Note – For information on opening the Vacancy Record, see Vacancy Record Details page.
To open the Search Criteria tab, select the Criteria tab from within the Search tab in the Vacancy Record Details page.
Searching for candidates from a vacancy record is one of the powerful features of the system. It allows you to match requirements of any vacancy with the attributes of candidates held in the system using intelligent search logic and return those candidates to the Search Results tab.
This screen is designed to allow a consultant to alter various parts of a search if the results are not good enough. The initial state of the criteria in the search should remain as it was last left but can be saved as a named search at any time by selecting Save Search As from the dropdown. If any of the vacancies requirements are changed at any time, this will reset the state of the search to the same as the requirements. You can also do this manually by selecting Revert to Defaults from the dropdown.
The Search Criteria tab includes some colour coded boxes, Skills, Qualifications, Locations, and Roles, that represent the sections of vacancy requirements. Each box performs its own search using the respective attributes.
Select All of these Skills check box to search the candidates having all the listed skills.
Select Any of these Skills check box to search the candidates having any of the listed skills.
Select Any of these Qualifications check box to search the candidates having any of the listed qualifications.
Select Any of these Locations check box to search the candidates based on the listed locations.
Select Any of these Roles check box to search the candidates having any of the listed roles.
The list of skills, qualifications, locations, and roles can be managed by clicking Select corresponding to each box. A Selector window appears where you can add or remove the attributes.
Once you have defined the criteria you can initiate the search by clicking the Search button. Once the search has finished each boxed section will display a counter of how many candidates matched it’s criteria and at the end of each row will be another counter representing the relevant candidates for all of the boxes on that row. Finally in the bottom right of the screen is a total counter showing how many candidates matched all the criteria. (these counters serve as a useful indicator of which parts of your search may need altering to bring in more or less candidates).
Go to the Results tab to see the resulting records and begin adding them to the shortlist of the vacancy. For more details on how to do this please click here.
Note – If the counters indicate a disappointing number of candidates then you could try using Search for attributes in CV’s option to the right of the tabs. Once ticked this will not rely on the selected criteria being attached as attributes to the candidate records but will also look for them inside attached CVs and will also match any role, skill or qualification aliases as well.