Help Center

General 1

• Summary Overview

Billing, Cash In & Pacesetter 1

• Leaderboard Overview

My Dashboard 2

• My Dashboard Overview
• Personal Bests

User Comparison 0

General 1

• Chipboard Overview

Coupons 0

General 1

• Contests Overview

Reports Overview 2

• Aggregate Data Reports Overview
• Customizing the Report

Interview Reports 2

• Hot Sheet Report
• Hot Sheet Report - Remove Candidate

Position Reports 0

Placement Reports 1

• Placement Stats Report

Activity Reports 4

• User Activities Report
• Phone Times Report
• Effort Scores Report
• Messaging Report

Office Reports 3

• Goals Report
• User Hierarchy Report
• Private Equity Data Report

Accounting Reports 0

Record Details 3

• Position Details
• Split Job Orders
• Split Send Outs

Custom Reports 1

• Create Custom Report

Companies 4

• Adding a New Company
• Retainers
• Company Transactions
• Company Payments

Editing Companies 1

• Edit Company Settings

Overview 6

• Positions Overview
• Split Position Details
• Adding a Retainer on a Position
• Delete a Position
• Delete an Interview

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Position Stats 1

• Position Stats Overview

Position Report Tab 2

• Report Overview
• Prospective Candidates

Manual Entry 4

• Adding a New Position Manually
• Adding a Resume Presented
• Adding a Placement
• Adding an Interview

Invoice Details 8

• Invoice Details Overview
• Changing the Invoice Number
• Invoice Configuration
• Viewing Invoices
• Email Invoice to Me

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Split Placements 4

• Internal Split
• Project Coordinators
• Adding Multiple Split Partners
• Flat Credit Splits

Contract Placements 2

• Contract Placements Overview
• Add Billing to a Contract

Cash In 2

• Adding Cash In to a Placement
• Edit or Delete Cash In

Placement Stats Tab 1

• Placement Stats

Actions Tab 4

• Fee Adjustments
• Fall Offs
• Related Placements
• Apply Retainer Balance

Related Placements Tab 1

• Related Placements

Users 6

• User Profile
• User Goals
• Editing User Data
• Adding User Activity Data
• Compensation Plans

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Placements 1

• Invoice Settings

Personal Bests 1

• Settings

Settings 5

• Global Settings
• Invoices
• Reports Settings
• Reports Settings - Hot Sheet Report
• Reports Settings - Hot Sheet Report - Out-of-Process Status Options

Contests 1

• Adding a New Contest

Updates 36

• Version 2.1
• Version 2.1.1
• Version 2.1.2
• Version 2.1.3
• Version 2.1.4

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FAQ 0

Crelate API 2

• Placements
• Contact Activities

Loxo API 1

• Default Activities

Getting Started 6

• PCRecruiter API
• RingCentral API
• Exporting Initial Data from PCRecruiter
• Placement Custom Fields
• Getting Activities Data from PTWeb

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PE Version 6

• Version 2.1.3
• Version 2.1.4
• Version 2.1.5
• Version 2.1.6
• Version 2.1.7

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