Local search - searching your talent bank
One of the biggest benefits of idibu is our local search feature. As all the candidates you sourced are retained inside idibu, you have a strong and relevant talent bank available to search.
Local search can run automatically when you add a new vacancy, or can be run manually from the vacancy at any time. You can also run general searches which are not linked to a vacancy, which can help when creating talent pools.
In this article we will talk through:
- Searching from a vacancy
- General search
- Editing your search criteria
- Automatically searching when adding a vacancy
Working with search results
- Filtering your search results
- Reviewing the candidate details
- Checking vacancy activity at a glance
- Contacting candidates by SMS or Email
- Adding a candidate to a vacancy
- Adding multiple candidates to a vacancy at once
- Adding candidates to a talent pool
- Accessing your previous search results
Searching from a vacancy
1. To run a brand new search from inside your vacancy at any time, click 'Recruiting options'.
2. Select 'Search CV databases'.
3. This will open the 'Search' tab and open the main search criteria page, pre-filtered to the vacancy in question.
If you are working either inside a vacancy or the candidates tab filtered to that role, clicking the 'Search' tab will also open the main search page filtered to that vacancy:
4. In the 'search keywords' field, enter your keywords or boolean string.
You can find some great hints and tips on using boolean here.
5. The location will pull through from your vacancy, but you can change this if required.
6. Using our radial search feature you can also specify a radial distance from the address. This means the search will only include matching candidates from within the specified radius of the location.
7. You can also specify candidates within a specific 'last updated' timeline, so you can narrow the results to candidates where there has been activity during the period specified.
The salary, sector and job type fields are not applicable for local searches. They can only be applied to searches run using our aggregated search feature.
8. When ready, click 'Search selected CV databases' in the bottom left hand corner.
Having run one or more searches against your vacancy, whenever you open the search page from inside the vacancy again, we will always display the most recent search criteria you entered.
1. To run a general search that is not connected to a specific vacancy, click the 'Search' tab.
If you haven't been working inside a vacancy, the search page will open set as 'All vacancies' in the top left corner:
2. If the search page opens in a vacancy specific view, click 'Change view' in the top right corner.
3. Click 'No vacancy selected' and complete your search criteria as described above.
This is useful if you just want to search for candidates to allocate to one or more talent pools. However, if you are working on a specific vacancy, we would always recommend searching directly from that vacancy. This is because your search history will always be recorded there.
Editing your search criteria
Once the search results have loaded, you can edit your search criteria and run a new search by clicking 'Edit search' in the top left of the page.
Automatically searching when adding a vacancy
1. When adding your vacancy, add keywords or a boolean string into the keywords field.
2. When you've completed the rest of the details you need, click 'Create vacancy' in the bottom right hand corner.
3. idibu will run a local search and return the results directly to your vacancy overview page. This will only take a second or two.
4. Simply click 'View matches' to open the search results page.
Filtering your search results
When your search results have loaded, if required you can filter them tag or by skill.
Reviewing the candidate details
You can review the candidate details in exactly the same way as when reviewing a candidate in the candidates area of a vacancy, or the main candidate tab. You can:
- Click the blue arrow to get a brief overview of the profile.
- Click the name of the candidate to enter the main profile page.
- Click the CV icon to view the original CV page.
Checking vacancy activity at a glance
If you see the history icon next to a candidate name, this indicates that the candidate has been active against one or more vacancies. You can check which vacancies and the status by clicking the icon:
If you see the grey dual arrow icon next to the candidate name, this means that the candidate is logged as an applicant against a vacancy, but has not been actioned as yet. If you click this icon it turns blue, and the details of the vacancy they applied to will appear:
Contacting candidates by SMS or Email
If you are using our SMS or integrated email tools, then you can select multiple candidates and contact them by email or SMS in the usual way.
Adding a candidate to a vacancy
1. You can click into a candidate record and review their details by clicking their name. Alternatively, you can click 'CV' or 'notes' buttons to go straight to those areas of their record.
2. To add them to the vacancy, click the 'Add to vacancy' button on the right hand side of their record. Not that the status in the ATS you are adding them to is displayed below, e.g. 'shortlist'. You can change this by clicking on the status and selecting another before adding them to the vacancy.
If the candidate has already been added to the vacancy, in place of the 'Add to vacancy' button, you will see 'Added to vacancy':
3. You can continue reviewing and adding candidates without returning to the results page. Just click the 'Next' button in the top right of the page (or 'prev' if applicable).
Adding multiple candidates to a vacancy at once
If you want to add multiple candidates to your vacancy directly from the search results page, you can do so very easily.
1. Whether your results have been filtered or unfiltered, select the candidates in question by simply clicking on the larger grey tick icon that appears to the right of their details.
2. When a candidate is selected the tick icon turns blue.
3. If you want to select all the candidates on the page, click on the tick icon at the very top of the page.
4. When you are happy with your selection, click the blue 'vacancy' button where it says 'Add to vacancy...'
5. A pop up will appear with your vacancy automatically selected, and the default ATS status 'Added' (or the last status you allocated candidates to).
6. This can easily be changed by clicking the status and selecting a new one from the drop down list.
7. If you wish to add the same candidates to any other vacancies you are working on, simply tick the vacancy or vacancies in the pop up list.
Adding candidates to a talent pool
You can follow the same process for adding multiple candidates to a vacancy, but at the last stage add them to a talent pool instead. Simply click 'talent pool' and select the pool you would like from from the list.
Your candidates will then be added to that talent pool.
Accessing your previous search results
If you access the search tab in 'all vacancies' mode, you can access details of the last 5 searches which ran on the account. These are displayed in the 'History' tab at the bottom of the page.
Whenever you run a search against your vacancy the details are logged against that vacancy. The number of searches that have been run can always be found in the vacancy panel.
1. You can access further details by clicking the blue '_search' button.
2. On the page that opens you will see the previous searches listed. Click the blue 'Action' button to 'View' the search results or 'Edit' the search to generate new results.
3. Furthermore, whenever the search tool has been opened vacancy mode, you'll also find all previous searches for that vacancy listed under the 'History' tab.