\n
Video Transcript<\/h3>\n
We\u2019re back with a fresh 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
PCRecruiter has a number of handy little features tucked away here and there that users may be unaware of. In this video we\u2019ll look at just such a feature: Routing Rules. In a nutshell, Routing Rules place Name and Position records on specified rollup lists based on their Title fields. This can be a useful organizational tool for grouping candidates and jobs automatically as they\u2019re entered.<\/p>\n
To configure this feature, we\u2019ll start from the System menu and search for \u201cRules.\u201d In this database we haven\u2019t got any rules defined yet, and having never visited this screen before, we also don\u2019t have any menu items pinned. We\u2019ll start by pinning the \u2018Add Rule\u2019 item to the Action menu. Now we can add a rule.<\/p>\n
For this demonstration, let\u2019s say we want to start grouping C-Level candidates. We\u2019ll keep \u2018Name\u2019 as the Rule Type, because this rule will be applied to Name records, but the same process we\u2019re about to go through would be applied if we were routing Position records based on their Job Titles. <\/p>\n
First we\u2019ll name this Rule. Now we start adding titles. When we click \u2018Add\u2019 the system will display the Titles table, if we\u2019ve got one in this database, so that we can select titles from the list. In this case, we\u2019re going to add titles manually and set up some partial matching. We want anyone whose job title begins with \u201cChief,\u201d so we\u2019ll enter \u201cChief\u201d followed immediately by the wildcard character, a percent sign, in the box. Then we click \u2018OK\u2019. We can click \u2018Add\u2019 again to include more titles, like CFO, CDO, CEO, and so on.<\/p>\n
Next we click \u2018Add\u2019 in the lower box to choose what list, or lists, people with these titles should be placed on. For this example, we\u2019ll make a fresh list by clicking \u2018Add Rollup\u2019, filling in a description, and saving. Now we can select the list we just made.<\/p>\n
The same process can be repeated for as many combinations of titles and lists as you please. Now let\u2019s see it in action! We\u2019ll use the record adding wizard to parse the contact data from a resume we\u2019ve received. The title on this one is Chief Operating Officer.<\/p>\n
After saving the record, if we look at the Rollup area, we\u2019ll find that she has been automatically linked to the specified list based on her title. The same action would occur if she had self-registered on our job board with that title. And if we go to a record that\u2019s already in the system and update the title to one that matches the rule we created, that\u2019ll get placed on the list as well.<\/p>\n
For more Two Minute Tuesdays, subscribe to this YouTube channel, follow us on Facebook, LinkedIn, or Twitter, join the PCRecruiter LinkedIn users group, and watch our blog posts on your PCR login screen. If you have any topics or suggestions for future Two Minute Tuesdays, send an email to twominutetuesday@mainsequence.net.\n<\/p><\/div>\n","protected":false},"excerpt":{"rendered":"
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