\n
Video Transcript<\/h3>\n
We\u2019re back again with 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
There are a few ways to shortcut the entry of position records\u2026 particularly if you are always putting the same info into the same fields. Today we\u2019re going to look at Position Templates as a way to save and recall job info that you use regularly.<\/p>\n
Before we jump to the templates, let\u2019s take a quick refresher on setting default values for fields. If we have one or two fields that we always put the same values into when creating any new job, we can preset them in our own custom record layout. We click on the Customize option in the Action menu from any job, and then find the field we want to alter. The menu icon to the right of the field brings up the option to set a Default starting value for that field. We can always change the value afterward, as long as the field hasn\u2019t been marked as Read Only. <\/p>\n
One commonly set Default that requires some special handling is the \u201cShow On Web\u201d dropdown, which indicates whether the job is visible to the outside world in your PCRecruiter job board or job feeds. It normally defaults to the \u2018Show\u2019 option, but if you\u2019d like all of your fresh jobs to begin offline, even if they\u2019re marked as \u2018Available,\u2019 you can set the Default value to \u201c-1\u201d. This translates to the \u2018Do Not Show\u2019 setting.<\/p>\n
Ok, so what if we have a more complex job template that we want to store and reuse, including job description contents and so on? First, we find an appropriate existing job, or create a job record specifically to use as a source. We can delete this job after we\u2019re done, although some users will create a \u2018Templates\u2019 company record and keep all of their template jobs there for reference or later use.<\/p>\n
After saving the job, we use the \u2018Templates\u2019 option in the Actions menu. We\u2019ve got a list of the existing templates above, and an option at the bottom to add the current job as a new template. The template name will automatically be set to the title and ID of the current job, but we can change the name to anything that we want. We can also include a brief description of the template. Then we save it.<\/p>\n
Now, let\u2019s use the plus icon to add a new job to the database. At the bottom of the \u2018Add Position\u2019 window, there\u2019s a \u201cUse Template\u201d option. We find the template we want, and use the \u2018Action\u2019 pulldown to select it. The same pulldown is used if we ever want to delete any templates. The system will then populate all of the fields from the template into the record we\u2019re creating. We can make any changes we need, and then save this new job.<\/p>\n
One last thing to bear in mind is that templates can only store and recall fields that are visible on the screen at the time, so if your custom position layout doesn\u2019t have some of the fields that the template was built to fill in, they\u2019ll be left blank on your new position.<\/p>\n
For more Two Minute Tuesdays, please follow us on Facebook or Twitter, join the LinkedIn PCRecruiter Users group, subscribe to this YouTube channel, and watch our blog posts on your PCRecruiter login screen. If you have any ideas for future Two Minute Tuesdays, send an email to twominutetuesday@mainsequence.net.
\nWe\u2019re back again with 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
There are a few ways to shortcut the entry of position records\u2026 particularly if you are always putting the same info into the same fields. Today we\u2019re going to look at Position Templates as a way to save and recall job info that you use regularly.<\/p>\n
Before we jump to the templates, let\u2019s take a quick refresher on setting default values for fields. If we have one or two fields that we always put the same values into when creating any new job, we can preset them in our own custom record layout. We click on the Customize option in the Action menu from any job, and then find the field we want to alter. The menu icon to the right of the field brings up the option to set a Default starting value for that field. We can always change the value afterward, as long as the field hasn\u2019t been marked as Read Only. <\/p>\n
One commonly set Default that requires some special handling is the \u201cShow On Web\u201d dropdown, which indicates whether the job is visible to the outside world in your PCRecruiter job board or job feeds. It normally defaults to the \u2018Show\u2019 option, but if you\u2019d like all of your fresh jobs to begin offline, even if they\u2019re marked as \u2018Available,\u2019 you can set the Default value to \u201c-1\u201d. This translates to the \u2018Do Not Show\u2019 setting.<\/p>\n
Ok, so what if we have a more complex job template that we want to store and reuse, including job description contents and so on? First, we find an appropriate existing job, or create a job record specifically to use as a source. We can delete this job after we\u2019re done, although some users will create a \u2018Templates\u2019 company record and keep all of their template jobs there for reference or later use.<\/p>\n
After saving the job, we use the \u2018Templates\u2019 option in the Actions menu. We\u2019ve got a list of the existing templates above, and an option at the bottom to add the current job as a new template. The template name will automatically be set to the title and ID of the current job, but we can change the name to anything that we want. We can also include a brief description of the template. Then we save it.<\/p>\n
Now, let\u2019s use the plus icon to add a new job to the database. At the bottom of the \u2018Add Position\u2019 window, there\u2019s a \u201cUse Template\u201d option. We find the template we want, and use the \u2018Action\u2019 pulldown to select it. The same pulldown is used if we ever want to delete any templates. The system will then populate all of the fields from the template into the record we\u2019re creating. We can make any changes we need, and then save this new job.<\/p>\n
One last thing to bear in mind is that templates can only store and recall fields that are visible on the screen at the time, so if your custom position layout doesn\u2019t have some of the fields that the template was built to fill in, they\u2019ll be left blank on your new position.<\/p>\n
For more Two Minute Tuesdays, please follow us on Facebook or Twitter, join the LinkedIn PCRecruiter Users group, subscribe to this YouTube channel, and watch our blog posts on your PCRecruiter 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 this week’s video, we’ll talk about saving time while entering positions by using default values in fields as well as saving whole position records as templates for later use.<\/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-5553","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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