The PCRecruiter development team has been hard at work for the past several months on some very big updates, and we’d like to show you what’s in store.

In a recent online presentation to some of our business partners, PCRecruiter’s Training Manager and Business Process Analyst, Stacy Racutt, reviewed some of our recently released features and previewed some of the exciting changes in the works. We now invite all of our users to see her presentation, which offers a taste of just some of the great things to come in PCRecruiter. And if you aren’t yet using PCR for your recruiting or staffing business, contact our sales consultants to learn about these exciting new features and more.

You’ll find a menu icon at the lower right corner of the video player which you can use to jump to specific chapters. You can also use the dots in the player’s timeline to jump to your desired topic.

So, what’s new?

This video presentation covers a few items which are already available to you in the current SaaS version of PCRecruiter. These include the improvements to Feedback collection and Automations with PCR Notifications, which were released in April 2022, and our integration with ZoomInfo TalentOS, which was released in October 2021.

The presentation also reveals details about three key current development projects:

New Pipeline

This video shows off the new Pipeline, which has been in development and testing for nearly a year. The completely re-envisioned Pipeline offers a quicker, more intuitive, and more efficient way to manage your applicant workflow. The updated Pipeline includes:

• Slide-in details panel for reviewing, editing, and paging through applicants without leaving the screen.
• A clearer view of your Pipeline, with configurable, color-coded columns for each step.
• Multiple Pipeline configurations to manage different processes, job types, or market verticals.
• Schedule interviews and send confirmation emails in one simple step.
• Right-click functionality for faster navigation.
• Pins for bookmarking key candidates.

The new Pipeline is already in daily use at nearly a hundred offices, and we are now opening the invitation to all of our users. Once it has been activated, existing positions in your database will remain on the legacy Pipeline, and all new positions will take advantage of the updated version.

If you would like information about activating the new Pipeline for your PCRecruiter account, please contact us using this form.

To learn more about the Pipeline, sign up for the webinar on May 31.

Sequencing

Coming soon to PCRecruiter, the new Sequencing tool will allow you to create incredibly versatile automated workflows. These user-defined chains of sequential or branching event plans will not only make it easier to manage your day, but will also make on-boarding your team’s newest PCRecruiter users a breeze.

Once you have configured your steps, including calls, emails, LinkedIn interactions, text messages, and so on, your users will be able to work through all of their assigned tasks from a unified panel. As users complete each task, PCRecruiter automatically presents the next work item to be completed, and makes it a breeze to log each step along the way.

Sequencing will make it possible for users to execute ‘drip campaigns,’ call plans, and much more.

To learn more about Sequencing, sign up for the three-part webinar series beginning on June 14.

PCR 10

In this presentation, we’ve also revealed some of the working designs for our next major version, PCR 10. Although no specific release date has been set for this version, our development team is already building and testing screens using the new frameworks and systems it will rely on.

PCR 10 will introduce a totally new, modernized interface for PCRecruiter. More than just a stylistic update, this revision will include tons of fresh functionality including:

• More customization options to help you maximize your screen real estate.
• More right-click functionality to save time.
• More straightforward navigation to help you get more done with fewer clicks and fewer screens.

We will be making more announcements about the rollout of PCR 10 as it moves closer to the beta testing phase.

Review PCRecruiter – Get a Gift Card!

Last week, PCRecruiter was awarded a “Top Rated” badge in the Recruitment Agency software category on TrustRadius. We also made top-billing this year on G2 and other review sites, ranking as one of the Top 10 Staffing software options based on independent reviews from our users.

You can share your opinion of PCRecruiter and, in many cases, you’ll receive a gift card from the review site for your time. These gift card incentives are in limited supply, so we invite you to post your review of PCRecruiter by following any of these links soon: Capterra, G2, TrustRadius, and SoftwareReviews.

PCRecruiter’s new update, v. 9.8.9, comes with two major upgrades that will help keep you and your team informed and in touch. As always, this update also includes dozens of behind-the-scenes fixes and enhancements. Plus, we have added brand new free webinars to our schedule for Spring/Summer 2022.

What’s New in PCRecruiter 9.8.9

PCR Notifications

The brand new PCR Notifications give you configurable real-time alerts that you can use to communicate with your team and monitor key events in your recruitment process. These notifications appear at the bottom right corner of your PCRecruiter screen, where they remain visible for 5 seconds if none of the links contained in them are clicked on. If no action is taken on a notification, it is moved to the PCR Notifications sidebar, accessed via a numbered badge on your user icon at the top right corner of the screen. Notifications remain in the sidebar for up to seven days, or until the links in them are clicked on.

Send PCR Notifications to Co-Workers

A new Send PCR Notification option appears in the Action menu at the top of all Name, Company, and Position records in your database. By clicking on this option, you can send a PCR Notification including a live link to the current record, plus a brief message you define, to one or more users in your database. You’ll find this feature helpful for coordinating with other PCR users and calling their attention to important records instantly.

Trigger PCR Notifications via Automations

PCR Notifications can also be sent using Automations, whether triggered by specific Pipeline step or Rollup stage changes, Candidate Presentations being viewed or responded to, or from the general Automations feature released in late 2021. When building any Automation that previously included Email, Text, or PCRecruiter mobile app Push notifications, you’ll now find a PCR Notification option as well.

To support more useful PCR Notifications, this update comes with new date-based Automation triggers to use:

• Start Date: You can now trigger Automations based on the Start Date from your contract or permanent placements. You can set the PCR Notification or other Action to occur on the Start Date, or a chosen number of days before or after the date. This can be useful in reminding users that their placed candidate is starting their job the next day, or prompting the user to make a check-in call seven days after the job has begun.
• Activity Date: Like the Start Date, you can now trigger a PCR Notification or other action a number of days after a specific type of Activity has been written. This can be great for follow-up call reminders. In fact, you can now trigger Automations based on Activities with a specific Result as well – e.g. sending a PCR Notification based on phone call Activities where a voicemail was left, but not for those where there was no answer.
• Field Date: You can also trigger Automations based on the date in practically any Standard or Custom field. For example, trigger a PCR Notification when a candidate’s License is expiring, or remind the user to review each open Position 30 days after the ‘Date Posted’.

