Insert Training Series image here. Session Two: Finding Candidates in your CRM

Transcription

1 Insert Training Series image here Session Two: Finding Candidates in your CRM

2 HELPS COMPANIES Hire Talent Faster at Lower Costs HELPS JOB SEEKERS Get Hired Faster by Brands they Love

3 Why Can Findly do this? The Findly Ecosystem ATTRACT + ENRICH Living TheHive 100% Mobile Job Search and Apply Free Assessments Global Privacy Controls CAPTURE Building Passive Candidate Pipelines Career Websites, Lead Capture Pages for Events and Recruiters, Referrals, Networking ENGAGE Recruitment Marketing Automated Engagement, Recruiting Campaigns SOURCE Filling Jobs CRM, Collaboration, Hiring Manager Tools HIRE ATS Mobile Ready ATS Optimized for high-volume hiring Custom Assessments Onboarding +more 3

4 Why Can Findly do this? Session 1: Build Your Talent Community ATTRACT + ENRICH Living Resume TheHive 100% Mobile Job Search and Apply Free Assessments Global Privacy Controls CAPTURE Bulk Imports Manually Source and Add Career Websites Recruiter Networking Employee Referrals Recruiting Events & Campaigns ENGAGE Recruitment Marketing Automated Engagement, Recruiting Campaigns SOURCE Filling Jobs CRM, Collaboration, Hiring Manager Tools HIRE ATS Mobile Ready ATS Optimized for high-volume hiring Custom Assessments Onboarding +more 4

5 SESSION 2 Finding Candidates within your CRM 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 Filtering on specific fields Helping you find job seekers for: Adding tags or notes. Sending s 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. 5

6 Search Intro Cheat Sheet Findly Suite WIKI page: Learn more about Searching in the CRM: Quick Search Use to find a single person. Searches name and 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. Can apply targeted filters to the existing basic search fields ( What / Where ) 6

7 Quick Search Cheat Sheet Quick Search Use to find a single person. Searches name and 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 . 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. 7

8 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. Make sure you select a location from the suggested list. 8

9 Search Results 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: 9

10 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 and that want to be considered. 10

11 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. 11

12 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 NOT OR Allows you to specify multiple keywords that MUST ALL be matched. Sales AND manager will only return documents that have BOTH keywords. AND is the default operator where none is supplied. ( sales manager is the same as above). Used to specify keywords that should not match in the profiles. Sales NOT manager will match all profiles containing sales but NOT containing manager Used to specify matching either keywords. Sales OR manager will match all profiles containing either sales OR manager 12

13 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. Sales Manager 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 financ* analyst 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) sales AND ("account manager" OR "business development") NOT corporate A wildcard which allows any single character to match in it s place. For example al?n will match on alen alan alana etc. 13

14 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 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). Search for people who applied via the career site e.g. CareerSite-Apply 14

15 Advanced Search Continued 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 make sure you set ALL others to DON T CARE 15

16 Advanced Search Continued 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. 16

17 Upcoming Sessions: Session 1: Building your talent community Tuesday, July 28 th, 2015 Session 2: Searching in your CRM Tuesday, August 11 th, 2015 Session 3: Engaging Job Seekers & Profile Management Tuesday, August 25 th, 2015 Session 4: Job Folder Sourcing and Collaboration Wednesday, September 2 nd, 2015 Session 5: The Hive How Job Seekers Stay Engaged Wednesday, September 9 th,

18 Session Recordings: Session 1: Building your talent community Tuesday, July 28 th, 2015 Session 2: Searching in your CRM Tuesday, August 11 th, 2015 We d love to hear from you, please take a moment to take this quick survey and send us your feedback! 18