This function is used to add candidates and clients to your database.
Name Records are commonly used to:
- Store contact information
- Tag with a skill set for future searches
- Communicate via email
How to Add a Name Record (Without a Resume)
- Search for the company record the name is associated with. (Not sure where to link the name? Click here to learn about the Default company)
- From the search results screen select Action followed by Add Name
- Or, open the company record then select the Add Name action icon
- Enter the appropriate name details
- Select the save button from the action menu.
How to Add a Name Record (With a Resume)
Use this method to add a resume to the database. This process will create their name record and associate the resume simultaneously.
- Search for the company record the name is associated with. (Not sure where to link the name? Click here to learn about the Default company)
- From the search results screen select Action followed by Add Resume
- Or, open the company record and select the Add Resume action icon
- Click Open to browse and select a file on your computer, or click Paste to process clipboard contents into the add resume tool
- Modify extracted information as needed. Specify Source, Position, or Rollup if desired.
- Click Save.
- Select Click to View Name Record to jump to the newly created record and interact with the new name.
*PCRecruiter Portal for Outlook Users: Right click on an attached resume file and select PCRecruiter: Parse Resume. Follow steps 4-7 above.
*PCRMail Users: Click Add to PCR next to the resume file attached to an email. Follow steps 4-7 above.