8 Candidate Profile
8.5 Working with Candidate Profiles
8.5.6 Conducting a Candidate Search
Candidate search enables a user to search through the candidate profile database. The client may choose to provide candidate search access to any user in the SuccessFactors HCM Suite. Users who do not have candidate search permissions do not have access to candidate search.
All clients should have the maximum search capability enabled for their instance.
The candidate search feature searches candidate profile information, NOT candidate application information, or pre-screen questions. Additional record types such as Application cannot be configured to be searchable.
Recruiting users can search directly for a specific candidate using the candidate’s name or choose to put together a complex search using multiple criteria.
For detailed information on candidate search logic, see the additional documentation .
Quick Facts
● Candidate Search only searches through Candidate Profile and resume data. Additional information such as application data, prescreen question responses, and interview content is not presently searchable
● Depending on data privacy consent statement settings (DPCS) internal candidates may not be returned in the candidate search until they accept the data privacy statement on the career tab.
● Candidate Search results may be limited by Candidate Visibility options.
● If Advanced Relevancy is enabled, when toggling from Thumb View to List View and back there is a column alignment issue because the Match Score stars are missing.
● Expected functionality includes a ‘How do I use this?’ link that contains instructional help text for the user, this cannot be configured.
● Candidate search results pagination supports displaying 10, 20, 50 or 100 candidates per page. View All candidates in the list is not supported, due to the impact on system speed when displaying a large number of candidate profiles on a single page
Prerequisites
● Provisioning Company Settings Recruiting Application ● Provisioning Candidate Profile XML is configured ● Indexes created for the instance
Configuration
1. Provisioning Company Settings Recruiting Advanced Candidate Power Search
2. Admin Tools Recruiting Permissions apply Candidate Search permissions to the appropriate users 3. Verify that the Candidate Profile XML elements that are sm-mapped to the Employee Profile XML must be set
up with at least read permissions to all (*) users in the succession-data-model
Tip
All clients should enable the Advanced Candidate Power Search. If it is not enabled, the client will be missing the following functionalities:
● Support for boolean operators between fields used to build complex searches ● Search by Name
● Save Search and Share saved searches ● Activity search
● Tag search ● Favorite search
8.5.6.1
Search by Name
Context
Recruiting users can choose to do a simple Search by Name to find a specific candidate.
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Procedure
1. Navigate to Candidates tab.
2. Start typing in the search by name box. The autocomplete suggests names. 3. Select a name.
Results
The selected candidate’s profile will open.
Candidate Search
8.5.6.2 Keyword and Item Search
Context
● Candidate is: Restricts search by candidate type (internal, external or both). Agency candidates are external. Note that the “contains” search is a whole word search, not a partial word search.
● Keyword: Searches the text in the resume and cover letter only. Does not search additional attachments. The system will use OCR to make all uploaded resumes searchable, including PDF documents. Note that some resumes may not be searchable because of how the content was put together (notably MS Word templates that store the data oddly such as containing information in Content Control boxes.)
● Basic Info: User can select any field defined in the Candidate Profile XML to use in search. Fields cannot be removed, hidden, or permissioned; all fields defined on the Candidate Profile will appear.
● Background: User can select any background element fields defined in the Candidate Profile XML to use in search. Fields cannot be removed, hidden, or permissioned; all background elements and fields defined on the Candidate Profile always appear.
● Activity: User can restrict search results to only candidate profiles created in a particular period of time, candidates who have applied to a job in a particular period of time or candidates who have not applied to a job but created their profile in a particular period of time.
● Any of: Same list of options as the above but assumes an “OR” operator between conditions instead of an “AND” operator.
● Job Requisition ID: Recruiting users can restrict search results by requisition ID. This is an autocomplete field, and a user can only search using the full requisition ID. It is not presently possible to restrict a recruiting user from searching the entire candidate database while still allowing them to search only candidates who applied to a specific requisition. Requisitions will only show up in the autocomplete display if they meet the following criteria:
○ Job requisitions must be in the approved state ○ Job requisitions for which the user is an operator ○ Job requisitions that have a job description ○ Job requisitions in the user's locale
Procedure
1. Users add search criteria and click Search.
8.5.6.3 Tag Search and Favorite Search
If the client is using the maximum possible search functionality in their instance and has enabled candidate tagging, the recruiting user can include tags or favorite candidates in the search. For more information about enabling candidate tags, see the Tagging a Candidate [page 156] section of this guide.
