Add Wizard

The add wizard (green lightning bolt located in the top right corner of your screen) will guide you through the process of adding a record to your database quickly and easily

quick_add

Add Wizard Can Be Used To:

  • Add a company with or without contact, or import a list method.
  • Add a name using manual entry, parse resume or import list methods
  • Add a position using manual entry or import a list method.

Add a Company

Without Contact

  1. Select the add wizard icon and choose company
  2. Choose “Manual Entry” followed by the Next option
  3. Choose “No Company Contact” followed by Next
  4. Enter the appropriate company details and click Next.
  5. From the confirmation screen you can review your company information by selecting the Company Charm, or finish to complete your entry.

With a Contact

  1. Select the add wizard icon and choose company
  2. Choose “Manual Entry” followed by the Next option
  3. Choose “Enter Company Contact” followed by Next
  4. Enter the appropriate company details and click Next.
  5. Enter the details of a contact at this location (Hiring Authority, Manager, Employee, etc.) and select next.
    1. use the “Use Company Address” option to bring the company address information onto the name record.
  6. From the confirmation screen you can review both the company information and contact information by selecting the appropriate charm. Select Finish to complete your entry.

add_wiz_companyImporting a List

  1. Select the add wizard icon and choose company
  2. Choose “Import List” and next
  3. Choose the dropdown icon to choose the appropriate rollup list to upload your companies to. Select “Add Rollup” to create a new list to import this spreadsheet to.
    1. Learn more about Rollup Lists here
  4. Select the type of import. PCRecruiter offers mapping options for several sources. Use the Generic File Mapper to perform custom mapping (this is the recommended method).
  5. Use the “Select File” option to select the file to import. When using the Generic File Mapper, there is a Mapping Template option. This optional selection is helpful if you previously imported a similar spreadsheet and saved the mapping as a template.
  6. Make proper selections for “Fill empty City/State or Zipcode,” “First Row Contains Headers,” and “File Type” (typical settings will be to check First Row contains headers and Comma Delimited)
  7. Select Next to move forward to the Mapping screen
  8. The “Destination Fields” are the fields which exist in PCRecruiter to which you can map your spreadsheet. Click in the column for “Click Below to Map” to display a dropdown of the column heading in your file to import. You will want to match the fields in the dropdown to the appropriate fields in Destination Fields. Once a field is mapped, the name of the column heading will appear under source fields.
    1. For any custom fields map to the custom 1-20 fields. If the column heading is not found as a custom field a new field will be created
  9. Choose Next
  10. Choose the appropriate duplicate checking option
  11. If you are using duplicate checking, choose how you would like to identify duplicates (Ex. If you choose Company Name, City, State to detect duplicates all three fields must be identical to be considered a duplicate.Dupe Checkng Options-Rollups
  12. Select Import to begin data import.

Add A Name

Manual Entry – Contacts or Candidates without a resume

  1. Select the add wizard icon and choose Name
  2. Choose “Manual Entry” followed by Start
  3. In the “Enter Company” field begin typing the company to which you would like to tie this name. A list of search results will display automatically allowing you to choose the appropriate company.
    1. By leaving the field blank the name will automatically be linked to your Default Company. Not sure what a Default Company is? Click here to learn more.add wiz name
  4. Enter the appropriate name details and choose Next
  5. From the confirmation screen you can review the name information by selecting the appropriate charm. Select Finish to complete your entry.

Using a Resume to Create a Record

  1. Select the add wizard icon and choose Name
  2. Choose “Parse From Resume” followed by Start
  3. The “Add Resume Utility” will display; if it does not, be sure you have downloaded the launcher and are running the most recent version of Java
  4. Click Open to browse and select a file on your computer, or click Paste to process clipboard contents into the add resume tool
  5. Modify extracted information as needed. Specify Source, Position, or Rollup if desired.
    1. Keep in mind, by leaving the Company Name field blank, the name will automatically be tied to the Default Company. If you would like to assign them to a company, use the dropdown to search for the appropriate company.
  6. Click Save
  7. Select Click to View Name Record to jump to the newly created record and interact with the record.

