The latest PCRecruiter update adds Email Categories, letting recipients opt in or out of specific types of mass-email for more control over your email marketing.

A new update has been released on the PCRecruiter hosting servers this morning. In addition to the standard issue corrections and performance enhancements, this update also includes changes in preparation for the release of our Sequencing feature, which will be officially available in September. While most of the changes will go unseen for those not using Sequencing, there are some important changes that will affect those who are using our current Email Campaigns or legacy Bulk Mail feature.

Subscription Statuses

In earlier versions of PCRecruiter, an email address could have one of four statuses:

  • No Status – No opt-in or opt-out request has been recorded, therefore this address can be sent single or mass-email until otherwise specified.
  • Opt-Out Bulk – PCRecruiter can send email to this address on an individual basis, but the email will be skipped when sending any multi-recipient email, such as a Campaign or legacy Bulk Mail.
  • Opt-Out All – PCRecruiter cannot send email to this address.
  • Opt-In – This address has explicitly given permission to receive all email.

It’s important to note that the subscription status is linked to the email address itself and not to the Name record, as you might have multiple records with the same email address, or you may remove a name from the system and re-add it at a later date.

New: Subscription Categories

Because the Opt-Out/Opt-In feature in previous versions was either “all-in” or “all-out”, it could limit the ability to manage more nuanced marketing and communication.

The new update includes an Email Category designation that applies to the email’s opt-in/out status, as well as to the mass email sends, thereby allowing recipients to receive only the kinds of email they wish to receive.

For example, someone may wish to receive Billing emails, but opt out of Newsletters. By giving recipients the option to choose by category, they are less inclined to opt out of all email just to avoid receiving some email.

The pre-defined list of Email Categories consists of the following options:

Announcements, Appointments, Benefits, Billing, Business Development, Compliance, Corrections Recalls, Education Training, Follow Ups, Holiday Greetings, Marketing, Networking, Newsletters, Operations, Opportunities, Referrals, Requests, Shareholders, Surveys, Updates, and Other

By default, ALL Categories will be visible. To hide the Categories that you don’t intend to use, any administrator-level user in your database can navigate to SYSTEM > Email Setup > Bulk Email Categories. From there, they can uncheck the extraneous choices. This will hide that Category both for users sending email and for recipients editing their subscription options.

What does this change for PCR users?

The new Email Category dropdown supporting email subscriptions.
The new “Email Category” dropdown is required when sending email to a search result or Rollup list of recipients.

When users are sending any Campaign or Bulk Email, they will now be presented with an “Email Category” dropdown. The user must select the appropriate category based on the content of the email, so that the email is only sent to those who have not otherwise opted out of such communications.

Note that in the Campaigns email feature, the new “Email Category” dropdown is different from the existing “Category” field. The “Email Category” is based on the content of the letter and is used for opt-in/out purposes, whereas the “Category” field designates how that Campaign will be grouped when reviewing the Email area of the PCR Analytics.

What does this change for email recipients?

Any Form Letters which you are using for mass-email should have the [[Email Opt Out Link]] merge tag included in the footer, as well as your full contact information (see the Email Opt-in/Opt-out article in our Learning Center for complete setup instructions).

Subscription Checklist
Visit SYSTEM > Email Setup > Bulk Mail Categories to adjust which options are available.

With the new update, the “Update Subscription Preferences” popup includes a new “Subscription Preferences” link which will allow the recipient to check or uncheck the categories they’re interested in.

Clicking “Confirm” from the initial popup will only opt them out of the particular Category of email that they clicked the link from, but the “Subscription Preferences” panel includes an Unsubscribe All option.

For the moment, the option to add/remove an address from specific Email Categories is limited to this recipient-facing popup window, but we will be adding the option for system admins to add or remove emails from particular Categories in an upcoming version.

What does this change for PCRecruiter Administrators?

Admin-level users will see changes to the SYSTEM > Email Setup >Email Opt-In/Opt-Out List screen. There is a new “Categories Opted-In” column adjacent to the “Status” column.

SYSTEM > Email Setup >Email Opt-In/Opt-Out List
  • Emails that have been opted into specific categories will have “Opt-In” in the Status column, and will show their selected Categories in the “Categories Opted-In” column.
  • Emails that have been opted out of all BULK mail will have “Opt-In” in the Status column, but will show no categories in the “Categories Opted-In” column.
  • Emails that have been opted out of ALL mail, bulk or otherwise, will have “Opt-Out” in the Status column and nothing in the “Categories Opted-In”.
  • If you are using our GDPR features, any existing emails that have been opted-in will appear with “Opt-In” in the Status column and will have ALL Categories opted-in by default.

PCRecruiter announces integration with hireEZ

PCRecruiter is now integrated directly with hireEZ, the #1 AI-powered outbound recruiting platform. In addition to making outbound recruiting easy, hireEZ helps PCRecruiter users keep their own private talent pool updated with the latest information about their candidates.

PCRecruiter is now integrated directly with hireEZ, the #1 AI-powered outbound recruiting platform. In addition to making outbound recruiting easy, this partnership helps PCRecruiter users keep their own private talent pool updated with the latest information about their candidates.

Unleash access to 800M+ candidates from 45+ open web platforms, get market insights and DE&I information to build data-driven recruiting strategies and maximize the value of your existing PCRecruiter database.

hireEZ Sourcing
hireEZ Sourcing gives you the talent market visibility you need to proactively target the right candidates at the right time and build a scalable, data-driven recruiting approach.

Keep your database fresh and growing.

  • Use the new ‘Enrich with hireEZ’ option in the Action menu on your Name records in PCRecruiter with your API key from hireEZ to quickly turn your aging data into actionable data.
  • Export candidates from your hireEZ projects directly to your PCRecruiter database.
  • Allow hireEZ to source your PCRecruiter data for target candidates, and to offer metrics and insights on your talent pool.

Ready to get started?
Visit https://hireez.com

For more information on using this new integration, see the hireEZ page in our Learning Center.


Review PCRecruiter – Get a Gift Card!

Read PCRecruiter reviews on TrustRadiusPCRecruiter was recently 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 Previews: Pipeline, Sequencing, and PCR 10

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, we 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 this presentation, which offers a taste of the great things to come in PCRecruiter.

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

Applicant Pipeline
The completely re-envisioned Pipeline is more efficient, flexible, and intuitive.

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

Sequenced Tasks
Sequencing will allow you to create automated workflows for easier recruiting and user on-boarding.

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

PCRecruiter 10 Prototype
This design prototype shows one possible configuration of your custom Name record screens in 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!

Read PCRecruiter reviews on TrustRadiusLast 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.

Feedback & Notifications (Update 9.8.9)

PCRecruiter’s new update, v. 9.8.9, comes with new Feedback organization and in-app Notifications features that will help keep you and your team informed and in touch. Plus, we have added brand new free webinars to our schedule for Spring/Summer 2022.

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

PCR Notifications
Notifications that aren’t clicked on will appear in the sidebar for 7 days. Look for the numbered badge at the corner of your screen.

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.

Feedback Panel
Look for the new “Feedback” menu item on all Name, Company, and Position records.

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 is a leader in Recruitment Platforms on G2PCRecruiter 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.

Reports & Profiles (Update 9.8.7)

This week’s update to PCRecruiter comes jam-packed with improvements to Profile Forms and Reports, as well as improvements to Quick Find and Candidate Presentations. We’ve also got new webinars and other announcements to share.

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

Sample PDF ReportWe’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

Candidate Write-UpThe 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 Subscription Status = No Status Opt In = Opted In Opt Out All = Opted Out Opt Out Bulk = 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!

Users love PCRecruiter on G2In 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.

Automation, ZoomInfo, & Dialing (Update 9.8.6)

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.

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

Recruitment Automation BuilderPCRecruiter 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

ZoomInfo IntegrationWe’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 WebinarInterseller 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!

Users love PCRecruiter on G2In 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.

We have released a patch on our SaaS PCRecruiter network which includes a necessary update to our PCRecruiter Launcher. The Launcher is a small desktop app that allows PCRecruiter to connect with your computer’s local OS for interactions like alarm popups, attachment handling, and so on. When you log into PCRecruiter you should be prompted to install the latest version.

We have released a patch on our SaaS PCRecruiter network which includes a necessary update to our PCRecruiter Launcher. The Launcher is a small desktop app that allows PCRecruiter to connect with your computer’s local OS for interactions like alarm popups, attachment handling, and so on.

When you log into PCRecruiter you should be prompted to install the latest version. If you are not prompted, you may download the Windows installer here or download the Mac installer here. If the installation is skipped, some features may not perform as expected.

Here is what you can expect to see:

There is a newer version of the PCRecruiter Launcher
Click “Yes” on the PCRecruiter Loader

Update Launcher
Click “Yes” to begin the PCRecruiter Launcher Setup.

PCRecruiter Launcher Setup
Click “Next” to begin the installation.

PCRecruiter Launcher EULA
Check the “I accept” box and click “Next”.

Ready to Install
Click “Install” to proceed.

Launcher Setup Type
Choose the “Typical” installation option.

User Account Control
You may see a message like this. If so, select “Yes”.

Finish
After the installer has completed, which should take only a moment or two, click “Finish”

Following this installation, you may continue to use PCRecruiter as usual.

PCRecruiter + Zapier plus 2FA

PCRecruiter is now connected with the Zapier integration platform, enabling connections with hundreds of third-party apps. In addition, PCRecruiter is also introducing optional 2FA login security.

PCRecruiter + Zapier

Sample Zapier ZapsWe are thrilled to announce PCRecruiter’s integration with Zapier, the leading Integration Platform (IPaaS). Integrating with Zapier means that recruiting and staffing professionals can seamlessly automate tasks and customize workflows between PCRecruiter and other systems without the need for deep technical knowledge or custom code development. This integration allows users to create links between PCRecruiter and the thousands of applications in the Zapier catalog with just a few clicks.

With the Zapier integration, you’ll be able to:

  • Trigger actions in another app when a new Placement is made.
  • Trigger actions in another app when a Name or Position is added to a particular Rollup list.
  • Signal PCRecruiter to create a Name, Company, or Position when triggered by another app.
  • Signal PCRecruiter to update a Name when triggered by another app.
  • Signal PCRecruiter to write a Name or Position activity when triggered by another app.

