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New Updates & Features

  • Latest PCR 9 Updates
  • Zoom Phone Integration
  • AI Features (NEW)
    • AI Features
Setup - 10

Get Started

  • Logging In
  • Computer Setup
  • Orientation
  • Terms to Know
  • Logging In-Self Hosted

User Settings

  • Adding Users
  • User Security
  • User Preferences
  • Modifying Users
  • Groups
  • Google Sync Setup
  • Screen Configurations
    • Record Layout
    • Record Cards
    • Search Customization
    • MyPCR Configuration
    • Custom Placements
    • Themes and Font Size
  • Email Settings
    • User Outgoing Email Setup
    • User Incoming Email Setup
    • Email Personalization

Database Configuration

  • Pipeline View
  • Pipeline Interview Type & Status
  • Custom Placements
  • Configuring Rollup Stages
  • Inactivity Timeout
  • Organization Details
  • Scheduled Automations
  • Automations
  • General Data Protection Regulation (GDPR)
  • Database Settings
    • Regional Options
    • Inactivity Timeout
    • Organization Details
  • User Records
    • User International Settings
    • Attachments Security
  • Database Management
    • Encryption Security
    • View User Logins
  • Configuration
    • Pipeline View
    • Pipeline Interview Type & Status
    • Configuring Rollup Stages
    • Custom Placements
    • Database Outgoing Mail Setup

Adding Records

  • Add Wizard
  • Adding Companies
  • Adding Name Records
  • Adding Positions
  • Position Templates
  • Copy Position
  • Data File Import

Resumes

  • Resume Header/Footer
  • Upload a Resume
  • Edit a Resume
  • Blind a Resume (Remove Contact Info)
  • Email a Resume
  • Email Resumes for Multiple Candidates
  • Print a Resume
  • Download a Resume

Managing Records

  • Changing Companies
  • Change Log
  • Phone/Extension Handling
  • Merge Duplicate Records
  • Mass Deleting Records
  • Recycling Bin
  • Move/Copy Records Between Databases
  • Multi-Record Changes
  • Split Email/WWW Field
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Augmenting Records

  • Notes
  • Feedback
  • Candidate Presentations Setup
  • Sending Candidate Presentations
  • History Collection
  • History Dates
  • Custom Fields
  • Logos and Photos
  • Associations
  • Attachments
  • Keywords
  • Titles
  • Source List
  • Add Keywords to a Record
  • Add a Summary to a Record

Searching

  • Quick Search
  • Introduction to Record Searching
  • Search Customization
  • Basic Search
  • Advanced Search
  • Lucene Searching
  • Activity Search
  • Common MyPCR Search Queries
  • Mapping
  • 3rd Party Searching
  • Social Network Search

Lists

  • Configuring Rollup Lists
  • Accessing a Rollup List
  • Create a Rollup List
  • Rollup Automations
  • Add a Group of Records to a Rollup
  • Add a Record to a Rollup
  • Configuring Rollup Stages
  • Filter by Rollup Stage
  • Ranking in Rollup Lists
  • Rollup Quick Comments
  • Scheduled Items on Rollup Lists
  • Radius Sort
  • Exporting Rollups
  • Profile Response Export
  • Delete a Rollup
  • Associate a Rollup to a Position
  • Call Plans

Calendar & Activities

  • Activity Search
  • View Activities
  • Activity Defaults
  • Activity Types
  • System Generated Activities
  • Track Activities and Follow-Ups
  • Schedule

Communication

  • PCR Notifications
  • User Outgoing Email Setup
  • Database Outgoing Mail Setup
  • Send an Email
  • Email a Resume
  • Creating Form Letters
  • Private Email
  • Using PCRMail
  • Placement Letters
  • Pipeline Automation Emails
  • Printing Mailing Labels/Envelopes
  • Mass Email
    • Email Opt Out/Opt In
    • Email Campaigns
    • Legacy Bulk Email
    • Resend Checking

