Supported Browsers: Chrome, Safari, and Microsoft Edge.

Steps to Log into PCRecruiter:

1. Access the Site:

• Visit kimmelandassociates.pcrecruiter.net.
• You will be redirected to the login page for PCRecruiter.

2. Login Credentials:

• Enter your initials and password in the designated fields.
• If you don’t know your password, submit an IT Support Ticket via the Kimmel Intranet. Our IT team will assist you with a password reset.

3. Database Selection:

• Ensure that you select the correct database before proceeding.

4. Application Prompt:

• Upon logging in for the first time, you may receive a prompt to open the PCRecruiter application.
• Check the box to “Always allow PCRecruiter to open the application” and click Open.

5. Bookmark the Login Page:

• Once logged in, it is recommended to bookmark the page for easier access in the future.

Key Points:

1. Company-Centric Database

PCRecruiter is a company-centric database, meaning you cannot create any new records (people or positions) without linking them to a company. Therefore, data entry starts with the company.

2. Steps to Create a New Company:

• Click on the “Company” icon in the top-left corner of the screen.
• Search for the company to ensure it doesn’t already exist in the database.
• Tip: Always perform a quick search first to avoid creating duplicate records.
• If the company is not found, click the “Plus Sign” in the top-right corner (the “Add Company” button) to create a new company.
• Enter all required information. Required fields are marked with red text.

3. Shortcut for Data Entry:

• If you have the company’s website open, click the icon beside the company name field.
• Paste the company’s information (such as name and address) into the provided box and click Parse. The system will automatically fill in as much information as possible.
• Complete any remaining fields to the best of your knowledge, including details like email addresses and website URLs.

4. Saving the Company Record:

• Once you’ve entered all the required and relevant information, click Save at the bottom of the screen.
• The newly created company will now appear in your search results when you look it up.

‍

Takeaway 1: Manual Entry Using the "Candidate Wizard"

1. Check for Existing Records:

• Before creating a new name record, search the database to ensure the person does not already exist.

2. Add a New Name:

• Go to the Name tab and click the lightning bolt icon with a plus sign in the top-right corner.
• Choose Manual and then click Start to open the Candidate Wizard.

3. Required Information:

• Enter the first name, last name, and area code (or work phone).
• If you do not associate the person with a company, PCRecruiter will automatically link them to the default company because the system requires a name to be associated with a company.

4. Add Company Details:

• If the person is associated with an existing company, start typing the company name, and select the correct match from the search results.
• If the company is not in the database, type the company name and click the Company icon to finish entering the required details. Once complete, click Save.

Takeaway 2: Parse Information from an Email Signature

1. Add a New Name Using Email Parsing:

• Click the lightning bolt icon with a plus sign in the top-right corner.
• Choose Manual and then paste the email signature into the Name field.

2. Automatic Parsing:

• Click Parse, and the system will automatically fill in the available information.
• Review and complete any additional required fields before saving the record.

Takeaway 3: Preferred Method—Add from Company Record

1. Start from the Company Record:

• Navigate to the company record that the person is associated with.
• Click the Add New Name icon at the top of the company record.

2. Enter Name Information:

• The system will automatically associate the new name with the current company.
• Use the email signature parsing method or manually enter the required information.

3. Save the Record:

• Complete the fields and save the record. The new name will be listed under the company’s Names tab.

‍

Adding a Position in PCRecruiter

‍

1. Search for the Company:

• Click the Company icon and search for the company name.
• Once you’ve found the correct company, open the company record.

2. Add a Position:

• In the company record, click the lunchbox icon (this is the Add Position button).
• If the icon is not visible, click the down arrow to reveal all toolbar options.

3. Required Information:

The only required field is the Job Title. The system will automatically pull other information (like location) from the company record.

4. Show on the Web:

• By default, the job will be posted on the Kimmel Jobs website.
• To hide the job from the website, change the Show on Web field to Do Not Show.
• If you want a different job title to appear on the website than what you’re using internally, enter the external title in the field below the Show on Web option.

5. Contact Field:

Use the Contact field to select the hiring authority you’re working with. The system will auto-fill their details.

6. Job Descriptions:

• The Job Description field is for internal use, to provide information shared within the company.
• The HTML Job Description field is for the job description that will be posted externally on the Kimmel Jobs website.  
• Note: Zach Coddington can assist with the HTML job description if needed.

7. Save the Position:

After filling out all necessary fields, click Save to complete the process.

