{"id":5227,"date":"2016-02-23T19:50:43","date_gmt":"2016-02-23T19:50:43","guid":{"rendered":"http:\/\/learning2.pcrecruiter.net\/?p=5227"},"modified":"2025-10-30T17:46:37","modified_gmt":"2025-10-30T17:46:37","password":"","slug":"add-wizard","status":"publish","type":"docs","link":"https:\/\/learning.pcrecruiter.net\/site\/docs\/adding-records\/add-wizard\/","title":{"rendered":"Add Wizard"},"content":{"rendered":"\n<figure class=\"wp-block-embed is-type-video is-provider-vimeo wp-block-embed-vimeo watch\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Add Wizard\" src=\"https:\/\/player.vimeo.com\/video\/941602536?h=65cf23590a&amp;dnt=1&amp;app_id=122963\" width=\"750\" height=\"465\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<p><span style=\"font-weight: 400\">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.<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400\">Add Wizard Can Be Used To:<\/span><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><span style=\"font-weight: 400\">Add a Company with or without contact, or import a list method.<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400\">Add a Name using manual entry, parse resume or import list methods<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400\">Add a Position using manual entry or import a list method.<\/span><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><span style=\"font-weight: 400\">Add a Company<\/span><\/h3>\n\n\n\n<h4 class=\"wp-block-heading\"><span style=\"font-weight: 400\">Without Contact<\/span><\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li><span style=\"font-weight: 400\">Select the <strong>Add Wizard<\/strong> icon and choose company<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400\">Choose <strong>Manual Entry<\/strong> followed by the <strong>Next<\/strong> option<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400\">Choose <strong>No Company Contact<\/strong> followed by <strong>Next<\/strong><\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400\">Enter the appropriate company details and click <strong>Next<\/strong>.<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400\">From the confirmation screen you can review your company information by selecting the Company Charm, or <strong>Finish<\/strong> to complete your entry.<\/span><\/li>\n<\/ol>\n\n\n\n<h4 class=\"wp-block-heading\"><span style=\"font-weight: 400\">With a Contact<\/span><\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li><span style=\"font-weight: 400\">Select the <strong>Add Wizard<\/strong> icon and choose company<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400\">Choose <strong>Manual Entry<\/strong> followed by the <strong>Next<\/strong> option<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400\">Choose <strong>Enter Company Contact<\/strong> followed by <strong>Next<\/strong><\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400\">Enter the appropriate company details and click <strong>Next<\/strong>.<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400\">Enter the details of a contact at this location (Hiring Authority, Manager, Employee, etc.) and select next.<\/span>\n<ul class=\"wp-block-list\">\n<li><span style=\"font-weight: 400\">Use the <strong>Use Company Address<\/strong> option to bring the company address information onto the name record.<\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span style=\"font-weight: 400\">From the confirmation screen you can review both the company information and contact information by selecting the appropriate charm. Select <strong>Finish<\/strong> to complete your entry.<\/span><\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\"><span style=\"font-weight: 400\">Add A Name<\/span><\/h3>\n\n\n\n<h4 class=\"wp-block-heading\"><span style=\"font-weight: 400\">Manual Entry &#8211; Contacts or Candidates without a resume<\/span><\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li><span style=\"font-weight: 400\">Select the <strong>Add Wizard<\/strong> icon and choose Name<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400\">Choose <strong>Manual Entry<\/strong> followed by Start<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400\">In the <strong>Enter Company<\/strong> 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.<\/span>\n<ul class=\"wp-block-list\">\n<li><span style=\"font-weight: 400\">By leaving the field blank the name will automatically be linked to your <strong>Default Company<\/strong>. Not sure what a Default Company is? <a href=\"https:\/\/learning.pcrecruiter.net\/site\/docs\/adding-records\/adding-companies\/\">Click here to learn more<\/a>.<\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span style=\"font-weight: 400\">Enter the appropriate name details and choose <strong>Next<\/strong><\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400\">From the confirmation screen you can review the name information by selecting the appropriate charm. Select <strong>Finish<\/strong> to complete your entry.