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Perform an Applicant search

This article explains the steps to follow to perform a search for applicants and to add each criterion/attribute as an additional option rather than an OR - it also suggest the use of the Walk Me Through ... tab.

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Written by Terence Cassidy
Updated over a week ago

To perform a search for applicants, follow the steps below (or you can use the Walk Me Through ... feature and follow the process this way):

  1. From the left-hand menu, click Search

  2. Select Applicants

  3. Choose the Sectors you want to search in

  4. Text search is where you type in keywords for a CV search. It uses boolean logic (i.e. and & or statements) and is not case sensitive

  5. Click Add criteria set and add the search criteria sets

    • You can add more than one criteria

  6. Click Add a Criteria Item - these can consist of

    • Attribute

    • Column (standard applicant fields e.g. job title, status, location)

    • Compliance Check (lists the checks with the aim for you to find who is / isn't compliant)

    • Custom field (applicant fields specific to your company)

    • Placement Column (placement fields specific to your company)

  7. In some columns you can set parameters via the Operators

    • Note: With more than one criteria you need to decide are you building an AND or an OR search? An AND search looks for applicants with both/all criteria. An OR search looks for applicants with either criteria.

  8. Click Run Search

⚠️ Important: If once in the search window you click on the Add a New criteria set button an additional Criteria box will appear which will equal to an AND, results will need to match both of these to be displayed

If you were to click on the Add a New criteria Item, it would add an additional line to your current sets and would equal to OR, results will show if they meet any of the criteria.

πŸ€“ Tip: You can get more help by using the Walk Me Through... tab and typing Applicant search in the search box

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