With the Zapier integration enabled, you’ll be able to do things like copy Names to Google Sheets, turn Placements into Monday items, or post job info to your social networks – there are virtually endless possibilities.

This integration is offered at no extra cost from PCRecruiter. See https://learning.pcrecruiter.net/site/zapier/ to get started.

Two-Factor Authentication

Adding a second layer of security to your private recruitment database can give you peace of mind. To that end, we now offer two-factor authentication in our SaaS platform, the PCRecruiter mobile app, PCRecruiter for Outlook, and PCRecruiter for Gmail. Once this feature has been configured for any login, the user will be prompted to supply a numeric code after entering their username and password. The code can be received via their registered email, a push notification to the PCRecruiter mobile app, or via a compatible Authenticator App such as those by Google and LastPass.

To get started, see the Learning Center document at https://learning.pcrecruiter.net/site/two-factor-authentication/


Review PCRecruiter — Get a Gift Card

PCRecruiter is a leader in Applicant Tracking Systems (ATS) on G2 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.

Notes & Analytics Updates (Update 9.8.5)

PCRecruiter 9.8.5 includes workflow enhancements in the Notes area and new charts for PCR Analytics, as well as a ‘Last Modified’ field for Company and Position records.

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:

Expandable Notes Panel
  • 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

PCRecruiter is a leader in Applicant Tracking Systems (ATS) on G2 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.

In an effort to communicate more easily and effectively with our current and future partners, as well as our clients’ own hired programmers, we have fully updated and enhanced the documentation for the PCRecruiter public API.

PCRecruiter API UpdatedThe PCRecruiter Application Programming Interface (API) is the set definitions and protocols that allow outside developers to build and integrate applications that connect to the PCRecruiter database.

The API is used by our partner vendors, such as job boards, background check services, and phone systems, to securely connect to the recruitment databases on our servers. It also allows PCRecruiter users to custom-develop solutions specific to their unique needs.

In an effort to communicate more easily and effectively with our current and future partners, as well as our clients’ own hired programmers, we have fully updated our API documentation.

The newly revised documentation includes:

    • Thorough definitions of our endpoints and how they relate to the user experience.
    • Interactive tools to facilitate the building and testing of queries directly from the documentation portal.
    • Clear breakdowns and examples of expected data formats and responses.

Through these updates, we’re making it easier than ever for developers to connect to our services and to expand the marketplace of tools available to PCRecruiter users.

The public PCRecruiter REST API is available for free to all customers and vendors. See https://www.pcrecruiter.net/site/features/api/ to get started, and find the newly updated documentation at https://www.pcrecruiter.net/apidocs_v2

Enhanced Notes & Maps (Update 9.8.4)

In our latest update, we’ve added a new feature for placing candidate addresses on an interactive map, as well as completely redesigned the Notes screen for Name, Company, and Position records.

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

Contact Map for RecruitingA 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.

New PCRecruiter Notes

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

G2 LeaderThanks 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.

Mobile Timesheets

PCRecruiter’s newly updated mobile app adds contractor hours submission features for standardized, comprehensive, accurate records of your contractors’ time and expenses while on the job.

Mobile Timesheets in PCRecruiterCollecting 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

Review PCRecruiter on G2

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.

To make sure you’re getting the most out of PCRecruiter, our training and technical experts are offering a new series of free webinars in November.

PCRecruiter Tutors WebinarsThe PCRecruiter team wants to help you build more productive relationships with your clients and MPCs (Most Placeable Candidates) while effectively tracking performance for your team. To make sure you’re getting the most out of PCRecruiter, our training and technical experts are following up the release of our new Learning Management System with a new series of free webinars.

The PCRecruiter Tutors series will cover helpful topics and new developments that can make you a more successful recruitment, staffing, or HR professional.

As always, personal training sessions with our team can be scheduled by emailing support@mainsequence.net

Upcoming Sessions

ALL SESSIONS on TUESDAYS at 1:00 PM Eastern
Recordings of all sessions will be available to all registrants.

NOVEMBER 3
“PCRecruiter for Gmail”

Learn about all that the PCRecruiter add-on for G Suite has to offer. If you’re a Gmail user and haven’t taken advantage of this free utility yet, this session is for you!

NOVEMBER 10
“Configuring & Sending Candidate Presentations”

Learn about the most powerful tool for submitting Candidates to Clients. We will dive into the available settings as well as the easy sending process for users. We will then take a look at it from the Client side, how the Resume will look to them, and how they can easily submit feedback.

NOVEMBER 17
“Configuring & Viewing the Analytics”

This webinar will focus on configuring the PCRecruiter Analytics and viewing them. Please note that the Analytics is an add-on feature which may not be available on your particular account. The Analytics are highly configurable and dependent on your specific use of Activities and Pipeline records.

NOVEMBER 24
“PCRecruiter Database Cleanup”

Join the team to learn the most effective ways to clean up your PCRecruiter database and rid yourself of old or incomplete data. We will discuss merging duplicates, running an inactive candidate report and more!

DECEMBER 1
“Using Rollup Lists”

Attend this PCRecruiter webinar to master working with Rollup Lists. We will cover setting up and using Rollup Stages, Quick Comments, Ranking, Planning and more!

PCRecruiter Tutors Sessions

Previous sessions in this series can be viewed at https://learning.pcrecruiter.net/site/webinars, including topics like:

  • Adding and Managing Records
  • Activities, Scheduling, and Tracking User Activity
  • Bulk Emailing and Email Campaigns
  • Customizing Layouts and Copying Settings
  • Importing Spreadsheets
  • PCR Capture
  • Reporting
  • Searching and Creating Rollup Lists
  • Setting Up and Using RingCentral
  • Using the Pipeline
  • Using the PCR Portal for MS Outlook
  • Working with Resumes

The PCRecruiter LMS

The award-winning PCRecruiter service team announces a new addition to our portfolio of training services and resources: The PCRecruiter Learning Management System. The PCRecruiter LMS will connect our users with the educational tools they need to get the best results out of the system. Now available to all users.

The award-winning PCRecruiter service team is always ready to help customers meet their goals in recruiting and staffing.  Recognizing that even the most well-honed tools require well-honed skills, this week we’re excited to add a brand new element to our portfolio of training services and resources: The PCRecruiter Learning Management System.

The PCRecruiter LMS connects our users with the educational tools they need to get the best results out of the system and helps managers achieve learning goals for their teams.  The courses offered in the LMS will help you advance your skills and your career through more effective understanding and use of PCRecruiter.

  • The LMS platform covers basic, advanced, and admin-level skills.
  • The growing list of topics range from “new user” fundamentals to more advanced courses in searching, reporting, and database management.
  • Most lessons include instructional videos and interactive step-by-step tutorials that let the user walk through the procedures as they learn.
  • Courses include regular checkpoints and conclude with short assessments to help measure mastery of the material.
  • Passing assessments leads to digital certificates that recognize achievements along the way.

The PCRecruiter LMS is now available to all current users at no added charge! Watch your inbox for an invitation email in the coming week. Our support team will be adding new courses and updating existing ones continually, and we also plan to offer a webinar on using the LMS in the near future.

We hope the PCRecruiter LMS will become a regular part of your team’s professional development and that it will contribute to your continued success.

If you have any questions, contact lms@mainsequence.net

Review PCRecruiter — Get a $25 Amazon Gift Card

Review PCRecruiter on G2 The new Fall reports from G2 are out, and PCRecruiter continues to stand proudly in the Leader segments for the Staffing and Applicant Tracking Software market spaces, particularly when it comes to companies with 50 or fewer employees. PCRecruiter also ranked as a Momentum Leader in the CRM space and High Performer in CRM and ATS spaces. These rankings are based entirely on independent reviews from recruiting and staffing professionals like you, and we deeply appreciate your comments and feedback.

We want to see your opinion counted in the next round of  reports from G2 this winter. We encourage you to post your review of PCRecruiter at this link. G2 is offering a limited number of $25 Amazon gift cards for verified reviews from our users, so we suggest you post yours soon!

Jobs on Facebook is a great way for businesses to attract qualified talent where they’re already spending their time — on Facebook and on mobile. We are pleased to announce a new time-saving option for posting to Jobs on Facebook directly from PCRecruiter. The Jobs on Facebook integration is offered at no additional cost.

Increase Visibility for your Jobs

Jobs on Facebook is a great way for businesses to attract qualified talent where they’re already spending their time — on Facebook and on mobile. We are pleased to announce a new time-saving option for posting to Jobs on Facebook directly from PCRecruiter. The Jobs on Facebook integration is offered at no additional cost.

When posted, Jobs may appear in multiple places on Facebook, including your business’ Company Page, via Notifications, in Groups, in Marketplace, and the News Feed. The job will also be visible in Facebook’s site-wide job search engine at FB.com/jobs.

Applicants Direct to PCRecruiter

Direct apply on Facebook

When a jobseeker clicks on the Apply Now button, a form opens that pre-populates the candidate’s information for a fast and simple apply experience. The application may contain the job history and other existing information available in the candidate’s Facebook profile, which they can edit prior to submission.

Applicants from Jobs on Facebook are added to your PCRecruiter database as new Name records in your Default Company and are automatically linked to the Pipeline for the job(s) they’ve applied to.

Any employment or education entries shared in the applicant’s Facebook application will be added to the History section of their Name record, and a resume document will be generated from their contact information and history details.

All names generated via Jobs on Facebook will be populated with “Facebook” in the EEO Source and Referrer fields.

To get started posting your jobs to Facebook, read these instructions or contact your PCRecruiter representative.

Review PCRecruiter, Get a $20 Gift Card

Review PCRecruiter on G2We have so many more new features to reveal in the coming months! If updates like these are helping you be more successful, please take a minute to share your opinion with G2 or Capterra. Both of these sites are offering gift card incentives for your review right now, but it’s is a first-come-first-serve limited offer so please write yours soon!

