06/10/2025, 09:55 Candidate Search

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6 Candidate Search
F ind Candidates Using the Lookup Features
You can use the “Lookup a candidate” and “Lookup a candidate (Detailed)” search tools to
quickly find specific candidates.

L ook Up a Candidate
When you use the "Lookup a candidate" search tool, you can enter the first name, last name,
middle name, email address, user name, or candidate identification number of the candidate
you’re looking for in the Search field. You can also use the AND and OR operators along with
partial names and wildcard. However, a best practice is to enter complete names to obtain better
results.

L ook Up a Candidate (Detailed)

If you want greater precisions in your search results, you can use the “Lookup a candidate
(Detailed)” search tool where you can enter a value in more than one of these fields: first name,
last name, middle name, email address, and candidate identification number of the candidate
you’re looking. If there’s an exact match, you’re taken directly to the candidate’s general profile.

F ind Candidates Using the Advanced Search

Feature
Use the Search featrure to search for candidates using precise search and keywords.

The Search tool is available on the core navigation bar. When you click Search, the New Search
Criteria page appears. This is where you select criteria to find candidates.

 Note
Users who have the permission to perform advanced search have access to the Search feature.

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When you define your search, the more you add search criteria, the narrower the scope of your
search will be, typically resulting in fewer but more pertinent results. By adding multiple
occurrences of the same criteria, you broaden the scope of your search, typically resulting in
more search results.

A best practice is to start your search with only a few criteria, and to narrow your search down
by going back to your search query and entering one or more additional search criteria. Your
search results will then contain fewer candidates. It’s simpler and more efficient to start with a
general search and narrow down the results to a manageable candidate pool than to start with a
tightly defined narrow search and then need to broaden the search to obtain a viable candidate
pool.

Search criteria are organized into different categories or types.

S earch Criteria Presets

These are criteria set by your administrator. You can’t change them, they’re shown only for
informational purposes. The presets may affect search results.

R equired Criteria
These criteria have a red asterisk beside them. They were added to the search form by your
administrator. You can’t change them.

R equired, Excluded, or Desired Criteria

For many search fields, you can specify one of these criteria:

Required: Only candidates with that criterion are retrieved.

Desired: Candidates with that criterion are considered more relevant than those
without the criterion.
Excluded: Candidates with that criterion are excluded.

C ustomize Search Parameters

If you have the required permission, you can add more criteria to the search form. Click the
Customize Parameters icon and select the desired criteria. Criteria are added to their respective
section automatically.

D efault Value
You can select a value for a search criterion and make that value the default value when creating
a new search query. Let’s say that for the External/Internal Candidates criterion, you want the
External value to be the default value. Select External, then click Make Default.

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K eyword Search
You use the Keyword search when you want to search candidates based on specific terms,
related terms, or a block of text in the candidate profile. These keyword search types are
available:

Exact Terms: The search engine returns words that match exactly the terms you
entered.
Related Terms: The search engine searches for occurrences of the word you entered
but also searches for occurrences of related terms determined by the system.
Conceptual: The search engine finds the right concepts to search for based on the
text you entered and then broaden its search by searching documents or
attachments with relevant ideas and concepts to the text you provided. For example,
you could use text from a candidate’s resume or job description to search for
candidates.

To help you select the proper search type, an information icon provides details about the
Related Terms and Conceptual search.

F ilter Candidate Search Results

You can use filters to narrow down the list of candidates found after performing a candidate
search.

When you click the Search button to find candidates, candidates meeting the selected search
criteria are listed in the Search Results page.

Click the Filters tab to filter results using keywords or specific criteria.
Click the Advanced Filters tab to select more criteria to further refine your search
results.

 Note
Advanced filters must be enabled by your administrator. You also need the permission to access
advanced filters.

S ave Your Candidate Search Query

You may want to save a candidate search query because you want to use it frequently or to
potentially share it with other recruiters.

1. Go to the Find Candidates tab.

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2. In the New Search Criteria tab, enter values in the search criteria.
3. Click the Customize Parameters icon to add more search criteria.
4. Click Save.
5. In the Save Search Criteria window, enter a name for your search.
6. Select a folder to save your search. Personal search queries are only available to you.
Shared queries are available to other recruiters.
7. Click Done.

A ccess Your Candidate Search Queries

You use the Saved Searches tool to quickly access your saved candidate search queries.

1. Go to the Find Candidates tab.

2. Click the Saved Searches tab.
3. Use the Folder menu to display personal searches, shared searches, or both.

O rganize Your Candidate Search Queries into

Folders
You can organize your candidate search queries into folders.

1. Go to the Find Candidates tab.

2. Click the Saved Searches tab.
3. Select a search query.
4. Click the Move Saved Search icon.
5. Decide if you want to copy or move the search query.

6. Select a folder.
7. Click Done.
When you view the folder structure, click the More Actions icon next to a folder to access more
actions such creating a new folder, share an existing folder, view folder properties, move and
delete the folder.

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