{"id":5342,"date":"2016-05-31T14:05:04","date_gmt":"2016-05-31T18:05:04","guid":{"rendered":"http:\/\/www.pcrecruiter.net\/two-minute-tuesday\/mypcr-search-copy\/"},"modified":"2016-05-31T14:05:04","modified_gmt":"2016-05-31T18:05:04","slug":"submittal-workflow","status":"publish","type":"post","link":"https:\/\/www.pcrecruiter.net\/site\/2016\/05\/31\/submittal-workflow\/","title":{"rendered":"Two Minute Tuesday: Candidate Submittal Workflow"},"content":{"rendered":"

In our Two Minute Tuesday<\/a>\u00a0video this week, we’re going to go over one possible workflow for handling the submission of a candidate to the hiring authority. We’re also touching on pipeline email templates.<\/p>\n

If you have any comments\u00a0or suggestions for something we can explain in about two minutes, send an email to twominutetuesday@mainsequence.net<\/a><\/p>\n

\n

Video Transcript<\/h3>\n

We\u2019re back with another Two Minute Tuesday, Main Sequence\u2019s series of short videos with tips, tricks, and tutorials to help make you a more powerful PCRecruiter user.<\/p>\n

PCR\u2019s flexibility and configurability means being able to accomplish many tasks in multiple ways, and sometimes it can be helpful to see how someone else gets a job done. Today we\u2019re going to walk through one workflow for submitting a potential hire to a manager which you may want to try out for yourself.<\/p>\n

Let\u2019s say we\u2019ve just added a new candidate to the database, and we know she\u2019d be perfect for one of our existing openings. We want to put her into the job\u2019s pipeline and email her info to the hiring contact.<\/p>\n

We\u2019ll start by typing part of the job title into the Quick Find box. Now that we\u2019ve found our job, we can use the \u201cAdd Interview\u201d icon here to begin logging the submittal. Remember that in PCRecruiter, an \u201cInterview Record\u201d is generated for every step in the process of connecting a person with a job, not just the actual person-to-person interviews. A resume submittal or an online inquiry by the candidate is often the first Interview Record in the process.<\/p>\n

We\u2019ll search for the candidate by name or any other field, and select them from the list. Now we get the \u2018Add Interview\u2019 screen. The \u201cInterview Type\/Status\u201d box is already set to my Resume Submittal status because I\u2019ve previously used the configure icon here to make that my default option. We can fill in any other details, and click \u201cSave.\u201d Now, we have an interview record in the pipeline for the job so that the submittal date and time are available for tracking and reporting.<\/p>\n

Next, we can click the \u201cEmail\u201d option at the bottom of the window to send this candidate\u2019s details to the hiring contact. When the window pops up, our default Pipeline Email template appears. In this database, the pipeline email has been written as a personal letter to the manager. You\u2019ll see all the relevant details have been automatically merged into the letter, which we can then hand-edit however we please before sending it. <\/p>\n

Pipeline Emails are a special class of form letter that can be configured from the System area. When we\u2019re creating one, the \u2018Insert Fields\u2019 option allows us to merge in practically any details from the name, the company, the job, and the interview record. The letter can be as simple or complex as you wish. The template labeled as \u201cDefault\u201d will always come up first, but we can use the \u2018Template\u2019 button in the email screen to switch to any other template for other uses, such as emailing the details on an interview to an internal administrator, or emailing them to the candidate.<\/p>\n

Using the sidebar, we can see that the candidate\u2019s resume is going to be sent along with the email by default. We can add additional attachments, and even include a meeting request, before sending the email to the manager, the candidate, or even a list of contacts.<\/p>\n

For more Two Minute Tuesdays, subscribe to this YouTube channel, follow us on Facebook, LinkedIn, or Twitter, join the LinkedIn PCRecruiter user group, and watch our blog posts on your PCR login screen. If you have any ideas for future Two Minute Tuesdays, send an email to twominutetuesday@mainsequence.net.\n<\/p><\/div>\n","protected":false},"excerpt":{"rendered":"

In our Two Minute Tuesday<\/a>\u00a0video this week, we’re going to go over one possible workflow for handling the submission of a candidate to the hiring authority. 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