Proactive recruitment is all about sourcing the best possible candidates for your role and Quick Match is the perfect tool to help you do just that.
By drawing information from your vacancy and allowing you to compare that with your candidate database directly, you can use the Quick Match to find those candidates in the right locations, with the right skill sets and the right salary expectation, all without having to manually key in the information.
Using a series of shared resources between vacancies and candidates, the Quick Match allows you to find any candidates based on their preferences, CV's and skills. Having identified your Candidates, you can then add them to a long-list, screen and even create applications for your roles.
🤓 Tip Having completed a Quick Match, you can further refine your search results using the Query Builder.
Using Quick Match
There are two ways to access the Quick Match, either from the vacancy summary or the Talent Pool:
Access the Vacancy you'd like to find candidates for and then from the Summary tab, click Quick Match from the action panel at the bottom of the page.
Alternatively, you can work a Vacancy (displaying the Recruitment Workflow bar between the Menu and Toolbars), then select Talent Pool. You can then click Quick Match at the bottom of the screen.
In either case, the Quick Match will immediately open and you can begin to identify candidates based on the vacancy details.
The Quick Match tool is broken down in to several sections, which are described below. Each section loads details from within the Vacancy and allows you to find Candidates which match these requirements.
As you make changes we recommend clicking using View Count, which refreshes the count as you add criteria, to keep track of the number of records identified by your search, meaning you can tweak and adjust to get less or more candidates as required. The count will also let you know how many of the matched records have already applied for the role, letting you easily see if you need to change your criteria.
Once you're happy with the number of Candidates returned, click Apply Search to view the matched Candidates.
Each section of the Quick Match relates to a different part of the Candidate record, so you can pick and choose which areas you are most interested in.
Requirements
This displays the Requirements of the Vacancy and matches against a Candidate's Job Alert Preferences.
To add these to your criteria, tick as many boxes as you require and View Count to see how many records match.
Work History
This section allows you to interrogate candidate Work Histories, including previous positions, responsibilities or both. The job title will be converted into a boolean string automatically, but you can tweak this to help identify if candidates have previously been employed in a similar position. You can then decide how much of the employment history you wish to search, by updating the number of roles value.
Postcode Search
The postcode search allows you to do a radial search, helping to find candidates who are within commutable distance to the role. The postcode will automatically be set to that of the vacancy.
Skills
This section will list any skills on the role, allowing you to find candidates with the same skill sets.
Tick each of the skills you'd like to include in the search and indicate if you'd like to match any of the selected skills or all of the selected skills.
If no skills are listed, there are no skills attached to your Vacancy.
Free Text CV Search
The Free Text CV Search allows you to carry out a Boolean search of the candidate's CV, using standard operators such as AND / OR / NOT etc.
Availability
This section looks at three attributes within the Candidate record:
Available - this is based on any dates the candidate has specified that they are available, whilst also taking into account any other placements they may already have.
Live Statuses - this looks at the Candidate Status and will auto exclude any of those with a terminating status.
Candidates from Vendors - here you can indicate whether you want to exclude or include Vendor Candidates (those submitted by a Recruitment Agency). When Including Vendor Candidates, you can specify whether to include Candidates registered within the last 3, 6, 9 or 12 months enabling you to work in line with your candidate ownership policies.
Last Contacted / Activity
This looks at when the most recent activity from the Candidate was - this can include the last time they logged in to the Candidate Portal, sent an email (which is visible within Eploy) or attended an Interview.
You can specify whether to look for activity in the last 2 weeks, month, 2 months, 6 months, year or 2 years.
Vacancy Salary
These fields will populate with the Salary From and To from the Vacancy. It matches against the Preferred Salary within the Candidate Record.
This field will restrict your search results to only include those Candidates which have specified a preferred Salary and which matches the salary range offered within the Vacancy.
📌 Note the salary displayed here will default to the Annual equivalent salary.
For example, if your Vacancy salary range is £7.50 per hour to £7.60 per hour for 37.5 hours per week, this will display as £14,625 to £14,820. Changing the hourly rate or number of hours per week within the Vacancy will change the annual equivalent salary.
Reviewing Search Results
Having completed your Quick Match, all results are displayed within a grid view. Click each Candidate's name to review their details.
Each Candidate will display within an Application Dialogue but rest assured, you haven't created an Application at this point.
Long List and Reject - Not suitable
It's important to note that the displayed list of Candidates will not be saved.
The only way to save the results is to add the Candidates to the Long List. This can be done by clicking Long List when reviewing the Candidate individually, or can be done from the grid view by selecting the Candidates you wish to save, then clicking the Process Button and selecting Long List.
Any candidates who are not suitable to be long listed should be marked as Not Suitable. Should the Candidate choose to apply for the role organically (i.e. seeing it on the Website), being marked as not suitable will not prevent them from doing so. You will be able to see that the Candidate has already been marked as not suitable for this role from within the Activity tab of the Application Dialogue.
Invite to Apply
You may wish to invite potentially suitable Candidates to apply for the role.
You can do this both from within the Not Reviewed and Long List tabs of the talent pool, or from within the Application Dialogue.
Either select the Candidates to contact and click Email/SMS from the toolbar, followed by Candidate. If within the Application Dialogue, click Email/SMS.
Both options will load the Email and SMS interface - either type an email or select a suitable template from the list and send.