These Automation triggers aren’t exclusive to PCR Notifications. For example, you could use the Field Date trigger with a ‘Date of Birth’ field to send automatic birthday greetings to clients and candidates, automatically add Names to a calling Rollup List a year after they’ve completed a specific form, or automatically send a Form Letter to a candidate the day before their interview.

There was one other minor addition to the Automations in this update. The ‘When an applicant applies to a Position, send Notification to Someone’ canned automation included the option to send an SMS (via our RingCentral integration), but lacked the option to target the Candidate’s phone number. We’ve added this into the new version, so that you can automatically prompt candidates to opt in to bulk texts or simply thank them for applying.

The possibilities for automating your process with PCRecruiter are growing all the time. We look forward to hearing about your own creative uses for Automations and PCR Notifications!

For more details and instructions, see https://learning.pcrecruiter.net/site/pcr-notifications

Feedback

The other major change in this update is the brand new Feedback area, which you’ll find in the Navigation menu at the top of all Names, Companies, Positions, as well as in the Detail panel on the updated Pipeline (currently in final beta – ask your PCRecruiter representative for details).

The new Feedback screen consolidates and organizes feedback from users and external contacts into an easily viewed list, with filter and search options to help you find exactly what you’re looking for.

Feedback can be entered by internal users from the ‘Add Feedback’ panel on the left side of the Feedback screen, collected via Candidate Presentations, or via emailed links using the brand new ‘Feedback Form Letters.’

Note that any existing feedback collected using Candidate Presentations as well as feedback formerly located in the Interview Feedback on your Pipeline steps or interview records will now appear in the Feedback screen.

We have a ton of great updates on the way in 2022! Watch your own PCR Notifications for announcements of new features and more.

For more details and instructions, see https://learning.pcrecruiter.net/site/feedback

New Webinars Announced

These brand new sessions planned for Spring / Summer 2022 will all be taking place at 2 PM Eastern on Tuesdays.

PCRecruiter Job Board Overview – April 19
REGISTER NOW
PCRecruiter’s Drew Rothman will walk through how the PCR Job Board is set up and what its capabilities are. This will be a useful session for those who aren’t currently using the Job Board and want to know more, or who are using the older ‘Candidate Web Extensions’ and considering an upgrade.

Contractor Features – May 3
REGISTER NOW
In this session, you’ll learn more about how PCRecruiter facilitates your contract or contract-to-perm process. In this session we’ll discuss expense tracking with the ability to upload receipts and clock-in/out via the PCRecruiter mobile app. We’ll also discuss hours approval and reporting.

Searching in PCRecruiter – May 17
REGISTER NOW
In this session, some of PCR’s top trainers will discuss different methods of searching for names, companies, and jobs within your database.

New PCRecruiter Pipeline – May 31
REGISTER NOW
This session will cover the all-new PCRecruiter pipeline (coming soon) and how to set up and navigate all of the great features it has to offer. A great orientation for those moving from the older version or for those new to PCRecruiter in general.

PCRecruiter Sequencing Features
Part 1 – June 14 REGISTER NOW
Part 2 – June 28 REGISTER NOW
Part 3 – July 12 REGISTER NOW
The brand new sequencing features (coming soon) in PCRecruiter will help you automate marketing, communication, and other processes. Learn all about what they can do in this session, to be presented in a three part series.

PCRecruiter Customer Demo – July 26
REGISTER NOW
How do PCRecruiter users work in the system? In this session, we’ll be talking with a PCRecruiter user about their particular configuration and how they’ve made PCRecruiter work for them.

Review PCRecruiter – Get a Gift Card!

PCRecruiter continues to receive top-billing on G2 and other review sites, ranking as one of the Top 10 Staffing software options based on independent reviews from users. The Spring 2022 reports from G2 rank us once again as a Leader and High Performer across multiple categories.

We want your voice to be heard when the next round reports come out, so we encourage you to post a review of PCRecruiter at this link. You’ll be eligible to receive a gift card from G2 in thanks for your thoughts. If you’d prefer to put your review incentive towards a charitable cause, we’ve also partnered with G2 in support of Girls Who Code. If you visit this link to submit your review, G2 will donate $10 to help close the gender gap in technology.

And if you’ve already posted a review on G2, you are welcome to review us on Capterra, SoftwareReviews, or TrustRadius! We appreciate all of the kind words and helpful feedback we read on these sites.

This week’s update includes big upgrades to PCRecruiter’s Standard and Custom Reports, as well as over twenty improvements to Profile Forms. We’ve also updated the Quick Find, Candidate Presentations, and Opt-Out/In features with helpful new capabilities.

What’s New in PCRecruiter 9.8.7

Improved Reports

We’ve revised our Standard and Custom Reports with new styling, charts, and other improvements to help you analyze and present your data more effectively.

• View your reports in PDF form for easy printing and downloading direct from the browser.
• Export all standard and custom reports to .XLS, Google Sheets, and Microsoft Office 365.
  NOTE: Access to the new Export features are governed by the “Export Reports” permission on the Security section of the User Record. If you do not see an Export option following this update, your database administrator will need to open SYSTEM > Users > Manage Users and give your username access to them in the Security area under Reports.
• A new ‘Share’ option opens a blank email with an .XLS file of the current report already attached, making it faster than ever to send your metrics to others.
• Exported spreadsheets now include pie and bar charts for most standard reports. These charts are automatically inserted on additional tabs in the exported report.
• The Report Options, found in the Action menu on the main Reports menu screen, now includes options to select portrait/landscape layout, to hide empty columns on PDF exports, and to replace the PCRecruiter logos with your own branding.
• A new ‘Generated Reports’ option has been added to the Auditing Reports section. This report gives database administrators a security audit that lists which reports have been run by which users in a selected time period.

Profile Form Enhancements

Profiles — PCR’s searchable, configurable, multipurpose form utility — have received a over two dozen improvements, big and small, in this update, including the ability to automatically link candidates to jobs using emailed forms, separately control views for printing and emailing forms, and so much more.

