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Home > How to guide > Guide for Users > Candidates > Searching for Candidates

Searching for Candidates

After candidates have been added to the system, recruiters can make use of the search functionality to find potential applicants for their vacancies. The values that can be used as search parameters are dependent on how your system has been configured.

The searches a user has access to are dependent on their access levels.

https://www.youtube.com/embed/RX9HsU1Vfow

Typically there are three different ways in which a search can be run:

  • Simple Searches - These searches are best used when the recruiter knows who they are looking for, as the search criteria is limited to categories, name, and when the candidate was added to the system.
  • Advanced Searches - These searches extend the searching functionality to include the application form sections that have been configured to have their values made searchable. These searches are useful for finding candidates that have certain skills. Advanced searches also provide the ability to use search templates, as well as saved searches.
  • CV User ID/Candidate Names - These static options are available from the right side of the page. These should be used when you know the candidate's name or ID and are looking to quickly return the relevant person.
  1. For details on search parameters and how to get the results you are looking for refer to Search Criteria Considerations.

Running a Simple Candidate Search

https://www.youtube.com/embed/6ddQM1WgHV4

  1. From the Start page, select Search.

icon_search.png

  1. Select the type of candidate to search for from the Internal Categorization list.
  2. Enter a Name if known and whether to include Applications that were entered into the system before or after a specific date.
  3. Click Search to run the search and see the results page.

Running a Simple Candidate Search (1).png

Running an Advanced Candidate Search

https://www.youtube.com/embed/ceijm29BWwQ

  1. From the Start page, select Search.
  2. Click Go to advanced search to display the advanced options.
  3. Click on the arrow next to each category to expand the section and display which search parameters are available.
  4. Select the required parameters then click the arrow again to collapse the section. The section now has a red asterisk to indicate it is being used for the search.
  5. Repeat for each required section.
  6. Click Refine to provide a total for Current number of hits and then continue to narrow the search if required.
  7. Click View search result to display the matching candidates.

Saved Searches

Saved searches enable complicated advanced search criteria to be easily reused. New searches can be saved and existing searches can be updated.

Creating a Saved Search

  1. From the Start page, select Search then click Go to advanced search.
  2. Use a template or configure each of the search parameters as required.
  3. In the Save search as field, enter a name for the search then click Save query.

Updating a Saved Search

  1. From the Candidate Search page select the required search from the Saved Searches list.
  2. Change the search parameters as required and then click Change saved query.

Updating a Saved Search (1).png

  1. If the same name as a previously saved search is entered in the Save search as field, it overwrites and replaces that search.

Deleting a Saved Search

  1. From the Candidate Search page, select the required search from the Saved Searches list.
  2. Click Delete saved query, then click OK when prompted to confirm the deletion.

Visibility of Candidates: Searching Restrictions for Non-Admin users

If an internal user is an administrator user (indicated by having the Is Administrator access control option enabled) then they can search for any candidates in the system. If an internal user is not an administrator user, then their search results differ as their access to the candidates in the system is limited.

For non-administrator users, CV Candidate types that are not related to a project the user has access are displayed when a candidate search is run, but because they are part of another vacancy, the user cannot transfer them to their own vacancy. Candidates that have a user name and password, but are not associated with a project are not displayed in the search results.

Candidates that are not associated with a project are returned in a search. Other Candidates that are associated with a project are only displayed if the user has access to that project.

Internal users must have the Access to CV Search access control setting enabled to search for candidates, regardless of whether they are administrator or non-administrator users.

Running a Candidate User CV ID/Candidate Name Search

  1. From a page, such as the Start page, expand the User CV ID box, enter an id then click Search
    - or -
    Expand the Search candidate names box, enter a name then click Search.

Running a Candidate User CV ID_Candidate Name Search (1).png

  1. The results page displays any candidates who match the criteria.

Searching for Candidates Using Templates

Using search templates enables the criteria for a search to be configured once and then reused whenever it is necessary. Search templates are typically configured by system users with administrative level access.

https://www.youtube.com/embed/rKik_XjRNFw

For more details on search templates refer to Search Templates.

Running an Advanced Search Using a Search Template

  1. From the Start page, select Search and then click Go to advanced search.
  2. Select the required template from the Choose Search Template list.
  3. Amend the search criteria if necessary and then click View search result.
Last modified
19:01, 30 Apr 2015

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