Session Two:
Finding
Candidates in
your CRM
Insert Training Series image
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H E L P S C O M P A N I E S
Hire Talent Faster
at Lower Costs
H E L P S J O B S E E K E R S
Get Hired Faster
by Brands they Love
SOURCE
Filling
Jobs
CRM, Collaboration, Hiring Manager Tools
CAPTURE
Building Passive
Candidate Pipelines
Career Websites, Lead Capture Pages for Events and Recruiters, Referrals, Networking
ENGAGE
Recruitment
Marketing
Automated Engagement, Recruiting Campaigns
ATS
Mobile Ready ATS Optimized for high-volume hiring Custom Assessments
HIRE
Why Can Findly do this?
The Findly Ecosystem
Living Profiles @ TheHive
100% Mobile Job Search and Apply Free Assessments Global Privacy Controls
SOURCE
Filling
Jobs
CRM, Collaboration, Hiring Manager Tools
CAPTURE
ENGAGE
Recruitment
Marketing
Automated Engagement, Recruiting Campaigns
ATS
Mobile Ready ATS Optimized for high-volume hiring Custom Assessments Onboarding +more
HIRE
Why Can Findly do this?
Session 1: Build Your Talent Community
100% Mobile Job Search and Apply Free Assessments Global Privacy Controls
ATTRACT + ENRICH
Recruiting Events & Campaigns Employee Referrals
Career Websites Recruiter Networking
Living Resume Profiles @ TheHive
Bulk Imports
SESSION 2
Finding Candidates
within your CRM
Helping you find job seekers for:
• Adding tags or notes.
• Sending emails for engagement or marketing.
• Adding to job folders for sourcing.
• Downloading for offline processes/ reporting.
• Exploration of job seekers in your Talent Community for sourcing.
These features amongst others will be covered in sessions 3 and 4.
Today we will cover:
• Search Overview
• Quick Search
• Finding one person
• Basic Search
• Finding groups of people
• ‘What’ and ‘Where’
• Search Operators
• Boolean ‘AND’ ‘NOT’ ‘OR’
• Advanced Search
Search Intro Cheat Sheet
•
Findly Suite WIKI page:
http://documents.findly.com
•
Learn more about Searching in the CRM:
https://findly.atlassian.net/wiki/x/tgA3AQ
•
Quick Search
• Use to find a single person.
• Searches name and email address only.
•
Basic Search
• Keyword searches all data in the job seekers profiles using 2 fields (‘What’/’Where’). • Can use BOOLEAN operators (AND, NOT, OR, *, ?, (brackets), “exact phrase”)
•
Advanced Search
• Use to target specific fields in the job seekers profiles.
Quick Search Cheat Sheet
•
Quick Search
• Use to find a single person.
• Searches name and email address only.
•
Why use it?
• Someone gives you a Resume, use this before adding the person. • You are talking to a job seeker and you want to quickly navigate to that
person’s profile.
•
Tips
• Always use quick search when you want to find a person by name or email. Basic search will not work as well since it will find matches on other fields. • If you have only one job seeker matching your search results, the CRM will
take you directly into that profile.
• You can use search operators in this field too – see ‘boolean’ slide later. (AND, NOT, OR, *, ?, (brackets), “exact phrase”)
• It will find anyone, anytime. Even if they are ‘unsubscribed’, ‘no contact’ or ‘not eligible for rehire’.
Basic Search (What / Where)
•
Basic Search (‘What’/’Where’)
• Use it to quickly find a group of people
• Uses ‘keyword’ search across all fields in the CRM to find profiles.
•
‘Where’ search
• You can select a country or state to find everyone within. • Any other location will perform a 50 mile radius search. • You can pick any location including postcodes.
•
Navigating Results
• The ‘red pill’ shows you how many people have been returned in from your search.
• Go ‘Back to results’ at any time by clicking the red pill and clicking ‘back to results’:
• If you click on a profile, you can navigate through your search results using this navigation feature:
Basic Search (What)
•
‘What’ search
• ‘Keyword’ searches all fields including:
• Employment Records: Job Title
• Employment Records: Employer
• Campaigns
• Notes
• Tags
• Social network profile (eg, LinkedIn profile)
• Recruiter uploaded documents
• Candidate uploaded documents
• Does not include these job seekers:
• Those with ‘No contact’ set to TRUE
• Those with ‘Unsubscribed’ set to TRUE
• Those with ‘Not eligible for rehire’ (No Rehire) set to TRUE
• So when you are finding groups of people, you only find the people that you want to connect with
Basic Search (What)
•
‘What’ Searching Tips
• Keyword searching job titles will work well for most profiles (most have job titles) but try to include all different variations and exclude those you don’t want using boolean operators.