If you’re not already familiar with these flexible custom forms, sign up for the All About Profiles webinar on Thursday, December 2. Here are the key improvements you’ll find in this release:

Viewing / Editing Profiles

• The Action dropdown on profiles in the Attachments screen includes a new ‘Copy’ option. This will make a duplicate of the selected form under the same record, which can be helpful if you want to use the existing content in a form as a starting point for an alternate version.
• When a completed profile is opened in Edit mode from the Attachments area on a record, a new icon and label in the upper right corner will indicate who completed form. This can be an internal PCRecruiter user, or an external contact that the form was emailed to. Note that this addition does not appear on the form when printed or emailed and is only for the user’s reference.
• All ‘Electronic Signature’ answers in profiles will be embedded with a UTC date-time stamp, giving you an unalterable visual record of when the form was signed.
• Users of the optional PCRecruiter Analytics will find a new “Saves” stat in the Details on their Email Campaigns. If the emailed form contains profile links, the Analytics will indicate which recipients completed the form and will provide a link to view the resulting attachment.

Sending Profiles

• If a profile is emailed from a Pipeline or from a Position Form Letter, PCRecruiter will attach that person to the Pipeline for that position. This allows you to invite people to apply to positions by emailing them a profile. If the profile has any Knockout / Success automation plans associated with it, they will be triggered just as if the candidate were applying via the PCRecruiter Job Board, making emailed profiles useable as self-qualification questionnaires within the Pipeline.
• If a profile is emailed from a Pipeline or from a Position Form Letter, PCRecruiter will list that job’s title along with the form in the Attachments on the name record.
• The ‘Attach’ profile feature found under Send Options on the Compose Email screen has been changed from a dropdown to a search popup, making it easier to find your desired form.
• When sending a profile link from a non-form letter, the automatically prepended link to the form has been restyled to appear more cleanly on modern email clients and mobile screens. In addition, if the profile has “Form Letter Clickable Text” defined on its Settings screen, this text will be used in place of the default link text on these emails.
• Profiles can now be time-limited using the ‘Expiration’ panel on the profile setup screen. This new option lets you prevent a recipient from submitting or re-submitting a form within a specific number of days from the sending of the email.
• The ‘Automations’ panel on the profile setup screen now includes options to receive notification emails when the form is edited (previous versions only allowed for notifications for newly submitted forms).
• The ‘Automations’ panel on the profile setup screen now includes the option to email the name to whom the profile is attached. These ‘receipt’ emails can include a PDF of the completed form.
• You may now send any Form Letter in place of the default notification email when a profile is added or edited. When creating the form letter, you can add the merge tag [[Profile Action]] which will insert the word “Added” or “Updated” into the text depending on whether the profile was a fresh submission or an edit to an existing form.

Designing & Configuring Profiles

• A new ‘After Submit Display Message’ box appears on the ‘Automations’ panel when creating a profile. This box allows you to specify the text that appears on the screen after the profile has been saved. This box accepts HTML or plain text.
• When linking a profile answer to a database field, PCR will now automatically limit the length of the answer to the available field length, preventing the form from putting in more information into the answer than the associated field will be able to store.
• There are now three separate HTML templates in the ‘Custom HTML’ panel on the profile setup screen. The ‘Default HTML Layout’ will be used for all purposes if no other layouts are entered. If an Internal Layout is created, it will be visible to the PCRecruiter User while the Default Layout will be visible to any external recipients of an emailed profile link. If a Print Layout is created, it will be applied to the read-only “View” link for the profile and for any PDF version of the form. With this new function, a web designer can create separate views for the PCRecruiter user, the form recipient, and the printed final version, including different styling, answer displays, scripting, and images.
• In addition to configuring custom HTML Layouts by placing each question and answer with [[Q1]] or [[A1]] etc. tags, the new update allows for inserting [[Profile]] as a tag. This gives the ability to use the standard PCRecruiter table-based profile form, but to easily apply CSS, HTML, and Javascript around it for branding purposes.
• The profile editing screen now returns to the same editing panel (Settings, Automations, Expiration, Questions, Custom HTML) after saving.

Creating Profile Questions

• The ‘Required / Not Required’ dropdown now includes new options for making a field required only for external or internal use. This can be helpful if the same form is being completed by users and by external contacts, but the list of required answers would be different for the two respondents.
• When using the ‘Link To Field’ feature to connect a profile answer to a database record field, you’ll now be able to create Read Only or Write Only links. Read Only fields are useful for showing the recipient the value from their record without allowing it to be changed, while Write Only fields are useful for getting updated information without revealing the old value from the record.
• The optional ‘Placeholder’ option lets you put text inside of inputs and text box answers that appears prior to the user typing in their answer. This can be used for providing instructional text or labeling.
• Answers for multiple-choice questions can now be dynamically loaded based on a database query rather than only a directly-entered list of options. This is accomplished by entering an SQL SELECT statement into the answer box. For assistance with this feature, contact PCRecruiter support.

Candidate Write-Ups in Candidate Presentations

The Candidate Presentations feature has a new ‘Candidate Write-Up’ section that can be added to your presentation templates. This feature lets you add a formatted custom introduction or summary about the candidate to the presentation in addition to the other fields and documents. If the Name record already has any text stored in the ‘Summary’ area, you can use the ‘Insert Candidate Summary’ button in the editing toolbar to import that text into the Write-Up to save time.

We’ve also added a CC: field to the outgoing email screen for Presentations so that other contacts, in or out of the database, can be included on the email.

Quick Find Enhancements

The Quick Find is located at the top right corner of the PCRecruiter screen. Terms entered into this box are searched against the name, email, title, company name, and phone fields on Name, Company, and Position records, making it easy to locate any of the main record types with a few keystrokes without going to the full search form.

In version 9.8.7, we’ve updated the Quick Find to return results based on similar terms to those you’ve entered. This can be helpful if you’re not exactly sure of the spelling that was used on the record or if the record you’re seeking contains a spelling error. The Quick Find will bring back additional results that would match the keyword if any two characters were changed. For example, a search for “Len Jackman” may also return “Helen Jackson”, “Ben Jacks”, and “Lenja Manfred” or names associated with the “Allen Jackman Inc.” company.

The Quick Find also has been revised to display up to 30 matching Names, Companies, and Positions for each search. You can scroll through the results with the paging arrows at the left or right sides of the row.

Email Subscription Status Icons

The PCRecruiter Opt-In/Out feature logs which email addresses should be skipped when sending a bulk email and which should be blocked from email entirely. While the list of records to be opted in/out is stored under the SYSTEM > Email Setup area, it is possible to give the users the ability to manage subscription status directly from the Name records.