Announcing PCRecruiter for Gmail

Announcing PCRecruiter for Gmail, which joins PCRecruiter for Outlook in the arsenal of tools to help you access and enter data more quickly and accurately. Whether you’re a solo recruiter or part of a team, you’ll work more effectively without wasting a second on switching screens or running searches. You’ll create contacts more quickly, without errors or duplications, and be ready to respond more promptly to any email you receive.

We know how important it is for executive search and placement professionals to maintain efficient communication and record keeping. This week we’re giving you a new way to combine the most versatile staffing and recruitment software on the market with your inbox.
PCRecruiter for Gmail
Announcing PCRecruiter for Gmail, which joins PCRecruiter for Outlook in the arsenal of tools to help you access and enter data more quickly and accurately.

Whether you’re a solo recruiter or part of a team, you’ll work more effectively without wasting a second on switching screens or running searches. You’ll create contacts more quickly, without errors or duplications, and be ready to respond more promptly to any email you receive.

Making Gmail a robust recruitment CRM

With PCRecruiter for Gmail, you’ll be able to:

  • Automatically see contact details, activities, notes, and attachments for your email correspondents along side their email.
  • Create new records to your database, quickly parsing contact info from the resume header or email signature.
  • Update existing records with a fresh resume or contact info.
  • Add correspondents to Rollup Lists.
  • Associate correspondents with Position Pipelines.
  • Launch a phone call with your dialer of choice, such as RingCentral or PCR for Google Voice.
  • Add email attachments to contact records.
  • Write new Notes and Activities.
  • Search for Contacts in PCRecruiter.

PCRecruiter for Gmail makes it easy to take action, whether you need to enhance information, import an attachment, add contacts to lists for an email campaign, or pipelining candidates for trackable presentation and feedback from your clients.

Ready to get started? Install the G Suite Add-On and read the setup instructions in our Learning Center.


Review PCRecruiter, Get a $20 Gift Card

Review PCRecruiter on G2 We hope you are as excited about this new Gmail integration as we are! We have so many more new features to reveal in the coming months! If updates like these are helping you be more successful, please take a minute to share your opinion with G2 or Capterra. Both of these sites are offering gift card incentives for your review right now, but it’s is a first-come-first-serve limited offer so please write yours soon!

PCRecruiter update v.9.7.38, released today on our hosting servers, includes new time-saving functions such as improved email notification options for our Candidate Presentations, an Export option for Auditing Metrics, and auto-copying of the street address from company records to the new jobs you create for them. Also in this blog post, find out how you can get a gift card or support a charity just by reviewing PCRecruiter.

Today we’ve released PCRecruiter 9.7.38 on our hosting servers. This update resolves a variety of customer-reported issues and also contains a few new enhancements. Here are the changes you’ll find in this version:

Notifications for Candidate PresentationsCandidate Presentation Notifications

When you’re setting up a new template for Candidate Presentations, you’ll now have the ability to designate conditional email contacts for the notifications, including:

  • The email address of the user sending the presentation.
  • The email address of the user (if any) who is associated with the candidate being presented.
  • The email address of the user who owns the relevant position (if any).

In previous versions of PCRecruiter, any email addresses to be notified were explicitly entered as part of the template setup and did not change based on the parties involved in the individual presentation. If you’d like more information about using this feature to present candidates to your clients and hiring authorities, contact one of our support representatives.

Export Auditing Metrics

The Metrics report, which is found under Reports > Auditing, can now be exported as a CSV file for sharing or further analysis in Excel. This report allows administrators to view a count of Activities completed per User in the selected date range. More advanced metrics analysis tools for individual recruiters or recruitment teams are available via our PCRecruiter Analytics feature.

Address Copies into Position from Company

When a user adds a new position to any company or organization in PCRecruiter, the city, state/province, postal code, and country are automatically copied from that company into the job record. Starting with PCRecruiter 9.7.38, the street address (Address 1, Address 2 fields) will also be copied. These fields will be filled in even if they are not visible on your position record layout. If you’d like to add them to your screen, you can customize your position record layout.


Share your opinion, get a reward!

PCRecruiter is a leader in Small-Business Applicant Tracking Systems (ATS) on G2PCRecruiter is a leader in Candidate Relationship Management on G2PCRecruiter is a leader in Applicant Tracking Systems (ATS) on G2PCRecruiter is a leader in Staffing on G2

The Spring reports from G2 (the world’s largest tech marketplace) have come out, and based on your reviews PCRecruiter proudly stands as a Leader among Staffing software options for small businesses and as a High Performer for the overall Staffing category. We’re also were placed in the Leader group in the Candidate Relationship Management category based on our high level of user-adoption, and as a Leader among ATS packages. We sincerely appreciate your praise and we look forward to sharing some exciting new features with you in the coming weeks.

Independent review websites like G2 want to know what you think of PCRecruiter and some of them are offering limited-time incentives for your opinions.

  • The folks at Capterra are offering a $10 gift card to the first 100 reviewers who use this link to submit a review of PCRecruiter.
  • Software Suggest is also offering a $10 gift card for reviews submitted to their website via this link.
  • Our partnership G2 Gives continues on! G2 is donating $10 on your behalf to our selected charity, Direct Relief, a highly-regarded non-profit that provides humanitarian aid to people affected by poverty or emergencies. All you need to do is post a review of PCRecruiter at this link to help us reach our $1k goal.

PCRecruiter 9.7.37 – Presentations & Themes Updates

PCRecruiter’s latest update includes two brand new color themes, an option for larger fonts, plus time-saving improvements to our Candidate Presentations and automation plan features.

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.

Large Font Dropdown and New ThemesThemes 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

Scheduled AutomationsPCRecruiter’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.

PCRecruiter 9.7.36 – New Styling & Themes

A bold re-imagining of the PCRecruiter UI begins with this week’s update. The refreshed styling, alternate color themes, and nav enhancements are just the beginning of a faster, more efficient, modernized PCR.

Headings, highlights, and nav changesThis 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.

Get a $10 gift card for sharing your review of PCRecruiter with Capterra! Click here to get started. Limited to the first 100 reviews only!

Version 9.7.33 adds Recycle Bin filtering and searching – a new capability suggested by PCRecruiter users in our Ideas & Requests forum. Also, RingCentral users must re-authenticate. Details in the blog post.

The development team has released a minor update to PCRecruiter this morning. With version 9.7.33 comes a new capability that was suggested directly by PCR users like you in the Ideas & Requests forum. We invite all of our users to offer their input on future enhancements to PCR via the forum, and to up-vote the features they’d find most helpful.

Recycling Bin Search

Whenever an item is deleted in PCRecruiter, it is moved to the Recycling Bin. The Recycling Bin is found in the Data Management area under SYSTEM. Records remain perpetually in the Recycling Bin until a user restores or permanently deletes them. Individual users can restore their own records, while Full Permission administrative users are able to see and restore records belonging to others.

With this new version comes dropdown filters for Date Range, Record Type, and User, as well as a keyword box to search by filename. As recycled records are heavily compressed to maximize account storage, keyword searching of the record contents is not possible. These new filters will make it much easier to locate records for restoration or for permanent removal.

Search

RingCentral Re-Authentication Required

Due to a recent change made by RingCentral, all users who have a RingCentral account connected to PCRecruiter will need to authenticate again to continue using click-to-dial and activity writing functions. To do this:

  1. Log into PCRecruiter.
  2. Select MyPCR from the Main Toolbar.
  3. Click on the “You are not authenticated with RingCentral, click here to login” link.
  4. Sign into your RingCentral Account.
  5. Authorize.

For more instruction, click here for a step-by-step tutorial on this authentication procedure.

Review PCRecruiter for a $10 Gift Card

The folks at Capterra, the leading online resource for business software buyers, are offering $10 gift cards for independent reviews of PCRecruiter. We invite you to click this link and share your thoughts about PCRecruiter and Main Sequence. This is a limited-time offer, and expires after the first 100 verified reviews or on November 20, 2019. We thank you for your time and your opinion!

PCRecruiter 9.7.30 includes improvements suggested on our Ideas Forum, including click-to-open Attachments, edit Profiles in a new tab, and Rollup Quick Comment export to CSV.

Main Sequence Technology has built PCRecruiter on our users’ suggestions from day one. Since the debut of the Ideas & Requests forum on our helpdesk, where users can share their own recommendations and thumbs-up others’ ideas as well, we’ve been able to better gauge user desires. These recommendations help our development team focus on the items deemed the most helpful to the most people.

This week’s update includes three noticeable improvements, all of which were suggested by users in the forum.

Click to Open Attachments

In earlier versions of PCRecruiter, file attachments on Name, Company, and Position records could be renamed by clicking on the Description, while the commend to open and view the attachment was located under the ‘Action’ pull-down. As of v.9.7.30, these actions have been swapped, so that the more common action of opening an attachment requires only a single click on the Description.

Click 'Description' to open an attachment. Rename is now under the Action menu.

Edit Profile in New Window

A new ‘User Preferences’ menu was added to the system’s top right Action menu in our December 2018 update. The Open ‘PCR Action’ in new Tab section of this panel included the option to submit Profile forms using a new tab, rather than inside of a popup window on the main PCR screen. With our new update, this preference has been expanded to include editing profiles in addition to submitting new ones.

The User Preferences panel now contains an 'Edit Profile in New Tab' option.

Export with Quick Comments

In our January 2019 update we introduced a ‘Quick Comments’ column for Rollup Lists. This suggestion from our forum gives users a way to jot down a short comment about any record, specific to that Rollup. In PCR v.9.7.30, this Quick Comments column is now included when a user exports the Rollup to CSV.

Quick Comments are exported with CSV on Rollup List.

What would you like to see in upcoming releases? Visit the forum at help.pcrecruiter.com to add your voice to the conversation. Also, there are a limited supply of $25 Amazon gift cards left for anyone who writes a detailed review of PCRecruiter on G2, so submit yours today!

Watch this blog and our Facebook, Twitter, or LinkedIn accounts for bigger feature announcements in the coming weeks.

Google Analytics & Duplicate Handling – July 2019 Update

PCRecruiter v.9.7.29 includes integration between PCRecruiter Analytics and Google Analytics for our Job Board, plus improved duplicate handling for the Job Board, a CSV Export for Profile Forms, and more.

