Legacy Pipeline Email

Working within the Outlook Portal you will find that the typical compose email options seen in the browser version of PCRecruiter will be replaced with an Outlook compose email screen. When these compose email windows pop up, you will notice that there is a PCRecruiter tab at the top to access all of your normal PCR functions.

When accessing email templates in the Outlook Portal, you will typically be presented with an Outlook compose email screen rather than a PCR screen.

Legacy Pipeline Email in Portal #

PCR Legacy Pipeline email templates are sent from Outlook while the newer Pipeline opens in its own window and does not interact with Outlook directly.

1. Open a Legacy Position Pipeline from within Outlook
2. Locate the candidate’s Name you wish to send email about
3. Click the Action dropdown
4. Click Email. This will open up an Outlook compose email screen with your default Pipeline Email template.
5. Click the PCRecruiter tab at the top of this window for options:
   • Select an email address from your name records to send to in the To, CC and BCC fields
   • Include an attachment from a Name, Company or Position record or the global attachments
   • Insert or edit a Manager Feedback Link
   • Transform a resume to a PDF file
   • Mark the email as Private so that it does not record an Activity
   • Switch to a different Pipeline Email template
   • Send to a Rollup List of contacts
   • Edit the header/footer of the resume, allowing the recruiter’s own branding to be included.

At the bottom of this compose email window you will see options to attach the candidate’s resume as well as any other attachments that are linked to the candidate’s name record, include your own header/footer in the attached resume and use the generic name for the resume file

Without needing to use the “To” field you can check the box at the bottom to send the email to the candidate and/or a position contact if one has been selected on the position record

If you are attaching a copy of the resume and any other name attachments Microsoft Outlook requires you click the ‘Insert Selected Items’ button or else they will not attach to the email.

When you are finished click Send

Resume Routing in Portal #

Routing resumes in PCRecruiter will allow you to select one or multiple candidate resumes in a position’s pipeline and send them off to a hiring manager. The steps on how to do this in Outlook Portal are below.

1. Open a Legacy Position Pipeline
2. Place a checkmark to the left of the candidates for whom you wish to send a resume.
3. From the Action menu, select the Routing option. This will open up an Outlook compose email window with your default Pipeline Routing template.
   • Selecting the PCRecruiter tab at the top of this window will allow you to select a different template as well as many of the other options mentioned above.
   • At the bottom of the window you will have options to select all candidate resumes, select/deselect all candidate profiles and checkboxes to include the resume header/footer as well as using the generic name for the resume file as the attachment.
   • To include all attachments in the email Outlook requires that you click the ‘Insert Selected Items’ button at the bottom
4. Click Send to email your routing template and resumes.