The ‘Allow Users to Edit Candidate Email Subscriptions’ switch can currently be changed from the SYSTEM > Region > International Settings panel. In previous editions, this added a link below the ‘Email Address’ label on the record. As of PCRecruiter  v9.8.7, the subscription status appears as an icon inside of the email field, next to the Email and Form Letter buttons. The icons are as follows:

= No Status = Opted In = Opted Out = Opted Out of Bulk Email Only

Clicking on the icon will allow the user to change that email address’s status on the opt in/out list.

PCRecruiter Webinars

We’ve announced a fresh series of bi-weekly Thursday webinars on a variety of topics including Profiles, recent updates, Contractor Features, the API, and beyond. You can sign up for these free sessions at https://learning.pcrecruiter.net/site/webinars. More sessions are expected throughout 2022.

Review PCRecruiter – Get a Gift Card!

In case you missed it, PCRecruiter was ranked the #1 ATS in customer relationship and had the highest user adoption in the recruitment marketing space according to the Fall 2021 report from G2. We want your voice to be heard when the next round reports come out, so we encourage you to post a review of PCRecruiter at this link. You’ll be eligible to receive a gift card from G2 in thanks for your thoughts.

We’ve also partnered with G2 in support of Girls Who Code. If you visit this link to submit your review, G2 will donate $10 to help close the gender gap in technology.

And if you’ve already posted a review on G2, you are welcome to review us on Capterra, SoftwareReviews, or TrustRadius! We appreciate all of the kind words and helpful feedback we read on these sites.

A substantial update is coming to all PCRecruiter SaaS customers this week, featuring some powerful new recruitment Automation capabilities, a time-saving new connection between PCR web and the PCR apps for iOS and Android, and strong new integration with ZoomInfo.

We’ve also got an October 27 webinar planned with our new partner Interseller which you can register for today.

New Automation Builder

PCRecruiter has long offered productivity-enhancing automation features for Rollup Lists, Pipelines, Profiles, and the Job Board. With the features released in this update, the possibilities for recruitment workflow automation are expanded to include a new range of triggers, actions, and sequences.

With new trigger/action configuration panel now found under SYSTEM > Database Setup, any PCRecruiter admin user has the power to build endless custom behaviors with no code knowledge required.

Action triggers include common tasks like creating a new job and making a placement. You can also trigger automations when a contractor is coming off of an assignment or has not submitted their hours. You can trigger based on active applicants or passive candidates applying on your Job Board, or trigger actions based on practically any changes to fields or the entry of a new Activity.

When one of these events has occurred, PCR can automatically send a form letter, trigger a notification popup in the free PCRecruiter app (iOS / Android), or add and remove records from Rollup Lists. If you have RingCentral, PCR can send a text message for you.

You can start from any of the canned automations included or build your own from scratch to help keep your team informed and your database organized. We are looking forward to lots of creativity from our customers when putting these new recruitment automation tools to work!

Visit the Learning Center for Automations instructions.

ZoomInfo Integration

We’ve partnered with ZoomInfo, the world’s most comprehensive B2B database, to allow anyone with ZoomInfo Elite or ZoomInfo Recruiter account to enhance their PCRecruiter records with the latest contact details from ZoomInfo’s constantly updating database.

You’ll find a shortcut to ZoomInfo Recruiter in the menu above the Name search, allowing you to jump directly into your ZoomInfo account to research and source contacts, and also an ‘Update with ZoomInfo’ option in the Action menu on your Name records.  This will open a sidebar that will feel familiar to users of our free PCR Capture plugin. In just a couple of clicks, your PCRecruiter records can be augmented and maintained. This is an excellent way to connect to the large array of data sources that feed ZoomInfo.

For more about this integration, see the ZoomInfo article in our Learning Center.

PCRecruiter App Dialing & SMS

We’ve created a new interaction between the PCRecruiter browser interface and the free PCRecruiter app (iOS / Android). With this new update, you’ll be able to pass outbound phone dials or text messages to your mobile device from the PCR screen. Not only does this save time, but more importantly it makes it easier and more automatic to log Activity records about your communications as you make them. Many of our customers use their mobile devices as their primary business communication channel, and this feature is designed to make that choice easier than ever!

For more detail on setting up this dialing connection, see the Learning Center.

PCRecruiter + Interseller Webinar

Automation, Workflows, and More: The PCRecruiter + Interseller Integration
Wednesday, October 27th at 2PM EST / 11AM PST

REGISTER HERE

Interseller is a marketing automation tool that can help you source prospects emails and create email sequences to send to them, syncing their contact details back to your PCRecruiter database. PCRecruiter’s Michael Werner will be co-hosting a webinar with Dan Mochel from Interseller to see what the platform is capable of and how it can make you a more effective recruiter. To schedule your own private demo of Interseller, click here.

Review PCRecruiter – Get a Gift Card!

In case you missed it, PCRecruiter was ranked the #1 ATS in customer relationship and had the highest user adoption in the recruitment marketing space according to the Fall 2021 report from G2. We want your voice to be heard when the Winter 2021 reports come out, so we encourage you to post a review of PCRecruiter at this link. You’ll be eligible to receive a gift card from G2 in thanks for your thoughts.

We’ve also partnered with G2 in support of Girls Who Code. If you visit this link to submit your review, G2 will donate $10 to help close the gender gap in technology.

And if you’ve already posted a review on G2, you are welcome to review us on Capterra, SoftwareReviews, or TrustRadius! We appreciate all of the kind words and helpful feedback we read on these sites.

The latest update to PCRecruiter arrives on our SaaS recruitment platform this week, with user-requested adjustments to the Notes area, fresh charts in the PCR Analytics, and an additional field for Positions and Companies. In addition to the visible changes to PCRecruiter, extensive platform and API changes to support upcoming interface and automation improvements are included with this update.

Notes Updates

In our April 2021 update we revealed a new Notes Widget with a grid view, bookmarking feature, and keyword search. With valuable feedback from our users, we’ve further refined this interface with:

• The ‘Add Note’ panel is now collapsed by default to allow more viewing area.
• Once expanded, the Add panel can be resized by dragging the edge to create more entry space. The width you set will be remembered even after the panel is collapsed and re-opened later.
• A new Expand All button allows all Notes boxes on the record to be viewed at their full-length in a single click. The Collapse button does the reverse.
• Editing notes is now accomplished by simply clicking on the note. When you click outside of that note it will automatically save.
• A right-click menu gives you quick access to Delete and Copy functions.