‍

Takeaway:

• You can search for three types of records: company, name, and position records.
• Name searches are not limited to just first and last names; you can also search by email, city, state, class, etc.
• To refine your search, click “Basic Search” again, which will bring you back to the previously filled information.
• To clear the form and start over, click the “Name” icon again.
• Tip: Start with broad information and then narrow it down for more accurate results.
• You can save your favorite search settings by clicking “Save as Default” at the bottom of the search fields. Ensure all input fields are empty before saving, as the system will use that as the default search for future sessions.

Take the quiz

1. To access the advanced search for names, click on “Name” at the top of the page, then select “Advanced” located next to “Basic.” This opens a new screen. Use the slider on the left to expand the view.

2. You can perform a simple keyword search or utilize the dropdown menus to search with predefined terms, such as job titles or company names. Additionally, you can combine keywords with predefined terms for a more specific search.

3. To modify the search results, click “Advanced” at the top to return to the input fields.

4. You can limit the type of information or documents the system searches for; for example, you can search only for current resumes.

5. Use the “AND” / “OR” toggle to refine your search criteria further.

6. Boolean search logic can be applied in the keyword search, allowing for more complex queries.

There are two methods to save a search:

1. Create a shortcut in the form of a template for searches you frequently run by saving the search parameters.some text
   • To save the search parameters and create your template, click the save button at the top of the search form. Enter a descriptive name for the search and click save.
   • To access that template later, go to the advanced search form and click the folder icon to view your saved searches.
2. Run a search and save the current results to a Rollup list. This method saves the existing list of names as they appear today, rather than a search template for future queries.

A rollup list is a collection of search results you want to save for later, create a call list, or compile individuals for the same position.

To add names to a rollup list:

• Check the box next to the desired names and click the “book” icon labeled “Rollup Names.”
• This will open a box displaying your existing rollup lists and the option to create a new list.
• Enter a title and a brief description for the new list, then click “Save.”

To access your rollup lists:

• click the rollup icon to view your saved lists. Click on the number associated with the list to open it.

You can also add names to a rollup list while viewing a specific record by clicking the “Add to Rollup” icon. Select the desired rollup list to add the name.

There are several methods for adding candidates to a position pipeline.

Individual Addition:

• Click on the candidate's record to open their profile.
• Click the “chain link” icon to access the “Link to a Position” screen.
• Search for the correct position and select it to add the candidate to the inbox of that position’s pipeline.

Adding Multiple Candidates:

• Run a search for the candidates you wish to add.
• In the search results, select multiple candidates by checking the boxes next to their names.
• Click the “chain link” icon and link them to the desired position. This will add all selected candidates to the pipeline inbox.

Using a Rollup List:

• Open an existing rollup list and select the candidates you want to add to the pipeline.
• Click the “chain link” icon and link the selected candidates to the correct position’s pipeline inbox.

Advantages of Rollup Lists:

• Using a rollup list simplifies the process of linking multiple candidates to a position pipeline, enhancing efficiency.

To manage candidates in your position pipeline effectively, follow the steps below.

• Starting the Workflow:
• After adding candidates to a position pipeline, the next step is to move them through the stages of the pipeline, which includes vetting candidates, sending out resumes, setting interviews, and making placements.

• Finding Positions:
• My PCR Home Screen: View your active positions in the “Custom Stats” area.
• Search for Positions: Click the “Position” icon in the toolbar, run a search, and open the job by clicking the job title. Click on “Pipeline” to view associated candidates.

• Changing Pipeline View: Switch between left-to-right view and list view by clicking the “screen” icon.
• Pipeline Stages: Candidates can be moved through stages via drag and drop; you can skip stages if necessary.
• Inbox: Newly added candidates.
• Request Send Out
• Resume Sent
• Phone Interview
• Video Interview
• First In-Person
• 2nd In-Person
• Other Interview
• Offer Stage
• Placements

• Requesting Resume Send Out: Right-click on the candidate, select “Add Step,” choose “Request Send Out,” and enter your notes for the front office and hiring authority. Click “Save Step” to notify the front office.
• Adding Feedback Notes: Click on the candidate’s initials, open the activity record, click “History,” and add feedback notes in the feedback section.
• Scheduling Interviews: Right-click on the candidate’s initials, select “Add Step,” choose the interview type (phone or in-person), schedule the time, and optionally send an email notification. Click “Save Step” to confirm.
• Making a Placement: Once a candidate is selected for placement, fill out the pink sheet and submit it to the front office, which will move the candidate into the placement stage.

Steps to Create a Position

1. Navigate to Positions Tab: In the Kimmel and Associates Test account, click on the positions tab.
2. Create New Position:some text
   1. Click the plus sign to open the position template.
   2. Ensure it defaults to the new short pipeline.
3. Fill out all required fields (marked in red), including:
   1. ‍Job Title: Example – "Send Out Example Seven"
   2. Contact Name and Email: This information is critical as it determines who receives the send out template. Ensure accuracy in the email address.

