update your password.  It's a 'best practice' to change passwords regularly.

Your PCRecruiter system administrator may also select a strong password mode. In this mode:

  • Users must have secure passwords that include a mix of upper and lower case alpha characters, numbers, and special characters
  • Users will be prompted to change passwords regularly.
  • Users will be restricted from the use of common elements such as days of the week, months of the year, and their user name in the password.

For more information on security practices in PCRecruiter, contact your representative.

For more information on the Heartbleed bug, see http://www.heartbleed.com/

Main Sequence is currently beta-testing PCRecruiter 9, the most extensive update we've released since PCRecruiter made the leap from the desktop to the cloud over a dozen years ago.

PCR 9 All-New UIMain Sequence is currently beta-testing PCRecruiter 9, the most extensive update we’ve released since PCRecruiter made the leap from the desktop to the cloud over a dozen years ago.

The new PCRecruiter is currently in the hands of an initial group of customers for evaluation that is expected to span several weeks. We are planning for two rounds of beta testing, followed by a phased rollout to our online and self-hosted customers. All users will maintain the option for 12 to 18 months to use either the new version 9 or the final maintenance updates of the PCRecruiter 8.xx generation.

If you would like to be considered for the second round of beta testing, email Professional Services Manager Liz Annable at lannable@mainsequence.net.

Once PCRecruiter 9 is released for general use, what can you look forward to?

Completely Revised User Interface

  • PCRecruiter 9 presents a completely overhauled user interface that’s is cleaner and easier to use than ever before.
  • We’ve re-built it using HTML 5 and standard web frameworks to streamline, simplify, and modernize your user experience.
  • Our menus have been re-structured to separate ‘navigation items’ from ‘action items.’ Finding your way around in PCR 9 is a snap, both for new users and seasoned pros.
  • The updated MyPCR home screen has a fresh new look with visualizations for your key metrics.
  • A new log-in screen makes it easier than ever to keep up on the latest info on PCRecruiter.
  • If you’ve got photos stored in your name records, you’ll now see them in your ‘recently viewed’ record list.
  • Overlays and progress bars keep your experience confined to a single browser window, with fewer pop-ups and new windows to manage.
  • Maximize and minimize panels with a single click to see more of your data than ever before.

Even More Configurable

  • PCR 9 Screen Config ToolPCRecruiter has always been the most user-configurable staffing and recruiting system available, and PCR 9 makes configuration faster and more flexible with a new drag-and-drop system.
  • Configure your name, organization and job layouts with field groups and custom labels.
  • Drag-and-drop configuration utilities also extend to your search options and search results.
  • PCRecruiter 9 is all about putting what you need front and center and reducing distractions.

Streamlined Document Handling

  • The PCRecruiter 9 launcher opens your Word, Excel, and other documents directly in Microsoft Office, Open Office, and other WebDAV-enabled suites. Just click, edit your file in its native software application, and re-save back to the database instantly.
  • Resumes can now be viewed and exported in PDF format for easy download or emailing.
  • Custom resume headers have been consolidated, using a single image-based header for all of your resume documents, regardless of format.

New HTML Editor

  • New PCR 9 HTML EditorOur all-new HTML editor for job descriptions, emails, and form letters operates completely within the browser, requiring no local installation, for a seamless editing experience regardless of platform.
  • The new editor is more adept at recognizing and appropriately converting proprietary content generated by Microsoft Office, such as Word and Outlook documents.

Simple, Searchable Menus

  • Primary and record-level menus are easily adjusted with drag/drop and pin/un-pin utilities, hiding the items you don’t use regularly for easier, faster navigation.
  • The deeper menus, such as the Reports and System areas, are now quickly navigable with keyword search boxes. Just start typing the name of the item you’re looking for and your options appear instantly.

Enhanced Emailing Capabilities

  • Outbound email screens now instantly notify you when an email address is already in your database.
  • Click on the email addresses in your ‘To’, ‘Cc’ and ‘Bcc’ fields to view and edit the contact record quickly.

Enterprise Platform Improvements

  • PCR 9 Login ScreenPCRecruiter 9 is more than just a pretty face. The new version is powered by Microsoft’s most current web development framework and modern JavaScript libraries, setting the stage for easier development and more rapid deployment of PCRecruiter’s new-feature roadmap which, like the new user interface, is completely updated for 2014-2015 with items designed to enhance recruiter performance in any setting.