Analytics Details & Drill-Downs

The PCR Analytics, our optional graphic tool for analyzing and reporting on KPIs and other metrics, has been updated with a new ‘Detailed Goals’ chart with a breakdown of data by user. There is also a new drill-down available for the Key Metrics and Metrics sections that displays the individual records that make up your reported stats. The records associated with these items can be easily added to a Rollup List for further reporting, searching, emailing, and organizing.

Last Modified Field

Although Name records have long had a ‘Last Modified’ field, showing the date when the record had last been re-saved, this field was not available for Company and Position records. This update adds the same functionality to the other two primary record types.

Review PCRecruiter — Get a Gift Card

Thanks to reviewers like you, PCRecruiter continues be ranked as one of the top recruiting software, recruitment CRM, and ATS solutions on the market. The Summer 2021 reports from G2 have PCRecruiter once again in the ‘Leader’ quadrant and showing some of the highest customer satisfaction ratings in the industry. We appreciate your kudos and we look forward to continuing to satisfy your needs.

If you’d like to have your voice included, and get rewarded with a gift card for your time, you may do so at Software Reviews, G2, and Capterra.

PCRecruiter will be updated this Wednesday to version 9.8.4, which contains a brand new Map feature as well as a major redesign to our Notes screen and widget. These updates are a precursor to some very exciting new improvements you’ll be seeing in PCRecruiter over the next few months. Keep your eyes out for the quick guide popups when you log into the system for the latest info, and watch our blog and social networks for posts like this one.

Contact Mapping

A new ‘Map Results’ icon has been added to the Name Search Results screen. After selecting one or more contacts returned by any name search, clicking this icon will plot their home addresses on an interactive map. This can be very useful for those who do contract recruiting and want to easily identify candidates located near the job site.

Clicking on any pin in the map displays the record’s contact card for access to the resume, email, phone, and other interactions.

Although this feature is offered at no additional cost, it may require an update to your database to activate and is therefore currently ‘off’ by default for current clients. If you would like to have the Map function enabled on your database, contact your PCRecruiter consultant.

Note: The Maps are currently US only, but will be expanding to international clients in an upcoming release.

Notes Redesigned

Notes are keyword-searchable candidate, client, or position information that doesn’t correspond to an event with a particular date or time (those would be Activities.) This update includes a major improvement to the way you’ll enter and view Notes that offers better visibility and organization. The new interface also saves time by putting the ability to edit Notes directly into the primary record view rather than only via the full Notes panel.

The new Notes Widget includes an open area for entering and editing Notes on the left, and individual boxes for each exist Note to the right. Your notes are viewable in a grid or list layout, depending on your screen space needs. The notes are sorted by date, but you can bookmark your key information to keep it always at the top of the list. There’s even a keyword search box for quickly finding the notes you’re after in any record.

This change in the Notes screen applies to both the widget in your custom record layout and the full Notes panel on your records. In addition, this new change has been extended to Notes on your Company and Position records, creating a consistent experience across all three record types.

Review PCRecruiter — Get a Gift Card

Thanks to reviewers like you, PCRecruiter continues be ranked as one of the top recruiting software, recruitment CRM, and ATS solutions on the market. The Spring 2021 reports from G2 have PCRecruiter once again in the ‘Leader’ quadrant and showing some of the highest customer satisfaction ratings in the industry. We appreciate your kudos and we look forward to continuing to satisfy your needs.

If you’d like to have your voice included, and get rewarded with a gift card for your time, you may do so at Software Reviews, G2, and Capterra.

Collecting Contractor Hours Just Got Easier

Version 2.0 of the PCRecruiter app for iOS and Android is out this week. In addition to giving recruiters convenient mobile access to contacts and positions, the new version adds brand new time tracking tools for contractors, giving you standardized, comprehensive, accurate records of your contractors’ time spent on the job.

With the new version, your contract placements get a secure and simple way to clock in and clock out, including logging their breaks and tracking their expenses with integrated receipt scanning. Convenient push notifications in the app let you send a nudge to those contractors who need a reminder to submit their hours, and location services integration helps you verify their workplaces.

More Time Making Placements; Less Time Chasing Timesheets

The PCRecruiter app helps you not only collect more accurate and prompt timesheet data from the contractors you place, but it also makes it easier to approve and report on those submitted work hours without worrying about lost or late submissions.

As always, PCRecruiter users can check the status of timesheets for contractors currently on assignment. You’ll know whose timesheets have been submitted, whose are ready for approval, and which ones have been approved. You can also remind contractors and managers of hours that need to be approved via templated emails or text messages. After approval, PCRecruiter’s exports to PayChex, QuickBooks, or Excel make invoicing easier.

With these new updates, PCRecruiter helps you spend less time and effort on managing timesheets while offering your contractors a convenient, easily understood way to submit their hours. Talk to one of our consultants about version 2.0 of our mobile app and all of our contractor timesheet features today.

Review PCRecruiter — Get a $25 Amazon Gift Card

Thank you to those who have already submitted their reviews of PCRecruiter at G2! They have very few gift cards left to share with verified reviewers, so please post your review of PCRecruiter at this link soon.

Thanks to reviewers like you, PCRecruiter was listed in the Leader segments for the Staffing and Applicant Tracking Software market spaces and as a Momentum Leader in the CRM space and High Performer in CRM and ATS spaces on G2’s Fall report. We look forward to seeing your opinions counted in the next round of  reports from G2 this winter.

Our development team is working diligently on a number of projects, and in the PCRecruiter update released this morning we’ve added some new features and made improvements both on the face of the software and behind the scenes. Here’s what you’ll find…

Candidate Presentations

Our Candidate Presentations feature, which you’ll find in the overview video above, allows you to send convenient, branded candidate data packages to hiring authorities. Not only do these Presentations help you communicate more efficiently, but with instant email notifications when your client has opened a Presentation or given Feedback, you’ll always be ready to reach out the moment you’re needed.

This update includes several workflow enhancements requested by our Candidate Presentations users, making it an even faster way to get feedback from your hiring authorities. As always, we invite your suggestions on this and other areas of PCRecruiter in our Ideas & Requests forum.

