Eclipse User Guide Candidate, Vacancy and Client Contact Matching. Candidate, Vacancy and Client Contact Matching

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Eclipse User Guide

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Features and Related Topics:

1 Candidate and Vacancy Matching: ...3

2 Candidate and Client Contact Matching:...4

3 Criteria for Matching from a Candidate to Vacancies:...6

4 Criteria for Matching from a Vacancy to Candidates:...7

5 Criteria for Matching from a Candidate to Client Contacts: ...8

6 Criteria for Matching from a Client Contact to Candidates: ...9

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1 Candidate and Vacancy Matching:

Candidate and vacancy matching is one method of ‘searching’ within Eclipse. The matching facility

automatically matches candidates to vacancies and vice-versa based on certain criteria. The 'Match' button

is found at the foot of both the Candidate and Vacancy details forms.

Selecting ‘Match’ from within a Vacancy record activates the following window:

This feature analyses the active candidates in the system and automatically selects the candidates which

are most suited to the vacancy. There are two classifications which are the ‘General’ and ‘Exact’ matches.

Clicking on the 'View' button will display the candidates found in the main list. The equivalent button from the

candidate form performs the same operation but in reverse. This is explained fully in the next section

The attached tables outline the procedure used to determine which candidates match which vacancies and

vice-versa. Consider these criteria when populating candidate and vacancy records in order to achieve

optimum results when matching.

Select ‘Match’ from the

bottom of either a Candidate

or Vacancy record

Select ‘View’ to take a

closer look at the ‘exact’ and

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2 Candidate and Client Contact Matching:

As well as being able to match candidates and vacancies using the ‘Match’ button, it is also possible to

match candidates to client contacts and vice versa. Select the ‘Match button from either the candidate record

or the client contact as shown below:

Selecting the ‘Match’ button from within the Candidate window will match the candidate to both vacancies

and client contacts within the database.

When selecting the ‘Match button from the candidate record the results are displayed as general and exact

matches for both vacancies and client contacts:

Note:

The number of ‘general matches’ also includes any ‘exact matches’. This applies to all of the match options.

To match client contacts

to candidates select the

‘Match’ button from the

client contact screen

To match candidates to

vacancies and client

contacts select the

‘Match’ button from the

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The results of the match are displayed as follows:

Selecting the 'View' button displays the associated vacancies or client contacts in the main Eclipse interface.

Note:

As with the candidate and vacancy match consider these criteria when populating candidate and client

contact records in order to achieve optimum results when matching.

The following tables outline the fields used to match candidates with both vacancies and

client contacts

Select ‘View’ to take a

closer look at the ‘exact’

and ‘general’ matches

which are displayed in

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3 Criteria for Matching from a Candidate to Vacancies:

Exact Matches:

Factor: Candidate Details: Criteria: Vacancy Details: Considerations:

Discipline Candidate primary discipline Must match: Vacancy discipline All vacancies with no disciplines returned

If the candidate has no discipline specified then all vacancies returned Industry One Candidate industry Must match: Vacancy industry

Location One of the Candidate’s relocation areas OR

Candidate location

Must match: Vacancy location Ignored if anywhere appears in the candidate relocation abroad countries

Relocation Abroad One of the candidate’s relocation abroad countries

Must match: Vacancy location if other than UK Ignored if anywhere appears in the candidate relocation area Employment Sought Employment sought

E.g. Perm / Temp / Contract.

Must match Type of employment

Full Time / Part Time Full time / part time Must match Full Time / Part Time Ignored if ‘either’ appears in either the candidate or vacancy record

Status Must be ‘unfilled’

Skills Candidate skills Must match All vacancy skills If the candidate has no skills then only vacancies with no skills are returned Qualifications Candidate qualifications Must match All Qualifications If the candidate has no qualifications then only vacancies with no qualifications are

returned

General Matches:

Factor: Candidate: Criteria: Vacancy: Other:

Discipline Candidate disciplines (Not necessarily the primary discipline)

Must exist within: Vacancy discipline All vacancies with no disciplines returned

Industry One Candidate industry Must match: Vacancy industry Vacancies with no industries are returned

Location Ignored

Relocation abroad Ignored

Employment Sought Employment sought E.g. Perm / Temp / Contract.

Must match Type of employment

Full Time / Part Time Full time / part time Must match Full Time / Part Time Ignored if ‘either’ appears in either the candidate or vacancy record

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4 Criteria for Matching from a Vacancy to Candidates:

Exact Matches:

Factor: Vacancy: Criteria: Candidate: Other:

Discipline Vacancy discipline Must match: Candidate primary discipline If no discipline is specified in the vacancy, then all candidates are returned Industry Vacancy industry Must exist within: Candidate’s industries If no industry specified in the vacancy then all candidates are returned Location Vacancy location Must be the same as either: Candidate location

OR

One of the Candidate’s relocation areas

Also matches candidates with ‘anywhere’ specified in candidate relocation areas.

