{"id":6910,"date":"2018-05-08T13:38:44","date_gmt":"2018-05-08T13:38:44","guid":{"rendered":"https:\/\/learning.pcrecruiter.net\/?p=6910"},"modified":"2026-03-12T19:34:57","modified_gmt":"2026-03-12T19:34:57","password":"","slug":"gdpr","status":"publish","type":"docs","link":"https:\/\/learning.pcrecruiter.net\/site\/docs\/database-config\/gdpr\/","title":{"rendered":"General Data Protection Regulation (GDPR)"},"content":{"rendered":"

Awaiting Consent Indicators<\/span><\/h2>\n

Upon activating the GDPR functionality in your PCRecruiter database all name records will become highlighted in orange. This orange color will be used moving forward to indicate records that have not consented to be contacted. Once a person has consented to being contacted, the orange highlight will be removed. Secondary to the orange highlight, a Locked Folder image will appear on the Record Layout and on your Search Results signifying that the person has not consented to be contacted. Lastly, upon activation; a GDPR tab is added to your Name Record Layout. This new tab will not have any data at first, but will contain the Name Records Consent Date and Purpose as those are gathered.<\/span>
\nMoving forward, all new names entered into the database via Resume Parse, Add Name, Import, PCR Capture or Resume Inhaler; will receive the previously listed indicators as well as be added to both the Opt-Out Bulk Email and SMS Lists (historical names will not be added to these lists).<\/span><\/p>\n

Move Consent Date and Consent Purpose<\/span><\/h2>\n

When GDPR becomes activated in a database a GDPR tab is added to the name record layout. This tab contains the EUC Consent Date and EUC Consent Purpose.<\/span>
\nAs with other fields in PCRecruiter, you can choose to add these to your main layout for quick access if desired (Please Note that only an administrator can edit the values selected from the GDPR tab or from GDPR fields on a name record. A non-admin user will need to use the Consent Log area to add consent for a record).<\/span><\/p>\n

    \n
  1. Access any <\/span>Name Record<\/strong> in your database<\/span><\/li>\n
  2. Choose <\/span>Customize<\/strong> from the action dropdown<\/span><\/li>\n
  3. Select <\/span>Click to set Field<\/strong> from any group on your layout screen<\/span><\/li>\n
  4. Use the dropdown to select <\/span>EUC Consent Date<\/strong> and <\/span>EUC Consent Purpose<\/strong><\/li>\n
  5. Once the fields are added to your layout you may <\/span>drag and drop<\/strong> them to the desired location<\/span><\/li>\n
  6. Click <\/span>Save<\/strong> when finished<\/span><\/li>\n<\/ol>\n

    Existing Data<\/span><\/h2>\n

    As GDPR begins its course, we need to also take into account the historical data. Historical data is any record that existed in your PCRecruiter database prior to the GDPR feature being activated.<\/span>
    \nHistorical records will appear with the orange highlight and locked folder images however, they will not have a Consent Purpose or Date (As they have not Consented). The difference with these records is they have not been added to the Opt-out Bulk Email and SMS lists.<\/span>
    \nYou will be able to request consent from these historic records through the same means as new Name Records.<\/span><\/p>\n

    Bulk Change Historical Data<\/span><\/h4>\n

    The PCRecruiter Global Change feature will allow you to mass change a list of names to a Consent Status. This will be particularly useful for historically placed candidates, applicants, and clients.<\/span>
    \nNote: You must be an admin user to perform the following.<\/span><\/p>\n

      \n
    1. Create a <\/span>Rollup List<\/strong> of the name records you wish to bulk change (Contact PCRecruiter Support if you are unsure how to find the names you wish to change)<\/span><\/li>\n
    2. Select <\/span>System<\/strong> from the main toolbar<\/span><\/li>\n
    3. From the System menu choose <\/span>Global Change<\/strong><\/li>\n
    4. Select <\/span>Change Names<\/strong><\/li>\n
    5. Use the Field Name dropdown to select <\/span>EUC Consent Purpose<\/strong><\/li>\n
    6. Select the <\/span>Rollup List<\/strong> you would like to change (This step is very <\/span>IMPORTANT<\/strong>, if you do not choose a Rollup List all of your Name Records will be modified).<\/span><\/li>\n
    7. Choose the<\/span> New Value<\/strong> to populate. This will populate for all Name Records on your selected Rollup List<\/span><\/li>\n
    8. Use the <\/span>Original Value<\/strong> dropdown to choose if you would only like to modify records that have a particular existing value (This option is typically left as All Records)<\/span><\/li>\n
    9. Select <\/span>Modify Only Empty Fields<\/strong> if you do not want Name Records with a value in the EUC Consent Purpose to be affected (Typically left unchecked to modify the previously selected Rollup List)<\/span><\/li>\n
    10. Select <\/span>Apply<\/strong> to begin the changes..<\/span><\/li>\n<\/ol>\n

      EUC Consent Purpose<\/span><\/h2>\n

      The following options are available on your GDPR tab for identifying the Purpose of a Name in your database:<\/span><\/p>\n