• The Feedback box can now be moved, minimized, and re-sized so that recipients can more easily reference resumes and other presented data while entering their feedback.
• When a Candidate Presentation contains multiple candidates, the recipient’s name and email will be retained across all Feedback boxes once it’s been entered, saving data entry time.
• The Star Rating feature can be made optional or hidden entirely when a Presentation is being sent.
• A new toggle has been added to the menu of candidate names when sending a Presentation which allows the user to Show or Hide the names in the list.
• Candidate Presentations are now auto-labeled with the first and Last name of the candidate and a ### placeholder. The ### will be converted to a sequential number when the Presentation is sent, simplifying the process of sending of Presentations while making it easy to tell them apart within a single candidate record.
• The Theme selection dropdown now displays the Primary and Secondary colors of the Presentation Themes for easier identification.
• The ‘Action’ button on Presentation lists now includes options to review the sent email and to delete the Presentation entirely.
• The Candidate Presentation creation and editing screens have been updated to match the users’ currently selected PCRecruiter Theme.
• A ‘Preview’ button has been added to the Template editing screen, making it possible to preview changes using placeholder data.

Themes Updates

We’ve added two new brand Theme options to the ‘Change My Theme’ panel, accessible from the small gear icon at the top right corner of your PCRecruiter screen. The new Light Blue theme offers a bright alternative to our default Light Mode, while the Victoria theme brings lavender and mauve into the mix just in time for Spring.

In addition, this panel now contains a Default Font Size / Large Font Size dropdown menu, which increases the type size for any of the selected themes.

Automation Plan Scheduled Actions

PCRecruiter’s Automation Plans are a time-saving way to trigger emails, write Activities, add records to Rollup Lists and perform other tasks based on movements in the Pipeline, changes in Rollup Stage, Job Board applications, and Profile completions. In our latest update, a new Scheduled Action option appears on each item. This new feature makes Automations more flexible and useful than ever.

By default, checked tasks are performed immediately when the trigger occurs.  With Scheduled Actions you may now add a delay into the process. For example, if you often sorting through candidates on Friday afternoons you may want to defer the associated automated emails until the next Monday, or you may wish to trigger a Status change after 7 days from a particular event.

The options include Number of Days (wait X days before running the automation), Day of the Week (run the automation on the next occurring Tuesday), and Hour of Day (run the automation at next 8 AM). You may combine these for more complex selections, such as “wait five days and then send this email at 7:00 AM on the soonest Monday.”

Merging Placed Candidates

One other minor change you may encounter is in the Merge screen. On occasion, a candidate that is already in your database as a Placed record may get re-added to the database with a new resume or email address via the Job Board or an import. If you attempt to merge a duplicate Name record that has a Placement with a non-placed record, you’ll see a new checkbox: “Retain Company Association and Status value from non-master record.” This checkbox allows you to keep all of the data from the newly added record as the ‘Master,’ without losing the older record’s connection to the Company or its ‘Placed’ value in the Status field.

Review PCRecruiter and Support Direct Relief

We have partnered with G2 Gives, who will be donating $10 on your behalf to our selected charity, Direct Relief. All you need to do is post a review of PCRecruiter at this link. It costs you nothing but a moment or two of your day.

Direct Relief is a venerable US-based non-profit that provides humanitarian aid in all 50 states and more than 80 countries for people affected by poverty or emergencies. They do so without regard to politics, religion, or ability to pay, and they get exceedingly high marks for how efficiently they use donations and how transparent their organization is.

By reviewing PCR at the provided link, you’ll not only help people researching recruiting and staffing software find out about more about PCR, but you’ll help us reach our $1000 donation goal. That money will go to Direct Relief’s services for outbreaks, disasters, and emergencies, plus support for community health and medicine around the world.

We hope you’ll help us in supporting this critically needed organization as we all look forward to better days ahead.

In addition to G2 Gives, we always appreciate receiving your reviews on Capterra.

This week’s update, releasing on Wednesday, brings design revisions to PCRecruiter that improve the look, feel, and function of the system. The interface modernization you’ll find in this update is merely the first step toward a completely revised PCRecruiter UI that will be rolled out through 2020.

New Styling

You’ll see new styling that helps put the focus on your data, with clearer headings, new color highlights, revised MyPCR graphics, and fewer icons.

We’ve also taken the existing Name, Company, and Position highlight colors and extended them into Rollups, Search Results, and navigation menus. These highlights help users make more focused clicks and ease learning of the system.

Nav Improvements

The new update includes a new option to snap your Action menus to the left or right of the screen, reducing ‘mouse travel’ and making your navigation more efficient. We’ve also clarified the top/bottom frame-scaling controls, making it easier to adjust the window heights to your needs on the fly.

Color Themes

By popular demand, this release also includes user-selectable color themes. The initial round of themes include Dark Mode, Grey, and Ocean Blue, plus an alternate ‘Condensed’ Dark Mode that uses a narrower font for maximizing space on smaller screens.

More light and dark color palettes are in development and scheduled for release later this year.

We look forward to sharing even bigger changes with you! Watch for future announcement banners when you log into PCRecruiter and follow us on our social networks linked below. As always, we want to hear our users’ ideas on future updates to PCRecruiter, so please visit the Ideas and Requests Forum in our helpdesk to comment or to upvote the ideas that you like best.

Reminder: Webinar with Verified First on April 8

PCRecruiter is proud to partner with a variety of top-tier vendors, including LogicMelon, Resume Library, SenseHQ, and more. One of our long-time partners, Verified First, will be hosting a webinar on February 18 at 11 Eastern to show how their background and drug screening system works with PCR. We invite you to sign up for this informative session at https://verifiedfirst.com/2020webinar-pcrecruiter/

Review PCR and get a $10 gift card.

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PCRecruiter v.9.7.29 was released on our hosting system this morning, and with it comes several great new features, in addition to our usual round of performance improvements and under-the-hood preparation for upcoming announcements.

Google Analytics for the PCRecruiter Job Board

The PCRecruiter Analytics can now share event tracking with Google Analytics, sharing the web traffic events from your PCRecruiter Job Board. The result is new insight into your candidate sources and a better handle on the paths taken through your job board. Once you’ve set up Google Analytics on your website, see our Learning Center for further setup instructions.