Relocation Abroad Vacancy location Must exist within Candidate’s re-location abroad countries Also matches candidates with ‘anywhere’ specified in candidate ‘relocation abroad countries

Employment Sought Type of employment Must match Employment sought E.g. Perm / Temp / Contract.

Ignored if ‘any’ appears in the candidate record Full Time / Part Time Full Time / Part Time Must match Full time / part time Ignored if ‘either’ appears in the candidate record

Status Must be ‘Active’

Skills All vacancy skills Must match Candidate skills If vacancy has no skills then all candidates are returned Qualifications All Qualifications Must match Candidate qualifications If vacancy has no qualifications then all candidates returned

General Matches:

Discipline Vacancy discipline Must exist within: One of the candidate’s disciplines (Primary, secondary or sought)

If no discipline specified in vacancy then all candidates are returned Industry Vacancy industry Must exist within: Candidate’s industries If no industry specified in the vacancy then all candidates returned

Location Ignored

Relocation Abroad Ignored

Ignored if ‘any appears in the candidate record Full Time / Part Time Full Time / Part Time Must match Full time / part time Ignored if ‘either’ appears in the candidate record

Skills One vacancy skill Must match Candidate skills If the vacancy has no skills then all candidates returned Qualifications One qualification Must match Candidate qualification If vacancy has no qualifications then all candidates returned

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5 Criteria for Matching from a Candidate to Client Contacts:

Exact Matches:

Factor: Candidate: Criteria: Client Contact: Other:

Discipline One candidate discipline (Primary, secondary or sought)

Must match: One client contact discipline If no discipline is specified in the candidate, then all client contacts are returned Industry One Candidate industry Must exist within: Client contact industry list If no industry specified in the candidate then all client contacts are returned Location Candidate location

OR

Must be the same as: One of the client contact re-location areas Ignored if ‘anywhere’ appears in the candidate ‘relocation’ areas

Relocation Abroad One of the candidate’s relocation abroad countries

Must exist within Client contact list of re-location abroad countries

Ignored if ‘anywhere’ appears in the candidate ‘relocation abroad’ countries Employment Sought Employment sought

Must match Employment sought E.g. Perm / Temp / Contract.

Ignored if ‘any’ appears in the candidate record Full Time / Part Time Full time / part time Must match Full Time / Part Time Ignored if ‘either’ appears in the candidate record

Skills One candidate skills Must match One client contact skill If candidate has no skills then all client contacts are returned

General Matches:

Factor: Client contact: Criteria: Candidate: Other:

Discipline Client contact discipline (Primary, secondary or sought)

Must exist within: One candidate’s discipline (Primary, secondary or sought)

If no discipline is specified in the candidate, then all client contacts are returned Industry Client contact industry Must exist within: Candidate’s industries If no industry specified in the candidate then all client contacts are returned

Location Ignored

Employment Sought Type of employment E.g. Perm / Temp / Contract.

Must match Employment sought E.g. Perm / Temp / Contract.

Ignored is ‘either’ appears in the candidate record Full Time / Part Time Full Time / Part Time Must match Full time / part time Ignored if ‘either’ appears in the candidate record

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6 Criteria for Matching from a Client Contact to Candidates:

Exact Matches:

Factor: Client contact: Criteria: Candidate: Other:

Discipline One client contact discipline Must match: One candidate discipline (Primary, secondary or sought)

If no discipline is specified in the client contact, then all candidates are returned Industry One client contact industry Must exist within: Candidate’s industries If no industry specified in the client contact then all candidates are returned Location One client contact re-location

area

Must match: Candidate location OR

Also matches candidates with ‘anywhere’ specified in candidate relocation areas.

Relocation Abroad One client contact relocation abroad countries

Must match: One of the candidate’s relocation abroad countries

Ignored if ‘Anywhere’ is specified in the client contract re-location abroad list Employment Sought Type of employment Must match Employment sought

Ignored if ‘any’’ appears in the candidate record Full Time / Part Time Full Time / Part Time Must match Full time / part time Ignored if ‘either’ appears in the candidate record

Skills One client contact skills Must match One candidate skill If client contact has no skills then all candidates are returned

General Matches:

Discipline Client contact discipline Must exist within: Candidate’s disciplines (Primary, secondary or sought)

If no discipline specified in client contact then all candidates are returned Industry Client contact industry Must exist within: Candidate’s industries If no industry specified in the client contact then all candidates returned

Location Ignored

Ignored if ‘any’’ appears in the candidate record Full Time / Part Time Full Time / Part Time Must match Full time / part time Ignored if ‘either’ appears in the candidate record