No recent searches
Popular Articles
Sorry! nothing found for
Smart Search and Match User Guide
Modified on Thu, 2 Nov, 2023 at 4:38 PM
Smart Search and Match will match candidates to your jobs, either as you create the role or on an ad-hoc basis.
When you create a new job, Smart Search & Match will run an automatic search using the job's details and advert content against your database and display a list of all candidates that best match your requirements. The functionality searches both candidates' CVs and application forms (it does not search cover letters).
Unlike the standard search functionality in Jobtrain which searches based on keywords within CVs, Smart Search & Match uses smart searching to find suitable candidates, looking at the meaning of words and related terms and phrases, which is far more accurate.
This guide includes information on:
Smart Match
Searching your database and LinkedIn
Both the Smart Match and Smart Search features work in a very similar way, but Smart Match automatically adds the search criteria for you.
When you are creating a new job, select the Smart Match tab to see candidates who meet the criteria of the job you have just created. To do this, Jobtrain uses the job's details and the advert copy along with searching technology to pro-actively find suitable candidates for you.
When the results are returned, Jobtrain sorts the candidates in order of suitability. The results can be refined further by simply using the left-hand actions menu outlined below Smart Search section.
Search results are returned where content matches key fields in the left hand menu:
- Job title
- Current position
- City
- Employers
- Years of experience
- IT skills
- Language skills
- Education level
- Education directions
- Education institute
Smart Search
Smart Search allows users to pro-actively search for candidates within their own Jobtrain database and also within LinkedIn and Xing.
To access Smart Search go to Search > Smart Search.
Smart Search will display a list of all candidates that are stored in your database and where you can also begin adding filters and refining the search.
Search results are returned where content matches key fields in the left hand menu:
- Job title
- Current position
- City
- Employers
- Years of experience
- IT skills
- Language skills
- Education level
- Education directions
- Education institute
To start your smarter searching, follow the steps below.
Example:
You know that your organisation will need to recruit a Customer Support Manager in the near future, and you want to check if there are candidates already in your Jobtrain database who meet your requirements.
- The first step is to add 'Customer Support Manager’ as the main search term.
The number of candidates displayed will automatically update as filters are added - the number of matches now are those associated with the role 'Customer Support Manager':
You will no doubt wish to narrow the search down to find your ideal candidate. To do this, simply use the options in the left-hand actions menu or type any additional criteria into the search bar.
Tables can't be imported directly. Please insert an image of your table which can be found here.
Tables can't be imported directly. Please insert an image of your table which can be found here.
Employers Show
By selecting the competitor names in the display cloud, you will narrow down the search results to only show all candidates who have worked for the employers you have selected.
As additional filters are added, the list of candidates will re-order automatically to display in the order which they meet your requirements.
Tables can't be imported directly. Please insert an image of your table which can be found here.
There are lots of different search options, outlined below:
Saved searches
This section is where searches have been saved for you to run them again
Current position
Displays the reasons given by candidates on why they left their last role (career break, redundancy, contract ended, etc.)
Function title
This displays candidates' job titles. As you begin to type, Jobtrain will show all job titles that match your search (similar to the search as you type functionality throughout Jobtrain)
City
Search for a city name or postcode and include a radius area that the ideal candidate should live within (in the example we gave earlier, we searched for candidates who lived within 16 km of Manchester)
Employers
This section displays the employers that the filtered candidates have worked for.
Years of experience
This section uses checkboxes to select the number of years of experience the candidate should have.
IT skills
Include any IT skills you would like the candidates to have such as Excel, Javascript, PowerPoint, etc.
Language skills
If the candidate must be able to speak different languages, add the criteria in here.
Education level
Choose the level(s) of education you require the candidate to have here.
Education directions
Choose what qualifications the candidate must have here, such as GCSEs, A Levels, Fire Marshall training, etc.
Education institute
If you need candidates to have studied at a particular education establishment, add the search criteria for this here.
Document date
Filter your search by the length of time since the candidate's record was added to Jobtrain.
must havenice to have
To view further details about each candidate, simply click the candidate’s name:
From here, there are several options:
View Details: view which jobs this candidate has applied for previously and access their full Jobtrain record.
Compare Multiple Candidates: select multiple candidate records and click Compare Candidates to view an on-screen comparison:
A pop-up box will be displayed showing details for each candidate to compare their suitability for the role, along with a view details link at the bottom of the table which allows you to access the candidate's record:
Actions menu
Tables can't be imported directly. Please insert an image of your table which can be found here.
Actions
Save Candidates As: save all selected candidates to a project for you to return to the list of chosen candidates at a later date.
Save
Assign to a Job: assign the selected candidate(s) to a role, as in the standard Jobtrain functionality:
Assign to a Talent Pool: if your organisation uses Talent Pools within Jobtrain, this option will allow you to assign the candidate(s) to your preferred Talent Pool:
Send Email: send an email to your chosen candidate(s).
What could this email include?
Applied Jobs: view all the jobs the selected candidate(s) have applied for previously. If you have more than one candidate selected, it will display the list of jobs by candidate.
LinkedIn Search
If you find that your Jobtrain database doesn’t yet hold your perfect candidate, you can extend your search to LinkedIn.
To do this, add your search criteria following the steps above then select the LinkedIn tab to view the search results.
When the results are returned, simply select View Details to read their LinkedIn profile and contact them directly about your role.
FAQs
Do I need a LinkedIn Recruiter licence to use the search functionality within LinkedIn?
No, this is not necessary. As this feature only searches publicly available information on LinkedIn, there is no requirement to have a Recruiter licence to view this information.
Contacting candidates would be done in the same way as you would without the Smart Search, however, the functionality makes searching for candidates within LinkedIn much quicker and easier.
Can I restrict who has access to this functionality?
Absolutely. As with most areas of Jobtrain, this functionality can be restricted in Security Roles within Settings.
If you need support with updating access using Security Roles, please contact your Client Success Consultant or the Support Team who will be happy to help.
I’ve followed the guidance notes and have some further questions.
For any questions about using Smart Search and Match (or any other Jobtrain functionality), please contact our Support Team on +44(0)161 8502004.
Attachments (1)
Smart Search and Match User Guide Nov 23.pdf
745 KB
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Let us know how can we improve this article!
Feedback sent
We appreciate your effort and will try to fix the article
X