Adding Name Records

Name records represent candidates, clients, and other contacts in your database. Name Records are commonly used for:

• Storing contact information
• Tagging with a skill set for future searches
• Communicating via email and text

Add a Name Record Without a Resume #

Since all Name Records must be associated with a Company Record, adding a Name is usually done directly from an existing Company.

1. Search for the company record the name is associated with. If this is a candidate, you will typically associate them with the Default Company.
2. From the search results screen, select Action in the ‘I Want To’ column followed by Add Name
3. Or, open the company record then select the Add Name action icon.
4. Enter the appropriate name details
5. Select the Save button from the action menu.

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.

1. Search for the company record the name is associated with. If this is a candidate, you will typically associate them with the Default Company.
2. From the search results screen, select Action in the ‘I Want To’ column followed by Add Resume
3. Or, open the company record and select the Add Resume action icon
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.
6. Click Save.
7. Select Click to View Name Record to jump to the newly created record and interact with the new name.

The NAMES navigation tab on any Company Record also has the same options for Add Name and Add Resume in the action menu dropdown.

*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.