New Training Materials

  • We know how important it is to grasp new tools quickly. That’s why PCRecruiter 9 includes not only in-screen help options, but also an entirely new learning center with a growing list of how-to documents and videos.

And this is only the beginning. Main Sequence sees PCRecruiter 9 as the launching point for a new era in interface power, integrations and innovation, all designed to make your job easier. Watch for more information soon!

ScoutMain Sequence is pleased to announce a new partnership and integration between PCRecruiter and Scout Exchange, a recruitment marketplace that connects employers with specialized recruiters, delivering search opportunities to match individual recruitment expertise and results.

PCRecruiter users have free*, direct access to Scout’s application and service which scans the placement history in your database (scrubbed of identifiable personal information) and applies proprietary analytics to recommend job orders suited to your expertise. You'll see improvements in productivity and time-to-fill, gaining access to hundreds of new clients and more job-orders.

We're excited to lower the market development barriers for PCRecruiter users by immediately making them approved vendors for Scout's network of employers.

Naturally, Scout automates and manages the billing, logistics, and financial transactions to allow recruiters to focus on placing talent with low overhead and credit risk.

To get started with Scout, PCRecruiter users may send an email to goscout@mainsequence.net with their name, company name, and contact information. A Main Sequence representative will respond to initiate the setup.

* Scout is completely free to end-users. Main Sequence will participate in a revenue share with Scout based on placements made.

Happy Holidays from Main Sequence!

Tucker is a one-year-old Golden Retriever who spends most of his days hanging out at the main office of Main Sequence Technology, Inc. Tucker wanders the grounds and keeps us all company as we develop, sell and support PCRecruiter. This year’s holiday greeting is a glimpse into what Tucker sees as he visits with everyone and attends the MST holiday party. Happy new year, everyone!

Software Advice Inc, 5000 analysisOur friends at Software Advice have analyzed the new Inc., Magazine "Inc. 5000." list and have compared it with the 2008 listing. Their conclusion is that the "HR ecosystem" has grown and changed, consolidating, gaining employees and generating more revenue than five years ago. We'd like to think PCRecruiter has something to do with that, naturally.

For complete details, check out their study at http://www.softwareadvice.com/hr/industryview/hr-ecosystem/

Source emails may be inadvertently being deleted by your email provider without your knowledge.

A recently discovered interaction combines Outlook 2010 with Gmail IMAP (and possibly other IMAP providers) such that Outlook is moving emails to the deleted items folder rather than the designated subfolder configured in the Inhaler. This result will in turn will synchronize to Gmail, which will then purge the item after 30 days. This mal-response to a move command from PCRecruiter does not occur in Outlook 2007 or Outlook 2013 nor all Outlook 2010 environments using IMAP.

To see if you are subject to this please a) observe that the Inhaler is moving items to the proper subfolders and/or b) check your deleted items folder in Outlook and your deleted items folder in Gmail to ensure that wanted resume emails have not been moved to those locations.

While we have no expectation that Microsoft will make any changes to Outlook 2010, there is a workaround if you find that you are subject to this issue.

To apply this workaround, open Outlook 2010 and follow these instructions:

  1. Click on the FILE tab in the upper left hand corner.
  2. Click on the Account Settings button.
  3. Find the IMAP folders entry and double click it. The following screen should appear:
    inhaler1
  4. From here, click the More Settings button in the lower right corner. The following screen will then appear:
    inhaler2
  5. Click on the Deleted Items tab, then click Mark items for deletion but do not move them automatically.
  6. Click OK/Next until all the account settings have been closed.

PCRecruiter 8.6.2 Patches

Main Sequence will be updating the ASP hosting service with PCRecruiter v. 8.6.2 at approximately 8 AM EST on Thursday, November 7, 2013. Along with this update, we highly recommend installing updated control plugins:

Internet Explorer Users – A new version of our ActiveX/.NET control pack will be released with this update. Download it from www.pcrecruiter.net/controls.exe and install it on any Windows 7 or Windows 8 machine using PCRecruiter (XP users should not update). You may need administrator permissions on the computer to complete this installation.