Linking a Candidate to a Position

Access Candidate Record: Click the chain link icon to link a candidate to the newly created position.

Select Position:

• All recently created positions will appear. Use the search function if needed by selecting the company name.
• Click on the desired position (e.g., "Send Out Example Seven") to link.

Requesting a Send Out

Method 1: From Candidate Record

1. Open Pipeline Tab: This shows all positions linked to the candidate.
2. Add Step: Select the position and click the plus sign to add a step. The request template will open, pre-populated with necessary information.
3. Fill Step Notes: Include any additional information for the front office in the step notes (e.g., CC additional recipients).

Method 2: From Position Pipeline

1. Click on Position Title: This takes you into the pipeline for that position.
2. Add Step: Right-click and select "Add Step" to default to the requests and send out stage. (Alternatively, drag and drop to the requests and send out stage.)
3. Fill Step Notes: Type any relevant notes for the front office and save.

Review Notes

You can access previous step notes by hovering over the dropdown arrows in the pipeline, providing quick access to cover notes or send out notes.

Creating Form Letters

• Access Form Letters: Navigate to the System tab and select Form Letters.
• Types of Form Letters:
• Name Letters: Used for letters sent to individual name records (e.g., candidates).
• Position Letters: Used for letters associated with job positions.

• Creating a New Form Letter:
• Click on New to create a form letter.
• Enter the desired content, and use the Insert Field option to customize it (e.g., insert date, candidate name, email signature).
• Click Save to store the letter template.

• Editing a Form Letter: Select an existing form letter to edit. It will retain all the previously inserted fields.

Using Form Letters

• Send Email Using Form Letter:
• Open the record of the individual you want to send the letter to.
• Click the envelope icon to start a new email.
• Select "Form Letter" to choose from your saved templates.
• Make any necessary modifications and click send.
• Sending to Multiple Recipients: Use rollup lists to run a search and send the same email to multiple candidates using the same form letter template.

Creating Position Letters

• Create a Position Letter:
• Navigate to System and select Form Letters.
• Choose to create a Position Letter using the same steps as above.
• Include job-specific details (e.g., job description) using fields.

• Sending Position Letters:
• Open the name record for the recipient and select Form Letters.
• Choose the desired position letter template.
• Select the relevant job and click Send.

Template Management

• Templates can be personal (visible only to the user) or global (available to all users).
• Use the Name Letters tab to manage personal templates, while global templates are accessible to everyone.

Tracking Sent Emails

• After sending a letter, you can view the email's content in the recipient's activity log within PCRecruiter.

Key Points

• Letter Templates: Used to streamline communication with candidates and companies.
• Template Categories:
• Name Letters: Primarily used for bulk emails.
• Company Letters: Used for business development purposes.

Steps to Create a Letter Template

Access Form Letters:

• Click on the \\System\\ icon at the top of the PCRecruiter interface.
• Select \\Form Letters\\ from the options.

Create a New Template:

• Choose the \\Name Letters\\ category.
• Click the \\plus sign (+)\\ to create a new template.
• Enter a name for your template (e.g., “Thank You for Your Time”).
• Remove any outdated salutations (e.g., Mr., Ms.) for a more modern approach.
• Use the \\Insert Fields\\ option to automate the inclusion of the recipient's first name and email signature:
• Type \\firstName\\ to insert the recipient's first name.
• Type \\signature\\ to insert your email signature.
• Save the Template

Using Letter Templates

Send Individual Emails:

• Navigate to the individual name record.
• Click on \\Form Letters\\ to access the created templates.

Utilize Roll-Up Lists for Bulk Emails:

• Select the records you want to email.
• Click on the \\envelope\\ icon to initiate the email process.
• Create a \\Campaign\\ and select a \\Category\\ for your email.
• Choose the desired letter template and preview it to ensure correct field insertion (e.g., first name).
• Confirm the recipients and click \\Send\\. Emails will be sent individually to each recipient, maintaining privacy.

Steps to Change a Candidate's Company

• Search for the Candidate: Go to the homepage and use the basic search to find the candidate by name.
• Access Candidate Record: Click on the candidate's name to open their record.
• Change Company Association:
• Hover over the company icon (chain link) next to the candidate’s current company.
• Click the icon to search for the new company.
• Enter the new company name (e.g., "Construction Jobs") in the search bar and hit Search.

• Confirm the Change:
• Select the desired company from the search results.
• Confirm the change when prompted: “Are you sure you want to move [Candidate Name] from [Current Company] to [New Company]?”
• Click Save.

• Verify the Update: A notification will confirm that the candidate has been moved to the new company. Click "Close" and check the candidate’s record to ensure the change is reflected.

