Global Search, Filtering, Talent Status, Boolean Search

Antoine
Antoine
  • Updated

You can easily find Talents or prepare a shortlist of talents by searching, sorting and filtering Talent data. Currently, we support text, date, file, select, radio and checkbox field types. You can filter by all talent fields even those that are not configured on the form. 

How it works: 

While working with the Talent lists, you can sort, filter and search through all supported fields in the table. Talentry keeps adding other field types and improving search and filtering capabilities.

Sorting, Filtering and search work complementary - meaning, Recruiters can use all features simultaneously 

  • a recruiter can filter the results of the search
  • and vice versa: recruiter can search in filtered results
  • we keep same sorting settings even when new filter or search applied

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  • If you want to take a closer look on one specific talent just open the profile in a new tab
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Sorting 

You can sort in ascending or descending order by clicking on the column header. Arrow represents order direction and is defined by field type. 

  • dates are sorted based on the timeline, 
  • numbers are sorted based on value, 
  • texts are sorted based on alphabetical order, 
  • statuses (Talent status, Application status, consent sources are sorted based on system configured order)

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Search

You can use the search box to quickly search data such as: 

  • First name
  • Last name
  • Pool Name (if talent is unblocked)
  • Tag Name (if talent is unblocked)
  • Email

Every word counts
Talent "Max Mustermann" with a tag “Good” will be found if you search for “Max Good”

Results immediately appear in the table. Currently, we support all text, URL and email fields.

The system will also search through related object names like pools and tags. Which is especially valuable when you are looking for a generic term without knowing the exact field name.

You can type several keywords to specify your search. In this case, the search returns all records that contain all keywords.

Add more fields as columns to the table to be able to search through them 

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Filter 

You can use a filter picklist with an embedded search box to find and pick the Talent field to a filter.

Clear and adjust the filter by clicking on the correspondent element. By default all filters will be combined by an AND operator and return records that satisfy all of the criteria. You can change it to an OR operator and get all records that satisfy any of your criteria.

You can select the same field only once in the filter picklist - adjust the existing one if needed. 

You can add as many filters as you want. Talentry allows only filter options applicable for a particular field type to avoid misunderstanding. 

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It is also possible for recruiters to filter by the information they received from the Browser Extension. By doing this, you gain all the necessary information, which first will be send to the talents profile. And each information you have saved under their profile is a possible filter. 

Click here to find out more about the information you can safe under a talents profile. 


Talent Status

Talents can't have multiple statuses. You can search Talents by their status and filter lists by status.
In the talent activity time line you can see the history of the status of the talent, as well as who changed it and when it was changed.

 

Boolean Search

The Talent page search bar is now optimised to use the Boolean operators and modifiers to perform a search through the text-type profile fields.

How to activate and use the Boolean Search Feature❓
 

As soon as the "Advanced" button has been activated, the search line can be used for Boolean searches. In addition to the standard name, email and current position, once enabled the search will now go trough all text-type fields.

1️⃣ First visit the recruiter view and click on Talents.

▶️ Then the Talents overview appears

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▶️ On the right hand side of the search bar you find the "Advanced" button

▶️ Here you can simply turn it on and then the Boolean Search gets activated 

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👆 Boolean operators connect your search words together to either narrow or broaden your set of results. There are 3 key operators: AND, OR and NOT.

How do the three operators work❓

▶️  AND: placing AND between search keywords will allow user's results to include both (or all) of the keywords. 

▶️  OR: using OR when searching for something that has the possibility of including either set of search terms. All combination possibilities will come up.

▶️  NOT: when a user wants a specific search term NOT to appear in the results, NOT can be used before the preferred search term. 

👆 The are also Boolean modifiers 

▶️ Parentheses, ( ), are used to encapsulate OR statements. If you want results that return one word out of a group of two or more, you put them between parentheses to ensure that only one of the search terms is returned: (Sales OR Marketing OR Digital).

▶️ Quotation marks, " ", would return exactly what you typed inside the quotation marks. Therefore if you search for "project management" you will only get results containing the words "project management".

 

➕ Additionally you can also use the filter function with all Talent fields which are pre-configureable.

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▶️ Here you can choose certain Talent fields which are necessary for Talent search

▶️ As soon as you click on a Talent field e.g. "Address" or "Attachement" another window appears (see screenshots)

▶️ Here you have the possibility to choose between different parameters 

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▶️ After choosing filters and clicking on apply the following view appears 

👆The filter function only uses the "AND" parameter

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▶️ If you have created an useful filter combination you can save it simply by clicking on "Save filter"

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▶️ After clicking on "Save filter" the following window appears

▶️ Here you can choose a name for the filter combination and save it

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▶️ You will find the saved filter combination within the "Add filter" view 

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Boolean Search examples:

Boolean operator Example 
AND This is great for finding candidates with a certain job title and experience in a certain industry. E.g.: Account Manager and ICT.
OR This is great for job title synonyms. E.g.: Account Manager OR Sales Executive.
NOT This is great when you are looking for something that is often combined with something else, but you only want to find one of the options. E.g.: Developer NOT Front-end developer.
() Account Manager AND (ICT OR IT) will show results of Account Managers in the ICT or IT branch. If the parentheses would not be used, the search would show results for Account Managers in ICT and everything else regarding IT. This means you will see everything related to IT instead of only finding Account Managers.
" " If you are searching for "Account Managers" that means you will only find Account Managers instead of the two different terms. "Account" and "Manager".
* Let's say you are searching for recruitment, recruiting and recruiter. By using recr*, you will find all of these terms. However, you will also find recreation. Therefore, be careful while using this. It can help you shorten your string, for example by searching for recruit."

 

🚀 And now you are ready to start using the Boolean Search with all the operators and modifiers.

 

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