Add Wizard

Table of Contents

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

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.
    • 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 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.
    • 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.
  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.
    • 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.

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 Names, Companies, Positions #

For complete instructions on importing a data file, see this article.