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

Job Board Analytics
Integrating the PCR Analytics with Google Analytics gives you fresh insight into your Job Board’s performance.

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…

Financing SolutionsWe’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.

The Main Sequence team has released a fresh update to PCRecruiter this week. This update includes enhancements to the Job Board among other things, and also behind-the-scenes changes to prepare for some great integrations we’ll be announcing soon. Let’s look at what’s been updated this week.First, we’ve integrated the PCRecruiter Job Board with Google Analytics. Google Analytics is a free product from Google that tracks your website traffic for analysis and reporting. But Google can only tell you where visitors came from and what pages they visited. It can’t tell you who they were or whether they were a qualified candidate. On the other side, the PCRecruiter Analytics help you visualize your recruitment metrics, but PCRecruiter alone doesn’t know how candidates arrived at your website or travelled through its pages to reach a job application.

By combining these tools, you’ll bridge that gap, allowing you to associate the sourcing and navigation data tracked in Google with the candidates in your PCRecruiter pipeline.

Once this connection has been enabled for your website and Job Board, the two systems share tracking events, giving you insight into which paid and organic traffic sources are generating the most value, and helping you to better identify trends in candidate engagement and falloff. The result is a more informed recruitment marketing strategy.

This update also includes changes to how the Job Board handles duplicate and returning candidates. The Job Board offers multiple ways for a new candidate to generate a Name record, including popular social networks or an email and password combination. These credentials serve as their login on return visits.

But what happens if someone returns to the Job Board and uses a different network to register than they did the first time? Or if the candidate was already in your database from an import or a manual entry before they ever came to the Job Board?

Well, it would be a security risk for PCR to show someone data from an existing record if they’re not using the same credentials on file for that record. It could also be problematic for first-time visitors to your Job Board to discover that you’ve already got information about them on file.

To avoid exposing data or complicating the apply process, earlier versions of PCRecruiter would simply create a new record for these candidates and identify them as probable duplicates for the user to merge. The latest update simplifies the process and reduces effort without complicating the candidate experience.

If someone applies on your Job Board with a resume, email address, or LinkedIn profile URL that matches a record already in the system, but they do not use that record’s Job Board credentials, the system will update their existing record with the newly supplied information without allowing that visitor to see the old data on file.

Rather than having two name records for the two different logins, you’ll have one record for that candidate in the system, and their independent logins will be treated as separate Job Board identities that can only see the data that was created while using that identity. This will greatly reduce the chances of duplicate records in your database, while also protecting the existing data from being seen by any visitor who doesn’t use that record’s login.

Another change that may affect your Job Board or custom forms is a new simplification of dates in the History Fields. As of this version, the Date fields in our pre-built blocks for Employment, Education, and Military History will only collect Month and Year rather than requiring a full date, as the specific day for these sorts of entries is often unknown or irrelevant. For Licensing entries, the specific day is still required.

Lastly, we’ve added a new Export Profile action to the Rollup screens. Using this feature, you can select a group of records, pick a profile form which is attached to those records, optionally choose a cutoff date, and then export a comma-separated file of the answers stored in those forms. This can be useful in evaluating or charting responses to questionnaires, or in importing answer data to other systems.

For more information on these new features, get in touch with your Main Sequence representative. We have a lot more to show you this summer, so be sure to follow our social networks and watch for the announcement banner when you log into PCRecruiter. If you have suggestions for future versions of PCR, post them in the Ideas forum at help.pcrecruiter.com.

Announcing the integration of PCRecruiter and Sense! Join us 6/18 at 1:00 EDT for a webinar with Sense Co-founder Pankaj Jindal to see how PCRecruiter and Sense can work together to turbocharge your candidate experience to drive placements, increase talent NPS and drive higher engagement across your entire life-cycle.

Announcing the integration of PCRecruiter and Sense.

Sense

WEBINAR
Tuesday, June 18, 2019
1:00 PM EDT

REGISTER

Sense is the only end-to-end engagement and communication platform built just for recruiting and staffing. This all-in-one platform enables you to drive more revenue through personalized messaging, delivered at scale and customized with real-time PCRecruiter data.

Join us on Tuesday, June 18th at 1 PM Eastern for a webinar with Sense Co-founder Pankaj Jindal to see how PCRecruiter and Sense can work together to turbocharge your candidate experience to drive placements, increase talent NPS and drive higher engagement across your entire life-cycle.

Automated Communication That Feels Personal

Sense helps companies automatically build relationships with their candidates and clients. Sense delivers personal email and text message communications mapped to each candidate’s unique journey, then captures it in PCRecruiter. From on-boarding to redeployment, Sense automates communication for new and existing applicants and existing employees – saving time and driving up the bottom line.

More Candidates, Faster Placements

With involuntary turnover as high as 25% and redeployment rates lower than 5%, staffing and recruiting firms can no longer afford to neglect candidate engagement. Sense consistently nurtures the dormant contacts in your database to drive higher engagement, quicker placements, and more revenue. On average, recruiting teams using Sense see their candidate NPS double and for our staffing clients, their redeployment rates increase to almost 30%.

Get The Most Out Of Your PCRecruiter Data

Sense’s enterprise grade integration with PCRecruiter syncs data in real-time. Every message and response associates to the correct PCR contact record, while every PCR field is usable within the Sense platform to make your outreach relevant and timely.

Give Your Recruiters Two-Way Texting Superpowers

Texting candidates results in an average response time of under 90 seconds and reply rate of 51%. With stats like that, your team can’t afford to just being sending emails. Sense Messaging gives recruiters the ability to send broadcasts and 1:1 texts directly from PCRecruiter. And every conversation gets captured back to the candidate record – at no cost to you.

Sense Dashboard

PCRecruiter 9.7.26 builds on the Rollup List improvements we released earlier this year, reducing the number of clicks needed to add records to Rollup lists, giving more useful information about records being added, and adding new navigational shortcuts to improve your workflow.

We’ve released an update today that includes further improvements to the Rollup List changes we released earlier this year. We’ve reduced the number of clicks involved in adding records to Rollup lists, tweaked the column layout to give more useful information about records being added, and created new navigational shortcuts to improve your workflow. We’ve also made some minor improvements to printing and filtering lists.

Adding Records to Rollups

When adding records to Rollup Lists, we have replaced the Name, Company, Position columns so that only the column for the type of records you’re adding is shown. In place of the other two columns you’ll see Added and Ignored.

In the example shown below, only the Name column appears and all three columns are green. If we were adding Companies, you would see dark blue. Light blue is used for Positions. These colors are used consistently on other major record screens in PCRecruiter.

We can see in the new columns that 18 Name records have been added to the “Cleveland” list, bringing the total up to 107. We can also see that one of the selected records was ignored because it was already on that Rollup.

New Rollup Columns

You’ll also note that the Rollup’s name “Cleveland” is a hyperlink. With the new update, you can now jump to the active Rollup directly from this screen by clicking its link, rather than closing the Add panel and navigating to the main Rollups area.

We’ve also reduced the clicks involved in adding records to a newly-created Rollup. In this version, your currently selected records are automatically added to the Rollup as soon as you save the new list, eliminating the need to click on the new list to add the records.

Further Improvements

  • The Print action on Rollup Lists now prints with your custom column selections. In previous versions, only the CSV Export option used the custom layout.
  • The Clear Stage item in Rollup Stage popups has been renamed to No Stage.
  • The filter popup at the top of the Stage column on Rollup Lists now displays a number and checkbox for the No Stage item. This will allowing users to filter the view to those records which have not been given any Stage.

More great new features are in the works, as always. 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 are listening!

PCR Mobile App – May 2019 Update

A new version of our free PCR Mobile app for Android and iOS is out this week, with the options to add Activities and view Rollup Lists. Plus, a new Custom Search Form is available in the Job Board.

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.

VIDEO TRANSCRIPT:

A new PCRecruiter version is out this week, and the latest edition comes with updates to the PCR mobile application and the Job Board.

The PCRecruiter app, which is available for free on the Google Play and iOS App Stores, affords users mobile access to their names, companies, and positions. The app is perfect for on-the-go access to your contacts, resumes, activities, and notes.

In earlier versions of the app, Activities could be viewed but not created. In this update, you can now enter Activities. We’ve designed the new entry screen in conjunction with recent improvements to Activity entry in the main PCRecruiter interface.

If you need the Activity to appear as a calendar item, you’ll check the ‘Schedule’ box. This adds a color picker and an ‘Alarm’ checkbox to the screen. The color options match those you’ve configured for your schedule in the PCRecruiter full browser version. Checking ‘Alarm’ allows you to choose your advance warning for the scheduled event.

The ‘Followup’ box below has similar color and alarm options, and can be activated with a simple tap.

We’ve also added access to Rollup Lists into the app. The ‘Recent Rollups’ area at the bottom of the main screen displays the four most recently viewed lists. To the right, color-coded blocks show how many names, companies, and jobs are on each list. Tap the block to view the desired records, including any custom stage icons you’ve configured.

If you want to view a Rollup that’s not one of the four most recent, you’ll find the Rollup Search option in the side menu. This menu also contains the search options for names, companies, and positions, and gives you access to the PCR Analytics if this feature is active on your account.

This update also includes an additional feature in the PCR Job Board. We’ve added a new Custom Form type for building a job search form that can be displayed on your website independently of the job listing and apply screens. For example, you might want to include a job search form in your website’s homepage or sidebar. When a search is run, the visitor is taken to the job board page of your site with their results on display. To explore implementing this feature on your website, or to discuss migrating from the Classic Web Extensions to the PCRecruiter Job Board, contact your PCR representative.

Follow us on Twitter, Facebook, LinkedIn, or here on the PCRecruiter blog for all the latest news and updates, and visit the Ideas and Requests forum at help.pcrecruiter.com to share your suggestions for future integrations and features.

Candidate Presentations – April 2019 Update

PCRecruiter 9.7.24 includes a list of improvements to the ‘Candidate Presentations’ feature that we released last year, streamlining your client relationships and making your selection process even more efficient.

A new PCRecruiter update, v.9.7.24, has been released to our SaaS hosted customers. Our developers have been hard at work on many enhancements and changes to the Candidate Presentations feature that we released at the end of last year. Based on feedback from our users, we’ve made a number of improvements to this area of PCR, which allows recruiters to send their clients an attractive, branded package of candidate details and attachments, and to receive trackable feedback.

