{"id":13274,"date":"2024-10-30T01:19:13","date_gmt":"2024-10-30T01:19:13","guid":{"rendered":"https:\/\/learning.pcrecruiter.net\/site\/?post_type=docs&p=13274"},"modified":"2026-03-12T19:35:52","modified_gmt":"2026-03-12T19:35:52","password":"","slug":"sending-candidate-presentations","status":"publish","type":"docs","link":"https:\/\/learning.pcrecruiter.net\/site\/docs\/augmenting-records\/sending-candidate-presentations\/","title":{"rendered":"Sending Candidate Presentations"},"content":{"rendered":"\n


Candidate Presentations, a customizable feature for submitting individual or groups of candidates, offers a distinctive approach. Rather than sending an email with attached resumes or files, the Candidate Presentation feature allows you to share a link for accessing comprehensive candidate information. This presentation encompasses field data, resumes, attachments, and a write-up, with the added functionality of setting link expiration and specifying document download permissions.<\/p>\n\n\n\n

Click here<\/a> to for a how to video on presentations. Click here<\/a> for a step by step interactive course on presentations. Don’t have a login? Contact your administrator or reach out to PCRecruiter support<\/a> for assistance.<\/p>\n\n\n\n

Presenting a Single Candidate<\/h2>\n\n\n\n

This functionality will allow you to send one candidate to one or multiple hiring authorities\/contacts. This can be done from in the pipeline or from an individual name record.<\/p>\n\n\n\n

In a pipeline<\/h3>\n\n\n\n
    \n
  1. Open the Pipeline<\/strong> you wish to create a presentation from.<\/li>\n\n\n\n
  2. Right click on the Candidate that needs to be presented.<\/li>\n\n\n\n
  3. Select Create Presentation from the action menu.<\/li>\n\n\n\n
  4. Follow presentation settings<\/strong> instructions below.<\/li>\n<\/ol>\n\n\n\n

    From a name record<\/h3>\n\n\n\n
      \n
    1. Open the Name Record<\/strong> you wish to present.<\/li>\n\n\n\n
    2. Choose Create Presentation <\/strong>from the action toolbar.
      OR<\/strong><\/li>\n\n\n\n
    3. Click on the presentations tab.<\/li>\n\n\n\n
    4. Click the plus icon on the toolbar or the plus icon next to presentation.<\/li>\n<\/ol>\n\n\n\n

      Presentation Settings<\/h3>\n\n\n\n
        \n
      1. Select the Template<\/strong> you wish to use, once the template is selected; all settings will populate according to how they are set up in the System menu.<\/li>\n\n\n\n
      2. Name<\/strong> your presentation. This is to differentiate your presentations and allow you to search based on presentation name when viewing results.<\/li>\n\n\n\n
      3. You can modify presentations settings on the fly, any changes made here will be specific to the current candidate presentation. (See Creating\/Modifying Presentation Templates <\/a>for more details on these settings)<\/li>\n<\/ol>\n\n\n\n

        Design Window<\/h3>\n\n\n\n

        There are two areas in the Presentations Design Window; the Field Data column and the Attachments section. It is important to note that you can select \u201cEdit Name Record\u201d to make modifications to the field data for each candidate prior to sending. Once the presentation is sent, this button appears as the \u201cFeedback\u201d button to the recipient.<\/p>\n\n\n\n