<\/span><\/li>\n<\/ol>\n\n\n\n<h4 class=\"wp-block-heading\"><span style=\"font-weight: 400\">Using a Resume to Create a Record<\/span><\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li><span style=\"font-weight: 400\">Select the <strong>Add Wizard<\/strong> icon and choose Name<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400\">Choose <strong>Parse From Resume<\/strong> followed by Start<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400\">The <strong>Add Resume Utility<\/strong> will display; if it does not, be sure you have downloaded the launcher and are running the most recent version of Java<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400\">Click <strong>Open<\/strong> to browse and select a file on your computer, or click <strong>Paste<\/strong> to process clipboard contents into the add resume tool<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400\">Modify extracted information as needed. Specify Source, Position, or Rollup if desired.<\/span>\n<ul class=\"wp-block-list\">\n<li><span style=\"font-weight: 400\">Keep in mind, by leaving the Company Name field blank, the name will automatically be tied to the <a href=\"https:\/\/learning.pcrecruiter.net\/site\/docs\/adding-records\/adding-companies\/\">Default Company<\/a>. If you would like to assign them to a company, use the dropdown to search for the appropriate company.<\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span style=\"font-weight: 400\">Click <strong>Save<\/strong><\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400\">Select <strong>Click to View Name Record<\/strong> to jump to the newly created record and interact with the record.<\/span><\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\"><span style=\"font-weight: 400\">Add A Position<\/span><\/h3>\n\n\n\n<h4 class=\"wp-block-heading\"><span style=\"font-weight: 400\">Manual Entry<\/span><\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li><span style=\"font-weight: 400\">Select the <strong>Add Wizard<\/strong> icon and choose Position<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400\">Choose <strong>Manual Entry<\/strong> followed by Start<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400\">In the <strong>Enter Company<\/strong> 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.<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400\">Enter the appropriate position details and choose <strong>Next<\/strong><\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400\">From the confirmation screen you can review the position information by selecting the appropriate charm. Select <strong>Finish<\/strong> to complete your entry.<\/span><\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">Importing Names, Companies, Positions<\/h3>\n\n\n\n<p><a href=\"https:\/\/learning.pcrecruiter.net\/site\/docs\/adding-records\/data-file-import\/\">For complete instructions on importing a data file, see this article.<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 Without Contact With a Contact Add A Name Manual Entry &#8211; Contacts or&hellip; <a class=\"more-link\" href=\"https:\/\/learning.pcrecruiter.net\/site\/docs\/adding-records\/add-wizard\/\">Continue reading <span class=\"screen-reader-text\">Add Wizard<\/span><\/a><\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"pcr-menu-id":[],"footnotes":""},"doc_category":[27],"doc_tag":[],"knowledge_base":[25],"class_list":["post-5227","docs","type-docs","status-publish","hentry","doc_category-adding-records","knowledge_base-nine","entry"],"year_month":"2026-04","word_count":583,"total_views":"1578","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"PCRecruiter","author_nicename":"arothman","author_url":"https:\/\/learning.pcrecruiter.net\/site\/author\/arothman\/"},"doc_category_info":[{"term_name":"Adding Records","term_url":"https:\/\/learning.pcrecruiter.net\/site\/docs\/beta\/adding-records\/"}],"doc_tag_info":[],"knowledge_base_info":[{"term_name":"PCRecruiter 9","term_url":"https:\/\/learning.pcrecruiter.net\/site\/docs\/nine\/","term_slug":"nine"}],"knowledge_base_slug":["nine"],"_links":{"self":[{"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/5227","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/comments?post=5227"}],"version-history":[{"count":7,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/5227\/revisions"}],"predecessor-version":[{"id":13997,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/5227\/revisions\/13997"}],"wp:attachment":[{"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/media?parent=5227"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/doc_category?post=5227"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/doc_tag?post=5227"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/knowledge_base?post=5227"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}