The 'Refine this search' feature allows you to change the search criteria of the candidates list you are viewing. This feature is sometimes called 'Candidate search' or 'Talent search'. This article includes:
- Using existing searches in the Candidates tab
- Creating your own search criteria
- Available candidate search criteria
If you have been granted the permission 'Can create and search job seekers', the Candidates tab will be available to you. In the Candidates tab, if you would like to view candidates other than those that appear by default, use the options available from the 'View:' drop-down box available at the top of the screen:
In this drop-down list of searches, you'll see the searches which have been previously saved by you, or saved by others (who have been granted the 'Create shared job seeker saved search' permission) who have shared them.
You can create your own search criteria to view candidates other than those visible:
- In the 'Candidates' tab (if you have been granted the permission 'Can create and search job seekers'), from the 'View:' drop-down box available at the top of the screen.
- In the application bucket, you are currently viewing.
To create your own criteria:
- Click the 'Refine this search' button.
- The 'Search for job seekers' panel will appear. This panel provides you with a range of ways to find candidates (refer to the detailed section below):
- In this screen, make your selections from the applicable 'who are...', 'who have ...' and 'who may...' heading(s).
- When using the 'Refine this search' button from an application bucket, the first option in this screen is 'who are attached to the job "JOB TITLE". Only show candidates who are attached to this job and who are currently in the status:', with the options to choose from the other buckets available on the job.
- Use the plus and minus symbols to expand and collapse the list of options for the headings.
- When you have finished setting your criteria, click the 'Search now' button to run your search and display the results in the candidate list view.
- Use the 'results per page' option to change the number of candidates you will see in your list after you click 'Search now'. This will default to 30 unless you have specified a different default for your login via your Accounts tab (set in the 'Number of results in lists of job seekers' field).
- The 'who have "Team tags"' option will only appear when you have used the Candidate \ Tagging menu and selected a team tag to view the associated candidates, then clicked the 'Refine this search' feature.
Available candidate search criteria
The 'Search for job seekers' panel includes the following options:
|who have name, preferred name, email address or phone number
|Here you can include a full/partial name, email address or phone number. This search criteria is the same as the quick search available at the top right-hand corner of the SnapHire screen and will search the first name, middle name, last name, preferred name, email address and phone number fields. When searching in the phone number fields, SnapHire will ignore any spaces the candidate has inserted. E.g. the phone number entered as '021 234 567' would be found in the search '021234567.
|who have keywords
|As described within the onscreen instruction, here you can include a keyword(s) to find anywhere in the candidate's details, including the resume, address, name etc. This can be very useful when searching for talent with a key skill, qualification or experience.
- If you enter more than one word (e.g. Musical Director), each individual word will be recognised as a separate keyword, and any candidate who matches either one (or both) of those words you’ve entered will be included in the results.
- If you enter more than one word and you want to find an exact match, put it in double quotes so that it is recognized as a phrase (e.g. “Musical Director”).
- If you want to find people that match ALL the keywords entered then you would use the plus (+) symbol to specify that (e.g. Musical+Director).
- You can also use the minus (-) symbol to exclude certain words/phrases from your results. For example; if you wanted to find any profiles that contained the word ‘Director’ but not if the profile also contained the word Musical then you would enter +Director –Musical. Or perhaps if you wanted to find any profiles that contained the word ‘Director’ but not if it was part of the phrase ‘Musical Director’ then you would enter +Director -“Musical Director”.
|who have profile
|This area allows you to select from your organisation's customised profile selections. There are two types of profile selections available:
1 - Values that the candidate has visibility to, and has profiled about themselves. These include profile/search agent category values such as the location and expertise (which are used for new job alert matching) as well as Job Seeker additional information your organisation asks during profile completion (e.g. remuneration expectations).
2 - Values that the candidate does not have visibility to, which have been added by someone in your organisation (e.g. High touch evaluation). If there are key groupings of talent that you want to easily find in your business, you may want to use the Categories Self-Service functionality to update your category values.
If you regularly find that your profile selections are too broad for talent searching (e.g. Expertise of Finance, when you really want to be able to identify those interested in Credit Control positions) then you may like to consider:
- Reviewing your existing profile choices for jobs/candidates. For example you might have the value Finance with various sub values including Credit Control etc. This allows the jobs to be more clearly profiled, as well as allowing candidates to make very granular decisions about how they profile themselves – this means more targeted job alerts for them, and easier searching for you!
- Adding profile-targeted registration questions so that if a candidate makes a certain profile selection (e.g. Finance) then they are then asked some additional registration questions that are not normally seen (e.g. Please select all Finance systems you have used). This will allow you to view more relevant information about the candidate as part of your search results.
If you find that your talent community does not seem to accurately profile themselves (e.g. candidate has profiled themselves as interested in Human Resources only but has applied to an IT job) then you may like to consider turning on the Autostamp feature for some profile selections. If a candidate applies to a job that has a profile that does not match their profile selections, their profile is automatically updated to include the missed values (e.g. candidate has profiled themselves as interested in Human Resources only but has applied to an IT job, SnapHire would add the value of IT to the candidates profile. This would mean that the candidate would now also receive IT job alerts.).
|who have "Private tags"
|This area allows you to incorporate available Private tags into your search criteria. Please note that depending on your site configuration the Available tags may not appear (if this is the case, you can include them in your search criteria by using the Candidate / Tagging menu and selecting the private tag first, then clicking 'Refine this search' to add your other search criteria).
|who have "Team tags"
|This area allows you to incorporate available Team tags into your search criteria. Please note that this option will only appear when you have used the Candidate / Tagging menu and selected a team tag to view the associated candidates, then clicked the 'Refine this search' feature.