What’s new in Candidate Presentations?

  • Improved Template Creation
    • We’ve reorganized and relabeled the Settings panel for greater clarity.
    • New -/+ icons were added for adding and removing fields from the layout.
    • A pencil icon has been added for relabeling fields.
    • We’ve moved the Date for the attachments to its own display area at the right.
    • The revised Add Header/Footer Image panel now includes options to repeat or stretch the image.
  • Improved Sending
    • A “Create Presentation” is now available in the Action menu on the upper right corner of the Name Record, so you can send a presentation directly from the candidate’s screen in addition to sending from Pipeline and Rollup screens.
    • A new yellow warning icon has been added to call out items in the Presentation that will be skipped over because they don’t contain any data for the selected record.
    • We’ve streamlined the To: and From: options on the Send screen, including access to alternate email addresses for you and your client.
  • Improved Presentation Display
    • Any included fields that contain a URL will now be clickable in the presentation.
  • Improved Feedback Display
    • The Feedback column on the Pipeline has been made more compact, and it now displays a highlighted icon and a number when feedback is present.
    • The display of the Feedback popup has been adjusted to better separate name, email, and rating. We’ve also added the Date to the panel.
    • Feedback Lists now include direct links to the names, jobs, and companies involved.
    • The Action button in the Feedback list now includes a View Presentation link.

If you’d like to share your ideas about how PCRecruiter can improve your business, visit our Ideas & Requests Forum to tell us what you’d like to see! Learn more about to using the Candidate Presentations in our Learning Center.

VIDEO TRANSCRIPT:

PCRecruiter’s Candidate Presentations feature makes it easy to send attractive, branded packages to your clients with all the key candidate details and attachments for their review, and to collect and monitor their feedback.

With the latest PCRecruiter update, we’ve incorporated feedback from our users to make presentations easier and more intuitive to create, customize, and monitor, resulting in a more efficient placement process.

The changes begin here, in the Presentation Template setup screen, where you define with simple drag and drop which items of data you want to share with your hiring authorities. We’ve streamlined and consolidated the settings panel to make options easier to identify and set – such as the enabling of resume and attachment downloads by the recipient.

We’ve also updated the field selection area to make adding and removing fields from your presentation simpler. You can use the plus and minus icons to add and remove fields from view and use the pencil icon to give any field an alternate name when viewed your client. When you’re in the Attachments area, you’ll see that the file dates have been moved to the far right, better separating them from the attachment names.

There have also been several improvements to the utility for adding header and footer images to the screen, including new options to repeat or stretch the image, giving you even more control over your branding.

Now, let’s look at the changes you’ll notice during the process of using the Candidate Presentations feature.

We’ve added a new starting point for this process. You can now choose “Create Presentation” from the Action menu on a Name record, in addition to starting from a Rollup or Pipeline as before. Once you’ve opened a presentation to send, you’ll see these new icons indicating sections that have no content – such as attachments that don’t exist for the selected candidate. These segments will be skipped over when the presentation is generated.

You’ll notice enhancements while sending a presentation as well. The ‘From’ option is now a dropdown that includes any additional aliases you’ve configured for your PCRecruiter username under System > Email Alias List. The recipient box has also been updated with a list of large, easily identifiable names. If a recipient has multiple email accounts on file, you can click here to select any alternate address. You can also make this change after selecting a recipient by clicking on the name and using this dropdown.

After the presentation arrives in the recipient’s inbox, they’ll review the info and you’ll receive an email notification that the presentation has been opened. Any fields in the presentation that contain a URL will now display a clickable link that opens in a new browser tab.

Another email notification will arrive when the feedback has been submitted, and the text of the feedback is now saved in the Activity record.

Let’s look at the changes to viewing the feedback inside of PCRecruiter.

On the pipeline, the Feedback column has been compacted into simple icons that display the number of feedback responses. Clicking on the feedback item, you’ll see we’ve upgraded the display, better separating the name, email, and star rating. We’ve also added in the date on which the feedback was recorded.

When viewing a list of presentations, either from one of the records involved or from the Overall Presentation List under the System area, you’ll see that there are now links directly to the relevant records, with easily identified color-coding for Names, Positions, and Companies. The Action button, which previously included only a link to edit the presentation, now includes an option to view the presentation as well.

These improvements came from valuable feedback provided by PCRecruiter users following the initial release of the Candidate Presentations feature  a few months ago. If you’d like to share your ideas about how PCRecruiter can improve your business, visit our Ideas and Suggestions forum at help.pcrecruiter.com. Stay up to date on PCR by following us on Twitter, Facebook, and LinkedIn.

PCRecruiter 9.7.23 adds support for creating Notes for contacts from the PCR Capture utility, along with many performance enhancements and issue resolutions. See our blog for details on this and other recent improvements.

Notes on PCR CaptureThe PCRecruiter hosted servers are being updated today with a new release that includes dozens of performance improvements and issue resolutions, covering a wide range of areas in PCRecruiter, including our Analytics, Candidate Presentations, Rollup Stages, and more.

Although this update is largely dedicated to work on our existing features, we have added one new feature with this update.

Those of you who use PCR Capture will find a new Additional Notes box at the bottom of the ‘Review Data’ step. Any text added to this box will appear in the NOTES section on the Name record.

This new feature in PCR Capture is a great way to augment new records or update existing ones with keyword-searchable details as you go about your sourcing tasks online.

This update also lays some groundwork for new partnerships and announcements to come in the next few weeks, so keep your eyes on our blog and social networks.

What other features would you like to see in our coming releases? Visit the Ideas & Requests forum in our customer support portal and get involved in the future of PCRecruiter!

PCRecruiter Update 9.7.22 – Rollup Stage Filters and Quick Comments

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

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

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

Video Transcript

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

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

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

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

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

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

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

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

PCRecruiter Job Board

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

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

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

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

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

Common Questions

Q: Will it work with my web hosting platform?

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

Q: What does it cost?

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

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

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

How the Job Board differs from the Web Extensions:

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

Video Transcript

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

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

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

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

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

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

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

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

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

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

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

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

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

User Preferences & Google Voice (Update 9.7.21)

PCRecruiter v 9.7.21 includes a revisions to User Preferences and Security, including preferences for opening record entry screens in new tabs rather than popups, plus a Google Voice Extension for Chrome, and further revisions to the Activity entry screen.

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!)

Video Transcript:

As 2019 approaches, the PCRecruiter team remains hard at work on new features and improvements, including the update we’re excited to release this week. As always, the new update includes a number of minor fixes and improvements, including several follow-up tweaks to the revised Activity entry screen that we released in October 2018.

The primary changes in this release are in the area of user Security and Preferences. Our development team has reviewed these panels of the User setup screen under the System area, removing outdated items, and moving some items from one section to another.

Non-administrative users will now find a “User Preferences” option in the menu at the top right corner of PCRecruiter. This new area gives the individual user control over a few of the personal preferences that previously required a system admin’s involvement to change. For example, the ‘Hold Sub-Navigation’ option, which causes PCR to remember which panel of the Position, Name, or Company record you’re viewing, and to continue to show that same panel as you navigate to other Positions, Names, or Companies. This can be helpful for tasks like clicking through multiple names and viewing the resumes without needing to click on the ‘Resume’ navigation item each time.

A brand-new set of preferences have been added to this screen. This column allows the user to choose to open the Add Record, Add Activity, Add Note, Send Email, and Submit Profile links in a new browser tab rather than a popup window. Using a new tab can offer more screen space to work in and affords the option to move that panel into a second monitor.

We’ve also released a new Extension for Chrome: the PCRecruiter Google Voice Plugin. Available for free in the Chrome Store, this plugin adds “Dial Using Google Voice” and “Text Using Google Voice” buttons into the Phone Dialing popup on your PCRecruiter records. Clicking either button allows you to launch a call or compose a text message, and then have it handed off to your Chrome Google Voice extension. Unlike using Google Voice alone, using the PCRecruiter Google Voice Plugin creates Activity records indicating when you called or what text message was sent.

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

Look for more updates in the coming weeks, and keep up to date on PCRecruiter by following us on Twitter and Facebook, joining our LinkedIn Users Group, and watching for the banner notifications inside of PCR and on your login screen.

PCRecruiter Update v 9.7.21 – User Preferences & Google Voice

PCRecruiter v 9.7.21 includes a revisions to User Preferences and Security, including preferences for opening record entry screens in new tabs rather than popups, plus a Google Voice Extension for Chrome, and further revisions to the Activity entry screen.

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!)

Video Transcript:

As 2019 approaches, the PCRecruiter team remains hard at work on new features and improvements, including the update we’re excited to release this week. As always, the new update includes a number of minor fixes and improvements, including several follow-up tweaks to the revised Activity entry screen that we released in October 2018.

The primary changes in this release are in the area of user Security and Preferences. Our development team has reviewed these panels of the User setup screen under the System area, removing outdated items, and moving some items from one section to another.

Non-administrative users will now find a “User Preferences” option in the menu at the top right corner of PCRecruiter. This new area gives the individual user control over a few of the personal preferences that previously required a system admin’s involvement to change. For example, the ‘Hold Sub-Navigation’ option, which causes PCR to remember which panel of the Position, Name, or Company record you’re viewing, and to continue to show that same panel as you navigate to other Positions, Names, or Companies. This can be helpful for tasks like clicking through multiple names and viewing the resumes without needing to click on the ‘Resume’ navigation item each time.

A brand-new set of preferences have been added to this screen. This column allows the user to choose to open the Add Record, Add Activity, Add Note, Send Email, and Submit Profile links in a new browser tab rather than a popup window. Using a new tab can offer more screen space to work in and affords the option to move that panel into a second monitor.

We’ve also released a new Extension for Chrome: the PCRecruiter Google Voice Plugin. Available for free in the Chrome Store, this plugin adds “Dial Using Google Voice” and “Text Using Google Voice” buttons into the Phone Dialing popup on your PCRecruiter records. Clicking either button allows you to launch a call or compose a text message, and then have it handed off to your Chrome Google Voice extension. Unlike using Google Voice alone, using the PCRecruiter Google Voice Plugin creates Activity records indicating when you called or what text message was sent.

