Mobile App

PCRecruiter Mobile App

Installation and Setup

  1. To install the app; access the Google Play or iOS App Store from your mobile device, search for “PCRecruiter” and download
  2. Once the app is downloaded enter your entire PCRecruiter URL (Ex. https://www2.pcrecruiter.net/pcr.asp?uid=odbc.yourcompany) and select Save
    1. Note: If you don’t have your PCRecruiter URL handy open any browser from your mobile device and enter yourcompany.pcrecruiter.net – when you select GO the full link will appear allowing you to copy and paste into the app (This will work for most companies)
  3. Enter your PCRecruiter Username, Password, and the Database you would like to access (using the dropdown). Sign in.

Main Menu

To access the PCR App Main Menu select the PCRecruiter icon in the top left corner of your device. The Main Menu will give you quick access to your recently viewed Names, Companies, Positions and Rollup Lists similar to when you are working in the full web version.

Adding Company Records

  1. Select the menu icon from the top right corner, this will open your side navigation panel. Select Company followed by the option to Add.
  2. Enter your company details
  3. Once information is entered; select the save icon at the bottom of the screen.
  4. This information can be edited at any time from the company record by selecting the edit icon from the bottom toolbar.

Navigating Company Records

  1. To search for a company record select the menu icon from the top right corner, this will open your side navigation panel. Select Company followed by the option to Search.
  2. From this screen you can search by Company Name or keywords, which will include  notes, summaries, keywords and profiles
  3. Select the desired Company from the results list
  4. Look to the bottom toolbar to access the activities and notes for the selected company.
  5. Activities will be auto-written by using the text, call and email functions from within the app
  6. When viewing the notes screen you can select the “+” icon to add additional notes to the record.
  7. Use the “Text” and “Call” options in the phone number field to contact this company.
  8. Select the Names option at the bottom of the window to view all contacts within that company and add new contacts.

Adding Name Records To The Default Company

  1. Select the menu icon from the top right corner, this will open your side navigation panel. Select Name followed by the option to Add.
  2. Enter the Candidate information
  3. Once information is entered select the save icon at the bottom of the screen.
  4. This information can be edited at any time from the name record by selecting the edit icon from the bottom toolbar.

Adding Name Records To A Client Company

  1. To search for the company record you wish to add a contact to select the menu icon from the top right corner, this will open your side navigation panel. Select Company followed by the option to Search.
  2. From this screen you can search by Company Name or keywords, which will include  notes, summaries, keywords and profiles
  3. Select the desired Company from the results list
  4. Select the add icon at the bottom of the record to add a contact to the displayed company.

Adding Resumes

Resumes can be added and parsed through your mobile device’s email client to create new name records within your Default Company.

  1. From within your device’s email client locate an email with an attached resume you would like to add to PCR.
  2. Click and hold the resume attachment until your device’s action menu appears
  3. Choose Copy To PCRecruiter
  4. Choose how you would like to import this record
    1. Inhale Resume – Cannot review/edit the fields being parsed from the resume to create the new record
    2. Parse And Verify Resume – Before the record is created you can modify/verify the details. This will also allow you to search for a Company, Position, and/or Rollup list you would like to add the record to.
  1. Save your record

Navigating Name Records

  1. To search for a name record select the menu icon from the top right corner, this will open your side navigation panel. Select Name followed by the option to Search.
  2. From this screen you can search by First Name, Last Name, City, and keywords which will include resumes, notes, summaries, keywords, and profiles
    1. You can require your search results to have a resume by switching Must Have Resume to “Yes”
  3. Select the desired Name from the results list.
  4. Look to the bottom toolbar to access the resume, activities and notes for the selected Candidate.
  5. Once a resume is uploaded to the record, a read only version of it will be available from the bottom toolbar.
  6. Activities will be auto-written by using the text, call, and email functions from within the app.
  7. When viewing the notes screen you can select the “+” icon to add additional notes to the record.
  8. Use the “Text” and “Call” options in the phone number field to contact this Candidate.
  9. Use the “Email” option from the Info screen to send an email to this Candidate using your mobile device’s email utility.

