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Searching Improvements - Release Notes FY25 Q3

Improved Applicant Search Results screen by allowing the users to run an Applicant Search and view the results in the main Applicant form. We have also added the ability to search by Primary or non-Primary Consultants in the Search window.

T
Written by Terence Cassidy
Updated over 2 weeks ago

Displaying results on Applicant form

When a user performs an Applicant or Applicant Availability Search by navigating to the following areas :

  • Search (left navigation menu) ; clicking Applicants

  • Search (left navigation menu) ; clicking Applicant Availability

  • Jobs ; Contract Jobs ; Search (button on toolbar) ; Applicant Availability Match

  • Jobs ; Permanent Jobs ; Search (button on toolbar) ; Applicant Availability Match

Then the Search Results are displayed on the Applicant Form.

In the Search Results mode:

  • The New toolbar button will not be visible to add a new Applicant

  • A Search Results pill on top with an X button in both List and Table form views is visible indicating clearly that the user is viewing the Search Results

    • in List view it is below the Quick Search field

    • in Table view it is to the right of the Quick Search field

  • when the X button is clicked on Search Results pill, the following occurs:

    • the search results are discarded and the form is refreshed as if the standard Applicants nav menu was clicked

    • the form view setting is taken from the Applicant entry within My Actions ; Profile ; Form View

    • any form filter that was in place the last time the Applicant form was opened in non-search results mode is reinstated

    • the Filter and New toolbar buttons are no longer disabled

    • the Search Results pill is removed


Addition of new Options and Reposition of existing options on the Applicant form

  • The Action button dropdown contains the following options:

    • AutoMatch

    • Set as Active Applicant

    • Batch Interview Confirmation

    • Make a Contact

    • Export

    • Mobile User Management

      • (Appears only if a Contract has Mobile App enabled)

    • Right to be Forgotten

  • The View button dropdown contains the following options:

    • Employment Detail

    • Mailshot Options

    • Bank Details

    • Notebook

    • Global Rates

    • Other Role

      • (Only enabled if an Applicant is a Dual Role)

    • Enterprise Payroll

  • The existing Send CV button is renamed to Send and it displays the Send Actions that the user can perform on a record such as:

    • Send CV to Job

    • Send CV to Active Job

    • Send CV to Contact, no Job Specified

    • Send CV to Saved Tag File Contacts

    • Send CV to Tagged Contacts

    • Send Video Interview Link

    • Batch Email

    • Batch SMS

    • Mailshot

  • New Tag button dropdown that displays the relevant Tag Options such as:

    • Tag

    • Add to Saved Tag File

  • New Job button dropdown that displays the relevant Job Options such as:

    • Add to Active Job Review List

    • Add to Review List

    • Select a Job (All)

      • When a Job is selected using this option, the Status bar (at the bottom of the Applicant form) displays the label: Selected Job: <Job Ref No> to the left of Active Job label

    • Select a Job (Own)

      • When a Job is selected using this option, the Status bar (at the bottom of the Applicant form) displays the label: Selected Job: <Job Ref No> to the left of Active Job label

    • Assign Worker to Job

      • (This option is only enabled if a Job is selected using Select a Job (All/Own) option)

    • Add to Job Applicant Action

      • (This option is only enabled if a Job is selected using Select a Job (All/Own) option)

    • View Job Applicant Action List

      • (This option is only enabled if a Job is selected using Select a Job (All/Own) option)

    • View Job Review List

      • (This option is only enabled if a Job is selected using Select a Job (All/Own) option)

    • Go to Job

      • (This option is only enabled if a Job is selected using Select a Job (All/Own) option)


    Applicant Search Results mode options

    • The Action button dropdown contains a new option:

      • Remove From Results

        • (This option removes a record temporarily from the Search Results Screen)

    • The Tag dropdown contains the following 2 new options:

      • Add All Results to Saved Tag File

      • Tag All results

    • A new Attributes dropdown is visible that displays the following options:

      • Add Attributes to All

      • Add Attributes to Selected

      • Remove Attributes to All

      • Remove Attributes to Selected

    • If Text Search is used in the Search Window, the following option appears under View dropdown:

      • CV Hits


    Table View Configure Column list (additional columns)

    • When switched to table view the following additional columns appear in the list (not selected by default when Restore Defaults is clicked):

      • Applicant ID

        • Renamed from Applicant

      • Average Months Per Employer

      • City

      • Employment Types

        • Renamed from Employment Type Description)

    • Last CV Send Date

    • Latest CV

    • Source

      • Renamed from Source Description


    Search by Primary or Non Primary Consultant Users

    The users can now search for Applicants, Clients, Contacts, Placements or Jobs attached to specific Consultants. In the Search window, on clicking Add a Criteria Item ; Column, two new Column Names values appear as below:

    • Primary Consultant User

    • Non-Primary Consultant User

    On selecting Primary or Non-Primary Consultant User columns:

    • The Operator in the Search Window displays the following options:

      • IN

      • NOT IN

      • NULL

      • NOT NULL

    • If IN, NOT IN options are selected:

      • clicking the magnifying glass under the Operator section will display a Select User multi-select pick list in which one or more users can be selected as search criteria

    • On clicking Run Search:

      • If Primary Consultant User is selected and:

        • if IN operator is selected, the results display all the records which have any of the selected consultants as the primary consultants Users

          • e.g.. If Primary Consultant criteria is selected and a user 'Jane Doe' is selected, on clicking Run Search, display all records where Jane Doe is added as Primary Consultant on a record's Consultants tab

        • If NOT IN is selected, the results display all the records which do not have any of the selected consultants as primary consultants Users

        • If NULL is selected, the results display all records where there are no Primary Consultant User added

        • If NOT NULL is selected, the results display all records where there is at least one primary Consultant User added

      • If Non Primary Consultant User is selected and:

        • if IN operator is selected, the results display all the records which have any of the selected consultants as the non-primary consultants Users

          • e.g.. If Non Primary Consultant criteria is selected and a user 'Jane Doe' is selected, on clicking Run Search, display all records where Jane Doe is added as Non Primary Consultant User on a record's Consultants tab

        • If NOT IN is selected, the results display all the records which do not have any of the selected consultants as non-primary consultants Users

        • If NULL is selected, the results display all records where there are no Non-Primary Consultant User added

        • If NOT NULL is selected, the results display all records where there is at least one non primary Consultant User added

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