At the top centre of the lead screen you find the search & filter bar
How do I know if I'm filtering or searching?
If you are only using what we call Search Options or Filter Options then you will filter you candidates, meaning that you can still navigate the different folders and each
folder will show the candidates that apply to the set filter.
Search/Filter Options: This would be filtering for candidate that are in Mexico City and completed the screening interview via Messenger
If instead you are using any free text then you are searching. A search differs in that all the results, all the candidates that match the search will be shown in the Search Results Folders.
The system will look for all candidates that match "Software Development" in any way
The Search Results Folder will show the found candidates
If you combine Filter Options and Free text the result will be a search and thus will be shown in the Search Results folder automatically.
Three Ways to Navigate the Search Bar
There are four ways to navigate the search bar using either your keyboard or your mouse. Remember to always start by clicking the search bar, and start the search by pressing Enter!
1. Arrow Keys + Enter - Use the arrow keys to skim through the available filters then press Enter to choose the highlighted one.
2. Type in keywords + Tab - If you type in the specific filters you are looking for, Talkpush would narrow down the filters similar to what you typed in. Simply press Tab to choose from the available filters, or press enter to search for specific keywords.
3. Mouse clicks - Simply use your cursor and click to choose from the available filters.
4. Just text - For advanced and complex searches using just text will be the most effective way. More on that below in the advanced searches section.
With the Filter Options you can select specific data by which you want to filter the candidate data base:
Shows all candidates that have the label "2nd interview"
Shows all candidates that were added between August 5th and 14th
Match Filter Option
The Match Filter Option let's you find candidates with a specific value for a specific data point that is part of the Other Information section of the profile, which is where your team can add any data that they please.
The Match Filter Option will look for any candidate that has the specified data point and where it's similar to the value that you type behind the Filter Option. As this involves Free Text the result will be shown in the Search Results Folder.
Searches for all candidates that have the datapoint previous employer and where it is contains acme
For searches containing multiple other information datapoints we suggest following the pattern of the Advanced & Complex Searches below.
Free text searches
You also just search for values and the system will try to find the candidates most relevant to your search.
Will find all candidates who's profiles contain the words "Smith Consulting"
When searching this way the system will look for the values across the entire candidate profile.
Advanced & Complex Searches
AND / OR Operators
The Free Text search supports both AND as well as OR operators which can be used by writing them into the search. By default, if no operator specified the search will use AND, that's why in the example above if you search for "Smith Consulting" it will find candidates with those two words on their profile instead of just one word OR the other.
Combining multiple operators
You can combine two or more of the same operator like this:
- You can do: "house OR farm OR apartment"
- You can do: "house AND farm AND apartment" (writing AND is the same as an empty space between 2 words)
However, you cannot combine two different operators like that
- You cannot do: "house AND farm OR apartment"
- You cannot do: "house OR farm AND apartment"
As in the above scenario it is unclear who should be shown.
Instead you will need to create subgroups that explain the logic using parentheses:
- You can do: "house AND (farm OR apartment)"
- You can do: "house OR (farm AND apartment)"
In order to search multiple words using the OR operator you need to wrap the words into parentheses as well:
- You cannot do: "this house OR this farm OR that apartment"
- You can do: (this house) OR (this farm) OR (that apartment)"
With this formula you can find candidates were specific data points match specific values, similar to the Match Filter Option, just that this way allows for more accurate and more complex searches.
others.<data point name>:(<data point value>)
This way of searching
- All these searches follow the same basic pattern which you need to type into the search field: others.<data point name>:(<data point value>)
- E.g. others.applicant_experience:(great)
- This will find all candidates that have "great" in their Applicant Experience field
- This also works for the education data point and the candidate ID which are written slightly different though
- location:(Mexico City) same as using the IN search option
- Given this method searches across all folders, if you only want to search for candidates in a specific folder you can combine it with the folder filter option
Will search for all candidates in the completed folder were the datapoint Applicant Experience has the value "great"
It's important to always write the exact name of the other information data point using this method. The exact name is always lowercase and with an underscore instead of a space between words. A trick to finding the exact name of the data point is to hit edit info on a candidate profile and then copy the text in the other information name column, as visible below.
The actual name of the datapoint can be seen in the edit mode.
Within the parenthesis you can also use the AND or OR operators. So if you are looking for a specific set of candidates by their ID you can search for
id:(12315 OR 12810 OR 23124 OR 3121 OR 16212)
Likewise you can combine multiple of these to perform complex searches
Looking for any candidate with a bachelor or master and the preferred city Mexico City
You can use this method along with the combining of the Operators to create complex search queries:
education:(mba) OR ( others.industry:(software) AND education:(bachelor) )
Will find candidates where the education field contains '"mba" OR candidates where the industry contains "software" and the education contains "bachelor"
Finding candidates that don't have a certain datapoint value
With the advanced search you now also find candidates that do not have a specific datapoint value on their profile, by simply typing "NOT" in front of the datapoint in the above syntax, as such:
This could be an example scenario wherein you want to send a followup message to candidates that didn't submit their required documentation yet.
This also works in combination with more datapoints:
education:(mba) AND NOT others.required_documentation(yes)
Some more Examples
In this example, I filtered candidates invited this month. So I clicked on the search bar and used the arrow keys to go to “added”, and then chose Nov 1st to 14th. Since I was looking for specific candidates, I narrowed it further by searching for a label, and in this case, I searched for “Customer Success”. This activity has then brought me to these candidates.
In the next example, I wanted to look for Japanese speakers from the pool of candidates assigned to me. So I simply clicked on My Leads, typed in "Japanese" to check if anybody mentioned about speaking Japanese in their interview (found in Other Information on the profile panel), and then I pressed Enter.
For the last example, I looked for candidates who completed the interview, but did not confirm a date for their interview. So filtered the candidates to only show the ones who completed the interview, then chose "No scheduled date" as my filter to see which of my candidates do not have a schedule.
Exporting Search and Filter Results
The Folder export button
You can also export the search results, and choose the fields you want to see. All you need to do after searching, is click the folder export button, choose the fields you like, for example, the name, contact details and the status of the candidates. The excel file will then be downloaded right away on your computer.
Got any questions? Click on the green chat bubble on the lower right side of your screen to get in touch with our Customer Success team.