Adding Position Records

Following these steps will allow you to add a Position to your Default Company

  1. Select the menu icon from the top right corner, this will open your side navigation panel. Select Position followed by the option to Add.
  2. Enter the Position information
  3. Once information is entered select the save icon at the bottom of the screen.
  4. This information can be edited at any time from the position record by selecting the edit icon from the bottom toolbar.

Navigating Position Records

  1. To search for a position record select the menu icon from the top right corner, this will open your side navigation panel. Select Position followed by the option to Search.
  2. From this screen you can search by Job Title and keywords which will include notes, summaries, keywords and profiles.
  3. Select the desired Position from the results list.
  4. Look to the bottom toolbar to access the activities for the selected Position.
  5. Activities will be auto-written by using the text, call, and email functions from within the app.
  6. Use the “Text” and “Call” options in the Contact Phone field to contact the Contact.
  7. Use the “Email” option from the Info screen to send an email to the Contact using your mobile device’s email utility.
  8. Use the Social Networking option to share your position.

Adding Activities

With the most recent version of the PCRecruiter mobile app users now have the ability to Add Activities manually (rather than view existing activities and automatically write activities when calling, texting and emailing). Once an activity is added via the mobile app it will be shown on the record in PCRecruiter as usual. To add an activity:

  1. Select the record you would like to create an Activity for
  2. Choose Activity from the bottom navigation panel
  3. Choose Add Activity
  4. Enter the Date and Time of the activity
  5. Check the Schedule box if you wish for this activity to show on your schedule in PCRecruiter (only viewable from the full web version unless you are syncing your calendar with a third party that accesses your mobile device)
    1. If you choose to add to your schedule you will then be able to select an event type (color) and if you would like to add an alarm to the event for the future.
  6. Adjust the Username dropdown to change the username associated with the activity
  7. Select the Activity Type from the dropdown
  8. Enter your Activity Text into the Description field
  9. Schedule a Follow Up by selecting the Follow Up date/Time; this will automatically appear on your PCRecruiter Calendar
  10. Choose an Event Type (color)
  11. Choose how long prior to the follow up you would like an alarm
  12. Save

Viewing Rollup Lists

Rollup lists can be accessed from the main menu (as mentioned above), or from the menu icon in the top right corner.

  1. From the menu in the top right corner: Select Recent to view your Recently Viewed Rollups
  2. Or Select Search to search for a particular Rollup List
    1. When searching the search bar will search by your username by default, you can adjust the username dropdown as necessary, or scroll to the top of the dropdown to search by All Users
  3. Once you find your desired Rollup List open it via the selection icons to the right (Green will open your name records, dark blue will open your company records, and light blue will open your position records specific to that rollup lists)
  4. Use this view to reference your Rollup records on the go

Notes:

The field data being displayed cannot be customized.

Currently you cannot change the stage of a record on a Rollup. Be on the lookout for future updates!

Quick Search

You will be able to locate the quick search toolbar at the top of the screen (If it is disabled please contact Main Sequence support at (440)946-5214 or support@mainsequence.net)

This toolbar allows you to search the following fields:

Name Records:

  • First Name
  • Last Name
  • Company Name
  • Cell Phone
  • Work Phone
  • Home Phone
  • Predefined Email Address
  • Title
  • Custom email and phone fields

Company Records:

  • Company Name
  • Phone Number
  • Website/Email Address
  • Custom email and phone fields

Position Records:

  • Job Title
  • Job ID
  • Company Name
  • Contact Name
  • Contact Email

Analytics

The PCRecruiter Analytics are used to analyze user activity within the database. This (add-on) feature allows users to access their Metrics, Key Metrics or Mail Campaign data when utilizing the mobile app. These can be found by selecting the Menu icon in the top right and then choosing Analytics. Please note that only end user features are available within the app, all administrative tasks must be done via desktop.

Once in the Analytics users will use the menu icon on the left to navigate to their various Metrics, Charts, Data Sets, KPIs and more! For more information on navigating the Analytics, please see our Analytics Documentation.

If you are interested in activating this feature please reach out to your PCRecruiter Account Manager.