Java Controls – All users of the Java plugins (including all users of Firefox or Safari) will be asked to update to Java 7 v 45 (see https://java.com/getjava‎). Users working with an older version of Java may see a popup security request when accessing screens that require a Java plugin (viewing resumes, job descriptions, etc.). NOTE: Users of Mac OS 10.6 (Snow Leopard) will be unable to update to Java 7 and therefore unable to avoid the popup warnings. We recommend updating these Macs to OSX 10.7 or later.

PCRecruiter's Bill Kubicek will be traveling to Seattle for this year's ERE SourceCon, taking place on October 2 and 3 at Microsoft Headquarters in Redmond. SourceCon has been the premier conference for sourcers and recruiters since 2006, whether you work for a large corporation, for a staffing firm, an RPO, or as an independent, and Main Sequence has been a sponsor of the event for many of those years. We always look forward to seeing our users and meeting new faces, so keep an eye out for Bill at the event!

AcclaimdLooking to give your recruiting efforts extra reach? If you're not sharing jobs within your social circles on Facebook, Linkedin and Twitter then you're missing the opportunity to tap a huge pool of talent and referrals. Main Sequence has now partnered with Acclaimd to provide PCRecruiter users access to even more social recruiting tools to keep them on the cutting edge.

Acclaimd helps you make the most of your social media presence by automatically keeping socially-optimized jobs in front of your followers and connections. More than just a repetitive blast of job descriptions, it allows you to create campaigns of customized messaging around each opening so you can keep your feed fresh and unique. Taking things a step further, the platform encourages referral behavior by providing suggested matches to viewers of every job. And because Acclaimd is integrated directly with PCRecruiter, your jobs import into the platform automatically; no cut and paste required.

The best part? Acclaimd is offering its social recruiting platform to PCRecruiter customers absolutely free when you sign up at http://www.acclaimd.com/pcrecruiter

Arm yourself with the right tools and join the social recruiting movement today. Contact your PCRecruiter representative for complete information.

The results of the Software Advice 2013 Recruiting Channels Survey, sponsored in part by PCRecruiter, are in! Here's what they've found:

  • Current Use of Recruiting Channels: 97 percent of participating recruiters said they have used employee referrals to source new hires in 2013. Traditional job boards and company careers pages came in at number two and three respectively. Social media was a close fourth, with 80 percent of recruiters saying they have used these channels to source hires.
  • Channels Delivering the Highest Volume of Candidates: The channel delivering the most candidates into recruiters’ inboxes was still traditional job boards, while employee referrals came in second. Social media came in at a strong third.
  • Channels Delivering the Highest Quality of Candidates: While traditional job boards delivered the highest volume of candidates for recruiters, employee referrals still deliver (by far) the best candidates for open positions. However, more respondents said social media delivered higher quality candidates than traditional job boards.
  • Projected Use and Budget for Each Channel in 2013: Although traditional job boards, employee referrals and company careers pages were the top three most used channels, recruiters plan to invest more in social media in 2013.
  • Conclusion: The data would seem to support the hypothesis that social media recruiting is only going to increase in the coming years, but only time will tell.

For the complete results, check out Software Advice's slideshare here: http://www.slideshare.net/SoftwareAdvice/2013-23205044

Main Sequence has released PCRecruiter version 8.6 to our ASP-hosted users. While the majority of the changes in this update are ‘under the hood’ improvements, the new update does include two major improvements.

One is our new integration with Insight Squared, a staffing analytics provider that offers PCRecruiter users a deeper look into the pipeline, employee-level trend data such as time-to-fill, forecasting of sales and completed job orders, benchmarks of employee productivity, quality monitoring of field data, and more.  Fred Shilmover, CEO of InsightSquared, says “InsightSquared is very excited to offer PCRecruiter customers a comprehensive way of looking at their staffing data. With the new reporting tools at their reach, these companies will be able to better leverage their own data to make decision that will positively impact their bottom line.” To sign up or for more info, contact Insight Squared.

In addition, our 8.6 release includes enhancements to the PCRecruiter public API. This second round of API functions includes the new REST method, in addition to the existing SOAP method. The REST method will allow for even easier integration with our API for third-party developers.

