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PCR Webinar Designing Profiles

By Emma Martin,2014-12-24 15:23
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PCR Webinar Designing Profiles

    PCR Profiles Training Part 1: Designing Profiles

    Monday, January 29, 2007 3:00 PM 4:00 PM EST

This is the first of a two-part series providing instruction on Profiles. Participants gain the

    knowledge needed to create definable questionnaires that will impact their organization‟s

    ability to effectively collect and manage usable candidate data. This session is recommended for PCR Admins only.

    Session Topics

    About Profiles ................................................................ 2

    Adding the Profile ........................................................... 3

    Entering / Editing Questions ............................................ 4

    Formatting Profiles with HTML & CSS................................ 6

    Automation Plans for Profiles ........................................... 8

    Downloading / Uploading a Profile .................................. 10

    Importing Questions from Other Profiles ......................... 11

    Integrating Profiles with Web Extensions......................... 11

    Defining Hiring Profiles .................................................. 12

    Main Sequence Technologies

    Reference Document for Profiles Webinar Page 1 of 12

About Profiles

    Candidate profiles are definable questionnaires. Below are examples of how our clients use Profiles:

    ; Our clients who use PCRecruiter's Candidate Web Extensions can use Profiles to collect detailed

    candidate information, either during registration or when applying to a specific position.

    ; Our agency clients usually have specific questions they ask their candidates. They use Profiles as

    forms to guide the qualification conversation and capture information, or they send the profile to

    the candidate to request information.

    ; Profiles can be used to capture additional information about companies or positions. However,

    these types of forms must be completed by the user and cannot be emailed out of PCRecruiter. Profiles are a powerful tool to help you capture information. Below is a list of additional features of Profiles:

    ; Profiles can be attached to Name records and completed by an internal user, emailed to a person

    to collect information, or completed in the Candidate Web Extensions.

    ; A link to a profile can be included in an email or Form Letter. This provides the ability for

    candidates to submit their information as defined by you, plus submit their resume or other

    attachments in one form. After the recipient saves the form, the data is immediately submitted to

    your database. The resume they upload is stored in the 'Resume' area of their Name record. The

    Profile and other files they upload are stored in 'Attachments'. Profiles can also be configured to

    send an email to a specific email address or the user who sent the profile to alert them that the

    Profile was submitted.

    ; Profiles can be attached to Company and Position records and completed by an internal user to

    store information about the record.

    ; Answers can be linked to pre-defined and custom PCRecruiter fields. This provides the ability to

    update the record to which the profile is associated as the profile is saved to the database. The record can be added to a Rollup based on the entry or selection of a pre-defined answer. For example, if your questions asks the person to select their job function from a list of options, the can be added to the Rollup you have created to group these types of individuals.

    ; Profiles can contain predefined answer selections in a variety of formats.

    ; Multiple-choice answers can be scored to evaluate candidates.

    ; When submitting a candidate for a position, you can include their profile as part of the Interview

    Email.

    ; Profiles can require fields to be completed before the Profile can be saved to ensure that you are

    collecting complete information.

    ; The profile answers are stored as freeform text and are keyword searchable when using the

    Keyword or Advanced search.

    Main Sequence Technologies

    Reference Document for Profiles Webinar Page 2 of 12

    Adding the Profile

    Note: You must have System access to create a Profile.

    1. Click System on the main toolbar.

    2. Click the Open button corresponding to Console: Data Locations/System Setup/Utilities.

    3. Click Candidate Profile Setup. A list of existing profiles for your database is displayed. 4. Click Add to create a new profile. You will be presented with the following options:

    o Profile Name Enter the name for this profile as it will appear in dropdown menus

    throughout the program and at the top of the form.

    o Description Enter a brief description of the profile. Many clients use description to

    explain the form's purpose to internal users.

    o Default Select if this profile is the default profile to be used for this data location in

    web extensions.

    o Response Activity Type Select an activity type to be logged when candidates fill out

    this profile.

    o Default Email Profile Select if you want a link to this profile to be included in ALL

    outgoing emails.

    o Create New Choose whether this profile is to be filled out once and left open for

    editing, or whether the user can fill out the same profile again with new answers.

    o Notify By Email List Enter a list of email addresses, separated by commas, to be

    notified when this profile has been completed

    o Notify Sender Username If this box is checked, the user emailing this profile will

    receive notification that the profile has been completed.

    o Include XML Attachment in Email - Profiles are stored as XML data in the database.

    You can choose to have the person who receives the email notification about the profile

    completion also receive the profile as an XML attachment. This can be useful if you plan

    to import the data into another system which can interpret XML data.

    o Post XML to URL If a third-party service or special script has been set up to receive

    XML data from PCRecruiter, the URL would be entered here. In most cases this will be

    left blank.

    o Post on Save and Delete - If you are posting the XML to a URL, you can set the

    system to update that URL it every time the profile is saved or if it's been deleted.

    o Knockout Autoplan - If an automation plan should be triggered if the candidate selects

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