Please note: This article currently reflects the Selection Manager experience and will be updated on 6/9 to incorporate the new candidate pipeline being rolled out to customers. To review the candidate pipeline and how to process candidates through the stages, click here.
Global search can be a powerful recruiting tool. Whether you are trying to find a candidate quickly, looking to optimize past applicants for current openings, or access a job within your hierarchy, global search can make this process a light lift.
To quickly search for an individual or job in your account, click on the toggle to select from the drop-down.
Once selected, as you type, you will see matching results appear and can select the correct name when you see it to be taken to the individual's preview page or to the applicants tab of the job you selected.
When selecting a job, You will land on the 'applied' tab of the job you selected from the search. Start reviewing or taking action on applicants or candidates as needed.
When selecting an applicant, on the preview page, you can see the person's contact information, resume, recent activity, and any job(s) they've applied for. For more details, click the person's name to see the jobs they have applied to, comments, tags, an overview of their documents, details of the activities assigned to them, edit their information, or add them to another job.
If you don't see what you're looking for, you can click 'See all results', which will take you to the Candidate Search experience outlined in the next section.
Using Candidate Search
Candidate Search is a way to conduct a more advanced search. This can be helpful if you are not sure who you're looking for or if you would like to perform a search for a list of candidates with specific details or keywords on their resume (e.g. candidates who applied within a certain date range, or feature key skills or experiences on their resume).
To start, click 'Candidates' in the left navigation. On the search page, you can search for someone by name, email address, or phone number with just 2 characters. Search resumes by keyword, or generate a list using various filters- now including filtering by disposition code and tag.
The new search experience supports the use of AND and OR keywords along with parentheses. Using keywords like “(Roberts OR burz) OR Adams” would prompt a return of any rows with a match to “Roberts”, “burz”, or “Adams”.
Click on an applicant or candidate's name from the results to be taken to the individual's preview page. On the preview page, you can see the person's contact information, resume, recent activity, and any job(s) they've applied for. For more details, click on a job the applicant or candidate applied for to view their complete profile.
Searching for Hires
Within Candidate Search you can access a list of 'Hires' within your account.
Select 'Candidates' from the left navigation then select the 'status' filter. Select 'Hired' from the drop down and then 'Apply Filters' to see results.
Find the Hire from the search results.
Best Practices
While search tools can be a fast way to locate and take action on a specific applicant or candidate, it can also function as a strategic tool to source qualified candidates.
Tags:Tag candidates as you review them with specific keywords. Tags are searchable and will allow you to easily locate quality applicants already in your database.
Disposition Code: Assign Disposition codes to applicants or candidates when you decline them from your hiring process. While this population may not have been a good fit for the role they applied for at that time, they may be eligible to be considered in the future or for another open role. Disposition codes are now searchable and will allow you to easily locate applicants already in your database.
Example: Applied after the offer was accepted, accepted another job
Resume Search: Search for job titles similar to the role you are trying to fill.
Example: Looking to fill a management role? Enter keywords like management, manager, leader, lead, head, supervisor
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