Main Sequence is pleased to announce the new PCRecruiter.net website. This is the beginning of many exciting changes in 2013!

A rundown of the new enhancements in PCRecruiter (https://www.pcrecruiter.net) for the 8.4 update, April 2012. PCRecruiter is a web-based recruitment, staffing and HR sourcing database software developed and supported by Main Sequence Technology.

PCRecruiter 8.4 was released on April 4, 2012. This update to our recruitment CRM included the debut of:

  • Lockable ‘country’ fields.
  • Updated Postal Code fields.
  • International phone field options.
  • A ‘remove’ option for photos on contacts.
  • A ‘Notes’ view option in Rollup Lists.
  • Auto-populated “To” fields for resume routing emails.
  • LinkedIn Apply integration for the Candidate Extensions.
  • Custom RSS feeds.

For information on the current version of PCRecruiter, see our blog.

If you’re looking to brush up your ATS (Click here) and other HR skills, an upcoming workshop may be just the thing.

Ultimate Software recently announced that it will host a complimentary Interactive HR Workshop on June 17 at The Plaza Hotel in New York, N.Y. The workshop will offer step-by-step solutions that other companies have developed in order to solve their toughest organization problems.

“Have you ever wondered how other HR executives are dealing with the business challenges you face every day?” Ultimate Software notes. “What are their secrets for aligning HR concepts with the business strategy, developing a workplace environment that encourages employee collaboration, and maneuvering through a maze of thorny legal compliance issues?”

Continue reading “ATS Pros Can Attend Workshop”

For most companies, one of the main goals of implementing staffing software is to save money, so you should make sure the software itself isn’t going to cost you an outrageous amount.

The majority of companies can reduce their software costs by up to 20 percent without changing vendors, according to an article by Personnel Today. This can mainly be done by only paying for what you need and working with what you already have.

“We’re spending more than ever on technology, but we’re not paying attention to where that money goes,” Andy Kyte, a research fellow with Gartner Group, said.

Continue reading “Staffing Software Questions to Ask Your Vendor”

Many companies today use recruitment software, while many job seekers use social media, so doesn’t it make sense to supplement one with the other?

Every employer wants to find the perfect candidate on the first try, but because there are so many talented job seekers out there, it’s tough to rely on just one source and expect to reach that end result. Therefore, companies that are already using recruitment software to target potential candidates can do the same through social networking sites.

Here are six tips on using social media for recruiting, as compiled by Mashable:
1. Create an online presence that reflects who you are – Just as you would create a career center and application portal that’s easily recognizable by job seekers, you want to create a social media profile that will clearly show who you are make people want to contact you.
Continue reading “Recruitment Software Supplemented with Social Media”

Implementing a great HR software system is just one of the ways that companies – and small businesses in particular – can use technology to save time and money. Visit http://pcrecruiter.net/site to learn more.

Business of all sizes are always looking for new and different ways to save money, but small businesses have a more vested interest in doing so, because they typically have less money to spend. Fortunately, according to an article by Mashable, there are some technology-related steps small businesses can take to save time and money.

“By its very nature, technology is intended to make complicated things simple and expensive things affordable,” the article notes. “Think about sending a bill to a customer; back in the day, it took paper, correction fluid, a stamp and a trip to the mailbox to accomplish this task. These days, it can be as quick and cheap as sending an e-mail.”

Continue reading “HR Software and Other Tech Tips to Save Money”

If your company is looking to implement an applicant tracking system (Click here), or if you have an ATS but are looking to make upgrades in order to keep up with changing technology, an upcoming Webinar might help you out.

“Talent Acquisition Systems in 2010: The Game Has Changed, have You?” – a one-of-a-kind free Webinar for HR executives and other technology decision makers – will take place from 2 to 3 p.m. May 19th via GoToWebinar.

The Webinar will discuss how, despite the recent economic downturn, the ATS market is experiencing growth and innovation. At the same time, however, many new ATS providers have cropped up, making it harder for companies to decide what software they should use.

Continue reading “Applicant Tracking System Changes Covered in Upcoming Webinar”

As the economy begins to recover and businesses think about hiring again, now is the time to implement an ATS if your company doesn’t already have one. Visit http://pcrecruiter.net to learn more.

