Use the following instructions to add clients, vendors, and prospective client companies to your database.
Company Records Common Use Cases: #
- Store valuable information
- Easily access their website and social media
- View and add its employees
- View and document calls, emails and follow-ups
- Add and monitor job orders received
- Track candidates submitted and ultimately placed
Default Company #
The PCR database administrator should create one Default Company in the database. Since PCRecruiter’s structure requires that all names be associated with a company, the Default Company serves as a holding place for names imported via the Inhaler, candidates who register via web extensions, or names imported from a list when a company is not defined. You may also add any name to this company when their current company is unknown, or you do not need their current company as a record in your database. This Company is accessed by searching for “Default” under the “Company Type” field.
Please note: the default company is determined by the field titled “Company Type” being set to Default Company. It is important to know that each database should have only one default company.
Company Record Navigation #
Understanding how to navigate a Company Record can assist with streamlining your hiring process as Company Records are an excellent path to quickly locate Names and Positions/Pipelines that are currently associated with the Company Record.
Accessing a Company Record #
You can open a Company Record by clicking on the record photo that displays under Company Icon column. This will bring in a fly-in on the right side containing the following:
- Quick Action Buttons: In the top right corner of the Record, you will see Quick Action buttons that let you perform the following:
- Contact via email, text, phone, or even send a PCR Notification to another user regarding the selected record
- Show on Map for the active record’s location information
- Pin Record will pin this record to the top right corner’s Pin Menu
- Delete the current record
- Add Dropdown Menu: Allows the user to quick upload a Profile; add a Note, Feedback, or Activity; Add to Rollup; or Add a Name or Position Record for the selected Company Record
- Workspace: A customizable dashboard view of the information and widgets related to the Company. This allows you to select the most important information from the Company Record that can be viewed quickly. Customizing your Company workspace can assist with navigating PCR quickly to related Name or Position information.
- Details: This contains all fields available for the Company Record. These fields can be search or edited from this screen
- Names: This location stores all Name Records who are currently linked to this Company. These can be Employees, Hiring Authorities, Candidates, etc.
- Positions: This area contains all Position Records who are currently associated with this Company. This gives you access to the Pipelines of these Positions with quick view applicant tracking
- Placements: This location will house all Placement Records that have been made from the Pipelines associated with this Company’s Position Records.
- Rollups: This location shows all Rollup Lists that this Company Record is currently added to
- Activities: This shows all Activities that have been written to this Company Record. Activities are used to provide historical information and context on what types of actions have occurred with this Company Record.
- Presentations: This houses all Presentations that have been sent from the Pipeline’s associated with this Company Record
- Feedback: This houses all Feedback collected for the Names that are linked to the Pipelines of this Company Record
- Attachments: Contains all attachments for the Company Record
- Notes: The Notes section is a keyword searchable, plain-text area used to add information about your records (Names, Companies, and Positions). Notes are commonly additional pieces of long-form information about a record to supplement other documents. Although Notes are automatically stamped with the Date and Username upon entry, they are not intended for use as an event log (see Activities) and cannot be searched by date or user or used in reporting and analytics.
- Keywords: Keywords (or “tags”) allow you to add various codes to your Company, Name, or Position records. This will enhance PCRecruiter’s Keyword Search which gives you the ability to search for these codes. Searches are made more efficient if you create pre-defined lists of Codes/Tags to apply to your Name, Company, or Position records. Using consistent keywords to label and identify records will make it easier to locate them later, regardless of the words used in the resume or other non-conforming content.
- Change Log: This houses changes to different fields and locations inside of the Company Record, such as Company Name, Location, Notes, etc.