🧠Learning Outcomes:

At the end of this article, you'll be able to learn how to:

  1. Differentiate types of candidate attributes
  2. Add a new candidate attribute
  3. Edit and delete existing candidate attribute
  4. Add an attribute to campaign questions
  5. How it will appear on the candidate's profile
  6. Search candidate attributes in the CRM

📌Why is it important?

Recruiters can now easily map candidate information through candidate attributes. This feature will allow the users to easily filter the candidates that are coming in based on the qualifications that were set.

The candidate attributes are also known as Data Points, and you will be able to link this to questions, add manually to candidates, and search by candidate attributes.

Moreover, candidate attributes will be commonly used to set triggers and rules for Autoflow. The system will automate actions that you've set and will use the candidate attributes as identifiers. To know more about Autoflow, you can find it here.

📝Use Case:

  1. The client wants to map the answers to some of the campaign questions (like the highest educational attainment)
  2. The client wants to search the candidate attributes
  3. The client wants to use candidate attributes to set triggers and rules for Autoflow

✅ Default vs. Custom Attributes vs. Custom Default Attributes

We currently have 3 types of attributes: Default attributes are the ones that Talkpush creates which cannot be edited or deleted by the users. On the other hand, Custom attributes are those recruiters create and which can be edited and deleted. We've also added another capability, which is to create Custom Default attributes.

  • Default attributes are found in many areas of the candidate profile, not just the Other Information -- such as Assigned Manager, Campaign, First Name, Email, etc. All candidates have these attributes automatically with zero value if data isn't present
  • Custom attributes are only found in the Other Information section of the candidate profile. Only candidates who go through interview questions associated to the custom attributes will have the attribute. Only if a recruiter adds an attribute manually on a candidate profile will a candidate have this attribute.
  • Custom default attributes are data points you can now create to be added on all future candidates. Basically, it's "custom" since you are adding an attribute specific to your use case, but you are also making it in "default" so you only need to set it up once. 👌 However, please take note that this will only apply to future candidates who will be added to the CRM after the custom default attribute is created. Old candidates will not have the this attribute on their profile, and on export.

⚙️How to configure it?

I. How to add a new candidate attribute

Step 1: Upon logging in to Talkpush, click on the leads drop-down
Step 2: Go to candidate attributes
Step 3: Click on the "add a new candidate attribute" button

Step 4: Fill out the fields. Type in the attribute name and key. (For the attribute key, make sure to use lower cases and "_" instead of "space" in-between words. This is how you will have to type for search by candidate attribute/Data Point)

Step 5: Select the Data Type

Step 6: Tick the box if you want to add the candidate attribute to all future candidates.

Step 7: Once done, click on the Save button.

II. How to edit an existing candidate attribute

Step 1: Upon logging in to Talkpush, click on the leads drop-down
Step 2: Go to candidate attributes

Step 3: Across the attribute to be edited, click on the pencil icon

Step 4: Perform the necessary changes

Step 5: If you need to make it a custom default attribute, just click the box to automatically add it to all future candidates.

Step 5: Once done, click on the Save button.

III. How to delete unnecessary candidate attribute

Step 1: Upon logging in to Talkpush, click on the leads drop-down
Step 2: Go to candidate attributes

Step 3: Across the attribute to be edited, click on the pencil icon

Step 4: Lastly, click on the delete button

🔖Note: Delete button will not be available if the candidate attribute is associated with any campaign questions in the CRM.

Here's how to disassociate it from the campaign questions:

Step 1: Upon logging in to Talkpush, click on the leads drop-down.
Step 2: Go to candidate attributes.

Step 3: Across the attribute to be edited, click on the pencil icon.

Inside the selected attribute, you will see a list of campaigns where the attribute is associated with.

Step 4: Click on the campaign/s, and you will be re-routed to that campaign's question tab.

Step 5: Across the question where the attribute is being used, click on the pencil icon.

Step 6: On the attribute section, select another attribute or leave the field blank to disassociate the unnecessary attribute.

Step 7: Then, click on the Save button.

Step 8: Once done, proceed with the steps on how to delete the candidate attribute.

IV. How to add the candidate attribute in campaign questions

Step 1: Upon logging in to Talkpush, select a campaign
Step 2: Go to campaign settings

Step 3: Under questions tab, add a question OR click on pencil icon across the question to edit.
(Pro Tip: Check this link https://help.talkpush.com/en/articles/3515417-how-to-add-edit-campaign-questions to learn more about how to add/edit campaign questions.)
Step 4: Scroll down and click the drop-down under the candidate attribute section

Step 5: Select the attribute you want to use
Step 6: Save your changes

V. How it will appear on the candidate profile

If an interview question has an attribute selected then the candidate's responses will be directly mapped to the selected data point and appear as such in the candidate profile, other information.

VI. How to search candidate attribute in the CRM

Step 1: On the search box, paste this format:

others.<data point name>:(<data point value>)

Step 2: Fill out the search formula with actual datapoint name and value.

Note: Make sure that the data point value is similar to what was written on the candidate profile.

  • data_point_name: the exact value of this can be found in the candidate attribute tab. This will need to be exactly the same as was set up in the “key” Field. (This was discussed in the candidate attribute creation part)
  • data point value: the exact value of this can be found on the candidate profile under the "other information" section OR inside the campaign questions tab.

Sample actual search formula when searching for candidates with more than 2 years of bpo experience.

others.bpo_experience:(More than 2 years)

This specific formula will pull up all the candidates who answered "more than 2 years" on the bpo experience question and was mapped by an attribute "bpo_experience".

Step 3: Once done, press on the enter key.

💡Pro-tip:

Search for multiple candidate attributes at the same time.

By adding "OR" in between the search formulas, users can pull up multiple candidate attributes in one search.

others.<data point name>:(<data point value>) OR others.<data point name>:(<data point value>)

Sample actual search formula for multiple candidate attribute
search:

others.bpo_experience:(More than 2 years) OR others.english_level:(More than 2 years)

This specific formula will pull up all the candidates who answered "more than 2 years" on the bpo experience question and was mapped by an attribute "bpo_experience" AND those candidates who answered "more than 2 years" to the english level question was mapped using the "english_level" attribute.

FAQs:

  1. I want to export candidate profiles but I need these candidate attributes in separate columns for easier reporting. Is that possible?

    > As long as the candidate attribute has been created and is linked to a campaign question, it will have its own column in export. All 'Other Information' data that is not a candidate attribute will not have its own column and will just be shown under 'Extra Data' column.

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