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

Transcription

1 Candidate, Vacancy and Client Contact Matching Page 1 Last Revised: January 2010

2 Candidate, Vacancy and Client Contact Matching Features and Related Topics: 1 Candidate and Vacancy Matching: Candidate and Client Contact Matching: Criteria for Matching from a Candidate to Vacancies: Criteria for Matching from a Vacancy to Candidates: Criteria for Matching from a Candidate to Client Contacts: Criteria for Matching from a Client Contact to Candidates:...9 Page 2 Last Revised: January 2010

3 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. Select Match from the bottom of either a Candidate or Vacancy record Selecting Match from within a Vacancy record activates the following window: Select View to take a closer look at the exact and general matches 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. Page 3 Last Revised: January 2010

4 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: To match client contacts to candidates select the Match button from the client contact screen Selecting the Match button from within the Candidate window will match the candidate to both vacancies and client contacts within the database. To match candidates to vacancies and client contacts select the Match button from the candidate screen 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. Page 4 Last Revised: January 2010

5 The results of the match are displayed as follows: Select View to take a closer look at the exact and general matches which are displayed in the main interface 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 Page 5 Last Revised: January 2010

6 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 Relocation Abroad Employment Sought One of the Candidate s relocation areas OR Candidate location One of the candidate s relocation abroad countries Must match: Vacancy location Ignored if anywhere appears in the candidate relocation abroad countries Must match: Vacancy location if other than UK Ignored if anywhere appears in the candidate relocation area 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 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 One candidate skill Must match One vacancy skill If the candidate has no skills then only vacancies with no skills are returned Qualifications One candidate qualification Must match One vacancy qualification If the candidate has no qualifications then only vacancies with no qualifications are returned Page 6 Last Revised: January 2010

7 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 Ignored if any appears in the candidate record 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: Factor: Vacancy: Criteria: Candidate: Other: Discipline Vacancy discipline Must exist within: One of the candidate s disciplines 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 Employment Sought Type of employment Must match Ignored if any 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 Page 7 Last Revised: January 2010

8 5 Criteria for Matching from a Candidate to Client Contacts: Exact Matches: Factor: Candidate: Criteria: Client Contact: Other: Discipline One candidate discipline 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 One of the Candidate s relocation areas 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 Must match 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 Must exist within: One candidate s discipline 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 Relocation Abroad Ignored Employment Sought Type of employment Must match Ignored is either appears in the candidate record Skills One Client contact skill Must match One candidate skill If candidate has no skills then all client contacts are returned Page 8 Last Revised: January 2010

9 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 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 One of the Candidate s relocation areas 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 Ignored if any 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: Factor: Vacancy: Criteria: Candidate: Other: Discipline Client contact discipline Must exist within: Candidate s disciplines 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 Relocation Abroad Ignored Employment Sought Type of employment Must match Ignored if any appears in the candidate record Skills One Client contact skill Must match One candidate skill If the client contact has no skills then all candidates returned Page 9 Last Revised: January 2010