Importing a List

  1. Select the add wizard icon and choose Name
  2. Choose “Import List” followed by Start
  3. Choose the dropdown icon to choose the appropriate rollup list to upload your names to. Select “Add Rollup” to create a new list to import this spreadsheet to.
    1. Learn more about Rollup Lists here
  4. Select the type of import. PCRecruiter offers mapping options for several sources. Use the Generic File Mapper to perform custom mapping (this is the recommended method).
  5. Use the “Select File” option to select the file to import. When using the Generic File Mapper, there is a Mapping Template option. This optional selection is helpful if you previously imported a similar spreadsheet and saved the mapping as a template.
  6. Make proper selections for “Fill empty City/State or Zipcode,” “First Row Contains Headers,” and “File Type” (typical settings will be to check First Row contains headers and Comma Delimited)
  7. Select Next to move forward to the Mapping screen
  8. The “Destination Fields” are the fields which exist in PCRecrutier to which you can map your spreadsheet. Click in the column for “Click Below to Map” to display a dropdown of the column heading in your file to import. You will want to match the fields in the dropdown to the appropriate fields in Destination Fields. Once a field is mapped, the name of the column heading will appear under source fields.
    1. For any custom fields map to the custom 1-20 fields. If the column heading is not found as a custom field a new field will be created.
    2. If you map to the #Company Phone, #Company City, or #Company State options this information will go to the company record.
    3. Mapping to the #Company Name field will cause the company to be created in your database and the corresponding name record to be linkedFile Mapping Screen-Rollups
  9. Choose Next
  10. Choose the appropriate duplicate checking option
  11. If you are using duplicate checking, choose how you would like to identify duplicates (Ex. If you choose First Name, Last Name, Home Phone to detect duplicates all three fields must be identical to be considered a duplicate.
  12. Select Import to begin data import.

Add A Position

Manual Entry

  1. Select the Add Wizard icon and choose Position
  2. Choose Manual Entry followed by Start
  3. In the “Enter Company” field begin typing the company to which you would like to tie this position. A list of search results will display automatically allowing you to choose the appropriate company.
  4. Enter the appropriate position details and choose Next
  5. From the confirmation screen you can review the position information by selecting the appropriate charm. Select Finish to complete your entry.

Importing a List

  1. Select the Add Wizard icon and choose Position
  2. Choose Import List followed by Start
  3. Choose the dropdown icon to choose the appropriate rollup list to upload your positions to. Select “Add Rollup” to create a new list to import this spreadsheet to.
    1. Learn more about Rollup Lists here
  4. Select the type of import. PCRecruiter offers mapping options for several sources. Use the Generic File Mapper to perform custom mapping (this is the recommended method).
  5. Use the “Select File” option to select the file to import. When using the Generic File Mapper, there is a Mapping Template option. This optional selection is helpful if you previously imported a similar spreadsheet and saved the mapping as a template.
  6. Make proper selections for “Fill empty City/State or Zipcode,” “First Row Contains Headers,” and “File Type” (typical settings will be to check First Row contains headers and Comma Delimited)
  7. Select Next to move forward to the Mapping screen
  8. The “Destination Fields” are the fields which exist in PCRecrutier to which you can map your spreadsheet. Click in the column for “Click Below to Map” to display a dropdown of the column heading in your file to import. You will want to match the fields in the dropdown to the appropriate fields in Destination Fields. Once a field is mapped, the name of the column heading will appear under source fields.
    1. For any custom fields map to the custom 1-20 fields. If the column heading is not found as a custom field a new field will be created.
    2. If you map to the #Company Phone, #Company City, or #Company State options this information will go to the company record.
    3. Mapping to the #Company Name field will cause the company to be created in your database and the corresponding name record to be linked
  9. Choose Next
  10. Choose the appropriate duplicate checking option
  11. If you are using duplicate checking, choose how you would like to identify duplicates (Ex. If you choose Job Title, #Company Name to detect duplicates both fields must be identical to be considered a duplicate.
  12. Select Import to begin data import.