The 'search' function is one of the most used features in Talkpush. With recruitment processes and candidate requirements getting more complex day by day, we made it our goal to improve this functionality to make it more user-friendly but also able to perform even with complicated rules.
Use Case:
Clients wanted to search for multiple candidates with different candidate attributes/data point filters at once
Clients wanted to search for advanced information such as resume attachments, Other information, and duplicate candidates.
How to use it?
Campaigns and Folders
Starting Point: Campaign and Folder filters are present by default
The default selection of the Campaign filter is set to All Campaigns if the user does not have any recent activity in Talkpush CRM.
If the user has a recent activity on Talkpush CRM, the Campaign is set to the most recently viewed campaign.
Campaign and Folder filters are always connected by AND and cannot be deleted.
2. Select a campaign and folder
The default selection of the Folder filter is set to All Folder if the user does not have any recent activity in Talkpush CRM.
If the user has a recent activity on Talkpush CRM, the Folder is set to the most recently viewed folder.
Users can select multiple campaigns/folders by checking more than one campaign/folder from the dropdown list.
Users can also search in ALL campaigns and ALL folders by selecting them from the dropdown list.
The selected campaigns and folders are always shown at the top of the filter bar, so you can easily see which filters are currently applied without having to reopen the dropdown.
Boolean Filters
Click 'Add Filter,' then select from the list of data points + select value.
By default, the operator is set to 'AND,' but users can change it to 'OR.'
Other Filters You Can Use
Aside from Campaign and Folder, the Add Filter list includes many other data points you can filter by.
Here's what each one does:
Application Email - Find candidates using the email address they applied with.
Assigned Manager - Show candidates currently assigned to a specific recruiter or manager.
Attachments - Show candidates who have (or don't have) attachments, such as a resume, on their profile.
Calendar Scheduled Date - Show candidates who have an appointment booked through the Recruitment Center or Scheduler on a given date.
Candidate Attribute - Filter by any custom or standard data point captured on the candidate's profile (e.g., course, years of experience).
Completion Method - Show candidates grouped by how they completed their application or interview (e.g., chatbot, manual entry).
Date Added - Show candidates based on the date they were added to the campaign.
Document - Find candidates with a specific document type attached to their profile.
Facebook Page - For clients with multiple Facebook Pages, show only candidates who applied through a specific Page.
Label - Show candidates who have been tagged with a specific label.
Last Interaction - Show candidates based on the date of their most recent interaction.
Last Assigned Date - Show candidates based on when they were last assigned to a recruiter or manager.
Location - Show candidates based on their listed location.
Geolocation - Show candidates based on their geographic coordinates, useful for finding candidates near a specific point.
My Leads - Show only the candidates currently assigned to you.
Pending Reply - Show candidates who are waiting on a reply from the recruiter.
Reject Reasons - Show candidates grouped by the reason they were rejected.
Scheduled Date - Show candidates based on the "Scheduled At" data point on their profile. Note this is not related to the Calendar Scheduled Date filter above.
Show Up Date - Show candidates based on the date they showed up (e.g., for an interview or onboarding).
Source - Show candidates grouped by how they applied (e.g., manual entry, Facebook, job board, referral).
Shortlist Reasons - Show candidates grouped by the reason they were shortlisted.
🔑 FILTER GROUPS
You can make more complex searches by using filter groups. Doing this will help you get exactly the data you are looking for. Here's an example:
The Campaign and Folder filter is an example of a filter group. You can create multiple filter groups with AND/OR relationship within each group, and AND/OR relationship between the groups.
Apply the filter - To apply the filters you have set up, click the Search button.
Remove a filter - Hover over a filter and an X icon should appear. Click on the X icon and click Search to refresh with the latest results.
🔑 SEARCHING FROM FILTERED RESULTS
Aside from using boolean filters and groups, users can also search within the filtered results. Here's a guide on what values you can use:
💡Pro-tip:
Searching candidates using keywords
You can only search for candidates that are defined by your filter results.
By default, the Campaign and Folder filters are always present, so searching will always apply to those within the campaign and folder selected. However, please note that the search bar function is not available for the Deleted Folder.
Enter the keywords or numbers on the search bar to search for candidates.
Hit enter or click the icon with a magnifying glass to start the search.
2. Searching for multiple candidates
Searching for multiple candidates within the filtered results can only be done using the App ID or Candidate ID.
Type the App ID or Candidate IDs separated by a space.
You should see the candidates matching either of the IDs you've entered.
3. Searching for empty attributes
You may search for empty attributes using the "is empty" operator. This allows you to search for candidates who have not yet filled certain data points. This can help send mass reminder emails or perform mass movements.
Q: Is the search and filter case sensitive?
Q: Are the operators for Candidate Attribute filters all the same (matches, contains, starts with, is empty) regardless of data type?
For date data types, you can select Matches to select a specific date. The results will include records with the month, day and year selected.
Q: Why isn't there a dropdown for Candidate Attribute filters so I can just select from existing values instead of typing it? A: Custom or user-defined candidate attribute data may be represented in various ways. Candidates may write the same answer differently, which makes the data inconsistent. For example, candidates can provide a variety of ways to spell "BS Computer Science," such as "B.S. Computer Science", "BS Comp. Sci"., "bs computer science", "BS Computer Science", "Computer Science". To filter all candidates with candidate attribute Course Name "Computer Science", you can simply use the operator "Contains" and type "computer" or "science". This allows you to narrow down relevant candidates quickly.
Q: What do matches, contains, starts with, and is empty mean?
Q: Can I search for partial Application ID or Candidate ID, similar to using a few letters to search for a name? A: No, the search is designed to search for patterns regarding IDs, emails, and phone numbers. You must search using a complete application ID or candidate ID (ex., AP9999 or CABC).
Q: Can I search for a partial email address or mobile number? A: No, the search is designed to search for patterns regarding IDs, emails, and phone numbers. When searching for an email address, you need to include the complete email address. When searching for a mobile number, you must include the "+" sign, country code, and phone number.
Q: When I use 'Scheduled At' to search for candidates, why don't the results show candidates with calendar scheduled appointments?
Q:When I change the "and" and "or" connector between 2 filters, it changes all the connectors for the rest of the filters. Why is that? A: There are two types of connectors on the new filter UI: the global connector and the group connector. The global connector is the AND and OR link between filter groups. The group connector is the AND and OR link between individual filters.
A filter group allows you to define complex conditions for filtering candidates. For example, you can create a group of all candidates assigned to the same recruiter and add on a specific date. You can also create another group of all candidates assigned to another recruiter and added on another date. You can then connect these two groups using the global connector.
The group connector is changeable without affecting the global connector, while the global connector always remains the same across all filter groups.
Q: Can I export my search and filter results? A: We will support this in the follow-up feature update of search and filter.
Q: Can I save my filters? A: We will support this in the follow-up feature update of search and filter.
Q: Why can't I find a candidate I talked to before? A: If you cannot locate a candidate you have engaged with previously, it may be because the candidate unsubscribed from the system, resulting in the permanent deletion of their profile. |