Steps to Add a New Contact to a Company

• Access Company Record: Navigate to the company’s record by searching for it in PCRecruiter.
• Add New Contact: Click the Add New Name icon located next to the Save button, then fill out the new contact’s information as required.
• Save the New Contact: Click Save to associate the new contact with the company.

Connect RingCentral to use the calling and texting features available through PCRecruiter.

Steps to Connect RingCentral

1. Look for a red notification bar indicating that RingCentral is not connected.
2. Connect RingCentral:some text
   1. Click on the red bar to prompt the sign-in screen.
   2. Enter your RingCentral email address and password.
   3. Select the option to stay signed in and click the Sign In button.
   4. Authorize PCR to access your RingCentral account.
   5. The red bar should change to green, indicating a successful connection.

Making a Call

Initiate a Call:

• Use the phone icon located at the top of the PCR interface.
• Select the type of phone number you want to call (e.g., Mobile, Work Line, Pager).

Direct Call from Name Record:

• Navigate to a candidate's or contact's record.
• Click the phone icon to initiate the call directly. Be cautious, as this will immediately start the call.

Sending a Text Message

Initiate Texting:

• Click the SMS icon at the top of the PCR interface.
• Choose the number to which you want to send the message (e.g., Mobile, Pager).

Compose and Send the Message:

• Type your message and click Send.
• PCR will confirm that the message was sent.

Additional Notes

• You can leave notes for both calls and texts in the activity pane after initiating them.
• For direct messaging or calling from a contact's record, ensure that the correct phone number is selected to avoid unintended calls or messages.

PCRecruiter allows you to arrange fields and configure your display according to your preferences. Customization is personal and will only affect how you see the database.

Default View: Everyone has a standard view based on their industry, but it can be personalized.

Customization Options: You can add, delete, rearrange fields, and create new groups to enhance your workflow.

Steps to Customize Your View

1. Access a Name Record: Open any name record to begin the customization process.
2. Open the Customization Menu: Click on the "hamburger menu" (three horizontal lines) located in the interface and select Customize from the options.
3. Modify Fields: A new window will open displaying a layout of the current fields. You have the following options:some text
   1. Delete a Field: If you want to remove a field (e.g., "Predefined Address 2"), select the field and click Delete. This field will no longer appear in your name records.
   2. Add a Field: To add a new field, click on the dropdown menu and select the field you wish to add (e.g., "Relocate").

1. Rearrange Fields: Click and drag fields to rearrange their order within the layout as desired to create a more logical or accessible view.
2. Create a New Group: To add a new shortcut group at the top, follow these steps:some text
   1. Click on "Add Group" and give it a name.
   2. Scroll down to verify that the new group has been created.
   3. Select fields to include in this group (e.g., "Last Few Activities") and add them.

1. Save Changes: Once you’ve made all desired changes, click the Save button at the top of the customization window and Close the customization window.
2. Verify Your Customization: Open a name record again to see the updated layout. Ensure that the fields have been rearranged or removed as per your customization. New groups should also be visible.

Additional Information

• You can customize views for companies, names, or job orders using the same method.
• Remember that your custom view will not affect how other users see the database. Each user can set their view independently.

Feel free to experiment with your layout until it suits your needs, and reach out if you have questions about the customization process.

Steps to Customize Your Toolbar

• Accessing MyPCR
• When you log into PCRecruiter, you will see the basic search and MyPCR tab.
• Click the down arrow next to MyPCR to view available actions.

• Pin Frequently Used Actions
• Identify actions you frequently use and pin them for quick access.
• Click the thumbtack icon next to the desired action (e.g., name search).
• Pinned actions will appear at the top of the MyPCR menu for easy navigation.

• Move Action Menus
• To minimize mouse movement, you can move action menus to the left side of the screen:
• Click the small arrow next to the menu to reposition it.
• The menu will remain on the left side for future sessions.

• Customize Action Bars in Records
• When viewing a specific record (e.g., a candidate), you can customize the action bar:
• Unpin items you rarely use (e.g., changelog, attachments) to declutter the toolbar.
• Pin items you use often, such as Map, Save, or Add Activity for quick access.

• Customize actions for recently viewed records:
• Click on the search bar, select "Configure," then choose "Recently Viewed".
• Unpin actions you don’t need (e.g., Email) and pin those you do (e.g., Add to Rollup Record).
• Click save to apply changes.

• Change Theme Settings
• Go to User Settings and select "Change Theme".
• Choose your preferred theme (e.g., Dark Mode) and hit save.
• You will be prompted to log out and log back in for the changes to take effect.

• Log Back In
• Your new theme will be applied, making the interface easier on your eyes.