Recruiters are always busy. We understand the value of your time and try hard on our end to smoothen your workflow. Now we offer you the new sourcing flow which enables you to train hireEZ AI while you are editing the filters on the left: you can access the candidate's full profile by clicking the candidate's name and you can check the hyperlinked Analytics bar at any point during your sourcing process.
In this article, you will find out:
- Create a New AI Sourcing Task
- Start with Boolean String or Resume/JD
- View the Persona and Analytics of Your Candidate Pool
- Customize and Modify Your Search Results
- Enable Power Filter
- Save the Project Automatically
- Where to locate the Good fit candidates
- How to Check Search History
Create a New AI Sourcing Task
In the new AI Sourcing, you can simply click the Sourcing button on the navigation bar to start a new sourcing task. You may also find the Create Project button on the recent projects and create a project first before kickstarting your search.
In either case, you will be able to find all the AI sourcing filters on the left-hand side of your screen when you launch a sourcing task.
Simply fill in the criteria of the role that you are working on. Input the Job Titles, Locations, Skills as well as the Work and Education Experience of your targeted candidates. You can click the tabs listed on the left to view the details of each section. Along with the general information of the candidates, you are able to search for candidates from Underrepresented Groups or source candidates from platforms that are specialized for Tech/Healthcare/Scholar professionals.
The range of your talent pool and the list of candidates will update automatically when you edit the filters on the left.
Read AI Sourcing: Introduction of the Filters for more details on filters.
If you would like to use the search criteria that have been applied in other search tasks, click on the Saved Searches button, or Search history from the upper of the filters and select the search from the drop-down menu.
The filters will be filled with the information from the selected search. You can then edit the filters based on your needs.
When you feel the sourcing filters are ready to search candidates, you can then hide them to better review the candidate profiles.
Start with Resume/JD or Boolean String
You may also start your search with Resume/JD Parsing or a Boolean String.
The Resume/JD link is located next to the Job Titles filter. Click the link and paste the job description of the role or the resume of any desired candidate in the pop-up window. You may also upload a resume/JD file by drag-and-drop or browsing your local files. Resume/JD parsing supports files in .txt, .pdf, .doc, .docx, and .rtf formats. Then click Parse Now to continue.
*Please note, when you hit the parsing button, any filters that already applied to the search will be overwritten.
You may start with parsing and then modify the search criteria based on your needs. For example, add Language and Location requirements or source candidates from specific platforms/underrepresented groups. If you think there are too many skills listed under the Mandatory Skills filter, you can also move some of them to the Preferred Skills to expand your search.
Boolean String Search
The Boolean Builder feature is now located in the Keywords section. You can input up to five Job Titles in the section and click Show additional requirements to edit the Mandatory and Preferred Skills of the candidates. When you are ready, hit Generate Boolean in the middle to view the Boolean string of the role. You may copy the string or click Search to add the string to the Keywords section of your sourcing filters.
You can view the list of candidates on the right and modify the filters to shape your talent pool. You may also use the Boolean strings as supplements to your searches: unlike the Resume/JD Parsing case, you can add Boolean strings to your existing searches without overwriting the filters.
View the Persona and Analytics of Your Candidate Pool
To check the Persona/Analytics information of your talent pool, click the Analytics button on top.
In the Search Persona section, you are able to review the search criteria of the role. You can go through the list of Titles or Schools/Companies if you choose to include similar schools/companies in your search. If there are any unwanted entries, you can exclude them using the advanced filters on the left.
The Candidate Pool Analytics gives you an overview of your searched talent pool. The section here allows you to check the Top Titles, Skills, Locations, Schools, Average Market Values, Diversity, and other details of the candidates.
You may use the information to adjust your filters or click on the hyperlinked bars to view candidates under the specific category.
You can also use the drop-down menu on the right to check the number of candidates who have changed their jobs in the past 6/12 months or to Export the report in a Spreadsheet/PDF file and share it with your Hiring Manager.
Click Hide Analytics on top to go back to the full candidate's list.
Customize and Modify Your Search Results
After you have finished editing the filters, you may screen candidates on the right and give Good Fit/Not a Fit to the candidates.
We recommend that when you consider a candidate as not a fit for the role, select your reason from the drop-down menu to help our AI learn your preferences and needs.
Enable Power Filter
When you have less than 1,000 candidates in your searched talent pool, you are able to screen candidates with the Power Filters above the list of candidates. You could click the filter and then all the filters will be available for you to search.
The Not contacted by team/Not viewed by team filters enable you to view candidates who have not been contacted/viewed by your team in the last 1/7/30/90/180/360 days.
The Contact information filter helps you find candidates with any contact info or with personal emails.
The High Availability one filters candidates who receive a score over 80 on availability according to hireEZ's AI.
Save the Project Automatically
After reviewing the candidates in the talent pool, you can click "Good fit" or "Not a fit" on the candidates. By doing so, the system will help to save the candidate to the next stage/Good Fit or save the candidate automatically.
You can also select up to 200 candidates each time and click the "Good fit" bulk save the candidates.
After the project is saved, you can then click the title to rename the project or change the hiring process if needed.
Where to locate the Good fit candidates
*Please note, you will have to save the project before you Sync/Export candidates at this stage.
Read Enterprise: Project Feature Introduction for more project guidance.
How to Check Search History
From the Search Result page, you are able to check your Search History and Saved Search.
Click Save to save the current search.
Click Clear if you want to Clear the content of the filters.
By clicking the "Search History" button, you can also find the Save/Copy/Delete search to other projects.
That's all you need to know for the new AI Sourcing workflow! You may then go to your pipeline to view and engage the good fit candidates, edit the project details, or go to the Collaboration tab and share the project with your team members.
You may also contact us at email@example.com or reach out to your Customer Success Manager to learn more about the workflow.
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