\n
Video Transcript<\/h3>\n
It\u2019s time for 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
Today we\u2019re talking about the basics of Profiles. These are customizable, searchable forms that can be attached to names, companies, or jobs. Profiles for Names can also be completed directly by the contact via an emailed link or while applying to an online job posting. Profiles are great for skills checklists, candidate data sheets, phone calling scripts, and storing supplemental details for jobs and companies. They can trigger automations for sorting purposes, and with custom HTML applied, they can even be used for candidate presentation.<\/p>\n
First let\u2019s see how a Profile is used. From the Name record, we\u2019ll pick \u2018Submit Profile\u2019 in the Action menu, and then pick from the list of the available forms we\u2019ve created. After saving, the completed form appears in the attachments area of this record for editing or viewing. The text of the selected answers and text boxes is now searchable keyword content, just like this person\u2019s resume and notes. If we search for one of the answers marked off in the form using the keyword search, we\u2019ll find the records whose Profiles contain that text.<\/p>\n
These forms are created from the \u2018Profile Setup\u2019 area under System. We click the \u2018Plus\u2019 to add a new form, and give it a name. You may also want to change the \u2018Profile Type\u2019 \u2013 in the \u2018single\u2019 mode, each record in the database can have just one of this form attached, while \u2018multiple\u2019 mode lets you attach many copies to the same record. Another important item is the \u2018Allow Update\u2019 checkbox. If you add, remove, or reword questions and answers in a Profile, the records that already have a completed copy attached will not reflect your new changes unless this box is checked. If it\u2019s unchecked, the questions and answer options in the completed forms will remain as they were at the time when they were filled out.<\/p>\n
Once we save the initial settings screen, we can build the form with the \u2018Questions\u2019 sidebar item. In the \u201cAdd Question\u2019 popup, we put the text of the question into the left box, and if there are multiple answer choices, they go to the right \u2013 one answer per line. Below the answer box, we can specify the type of answer\u2026 single line, checkbox, multi-line text area, and so on\u2026 and if the question is required for the form can be saved. If it\u2019s a required question and a dropdown, using \u2018(Please Select)\u2019 as the first option indicates to the system that nothing has been picked yet.<\/p>\n
As we discussed earlier, all Profile answers are keyword searchable, but if you want the answer to any single-line or multiple-choice question to be copied into a distinct field on the record for visibility, searching, or reporting purposes, you can link this answer to that field. Just be aware that this only saves the Profile answer into the field, and not the other way around. Once the Profile has been completed for a specific record, changes to this answer in the Profile will update the linked field, but changes directly to the field will not be reflected in the attached Profile.<\/p>\n
When we\u2019re done adding questions, they can be re-ordered by dragging them up and down, and they can be removed completely by clicking the trash icon.<\/p>\n
As you can see, there are many more options available on these setup screens, and you can expect a video about advanced Profile tricks in the future, but that\u2019s all for this week\u2019s Two Minute Tuesday. Please follow us on Facebook or Twitter, join the LinkedIn PCRecruiter User group, subscribe to this YouTube channel, and watch our blog posts on your PCR login screen. If you have any ideas for future Two Minute Tuesdays, send an email to twominutetuesday@mainsequence.net.\n<\/p><\/div>\n","protected":false},"excerpt":{"rendered":"
This week’s Two Minute Tuesday video looks at the rudiments of creating and completing a Profile form. This is a high-level overview of a very deep feature, so we’ll get into more about Profiles in a later edition.<\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"video","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[33,104,105],"tags":[],"class_list":["post-5496","post","type-post","status-publish","format-video","hentry","category-topics","category-two-minute-tuesday","category-video","post_format-post-format-video"],"acf":[],"yoast_head":"\r\n
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