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

Look for more updates in the coming weeks, and 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.

Candidate Presentations

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.

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.

VIDEO TRANSCRIPT:

With PCRecruiter’s “Candidate Presentations” feature, you’ll find it easy to send attractive, branded packages to your clients with all of the important candidate details and attachments for their review, and to collect and monitor their feedback.

Your client receives an email containing a link to one or more candidates that you’ve submitted to them. These fully-configurable screens contain your selected data fields and attachments from the PCRecruiter database.

The Presentations feature comes with stock templates, which you can easily apply your company’s logo and colors to. Custom templates can be designed to suit. Contact our sales team for details.

To submit feedback, the client simply clicks the ‘Feedback’ button, enters their name and email address, and includes their notes about the presented candidate. A star rating feature is also available.

Inside of the database, the Pipeline screen indicates which candidates have feedback on file, and clicking reveals each of the submitted responses.

Responses can also be viewed under the “Presentations” tab on the candidate record, or the company associated with the job opening. Each line indicates who the candidate was presented to and for which position, who sent the presentation and when, how long the presentation remains open for feedback, when it was seen and how many times, an average of the star ratings, and a link to view the feedback comments from each of the respondents.

PCRecruiter’s Candidate Presentations streamline your client relationships for a more efficient placement process. For more information on Candidate Presentations, visit our Learning Center or contact support@mainsequence.net.

Support Chat

The PCRecruiter team is heading into the Thanksgiving holiday, for which our offices will be closed on Thursday, November 22 and Friday, November 23, with some new updates to our software and to our services.

You’ll notice that we’ve got an improved support chat system. The live chat icon is located both on the PCRecruiter company website and at the lower-right corner of your PCRecruiter login screen. Clicking this icon will now present you with options to route your inquiry to specific departments. This update will not only help us to expedite our customers’ requests, but it is also a step toward more efficient and powerful support options we are planning for the future.

We’ve also been seeing remarkable results from the suggestions made by PCRecruiter users in the Ideas and Requests forum. PCRecruiter has, from its very beginnings, been built on the requests and ideas of the professionals who use it. Over the past several months, this forum has proven invaluable in helping us to better understand the needs of our users, allowing for discussion and voting on their great suggestions. Dozens of the recommendations born in the forum have already been planned or implemented, and we invite you to join in the conversation.

Ideas ForumWe’ll be posting more specifics about changes in the v.9.7.20 update released this morning when we return to normal business hours next week, including the details of our exciting new Candidate Presentations tool.

To our users in the U.S., Happy Thanksgiving!

PCR Update v.9.7.19 – New Activity Screen & Global Rollup Stages

PCRecruiter’s new update this week comes with a revised ‘New Activity’ window and the ability for system admins to define database-wide Rollup Stage configurations with per-task icons and automations.

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

VIDEO TRANSCRIPT:

This week we’re releasing a fresh update to PCRecruiter, and our users will be able to take advantage of some helpful improvements. Let take a look at what’s new:The most noticeable changes are in the Add Activity window.

We’ve carried over the ‘recently viewed record’ card layout from the Search area to the top of the Activity panel, giving you the same data points and shortcut icons to send email, link to a position, and so on. This convenience will be especially helpful to users who immediately open a fresh activity when making or taking a phone call. A new shortcut link to view your schedule has been added as well.

The interface for adding scheduled items has also been streamlined. A ‘Duration’ dropdown has been added so that you can set a designated time slot for Activities correlated to scheduled events. The tools for selecting a color code and reminder alarm for your scheduled items have been moved so that they appear directly along side the time and duration.

The process of creating a follow-up activity has been made simpler as well. The same duration and alarm tools have been included here, and new options have been added which let you generate a separate Activity for the follow-up, and schedule that follow-up for one or more other users in the database.

The Share Activity panel allows you to duplicate the same Activity to other contact records in the database and to email a copy of the Activity text to that person as well.

The configuration panel for the Activity window has also been updated. You can now define the labels and order of your Schedule Event color codes from here – a panel that was previously only available on the Schedule screen itself. This panel also allows you to set default options for your new Activities and follow-ups to save data entry time when it counts.

One final change in the Activity window will be helpful to those of you who use Skype or other phone applications that recognize the TEL protocol from web links. A new ‘Hyperlink’ setting has been added to the user’s Telephone Settings, found by the contact phone number in each user record. With this toggled on, clicking the phone icons from your contact records will not only launch the Activity window as always, so that you can record the details of the call, but it can now hand off the selected phone number to your computer’s designated phone app for automatic dialing.

This update also brings improvements to the Rollup List stages. In previous versions, the names, colors, icons, and activities for Rollup Lists were set up on a per-user basis. Now you’ll find a Rollup List Global Stage Setup under the System area. The Rollup configurations made here will be applied consistently for all users in the database. In addition, you can create separate Stage configurations for different Functions like Marketing, Sales, Development, Recruiting, and Sourcing. Once these Rollup Functions are configured, they’ll appear as a new option when you’re creating or editing a Rollup, giving that list the stages and automations that you need for performing that type of task.

In addition to these major changes, and of course our continual performance enhancements and fixes behind the scenes, PCRecruiter databases configured for the Lucene search engine will now see new coloring on keyword search results. This “greener is greater” color coding shows records in which your selected keywords appear more frequently and closer to the top of the document with a darker green, while those results that don’t match as strongly will appear with a lighter green.

We’ve got a lot of other new features on the way before the end of 2018, many which have been suggested by users like you 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.

July 2018 Update

PCRecruiter will be updated this week with a revised interface for finding and opening Rollup Lists and a new ‘Rollup Rank’ option for star-ranking names, companies, and jobs. We’ve also given the login screen a face-lift and released a brand new company website.

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.

Along with various fixes and improvements released this morning, PCR now automatically writes an Activity when a record’s Stage is changed on a Rollup. Users may disable this function from the Stage Configuration panel.

This morning our ASP service was updated with a new release that includes a number of fixes and improvements. Along with these routine maintenance items, we’ve adjusted the way Activity records work with Rollup Stages.

As of this update, changing the Stage icon on Rollup List will always write an Activity to the record involved. The text of the Activity will include the details about which Rollup the change was made on and which Stage was set.

Users may disable the new Activity writing for any Stage by adjusting the configuration of their Rollup Stages. See the documentation for making this change at https://learning.pcrecruiter.net/configuring-rollup-stages

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

PCR update 9.7.17 rolls out this morning with GDPR compliance tools, the Email Campaign add-on, and a long list of major and minor improvements.

This morning PCRecruiter was updated with a set of improvements, fixes, and new features, including comprehensive GDPR management.

This update was particularly driven by the PCRecruiter feature suggestion forum. We value your feedback greatly, so please keep posting and voting on ideas you would find most useful – the details make the difference! This update includes substantial plumbing for future releases, including a coming Job Board update and new publishing features planned for Summer 2018.

Here is a detailed list of changes included the May 3, 2018 update:

Email

  • New ‘Insert Field’ options have been added. ‘Name.Photograph’ inserts a picture of the applicant, which can be helpful in Pipeline letters. The ‘Searcher.PositionList’ feature creates a clickable list of the selected positions, linking back to the Job Board.
  • In PCRMail, the menu icons for Compose, Get New, etc. have been relocated to the left side of the screen for easier access.
  • Our new Email Campaign feature, paired with our Analytics, is now available as an add-on:

Record Management

  • The ‘Merge’ action for Company and Name records, previously only on search results screens, is now available on Rollup List.
  • The Duplicate Names Report under the main Reports menu can now be run by Email Address only.
  • The Duplicate reports now include a Rollup filter for smaller-scale duplicate management projects.
  • Our new set of tools for compliance with The General Data Protection Regulation (GDPR) are now available for use. We’ll be hosting webinars about these features on May 7 and May 14.

Searching

  • When performing a search using the basic three-field search form for Names, Companies or Positions, you can now use the breadcrumb navigation link to return to the form without losing your search criteria. (This behavior was already present in the Advanced search.)
  • Activity Search queries are now saved for later re-use from the Action menu.

Phone Fields

  • In previous editions of PCRecruiter, the ‘Ex._____’ suffix for phone extensions was visible on all phone number fields. This will now only be visible for numbers that do not begin with a + and that exceed 10 digits.

System / User Management

  • The Copy User screen now begins without any options selected, and has a new ‘Select All’ option. A ‘Save as Default’ option has been added to save time when applying the same changes at a later date.
  • The options to copy Name, Company, and Position layouts have now been separated so that the layout for a single record type may be copied to other users. This also applies to copying Record Cards and Activity Defaults.
  • A new “Create/Update Profiles” option has been added under User Securities > Other. This new setting gives non-admin users the option to create and edit Profile forms.
  • The “Enable User Level Security” option has been moved to the Groups panel and has been renamed to ‘Restrict Access.’
  • The ‘Ignore All Security’ option for System Administrator security has been renamed ‘Full Permission’
  • The ‘Diversity Source List’ has been renamed ‘EEOC Source’ for clarity.

Positions & Interviews

  • A new Action item, ‘Copy Position’, has been added. This will generate a duplicate of the current Position under the same Company, which can be edited before saving the record.
  • The ‘Interviews’ tab within Name records now can be sorted by clicking the column headers.
  • The “Place Appointment on Schedule” option can now be given a default setting to save selecting it each time
  • Default search options can now be stored for “Link to Position” screen.
  • New options have been added to display ‘number of Interviews’ counts in both Position Rollup lists and Position Search Results.

Rollup Lists

  • On the ‘Add Rollup’ screen, we have renamed ‘Description’ to ‘Name’ and ‘Memo’ to ‘Description’ so that they match the labels used when looking at the main Rollup menu.
  • On the ‘Recently Viewed’ Rollup screen, hovering the cursor over the Description will now display the entire Description.

Splitdesk

  • A new option allows users to hide the predefined Splitdesk Types: Candidate Owner, Company Owner, Interviewer and Position Owner. This is done by un-checking “Use ownership fields on Candidate, Company, and Position Records”.