There is a lot of advice out there as to what type of ATS you should buy, and all the options can make it quite a daunting process. A recent article from Onrec provides some great advice from business professionals as to how you should go about selecting and implementing an ATS.

Most experts agree that you should first consider what size and scale of a system your business really needs, so that you don’t end up paying for features and solutions you’re not even going to use. In that same respect, the hiring needs of a small business will differ from those of a large company, so each may benefit from using different ATS.

Continue reading “ATS Tips”

Small businesses today are relying more and more on the Internet and online resources to do their work. Employers use the Web for everything from recruiting to marketing and promotions.

On the recruiting side, most companies are already using online HR software (Click here) solutions, and those that aren’t are planning to do so sooner rather than later. Overall, the power that Internet-based resources give a small business are making it easier for most to emerge from the economic downturn.

A new report from Easynet Connect found that 79 percent of small businesses think the Internet is making the road to recovery easier this time than during previous recessions.

Continue reading “HR Software Growing Among Small Businesses”

The changing face of the manufacturing industry is causing employers to adapt their hiring processes accordingly. Mainly, employers are focusing more on people than anything else, which is a step in the right direction. There are many tools, such as an applicant tracking system, that are making this move possible.

The nation’s manufacturing industry as a whole has been coping with a decline in resources as fewer graduates are learning the basic technical skills that are necessary to fill replacement positions. That, coupled with the increasing technology in production, is requiring manufacturers to invest more in their employees.

These changes, along with the rising cost of making a bad hire, are reiterating the value of finding the right candidate for the job. With that in mind, employers are working to provide a standardized process that screens a candidate’s skills and behaviors against company requirements.

Continue reading “ATS for the Manufacturing Industry”

Any recruitment software users or professionals could benefit from an upcoming workshop.

Ultimate Software will offer “Essential Strategies from Industry Leaders in an Era of Change,” a free interactive HR workshop, on April 27 at the Hartford Marriott Downtown in Hartford, Conn. The content of the workshop will be most beneficial to companies with at least 200 employees.

The workshop is ideal for leaders in HR, talent management, recruitment, compliance, training and retention who want to interact with peers in an intimate setting, identify short and long-term business drivers, share proven ideas, and learn from others.

Continue reading “Recruitment Software Pros Could Benefit from Workshop”

If your company is in the process of purchasing and implementing HR software, it’s important to know how to navigate your pricing options.

There are many key pricing methodologies when it comes to recruiting software, but the three most common are per recruiter/manager pricing, per employee pricing and per hire pricing. According to BrightMove, each methodology has its own implications.

Although many vendors no longer offer a per recruiter/per manager pricing option, it’s usually the ideal option for companies that don’t intend to implement an employee portal. The price of this methodology is lower than other pricing models, as you only need to license recruiters.

Continue reading “HR Software Pricing Options”

If you’re in charge of selecting your company’s ATS, a new Webinar will help keep you up on the industry.

“Workforce Planning and Talent Management: What Your CEO Wishes HR Would Do,” is a one-of-a-kind free Webinar for HR executives and other technology-decision makers presented by ERE and Taleo. The Webinar is scheduled to take place from 2 to 3 p.m. on April 14.

The Webinar will benefit any HR executive or technology decision-maker who is in charge of ensuring their organization selects the right ATS. It also will be useful to: staffing directors and vice presidents, recruitment managers, corporate recruiters, CEOs and top HR executives in talent-driven industries, and other HR professionals who are responsible for evaluating and selecting an ATS.

Continue reading “ATS Webinar to Help Company Decision Makers”

In order to better compete in a changing marketplace, some companies are making their staffing software offerings too complicated, making it more important for companies to know how to choose and implement the right software.

When it comes to the emerging talent management technology expansion, employee performance management has become a clear focal point. As the popularity and usefulness of automation has grown, so has the number of vendors offering various staffing software solutions.

Unfortunately, this has caused some companies to try to “out-feature” their competition, causing vendors to sacrifice ease-of-use and system stability in favor of additional features, modules and integrations. This only increases complexity, implementation time and cost, resulting in more dissatisfaction and system replacement.

Continue reading “Staffing Software Becoming Too Complex?”