Candidate Tag and Favorite Search Criteria
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● Tag: Allows the user to select tags from a Tag Cloud in their current locale and return candidates who have been tagged with that phrase.
● Favorite: Allows the user to limit their search results to only candidates marked as personal Favorites. Additional configuration is required; for more information see the Tagging a Candidate [page 156] section of this guide.
The interface for selecting tags is a Tag Cloud. This is a common interface on the internet that shows highest traffic tags by size and placement in the group of tags.
Select Tags from Tag Cloud
8.5.6.4 Radial Search
Radial search allows recruiting users to search for candidates using a zip/postal code and mile/kilometer radius.
Quick Facts
● Candidate search results are returned in distance order and the results cannot be sorted by other columns. ● Candidates who do not have a country or zip/postal code on their candidate profile will not be returned in the
Prerequisites
● Configure the country picklist with only ISO values for country names.
Configuration:
1. Provisioning Company Settings Recruiting Enable Radial Candidate Search 2. Configure the following field ids in the Candidate Profile XML as required fields:
a. zip b. country
3. Request a reindex. See the Requesting re-index [page 145] section of this guide
Location Radial Search
● Location: Uses the zip or postal code to do a search for candidates within a particular distance from a central point. Additional configuration is required; for more information, see the Radial Search [page 164]section of this guide.
Tip
When searching for postal codes in Canada, enter the post code in all caps and in the following format- XXX XXXX, or three characters, followed by a space, followed by four characters.
8.5.6.5 Conceptual Search
Conceptual Search is used to match a large quantity of text to other large quantities of text.
Conceptual Candidate Search matches candidates to the selected match criteria based on their resume. Only the resume is presently used in conceptual search matching; other attachments and record data are not supported. Presently, English is the only supported language - other languages will be supported in a future release. Conceptual Candidate Search runs in languages other than English but since these languages are not formally supported, inform clients that the results will not be accurate. Stop words (the, it, and so on) are only in place for the English language.
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Prerequisites:
● Client instance is in DC4 or DC12 datacenter. Conceptual Candidate Search is not supported in other datacenters
Configuration:
1. Enable Candidate Conceptual Search. Navigate to Provisioning Company Settings Recruiting Enable Candidate Conceptual Search .
2. After enabling Candidate Conceptual Search, open a COSR using this ticket as a template. When you open the ticket, be sure to replace the Customer Name (RHI in the ticket) with the customer’s instance name. 3. After resolving the COSR ticket, confirm the search is working, then alert the customer.
Working with Conceptual Candidate Search features from Candidates tab
1. Search candidates against a Job Requisition's Job Description. a. Only approved job requisitions display in the auto-complete list.
b. Only job requisitions the user is an operator on will show in the auto-complete list. c. Only job requisitions that have a job description will show in the auto-complete list. d. Only job requisitions in the user's locale will show in the auto-complete list. 2. Search candidates against another candidate's resume.
a. Only candidates in the user's locale will show in auto-complete list.
b. If candidate visibility options are enabled, auto-complete list takes candidate visibility options into account.
3. Search candidates against a pasted block of text. a. There is no character limit.
Working with Conceptual Candidate Search features from Job Requisition
page
1. Search candidates against a Job Requisition's Job Description from Job Requisition page.
Working with Additional Search Filters
1. Internal and External 2. Keyword
a. exact phrase b. any of the keywords c. all of the keywords d. the boolean string
Working with Conceptual Candidate Search Results
1. Results are returned based on relevancy and listed from highest relevancy to lowest relevancy
2. If additional filters are used, the relevancy score does not take these filters into account — Relevancy score is based solely on the search criteria