Overview

The 'Save this search' feature allows you to save your job search criteria for future use.  This article includes:


Saving your search criteria

If you have been granted the permission 'Can create job saved search', the 'Save this search' button will be visible.  You can use this button to save your search criteria to use again later.  


To do this:

  1. Run the search you wish to save.
  2. While viewing the search results, click the 'Save this search' button.
  3. The 'Saved search' panel will appear:
  4. Provide a name for your search.
  5. If you have been granted the permission 'Can create job system saved search' and/or 'Can create job shared saved search', you will see additional options below the name field - refer to 'Sharing your search criteria with others' below for information about these options.
  6. Click the 'Create' button to save the search for your future use, or the 'Close' button to cancel the save search process.
  7. Your search will now be available from the drop-down 'Search:' list at the top of the 'Jobs' tab.  To the left of the search, name will be the symbol.


TIPS:

  • It is important to note that not all search criteria can be stored as part of a saved search, please refer to Save-able search criteria below.
  • There is no limit to the number of saved searches for your account / your site.


Save-able search criteria

The table below indicates which search criteria sections can be retained as part of a saved search:


Job search criteria
Save-able?
More information
that are associated with
Yes
Applies to jobs associated with Recruiter, Manager and Agency user options.
that have title or code
Yes-
that are in job family
YesDefaults to 'All job families'.
that have keywords
NoThis criteria is not able to be stored as part of a saved job search as the search information is compared against many fields (e.g. job title, code, and descriptions) and in order to store job search criteria SnapHire needs to store the information against only one field.
that have profile
Yes-
that are in application workflow
YesDefaults to 'All application workflows'.
that have status and/or visibility
YesApplies to 'Hiring status' and 'Job visibility' options.
that have other job details
Yes-


Sharing your search criteria with others

Other users (in your team)

If you have been granted the permission 'Can create job shared saved search', you can create searches which are accessible by other users (other recruiters, and/or managers, and/or agency users).  Please note that if your organization uses the Recruiter teams feature, only other users within your team will be able to see these saved searches.


To share your search with other users:

  1. Run the search you wish to share.
  2. Click the 'Save this search' button.
  3. In the 'Saved search' panel, enter a name for the search.
  4. Below the search name, there are three options available for you to select the applicable users types you wish to share with:
  5. Make your selections, then click the 'Create' button to save the search (or 'Close' to exit without saving).
  6. Your search will now be available from the drop-down 'Search:' list at the top of the 'Jobs' tab, for the type(s) of users you selected, who belong to the same recruitment team as you (if your organization uses the Recruiter Teams feature).  To the left of the search name will be the  symbol. 


TIP:  If you have also been granted the permission 'Can create job system saved search', the 'System saved search' option will appear before the other user options.



The entire site

If you have been granted the permission 'Can create job system saved search' in addition to the 'Can create job shared saved search' permission, you can create searches that are accessible by all user types across the entire site (regardless of Recruiter teams, if your organization uses the teams feature).  


IMPORTANT:  Please note that we do not recommend granting the 'Can create job system saved search' without the 'Can create job shared saved search' permission because otherwise any searches created will be unable to be seen/edited by any user type and will require assistance from our Client Success team to be located/edited.


To share your search: 

  1. Run the search you wish to share.
  2. In the 'Saved search' panel, enter a name for the search.
  3. Select the 'System saved search' option which appears directly below the search name:
  4. Ensure you select at least one of the 'Make this search available to other ...' options or the search so that the search can be seen/edited by at least one type of user.
  5. Click the 'Create' button to save the search.
  6. Your search will now be available from the drop-down 'Search:' list at the top of the 'Jobs' tab, for all users across the entire site.  To the left of the search name will be the  symbol. 


Updating your saved search criteria

To update your search criteria:

  1. Run the search you wish to update.
  2. Click the 'Save this search' button.
  3. By default the 'Create new saved search' option will be selected, click the 'Update current saved search' option:


  4. The panel will update to your current search details, make the changes as required, then click the 'Update' button.
  5. Your search criteria will be updated.


Deleting your saved search criteria

Please note that you will not be able to delete any search that is currently set by any user as their 'Default job saved search' (via the Account tab).


To delete your search criteria:

  1. Run the search you wish to update.
  2. Click the 'Save this search' button.
  3. By default the 'Create new saved search' option will be selected, click the 'Delete current saved search' option:
  4. The saving options will no longer be visible:
  5. If you are sure you want to delete the search, click the 'Delete this saved search' button and your search criteria will be permanently deleted.