Applicant Tracking

  • Pipeline
    • Viewing the Pipeline
    • Link Candidates to the Pipeline
    • Working in the Pipeline
    • Pipeline Setup
    • Candidate Presentations Setup
    • Sending Candidate Presentations
    • Email a Resume
    • Pipeline Automation Emails
  • Legacy Pipeline
    • Add a Permanent Placement (Legacy Pipeline)
    • Add a Contract/Temp Placement (Legacy Pipeline)
    • Pipeline Interview Type & Status
    • Linking Candidates to the Pipeline
    • Adding an Interview
    • Send an Interview Confirmation
    • Submit Individual Candidates
    • Pipeline View
    • Interview/Placement Settings
    • Reporting from the Pipeline
    • Interview Defaults
    • Creating Pipeline Emails
    • Creating a Pipeline Automation to Send a Form Letter
  • Placements
    • Adding Placement Codes
    • Export Placements to QuickBooks
    • Custom Placements
    • Permanent Placements (New Pipeline)
    • Contract/Temp Placements (New Pipeline)
    • Temp to Perm
    • Placement Codes
    • Placement Letters
    • Splitdesk

Advanced Sequencing

  • Advanced Sequencing Overview
  • Advanced Sequence Setup
  • Advanced Sequence Use
  • Sequencing Analytics
  • Advanced Sequencing: Common Questions
  • Sequence Template Examples

Analytics & Reporting

  • PCR Analytics
    • Introduction to Analytics
    • Analytics Security and Teams
    • Data Set Configuration
    • Goals and Key Metrics Configuration
    • Viewing Analytics Data
    • Email Campaign Analytics
    • Staffing Analytics
    • Data Quality
  • Standard Reports
    • Pipeline Reports
    • View User Logins
    • Report Types and Export Formats
    • Company Reports
    • Name Reports
    • Position Reports
    • Reporting from the Pipeline
    • Contract Splits Report
    • Contractor Reports
    • Pipeline Reports
    • Placement Reports
    • Auditing Reports
    • Contract/Temp Reports
    • User Reports
    • EEO Reports
  • Custom Reports
    • Custom Company Reports
    • Custom Name Reports
    • Custom Position Reports
    • Custom Applicant Tracking Report
    • Custom Pipeline Reports
    • Custom EEO Reports
    • Custom User Metrics Reports
    • Custom SQL Reports

Contractor Timesheets

  • Configuring Timesheets
  • Timesheet Letters and Notifications
  • Setting up Contractor Expenses
  • Timesheet Submission Process for Contractors
  • Timesheet Review Process for Approvers
  • Timesheet Management Process for Internal Users
  • Timesheet Reminders and Other Communication Options
  • Contract Estimator

Presentations

  • Candidate Presentations Setup
  • Sending Candidate Presentations

Profile Forms

  • Creating Profiles
  • Using Profiles Internally
  • Using Profiles Externally
  • Profile Settings
  • Profile Questions
  • Profile Automation
  • Profile Custom HTML
  • Profile Expiration
  • Formatting Question Text with HTML
  • Add to Rollup Based on Answer

Job Board

  • Job Board Configuration
  • Job Board Results
  • Job Board Search
  • Job Board Details
  • Job Board Registration
  • Job Board Messages
  • Job Board Style
  • Job Board Options
  • Job Board Inquiries/Apply
  • Job Board Landing Pages
  • Custom Forms
  • 3rd Party Posting
    • LinkedIn
    • ZipRecruiter
    • SEEK
    • CareerBuilder Posting
    • Monster Posting
    • BroadBean
    • LogicMelon
  • Legacy Web Extensions
    • Classic Candidate Extensions
    • Classic Extensions Embedding

Integrations

  • Developer API
  • RingCentral
  • RingCentral Bulk SMS
  • Zoom Phone Integration
  • hireEZ
  • ZoomInfo Integration
  • Mobile Dial
  • Zapier
  • Export Placements to QuickBooks
  • Google Voice
  • Click to Dial
  • Spark Hire
  • 3rd Party Searching
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User Records

  • User International Settings
  • Attachments Security
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