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.
If you have any comments or suggestions for something we can explain in about two minutes, send an email to twominutetuesday@mainsequence.net
Weâre back again with Two Minute Tuesday, Main Sequenceâs series of short videos with tips, tricks, and tutorials to help make you a more powerful PCRecruiter user.
There are a few ways to shortcut the entry of position records⊠particularly if you are always putting the same info into the same fields. Today weâre going to look at Position Templates as a way to save and recall job info that you use regularly.
Before we jump to the templates, letâs 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 hasnât been marked as Read Only.
One commonly set Default that requires some special handling is the âShow On Webâ 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 âShowâ option, but if youâd like all of your fresh jobs to begin offline, even if theyâre marked as âAvailable,â you can set the Default value to â-1â. This translates to the âDo Not Showâ setting.
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 weâre done, although some users will create a âTemplatesâ company record and keep all of their template jobs there for reference or later use.
After saving the job, we use the âTemplatesâ option in the Actions menu. Weâve 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.
Now, letâs use the plus icon to add a new job to the database. At the bottom of the âAdd Positionâ window, thereâs a âUse Templateâ option. We find the template we want, and use the âActionâ 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 weâre creating. We can make any changes we need, and then save this new job.
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 doesnât have some of the fields that the template was built to fill in, theyâll be left blank on your new position.
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.
Weâre back again with Two Minute Tuesday, Main Sequenceâs series of short videos with tips, tricks, and tutorials to help make you a more powerful PCRecruiter user.
There are a few ways to shortcut the entry of position records⊠particularly if you are always putting the same info into the same fields. Today weâre going to look at Position Templates as a way to save and recall job info that you use regularly.
Before we jump to the templates, letâs 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 hasnât been marked as Read Only.
One commonly set Default that requires some special handling is the âShow On Webâ 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 âShowâ option, but if youâd like all of your fresh jobs to begin offline, even if theyâre marked as âAvailable,â you can set the Default value to â-1â. This translates to the âDo Not Showâ setting.
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 weâre done, although some users will create a âTemplatesâ company record and keep all of their template jobs there for reference or later use.
After saving the job, we use the âTemplatesâ option in the Actions menu. Weâve 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.
Now, letâs use the plus icon to add a new job to the database. At the bottom of the âAdd Positionâ window, thereâs a âUse Templateâ option. We find the template we want, and use the âActionâ 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 weâre creating. We can make any changes we need, and then save this new job.
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 doesnât have some of the fields that the template was built to fill in, theyâll be left blank on your new position.
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.
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