          \n
        1. Fields that are included in the template are selected to be included in the presentation; you may uncheck any fields<\/strong> that you do not want included in this particular presentation. Note: If a candidate does not have a value in a displayed field, ‘—–‘ will appear and that field will not be included in the presentation.<\/li>\n\n\n\n
        2. Select the attachments<\/strong> you would like to include. Keep in mind, any resumes, global attachments, or profiles that were selected during setup will automatically be included. Note that if you have an attachment section with no attachments selected a yellow indicator will appear. This is to alert the sender that that section will not appear to the recipient when sent.<\/li>\n<\/ol>\n\n\n\n
          \"\"<\/figure>\n\n\n\n
            \n
          1. Select Preview Presentation<\/strong> to ensure everything is correct (if desired)<\/li>\n\n\n\n
          2. Choose Send Presentation<\/strong><\/li>\n\n\n\n
          3. If you have created a Presentation Form Letter<\/strong>, select the letter – it will populate in the box below and can be edited, if desired, prior to sending.<\/li>\n\n\n\n
          4. Using the selector in the From<\/strong> field you may select the email address you wish to send this presentation from (Learn more about email aliases here<\/a>) \"\"<\/a><\/li>\n\n\n\n
          5. In the To<\/strong> field, enter desired recipients, each recipient will receive a blinded copy of the email.\n
              \n
            1. Note: At least 1 recipient must have a name record in PCR in order to send the presentation. If you would like to send to an email address other than the primary email field select the three dots for the desired recipient and then choose your alternate email address. \"\"<\/a><\/li>\n\n\n\n
            2. If you would like to send the presentation to an email outside of PCR this must be done in the CC column. Just type in the email address you wish to send it to and click enter to add it. <\/li>\n<\/ol>\n<\/li>\n\n\n\n
            3. Enter desired Subject<\/strong><\/li>\n\n\n\n
            4. If you did not create a Presentation form letter; enter your email body<\/strong> into the text box:\n
                \n
              1. Use Insert Fields<\/strong> to enter the following: Recipient First or Last Name, System fields (Username, Date, Signature, etc), and any profile link.<\/li>\n\n\n\n
              2. Use Presentation Link<\/strong> insert field to include the link to the presentation. You must enter the text you would like displayed in this box before choosing insert.<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n\n\n
                \n
                \"\"<\/figure><\/div>\n\n\n

                10. Choose Send<\/strong> to send your presentation<\/p>\n\n\n\n

                Presenting Multiple Candidates<\/h2>\n\n\n\n

                You can present multiple candidates from a Pipeline, Rollup List, or a list of Search Results. This process is similar to individual presentations but allows you to send a presentation \u2018packet\u2019 or individual links. When selecting multiple candidate names they can be sent to one or multiple hiring authorities\/contacts.<\/p>\n\n\n\n

                  \n
                1. Open the Pipeline, Rollup List, or Search Result<\/strong> list you wish to create a presentation from.<\/li>\n\n\n\n
                2. Select the checkbox<\/strong>es<\/strong> of the records you wish to present.<\/li>\n\n\n\n
                3. Choose Create Presentation<\/strong> from the action toolbar; this will open a new tab where you can modify your presentation prior to sending. <\/li>\n<\/ol>\n\n\n\n

                  Presentation Settings<\/h3>\n\n\n\n
                    \n
                  1. Select the Template<\/strong> you wish to use, once the template is selected; all settings will populate according to how they are set up in the System menu.<\/li>\n\n\n\n
                  2. Name<\/strong> your presentation. This is to differentiate your presentations and allow you to search based on presentation name when viewing results.<\/li>\n\n\n\n
                  3. Modify presentation settings as necessary, any changes made here will be specific to the current candidate presentation. (See Creating\/Modifying Presentation Templates<\/a> for more details on these settings)<\/li>\n<\/ol>\n\n\n\n

                    Design Window<\/h3>\n\n\n\n

                    There are three areas in the design window; the candidate names column, field data column, and the attachments section. It is important to note that you can select \u201cEdit Name Record\u201d for each candidate to make modifications to the field data prior to sending. Once the presentation is sent, this button appears as the \u201cFeedback\u201d button to the recipient.<\/p>\n\n\n\n

                      \n
                    1. Rearrange the order <\/strong>name records will appear in if sending as a packet. This can be done by dragging and dropping each button to its desired order. Once the presentation is sent, the candidate name will be hidden from this column.<\/li>\n\n\n\n
                    2. Fields that are included in the template are selected to be included in the presentation; you may uncheck any fields<\/strong> that you do not want included in this particular presentation. Note: If a candidate does not have a value in a displayed field, ‘—–‘ will appear and that field will not be included in the presentation.<\/li>\n\n\n\n
                    3. Select the attachments<\/strong> you would like to include. Keep in mind, any resumes, global attachments, or profiles that were selected during setup will automatically be included.<\/li>\n\n\n\n
                    4. Select Preview Presentation<\/strong> to ensure everything is correct (if desired)<\/li>\n\n\n\n
                    5. Choose Send Presentation<\/strong><\/li>\n\n\n\n
                    6. If you have created a Presentation Form Letter<\/strong>, select the letter – it will populate in the box below and can be edited, if desired, prior to sending.<\/li>\n\n\n\n
                    7. Using the selector in the From<\/strong> field you may select the email address you wish to send this presentation from (Learn more about email alias’ here<\/a>)<\/li>\n\n\n\n
                    8. In the To<\/strong> field, enter desired recipients, each recipient will receive a blinded copy of the email.\n