Work History

  • The ‘History Fields’ sections for Work History, Education, Licenses, References, and Military have been updated with a clearer and more streamlined interface in Profile forms.

Our popular PCR Capture Chrome extension gets a fantastic new “PCR Match” feature in today’s update, and we’re also opening registration for a webinar with our partner Verified First.

We’ve released a brand new update to the PCR Capture plugin for Google Chrome today. This new update includes support for Resume-Library.com and a brand new feature: PCR Match. This great workflow enhancer can skim any webpage for “FirstName LastName” formatted links and tell you whether that name is already in your database. If it is, you can send an email, add to a Rollup, and more right from the page you’re on. Check out the details in this video:

PCRecruiter’s integration with IBM Kenexa Assess on Cloud puts a fantastic library of over 1000 assessments and tests at your fingertips. Check out this brief demo video to see how the system works.

The latest update for PCRecruiter includes integration with IBM Kenexa Assess On Cloud, bringing a broad range of candidate assessments to your selection or development process. Whether you’re gauging job fit, traits, or skills, PCRecruiter and Kenexa Assess can help you find the right people for any level from entry to C-Suite.

Learn how this huge library of behavioral and skills tests integrates with your PCRecruiter system in the video below, and contact AssessmentClientSupport@us.ibm.com to get started. IBM offers further detail on their website at https://www.ibm.com/us-en/marketplace/employee-assessments.

Our newest PCRecruiter update rolls out on Tuesday, February 22, including nearly a hundred fixes and improvements, along with a couple of great new integrations and features.

The PCRecruiter ASP receives a long-awaited software update on Tuesday, February 22 which includes nearly a hundred improvements and code tweaks throughout the software.

Our development team has been working tirelessly on these fixes and infrastructure projects, many of which pave the way for some big features to be announced soon. We’re happy to be able to release these changes to you today.

Although most of these changes will not be immediately apparent to our users, three of the more noticeable items are:

  • A new integration with IBM Kenexa Assess, bringing an extensive library of robust candidate assessments to your placement process.
  • A new feature for Profile Forms which will immediately store the completed form as a read-only PDF for secure archiving or easy printing/emailing.
  • The PCR Capture extension for Chrome has been configured to recognize data on resume-library.com.

We’ll be posting in-depth videos about these new features in the coming days, as well as announcing some more very exciting updates, so please follow us here on the blog and on our Facebook, Twitter, and LinkedIn Group.

PCR’s new integration with Textkernel reinforces our native full-text search engine with deeper search and smarter matching capabilities based on the content of your resumes, job descriptions, and other keyword-rich content.

Main Sequence is pleased to announce our integration with Textkernel, reinforcing our native full-text search engine to empower recruiting, staffing, and sourcing professionals with deeper search and smarter matching capabilities based on the content of their resumes, job descriptions, and other keyword-rich content.

Textkernel’s parsing software and its semantic search, sourcing, matching and lead generation tools will transform the way you’re doing business and help grow your business exponentially.

Check out the overview video below, and contact Textkernel for more information on getting started with Textkernel!

What other integrations and new features would you like to see? Log into the https://help.pcrecruiter.com support system and use the Forum to tell us, and to up-vote your favorite suggestions from other users.

PCRecruiter’s new update includes a ‘selected text’ parser in PCR Capture, a new way to navigate between names in the same company, integrations with Verified First and Logic Melon, plus a new user ideas forum.

Holiday Training Special

Our training team is offering a special Holiday Training Special. Book time with our training staff from now through December 31st at a discounted rate of $75/hr, or purchase a block of four hours for $60/hr. This promotion has been very popular in previous years, so we recommend taking advantage of the offer!

The Main Sequence team is back from the Thanksgiving holiday and we’re pleased to announce some handy new features and powerful partner integrations with Verified First and LogicMelon in PCRecruiter!

In the video below you’ll learn about the new “Linked” option on Name records which loads other names from the same company/organization record. You’ll also see the new “Capture Selected Text” feature in PCR Capture that parses contact info from any screen text you highlight.

We’ve also enabled a new Ideas and Requests Forum in our support ticket system where users can submit their suggestions to our team and vote or comment on others’ ideas.

Background Screening with Verified First

Verified FirstWe’re streamlining hiring processes by partnering with Verified First, the premier background and drug screening company in North America. This partnership brings organizations of all sizes the ability to validate and verify potential hires right from PCRecruiter. The interface is intuitive and designed to encourage users to comply with FCRA and EEOC laws that govern background screenings, significantly improving time-to-hire when screening candidates.

Once the fast and easy integration is set up, you’ll see a button below the email address on all name records. Clicking the button passes the candidate’s contact info into the Verified First browser plugin. From there, you can initiate your desired package for all sorts of checks and screens. The Verified First integration comes with no setup or monthly fees, and you’ll only be charged when you order screening. Find out more at https://verifiedfirst.com/partner/pcrecruiter/

Job Multi-Posting through LogicMelon

LogicMelonAnd we’ve revised our integration with LogicMelon, an award winning platform for posting jobs to multiple destinations, including over 2000 free and paid posting job boards, social networks, and niche websites. Check out the demo video below, and visit LogicMelon.com for more on this service’s capabilities, job boards, and pricing.

New Update: Split-Desk Features

This week’s update includes all-new features for dividing credit and commission for placements between multiple users (split-desk), as well as other tweaks and fixes. Check out our update blog post for complete details.

PCRecruiter has a new update this week, with plenty of tweaks and fixes “below the waterline” as usual, plus some noticeable improvements for system users.

All new in this release is a series of tools for managing split-desk recruiting and staffing, where multiple users can split credit for apportioning money commissions or performance measures. These are further refined by the main PCRecruiter record types of organizations, jobs, and people.

These new tools will help you automate the divvying up of activity to make calculating your commissions and incentive plans much easier.

In addition to the user activity credit and fee splitting enhancements, we’ve also made several other changes:

  • We’ve made improvements to our CV parsing for Latin America. This update enhances the Add Resume screen’s ability to better recognize and segment multi-part first and surnames, and other parts of the contact data. We continue to improve our parser as we encounter resumes and CVs of varying contact info formats.
  • The company / organization record in PCRecruiter has a legacy “Email/WWW Address” field, which can be used for storing either the company website or a general email address.Users have asked us for an easy way to separate these items out into two fields, so we’ve added a new Split Company Email / WWW Field item to the Global Change area in the System menu. This new utility will allow you to migrate all of the email addresses or all of the web addresses from the standard field to a Custom Field of your choice.
  • Our PCRCapture plugin for Google Chrome is now equipped to recognize Monster-formatted contacts.
  • The customized Placement screen layouts can now use Horizontal Splitters. These splitters can also be labeled, giving you the ability to break down the placement screen into clear workflow steps (e.g. “1. Complete this segment and Save before proceeding.”)
  • This quarter, Main Sequence implemented a new customer service system, enhancing the capabilities of our award-winning support team to search, merge, and fine-tune tickets and customer communications. These tools will increase our ability to identify, and successfully fulfill customer requests more quickly and conveniently.
  • We’ve also implemented systemic changes to further strengthen PCR’s commercially-high standard of security. These include changes to session authentication procedures, which integrate both local and network-based authenticators. Many security organizations recommend a value of 30 minutes or less of inactivity before automatic log-out, although many users find that interval inconveniently short. The default value is currently 180 min and can be adjusted by your database administrator within the System > Global Timeout area.Please also note that customers are responsible for final configuration of user-exposed security options, such as password strength and end-user permissions. If you wish to review PCRecruiter security settings or schedule a training session on the topic, contact Main Sequence support.

Please get in touch below if you have comments about this update or related topics you’d like to discuss.

And if you’d like to tell us a bit more about yourself and what you get out of PCRecruiter in general, we’ve got a user survey here. Your ideas can be rocket-fuel for tech companies, so please pour it on!

New Features for Contract/Temporary Placements

Our new update this week includes a new margin estimating calculator, the ability to view contract placement data in the PCRecruiter Analytics engine, and a shorter workflow for creating temp-to-perm placements.

A new update to the PCRecruiter system will be rolling out this week, with a focus on streamlining and improving contract recruitment and temp-to-perm placement processes. The new features you’ll find in this release include:

  • A margin calculator that can be added to your custom Placement record layout. This new tool makes it easy to work out estimated revenue, costs, and profit.
  • The PCRecruiter Analytics tool can now display contract placement data to help you maximize efficiency and set goals more accurately.
  • We’ve shortened the workflow for converting contract placements to permanent placements.

Check out the video below to see all of these great new features in action!

We want to know what you think about the new update. Get in touch via the comments below. And if you’d like to tell us a bit more about yourself and what you get out of PCRecruiter in general, we’ve got a user survey here.

PCR Capture Update 2.3

This week, we’re releasing a new version of our PCR Capture Extension for Google Chrome, the browser plugin that makes importing and updating contacts from social networks and other sites a snap.

This week, we’re releasing a new version of our PCR Capture Extension for Google Chrome, the browser plugin that makes importing and updating contacts from social networks and other websites a snap. The new version 2.3 features a variety of speed improvements and bug fixes, as well as these great enhancements:

  • Improved workflow and interface for duplicate contact detection.
  • You can now add your captured contacts to any Rollup or Position pipeline on-the-fly from Advanced mode.
  • When updating a contact that’s already in PCRecruiter, you can now tell Capture to keep the name under the current company from the database, regardless of the company info parsed from the web.
  • Improvements to recognition of non-English names.
  • Access to the ‘Country’ field during contact data review.
  • A ‘minimize’ option on the Capture panel.

PCR Capture 2.3

We want to know what you think about the new update. Get in touch via the comments below.

And if you’d like to post a general review of PCRecruiter for public consumption, Capterra is offering a $10 Amazon gift card to the first 10 reviews submitted. Post your review here.

New Preference: Hold Sub-Navigation

A new User Preference in this week’s update saves time when moving from record to record by automatically loading the most recently accessed area of that record type.

Main Sequence will be releasing a new update on our PCRecruiter hosted servers this week. As always, we’ll be making a variety of fixes and improvements to the speed and functionality of the system, but we wanted to draw your attention to a new workflow enhancing user preference.

