\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
In earlier editions, we\u2019ve talked about Rollup Lists, PCR\u2019s versatile tool for grouping names, jobs, or companies for a variety of tasks. We made a brief foray into the customization of Rollups in our video about Call Plans, but this week, we\u2019re going to go back and give that config screen a little more attention.<\/p>\n
When we start with a fresh database or a fresh PCRecruiter user account, we get the default setup of columns and features. As with other screens, you\u2019ll find the \u2018Configure\u2019 option under the \u2018Action\u2019 menu at the upper right corner of any open Rollup List.<\/p>\n
The \u201cLayout\u201d panel should be familiar to you if you\u2019ve seen our video about configuring Search Results, but as a quick reminder, the \u2018Rollup List Fields\u2019 area lets you set which data columns you want to see in the table and in what order. You can set the primary and secondary sorting order for when the screen initially loads, although clicking the title row of most columns will re-sort the list by that column on the fly. You can set the number of rows per page, and which items appear under the \u2018I Want To\u2026\u201d action dropdown for each record in the list. Just remember that going too crazy with the number of columns and rows can slow down the load of the screen.<\/p>\n
There are 19 configurable Stages for Rollups, which you can use to track a variety of selection and ranking tasks, such as call lists, sorting candidates by seniority or geography, monitoring marketing and business development processes\u2026 anything you can imagine. While it may be tempting to use these Stages to track recruitment and sourcing processes like interviews and job qualifications, actions that relate to a candidate and to a particular job are best left to the Pipeline.<\/p>\n
For each Stage, there\u2019s a configuration popup for assigning your own description and a custom icon and color. You can also associate an Activity Type with each Stage, so that a searchable, reportable Activity record is created whenever a name, company, or job is assigned that Stage on any list. The second dropdown is where we\u2019ll set whether that Activity is written automatically, or whether a popup will appear so that the user can write in additional details before saving the Activity.<\/p>\n
The other option in the pulldown is to run an Automation Plan when the stage is changed. This can trigger a form letter, copy the person to another list, change their status, add a keyword to their record, and so on. We can choose from previously created automations with the column to the right, or use the \u2018Automation\u2019 item in the sidebar to create new plans. We\u2019ve talked about Automation Plans for the Pipeline in earlier videos, and they work the same way here. We give the plan a name, check off and configure the desired actions, and then save.<\/p>\n
Once you\u2019ve created your layout and Stages, they\u2019ll be applied to all Rollup lists you view with your user name. When you click the Stage icon, you\u2019ll see your custom Stages, and selecting one will run any automations or write any activities you\u2019ve configured for it.<\/p>\n
To keep up on the latest PCRecruiter news and tips, watch our blog posts on your PCR login screen, follow us on Facebook, LinkedIn, or Twitter, join the PCRecruiter LinkedIn users group or subscribe to this YouTube channel. 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":"
When we start with a fresh database or a fresh PCRecruiter user account, we get the default setup of columns and features in Rollup Lists. This week’s video shows you the ropes for customizing the layout and the stages for your user account’s Rollup view.<\/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":[104,105],"tags":[],"class_list":["post-5523","post","type-post","status-publish","format-video","hentry","category-two-minute-tuesday","category-video","post_format-post-format-video"],"acf":[],"yoast_head":"\r\n
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