Related: PCRecruiter Job Board, PCRecruiter Analytics

Updated Job Board Duplicate Handling

The Job Board now has a completely revised method of handling applicants who apply using new credentials or who apply with a record that’s already on file. In short, PCRecruiter now recognizes them based on a matching email, resume, or LinkedIn profile URL and then updates the current record without allowing the visitor to access any of the existing data for that record. Learn more about Job Board setup and duplicates in the Learning Center.

Related: PCRecruiter Job Board

Export Profile

You’ll find a new action menu item on the Rollup List screens. With this feature, you can select a group of records and export the answers to any attached profile form into a .CSV file. For more information, see our Learning Center.

Simplified History Fields Dates

We’ve replaced the calendar picker with a simpler month/year dropdown combination on the Work History, Education History, and Military History collection blocks. This will make the interface clearer and more reliable for applicants, who often do not know the exact day on which they began or ended a particular engagement. Learn more about History Fields in our Learning Center.

We’ll be making further exciting announcements about new features and integrations in the coming weeks, so watch this blog for more, and follow us on Facebook or Twitter.

Also…

We’ve also added a new company, Financing Solutions, to our roster of strategic partnerships. Financing Solutions can provide up to a $100,000 business line of credit for small businesses as a backup when cash flow is low. They offer no-cost setup and inexpensive fees when used. No collateral or personal guarantees are needed. You’ll get an easily understood written quote after completing a fast 2-minute online application. Lines are renewed yearly and can be paid back at any time. $400,000 in yearly revenue and 650+ credit score required. If you’re in need of credit for your recruiting or staffing agency, please visit www.financingsolutionsnow.com/pcr or call Christina Verduchi at 862-207-4118 x 18.

A new PCRecruiter update, v.9.7.25 is out today. In addition to our regular improvements and bug fixes, this update also comes along with improvements to the PCR Mobile App. The app is available for FREE now on Android (v. 9.7.25106) and iOS (v. 9.7.6010), and gives you mobile access to your name, company, and position records on the go.

The new version of the app includes the ability to create Activity Records and also to view your Rollup Lists. (The ability to edit your lists from the app is planned for a future update.)

This update also includes a new Custom Form type for the Job Board, which will allow you to have a job search form on your homepage, a sidebar widget, or anywhere else in your website. When a search is run, the jobseeker will be redirected to your job board with the search results pre-loaded into view. Contact your PCRecruiter representative to discuss adding this to your website.

Lastly, you’ll notice that the alert popups indicating incomplete fields or other warnings have been re-styled.

We’ll have more updates to share in the next few weeks. Share your own ideas for how PCRecruiter can improve your business in our Ideas & Requests Forum, read other users’ suggestions, and vote for the ones you’d find most helpful.

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

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

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

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

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

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

Common Questions

Q: Will it work with my web hosting platform?

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

Q: What does it cost?

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

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

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

How the Job Board differs from the Web Extensions:

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

The December 2018 PCRecruiter update includes several fixes and improvements, including follow-up improvements to the newly revised Activity entry screen (see our October 2018 update.)

The most noticeable alterations in this release are related to the User Security and Preferences features. We have reviewed the panels of the User setup screen, located under the System area, to remove and regroup items that may have become outdated or were more logically placed with similar items.

While regrouping these items, we added a new User Preferences panel to the top right menu in PCR, and moved some of the personalizing preferences there. This gives the individual user control over some options that previously required a system admin’s involvement. This new screen also has a completely new set of preferences which let the user open the Add Record, Add Activity, Add Note, Send Email, and Submit Profile screens a new browser tab rather than the usual popup window for more screen space or use of a second monitor.

We’ve also released a PCRecruiter Google Voice Plugin for Chrome that adds Dial Using Google Voice and Text Using Google Voice buttons into PCR’s dialing popup. Clicking either button allows you to launch a call or compose a text message, and then have it handed off to your Google Voice Extension while also creating an outgoing Activity record. Download the plugin from the Chrome Store and see our Learning Center for more information.

These updates began with suggestions from our users in the Ideas forum at help.pcrecruiter.com.  Please log in and post your ideas or vote and comment on the changes that would be helpful to you. (And be sure to drink your Ovaltine!)

The December 2018 PCRecruiter update includes several fixes and improvements, including follow-up improvements to the newly revised Activity entry screen (see our October 2018 update.)

The most noticeable alterations in this release are related to the User Security and Preferences features. We have reviewed the panels of the User setup screen, located under the System area, to remove and regroup items that may have become outdated or were more logically placed with similar items.

While regrouping these items, we added a new User Preferences panel to the top right menu in PCR, and moved some of the personalizing preferences there. This gives the individual user control over some options that previously required a system admin’s involvement. This new screen also has a completely new set of preferences which let the user open the Add Record, Add Activity, Add Note, Send Email, and Submit Profile screens a new browser tab rather than the usual popup window for more screen space or use of a second monitor.

We’ve also released a PCRecruiter Google Voice Plugin for Chrome that adds Dial Using Google Voice and Text Using Google Voice buttons into PCR’s dialing popup. Clicking either button allows you to launch a call or compose a text message, and then have it handed off to your Google Voice Extension while also creating an outgoing Activity record. Download the plugin from the Chrome Store and see our Learning Center for more information.

These updates began with suggestions from our users in the Ideas forum at help.pcrecruiter.com.  Please log in and post your ideas or vote and comment on the changes that would be helpful to you. (And be sure to drink your Ovaltine!)

PCRecruiter’s latest update includes the first release of our Candidate Presentations feature, which streamlines your client relationships and makes your selection process more efficient.

With this new utility, you’ll be able to email attractive, branded packages to your clients containing the relevant candidate details and attachments. Clients and hiring authorities can then review the selected records and submit feedback directly to your database. Feedback can be viewed from the position pipeline, from the candidate’s record, or from the company record associated with the job opening.

You control the fields that are displayed and which attachments are included in these presentations. Three basic templates and fourteen color themes are included, which you can add your custom header and footer to, including a company logos. Custom styling is also available, and branded themes are offered upon request.

We anticipate a slate of additional capabilities being added to Candidate Presentations in the near future. Visit our Ideas & Requests Forum to tell us what you’d like to see! Learn how to use the Candidate Presentations in our Learning Center.

