Skip to main content

AI CV Matching Co-Pilot - Release Notes - FY25 Q1

The Co-Pilot Component embeds AI capability into Access Recruitment CRM and makes routine day-to-day tasks easier. Making businesses more efficient and pulling high quality data into the system, Co-Pilot puts the user business at the heart of activity.

T
Written by Terence Cassidy
Updated over 2 weeks ago

What’s new?

The Access Recruitment CRM Co-Pilot component is a value add for all users, allowing AI to be leveraged to save recruiters valuable time. Co-Pilot consolidates AI technology, aligning it with the Access Recruitment CRM database to take routine tasks off recruiters, allowing users to leverage technology to quickly and efficiently compare applicant CVs to job descriptions, returning a star ranking and feedback on next steps for the onboarding process.


Why have we developed this feature?

The Co-Pilot Component showcases our commitment to innovation, creating a better platform for users to efficiently interact with the Access Recruitment CRM to streamline the day-to-day processes.

How do I start using it?

AI CV Matching Feature Switch

  • A user with access to Options ; System Settings ; Feature Toggles can now enable or disable the AI feature which allows the matching of CVs to a Job Description.

  • Feature toggle ‘AI Component – CV Matching’ can be enabled/disabled for this purpose.


AI CV Matching Permission

  • A new permission of name 'Permission to AI CV Match against Jobs' has been created, which can be attached to roles to enable the CV Matching icon in the Review List tab of jobs to appear.

  • Without this permission, the user will not see this icon.


CV Matching to Job Description

  • In the Review List tab for a job, CVs can be matched providing:

    • The feature switch is enabled, and a user has the permission as mentioned above.

Review List Tab Error

  • If the job does not have a description already created, click of this icon will show an error message of:

Review list description error

  • Otherwise, the list of applicants in the Job Review List will be presented in a new modal.

List of Applicants

  • Applicants who do not have a published CV will have a red ‘x’ in their ‘Change CV’ column. Hovering over the ‘x’ will provide informative text to explain this. These applicants cannot be selected for CV matching and are also indicated by their line in the list being greyed out.

  • Otherwise, the latest published CV will be listed. If the applicant has other published CVs, the listed CV can be changed for another by clicking the ‘Change CV’ button and following the steps.

  • The applicant’s requiring their CVs to be matched will require to be selected by way of the checkboxes. By clicking the top checkbox, this will select automatically selected all applicants that ar not greyed out. Alternatively, individual applicants can be selected.

  • Clicking the ‘Select’ button will send the list of selected applicants to be matched. A progress screen will be displayed while this is in progress.

Select Progress screen

Select Complete screen

  • On completion, clicking the ‘Close’ button will remove the current popup and will display a refreshed list of applicants on the Review List.

  • A new default column ‘Stars’ has been added to the list of columns, detailing a star rating outcome from the matching process just conducted.

  • The rating is in the form of 1 to 5 stars, 1 being least appliable, 5 being the best match against the job description.

Star Rating Column 1

  • Hovering over a line of stars will show the appropriate rating information text.

Star Rating Column 2

  • The matching process can be run multiple times, each run will remove the previous result for the selected applicants and replace with the new results.


Job Review List & AI CV Tab

  • On completion of a CV match process, additional details can be seen in the Job Review List page.

  • Clicking the ‘eye’ icon for ‘View All’, this will navigate you to the ‘Job Review List’ page.

  • On the ‘Details’ page, the ‘Stars’ value is shown next to a new label of ‘AI CV Ranking’.

  • This label is read only and is a quick indicator of the matching process for this applicant against this job.

  • On click of the info-tip icon next to the field will show the appropriate rating information text.

AI CV Ranking

  • Additionally, a new tab of ‘AI CV Match’ is also available under the ‘More’ tab option. Opening this will reveal the full details of the CV matching outcome.

AI CV Match

  • The AI CV Matching ‘stars’ are shown, along with AI generated boxes for:

    • Feedback Summary:

      • A summary of the match findings for the CV details compared to the job description.

    • Interview Questions:

      • Suggested interview questions to be asked should the applicant be called for an interview.

    • Missing Requirements:

      • The missing skills etc required to be a better match for the job.


Applicant Review List & CV Tab

  • On completion of a CV match process, additional details can be seen in the Applicant Review List page.

  • Clicking the ‘eye’ icon for ‘View All’ in the ‘Review List’ for an applicant record, this will navigate you to the ‘Applicant Review List’ page.

Applicant Review List

  • On the ‘Details’ page, the ‘Stars’ value is shown next to a new label of ‘AI CV Ranking’.

AI CV Ranking 2

  • This label is read only and is a quick indicator of the matching process for this applicant against the linked job.

  • On click of the info-tip icon next to the field will show the appropriate rating information text.

  • Additionally, a new tab of ‘AI CV Match’ is also available under the ‘More’ tab option. Opening this will reveal the full details of the CV matching outcome.

AI CV Match 2

  • The AI CV Matching ‘stars’ are shown, along with AI generated boxes for:

    • Feedback Summary:

      • A summary of the match findings for the CV details compared to the job description.

    • Interview Questions:

      • Suggested interview questions to be asked should the applicant be called for an interview.

    • Missing Requirements:

      • The missing skills etc required to be a better match for the job.

Did this answer your question?