Hold Sub-Navigation

A new preferences option called Navigation Configuration has been added. To reach it:

  1. Click ‘System’ in the main menu.
  2. Select ‘Users’
  3. Select ‘Manage Users’
  4. Click on the username you want to adjust.
  5. Select ‘Preferences’ from the side menu.

This area contains checkboxes that will Hold Sub-Navigation for the Name, Company, and Position Lists.

Sub-Navigation refers to the left-hand navigation menu items on Name, Company, and Position records. For example, if you’re looking at Name records the Sub-Navigation menu can take you from the main field display/edit screen to the specific panels for Resume, Notes, Activities, Attachments, Interviews, etc.

When you click on a record from a Search Result or Rollup List in the upper frame of PCRecruiter, the system loads the lower frame with the main view of that record’s fields. However, with this new preference enabled, PCRecruiter will remember which area of the record you last viewed, and will automatically load that same area of the next record that’s loaded.

This can save clicks and time in a number of situations. For example, you can review the resumes of one record after another by clicking on them from a list, as shown in this accompanying animation. Similarly, you can view the ‘Names’ list on company after company, or the ‘Pipeline’ on several jobs in a row without having to re-select the desired area from the nav menu.

Whenever you return to the Name, Company, or Position record view, you’ll always begin on whichever panel you were last viewing. The system will clear its memory of your last viewed area when you close or reload the browser window or when you log out of PCRecruiter.

Rollup API Calls

Another improvement in this update is the addition of new API calls for adding and removing records from Rollup Lists. This will allow basic Rollup manipulation via our public API, expanding the capabilities for integrated apps and utilities from Main Sequence and others.

What is the API?

An API, which stand for ‘application programming interface,’ is simply a list of commands that one program can send to another, along with definitions about the format of those commands. The PCRecruiter API allows software to securely connect to a PCR database to interact with the records. Not only does the API give Main Sequence’s own PCRecruiter Portal for Microsoft Outlook, PCRecruiter Mobile App, and PCR Capture extension the ability to add, remove, and manage records in the system, but the API also gives third-party vendors the capabilities they need to write applications and services that connect with PCRecruiter as well.

The complete PCRecruiter API documentation is available for software developers to review.

Main Sequence is releasing a maintenance update this week containing a variety of fixes and improvements. A few of the more notable enhancements are posted on our blog.

Main Sequence is releasing an update on our hosted servers this week with a variety of fixes and minor changes. The most noticeable improvements are:

  • Rollup Changes:
    • The Recent Rollups screen now displays more of your lists, and has color-coded column headings for Name, Company, and Position for better visual distinction.
    • If you’re using the “Scheduled Items” column in your layout, you can now click on the header to sort the records by the scheduled item.
  • User Security Changes:
    • The ‘Copy User Settings’ area under System now allows for the copying of Activity default settings and MyPCR customizations from one user to another.
    • A new ‘Current User’ setting has been added to the Auditing Reports security option. This setting limits the user’s Auditing Reports output to only those records bearing their own username.
  • Position Activity Changes:
    • When entering an Activity for a Position record, the “Copy” panel now includes a “Copy to Name” option. Use the popup search to locate a contact by name, and the Activity will also be saved in that record’s Activity log.
    • When entering an Activity for a Position record, the “Schedule” panel includes a new option to add a Followup to the Schedule in addition to the activity being created.
  • While in the Customize window for Position record layouts, you’ll find a new “Configure Status” option under the Action menu. This checklist allows you to hide any of the default Status field options that you don’t use.
  • We have added confirmation alerts to the Activity and Note entry panels so that the user is warned before allowing them to close a text entry area without saving their text.
  • The popup selector for the Industry/Specialty field now includes a “Recently Used” option in the “Sort Results” dropdown.
  • We’ve added a direct link to our Learning Center into the menu at the upper right corner of your PCR window, next to your user icon.

Also, if you have a few minutes to spare, we invite you give us your thoughts on PCRecruiter / Main Sequence by completing this short PCRecruiter User Survey. We appreciate it!

Configurable Record Cards

This week Main Sequence will be updating PCRecruiter with configurable record cards for names, companies, and jobs, which will shortcut action from the Recently Viewed records list and Quick Find.

Our PCRecruiter.net hosted users will notice a change this week to the Recently Viewed record ‘cards,’ as well as the similar cards that appear when using the Quick Find box in the upper right corner of PCRecruiter.

With this new update, users can choose two lines of field data to accompany the name, company name, or job title, plus up to eight user-selected action icons. This new configuration option saves you clicks, allowing you to access key actions for your candidates, clients, departments, and jobs such as sending emails, linking applicants to openings, submitting profile forms, adding activities, and so forth without opening the full record first.

Check out this short video for the details.

Also, if you have a few minutes to spare, we invite you give us your thoughts on PCRecruiter / Main Sequence by completing this short PCRecruiter User Survey. We appreciate it!

If you have any questions, contact support@mainsequence.net

Configurable Placements, Paychex Export

Main Sequence will be releasing a new update to our PCRecruiter hosting servers this week which contains major upgrades to the Placement features, among other general tweaks and improvements.

Main Sequence will be releasing a new update to our PCRecruiter hosting servers this week which contains major upgrades to the Placement features, among other general tweaks and improvements.

You’ll have time-saving Placement Form Letters, Custom Placement Fields for storing non-standard placement data, as well as the ability to configure your own Placement record layout for maximum efficiency, just as you’ve been able to do with name, company, and job screens.

In addition, we’ve also updated the CSV export utility for Paychex users, and added a ‘Quick Upload’ resume replacement option in the PCR Portal for MS Outlook (download that update here).

If you have any questions, contact support@mainsequence.net

Introducing PCRecruiter Analytics

We’re pleased to announce the public release of the PCRecruiter Analytics engine, which gives you a comprehensive graphic representation of your recruiting KPIs with goal tracking for individuals and teams with regularly emailed reports.

We’re pleased to announce the public release of the PCRecruiter Analytics engine, which gives you a comprehensive graphic representation of your recruiting KPIs with goal tracking for individuals and teams with regularly emailed reports.

With the Analytics, managers can combine recruiter activity and pipeline data into customizable metrics and generate easily understood charts.

Check out the video below for an overview, and contact your Main Sequence representative for details and pricing for activation on your PCRecruiter.net account.

Timesheets Added to Public API

The PCRecruiter API (application programming interface) is the connection point through which external software can securely connect to a PCRecruiter database.

With this week’s update, Main Sequence has added connection points for the contractor timesheet areas of PCRecruiter to our public API. Given these new methods, authorized third-party software developers and service providers can now send and receive content related to these areas of the database.

If you are using the PCRecruiter timesheets and are interested in synchronizing your timesheet data with an external system, you’ll want to notify that service or your independent developer of this expanded offering.

The first PCRecruiter update of the new year is here! Our development team has now shifted to a more rapid deployment schedule, which should mean smaller, more frequent update releases than we’ve had in the past. Check out the overview video and read on for more below.

 

SEEK.com.au

We’re excited about the first few items to come out. One that’ll be very big for those of you in Oceania is our new direct-posting connection with SEEK. The new posting integration means:

  • Immediate live posting on SEEK – no wait time for candidates to see your jobs.
  • Edit and Delete jobs straightaway.
  • Improved custom templates.

To get started, reach out to Main Sequence’s International Sales Consultant, Ryan Wilson –
AU: +61 2 8005 8517 or NZ: +64 9889 0617

LogicMelon

We’ve also added direct integration with LogicMelon, which allows recruiters to post jobs to multiple destinations, including 2,000+ job boards, social media sites,and niche sites. Track all of your posting activity in one centralized location. Our integration allows job and candidate information to flow seamlessly and creates a single solution for a recruiter’s needs.

For more information, visit LogicMelon.

PCRecruiter Canvas

PCRecruiter Canvas is where our product development team can present ‘sketches’ of potential projects under consideration, allowing us to ‘canvas’ you for feedback. By getting PCR users’ input earlier in the process, our team can better define projects, or make decisions about which ones ought to be developed at all.

Look for the first Canvas posting later this week!

Notification Banner

As part of our broader effort to better communicate with our users about new or proposed changes and features, we’ve created a notification banner that will appear whenever you log into PCRecruiter if there are feature updates (like this one) or PCR Canvas postings that you haven’t seen yet.

Notification Banner

If any new feature postings or PCR Canvas postings are available when you log in, the banner will appear. You can either click on the banner to review the new posting, or click the ‘Close’ option to dismiss the banner. If you neither view nor dismiss the banner, it’ll appear every time you log in until you take some sort of action. You can always get to the latest feature postings from the PCRecruiter login screen or directly on our blog.

Launch MenuThe notification banner checks for features or product update postings will appear on a ‘once per day’ schedule until you have either viewed or dismissed the most recent two update notices. PCR Canvas postings will appear on a ‘once every five days’ schedule until you have either viewed or dismissed all queued PCR Canvas postings. Once you have dismissed or viewed all postings, you can still get back to them via the small launch menu at the upper right corner of your PCRecruiter main menu.

The PCRecruiter API (application programming interface) makes it easy for third-party developers to create connections to PCRecruiter databases. We’d like to call your attention to this integration built by an outside vendor:

LinkMatch

LinkMatch makes searching LinkedIn for candidates simpler, easier, and faster by telling you which candidates are already in PCRecruiter. The LinkMatch Chrome browser plugin highlights the contacts you see on LinkedIn with a red or green indicator to show whether they match an existing record in your PCR Database, and allows you to modify or update the record within the popup window. For more info, visit www.LinkMatch.net

More integrations are always being worked on. If you’ve got a favorite third-party utility, let them know that your ATS has an open API they can build on!

Note: The above product was developed without the direct involvement of Main Sequence Technology / PCRecruiter. Any questions regarding pricing or functionality should be directed to the vendor.

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.

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.

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.

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.

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 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.

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.

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.

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

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!

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.

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.

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.

The 8.2 release which went out on our ASP hosting service back in January has been released for self-hosted customers to install.  It’s now version 8.2.3, which includes any patches or improvements made to the code between the January release and now. If you’re running the PCRecruiter web version in-house and haven’t gotten an email notification, contact your Main Sequence rep for the details.