Also in the near future you’ll be seeing a new ‘Job Feeds’ area appearing in the Post window on your position records. This system will allow you to opt your positions into job feeds for a growing list of third-party job boards. More information about specific job boards will be posted as these new feeds are activated. If there are particular job boards you would like our team to pursue, let us know in our Ideas & Requests Forum.

A new update will be rolling out on the PCRecruiter servers this week. In addition to our usual fixes and improvements behind the scenes, this update includes some noticeable new features and improvements:

• The New Activity screen has been redesigned to include:
  • The same action shortcuts that you see in the ‘Recently Viewed’ records area on the main search screens.
  • A link to view the Schedule.
  • A ‘Duration’ dropdown to give scheduled items a time slot.
  • More convenient access to the color and alarm items for scheduled items.
  • Option to generate a separate Activity for follow-ups.
  • Option to schedule follow-ups onto other users’ calendars.
  • A reworked configuration panel with improved default options and color labeling/ordering tools.
• A new Global Rollup Stage Icons panel under SYSTEM:
  • This allows admin users to define Rollup Stage icons, activities, and automation plans to be applied to all users in the database, overriding any per-user stage setups.
  • The Global Rollup Stages also come with a ‘Function’ dropdown so that different groups of stages can be configured for different purposes.
• URL Tel: Protocol support:
  • A new ‘Hyperlink’ option has been added to the configuration icon by the phone number on records in System > Users.
  • When active, clicking the ‘Phone’ icon by any number in the name, company, or position record will launch the default Tel: software on your computer (Skype, etc.) Windows 10 users: see ‘Choose a default app for each protocol’ in your Start menu to define your machine’s Tel: app.
• “Greener is Greater” coloring in Lucene keyword search results:
  • Databases configured with the Lucene Search Engine will see green shading on keyword search results, indicating strength of the match to the search query.
  • To see if your database is using the Lucene, check the upper right corner of the Advanced Search screen for the label “Keyword Version: Lucene.” Contact a representative for more info.
• Contractor Module updates:
  • A new Timesheet Payroll View toggle appears in the ‘Contract Hours’ list view. This toggle switches between the standard view of contractors currently on assignment and the new view of contractors currently due for payroll.
  • The Paychex CSV output now includes the Position Id.

This change was made based on feedback from our users. We invite you to make your suggestions and vote on others’ ideas in the features forum at https://help.pcrecruiter.com

Main Sequence is thrilled to have released our brand new website today! We applaud our designer and the technical team for their hard work on this project over the past several months.

In conjunction with the new site, you’ll also be noticing an updated look to the PCRecruiter login screen, as well as the popup banner that appears in PCR when new announcements like this one are posted.

In addition to the website launch, we released a new PCRecruiter update on Wednesday, July 18.

The video above details some of the most noticeable changes you’ll see in this update, including a simplified way to navigate to your desired Rollup Lists as well as a new Rollup Rank star-rating column for your candidates, job openings, and clients or departments.

What do you want to see changed or added in PCRecruiter? Visit our forum at https://help.pcrecruiter.com to share and up-vote ideas. Our team is listening!

Video Transcript

PCRecruiter has been updated with a fresh slate of fixes and performance enhancements this week, and as always, we’ve added in some helpful new features as well. Let’s roll through the changes you’re going to notice.

The biggest changes in this release can be found in the Rollups area. We’ve revised the interface for finding and opening your lists, making it clearer and easier to use.

You’ll notice that the boxes for switching between your Recently Viewed Rollups and All Rollups are gone, and have been replaced by a simplified search bar across the top. The extra horizontal screen real estate has been used for displaying the date on which each list was created and the system’s unique code associated with that list. We’ve also added color to the three columns that display the record counts for your lists to help them stand out. As always, clicking anywhere within the colored boxes will load your desired records.

The search bar works like it always has, but it is now presented on the screen even while viewing your recently viewed lists. Just enter the name of the list, filter by category or usernames if you wish, and search. You’ll notice that you’re automatically switched to the ‘All Rollups’ view when the results appear. You can use this toggle to change back to the recently viewed lists.

The next big change you’ll find is the new Rollup Rank option, which can be helpful in organizing and prioritizing records in relation to a given project. We’ll start by using the ‘Configure’ action on any Rollup screen. In the layout panel, we’ll add the new Predefined: Rollup Rank, and drag it into place. Then we can save and close the configure panel.

Now when we view any list, the Rollup Rank column appears. Hovering over the five stars selects a percentage and clicking saves that desired rank. You’ll be able to see and edit this same ranking while looking at the Rollup panel from the individual record. This same ranking will be visible to any other user who also has the Rollup Rank column in their layout.

We have the option to preserve these rankings when copying or moving a record to another Rollup. A new checkbox appears at the top of the “Move to Rollup” and “Copy to Rollup” windows. If left unchecked, the record will have an empty ranking on the new list it’s been copied or moved to.

Let’s look at one more minor improvement that’s been made in this area. We’re going to open a list of Positions and use the Configure action to change the column layout. We’ll click to set a new field, and then search for “Interview” in the dropdown. There are “Current Count” and “Total Count” options for each of the Pipeline screen’s main Interview Types. These columns are not new in this version, but what is new is that the column header now displays whether it’s a Current Count or a Total Count column. This will be helpful for those of you who are displaying both kinds of counts in your layout. These same changes apply if you’ve added these Count columns to your Position search results layout.

Outside of the Rollup improvements, here’s what else you’ll see in this release:

The Duplicate Names Report, found under the Reports menu, now includes duplicate check criteria for First Name, Last Name, and Cell Phone, as well as Last Name and Cell Phone. And in case you missed it in the update earlier this year, you can also run a duplicate check on a specific Rollup list.

Also, a new “No Permission” option has been added to the “Attachments” security setting for names, companies, and positions. In previous versions, a user’s security settings could prevent them from deleting attachments, but could not prevent them from accessing them. This new option removes the Attachments navigation options from the screen.

We’ve got a lot of other new features on the way this summer, many which have been suggested by our users in the Forum at help.pcrecruiter.com. Be sure to log in and post your ideas, or vote and comment on the ideas that would be helpful to you. Keep up to date on PCRecruiter by following us on Twitter and Facebook, joining our LinkedIn Users Group, and watching for the banner notifications inside of PCR and on your login screen.