Recruitment Marketing Public
Recruitment Marketing streamlines candidate searches. For basic searches by name or city, use the simple search. For targeted results, leverage the advanced search with its filtering, candidate creation, and list management features. Both search options are available from the "All Candidates" screen, accessible through the side menu under CRM and clicking on Candidates or from the Home Dashboard.
The screen provides you with intuitive navigation and tools to manage your candidate database, including:
| Items | Details |
| Filter (button) | Toggle the display of filters by clicking the Filters button. Filter and refine your search list by selecting from the available filter list. |
| Pinned Filters | This section displays your pinned filters. Pin filters you use regularly by clicking the pin icon when you hover over them. |
| Clear (button) | Clear your search results. |
| Apply (button) | Apply the filters you selected to refine your search. |
| Quick search bar (text field) | Search for candidates quickly by their name, email or phone number. See Simple candidate search for more information. |
| Select All (tick box) and Bulk candidate actions (menu items) | Select all or multiple candidates at once to bulk action. See Bulk candidate actions for more information. |
| Columns (button) | Controls the columns you want to see. See Configuring visible columns for more information. |
| Actions (button) | You can create a new candidate profile on the fly, create a new candidate search list and set the grid settings. |
Filtering candidates
- From the side menu, under CRM click Candidates. Alternatively, from the Home Dashboard, click Candidates.
- The All Candidates list will appear.
- Click the Filters button. This will display the list of available filters for you to choose from.
- Choose the filters you would like to apply from the Filters list.
- Click Apply.
The candidate list will update automatically according to the filters you set.
To begin a new search or start over, click "Clear".
Using filters
When using filters, what you select will determine the results of the candidate list on the screen, for example, if you select "Name" as the filter, choose the option "Starts with", enter "Joh" in the text field, and click Apply, the results will display all candidates whose first or last name starts with "Joh", such as John or Johanesson.
Filters are divided into the following sections:
| Items | Details |
| Pinned Filters | Frequently used filters can be pinned to the "Pinned Filters" section for easy access. To pin a filter, simply hover over it and click the pin icon. Once a filter is pinned, it will appear for all lists that you are viewing/have created. |
| Candidate | Filter using details about the candidate such as their email, employer, resume, etc. |
| Interaction | Filter using the information captured about a candidate's interaction to filter your search. |
| Form submission | Filter using the data collected from candidates' interactions with form call-to-actions. |
| Custom fields | Filter using the data collected from custom fields on form call-to-actions. For custom fields to appear, remember to tick "Show this field in Candidate advanced search & Workflow". |
For a comprehensive guide on filters, refer to Creating a list - Filtering for details.
Saving your search
If you want to revisit the results of your search using your preferred filters or any filters at all, save them as a list for easy access.
- After filtering the list of candidates, click the Actions button.
- Click Create new list.
- Enter a name for your list.
- Select what kind of list this is a Smart List or Static List. A Smart List updates dynamically, while a Static
- List needs to be manually updated.
- Click Create.
Supplementary information
To further enhance your candidate management, explore the following resources within the "Lists" folder:
- Creating a List: Detailed instructions on how to build and configure both Smart and Static Lists.
- Managing Lists: A comprehensive guide on editing, updating, and utilising your saved candidate lists for optimal recruitment workflows.
- Lists: Articles guiding you through using lists.
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