• Keyword searching ‘skills’ will work well for engaged ‘living profiles’. • These profiles have better job descriptions and job history, and potentially
uploaded documents. Skills are mentioned a lot in a resume, in job descriptions and even job titles, so you are more likely to match.
• Use tags and notes to add ‘skills’ keywords to help this searching technique for your prospects, even add them to ‘living profiles’ to ‘boost’ them up in search results.
Basic Search (Boolean)
•
Boolean search operators
• You can use these operators in the search field, and they will apply special searches across all of the profile fields.
• AND, NOT, OR, “Exact Phrase“, (brackets), *, ? • AND
• Allows you to specify multiple keywords that MUST ALL be matched.
• will only return documents that have BOTH keywords.
• AND is the default operator where none is supplied. (“sales manager” is the same as above).
• NOT
• Used to specify keywords that should not match in the profiles.
• will match all profiles containing ‘sales’ but NOT containing ‘manager’
• OR
• Used to specify matching either keywords.
• will match all profiles containing either ‘sales’ OR ‘manager’ Sales NOT manager
Sales OR manager Sales AND manager
Basic Search (Boolean)
•
Boolean search operators continued
• “Exact Phrase”
• Wrap a search term in double quotes and the system will match that exact phrase.
• This means that the profile MUST contain ALL words in the EXACT order specified.
• will only find profiles with exactly ‘Sales Manager’.
• NOTE: The above will not match someone who has ‘sales’ in one field and ‘manager’ in another
field, it will also not match ‘sales field manager’ for example.
• (brackets)
• Allows you to ensure your AND NOT and OR queries are all performed in the right groups and order.
• For example
• * (multi wildcard)
• A wildcard allows you to match any characters (1 or many) in its place.
• For example will help you find both ‘financial’ and ‘finance’.
• NOTE: a wildcard is automatically placed on the end of any keyword you use. E.g. ‘sales manager’ is
actually processed as ‘sales* manager*’.
• ? (single wildcard)
• A wildcard which allows any single character to match in it’s place.
“Sales Manager”
sales AND ("account manager" OR "business development") NOT corporate
Advanced Search
•
Advanced Search
• Use to target specific fields in the job seekers profiles.
• You can still use the basic ‘what’/’where’ fields for your search. • All ‘fields’ are searched as an ‘AND’ operator.
• This means that for every field, the fields are applied as a ‘must have’ search.
• HOWEVER within each field the search operator is different, see below.
•
Tags
• Add ‘filters’ to tags to find people that have ANY of the tags on their profile. • Begin typing and select a suggested tags. If your tag isn’t suggested, it may
still be searchable, so hit ‘enter’ to apply a filter on what you have typed.
• If you add multiple tag filters, profiles matched must have at least one of the
tags (but not all).
• Tags can represent anything, but usually represent skillsets.
•
Campaigns
• Functionally identical to tags.
• Campaigns can be ‘join’ campaigns or ‘outgoing email’ campaigns. They are
meant to represent an event or action.
• Can search for uploaded people using ‘BulkImport’
• Can search for people who showed interest in the career site, e.g. ‘Career
Site’ (note: this is our recommended best practice campaign – check how your career site is implemented).
•
Candidate type
• Candidates are either ‘Job Seekers’, ‘Employees’, ‘Alumni’ or ‘unknown’.
• Select none to return all profiles.
• Select one or more to return only those types of profiles.
•
Companies
• Type in a company name and hit enter to apply a filter.
• This searches the only the company name field in the job records (current and past).
• Multiple filters are OR meaning profiles matched can contain ONE or more of the companies entered.
• You can use AND NOT boolean operators. E.g. ‘Microsoft AND Yahoo’
•
Candidate status
• INCLUDE – only return profiles with this set to true.
• EXCLUDE – only return profiles with this set to false.
• DON’T CARE – return profiles with either true or false.
• ‘Unsubscribed’, ‘No Contact’ and ‘Not eligible for rehire’ are set to EXCLUDE
by default.
E.g. If you want to find all un-subscribers, set ‘unsubscribed’ to INCLUDE and
•
Edit Search
• When you perform any search you can easily return to the advanced search panel by clicking ‘edit search’ so that you can refine what you are searching on.
•
‘Smartgroups’
• You can save a search by clicking on the ‘save as smartgroup’ icon on the search results screen.
• Load up a saved smartgroup by clicking the ‘Load Smartroup’ icon once you have at least one smartgroup saved.
• This will prepopulate the advanced search panel with your filters so you can review them and click ‘search’ to get the results.
•
Find everyone in your talent community
• Simply set all “Candidate Status” to “Don’t Care” and hit search.