10Candidate and Requisition Matching
Candidate and Requisition Matching
Matching Candidates and Requisitions
There are three contexts where candidates and requisitions can be automatically matched.
Matching candidates when posting a requisition: When posting a requisition to an external career section, Recruiting Center users can view candidates who were found to match the requisition they are posting. This feature is available via the Preview Matching Candidates button. This matching is based on matching candidate criteria you have set. When configuring this feature, you have the ability also set an option to send an email to candidates who match the selected requisition. Candidates who have all the Required criteria will receive an email inviting them to apply on the job that is posted (Job Posting Notification). There are also default filters available for matching candidates. Configuring these filters will help the user narrow down or widen the list of matching candidates.
Matching candidates while viewing their candidate file: This is known as a reverse search since Recruiting Center users start with the candidate file and then work back to matching requisitions. This can be helpful when there are two top candidates for a position and one is hired; users can use a reverse search to find another open requisition for the candidate who was not hired. This feature is available via the Add Candidates to Requisition icon. The matching requisitions criteria lets you select criteria that will guide the system on how to match candidates to requisitions.
In a career section, candidates can access jobs that match their preferences: Candidates who have completed a job-specific submission or a general profile can access jobs that match the preferences they have set in their general profile. Jobs that match display on the Personalized Job List. The configuration of the Personalized Job List is done in the Career Section Administration menu. For details, refer to the Career Section Configuration Guide.
Matching Candidates when Posting a Requisition
The configuration of this feature consists of the following steps.
Setting Matching Candidate Criteria
In the Matching Criteria — Job Posting Notification page, select matching criteria and specify if they are required or desired.
Click Save.
Setting Matching Candidate Filters
In the Default Filters for Matching Candidates page, select matching candidate filters.
Click Save.
Specifying Preview Filters
If a requisition's location corresponds to the country you selected, the Preview Matching Candidates button will be available in the requisition Posting and Sourcing tab. This feature is useful if a company may not feel comfortable in showing to users a list of matching candidates for job posted in some countries because of regulation reasons (EEO regulations for example).
Activating the Matching Candidate Email Notification
Locate the Email Job Matching Candidates Default setting.
Click Edit.
Select Yes.
Click Save.
In the requisition file, the option E-mail this job posting to matching candidates is selected by default. An email will be automatically sent to candidates that match a requisition requirements.
Matching Candidates while Viewing their Candidate File
The configuration of this feature consists of the following steps.
Setting Matching Requisition Criteria
In the Matching Criteria - Match Candidate page, select matching requisition criteria and specify if they are required or desired.
Click Save.
Matching Candidates and Requisitions - Permissions and Settings
The following permissions and settings are used for the matching candidates and requisition functionality.
| User Type Permission | Location |
|---|---|
| Match candidates to requisitions | Configuration > [SmartOrg] Administration > User Types > Recruiting > Search |
| Setting | Description | Default Value | Location |
|---|---|---|---|
| Email Job Matching Candidates Default | By default, check the "Email this job posting to matching candidates" check box. See Job Posting Notification. | No |
Configuration > [Recruiting] Settings |
Matching Candidate Criteria
The table presents criteria used for matching candidates when posting a requisition.
| Recruiting Administration > Matching Candidate Criteria |
|---|
| Preferred Jobs/Job |
| Preferred Locations/Locations |
| Preferred Organizations/Organization |
| Place of residence/Location |
| Competencies |
| Questions |
| Job Level |
| Job Type |
| Schedule |
| Shift |
| Employee Status |
| Education Level |
| Travel |
| Minimum Annual Salary |
Matching criteria (except for competencies and questions) can be set as desired or required:
-
Required: The criterion is mandatory. A match must exist between the content of the candidate file and of the requisition file. If a requisition file meets the criterion, it will appear in the list of requisitions presented to the user.
-
Desired: The criterion is an asset. A match is not required between the content of the candidate file and of the requisition file. Desired criteria are considered as a plus. A requisition file that does not match a desired criterion is not rejected.
Requisition files that meet all the required criteria and that also meet some desired criteria will appear at the top of the requisitions list presented to the user. Competencies and questions criteria are considered as wildcards. If these criteria are not selected as required in the requisition, or if a candidate does not enter answers for these criteria, the answers will still be considered.
Matching Candidate Filters
The table presents filters used to control the number of candidates displayed to users when viewing a list of candidates matching a requisition.
| Recruiting Administration > Matching Candidate Filters |
|---|
| Invite internal candidates. |
| Invite candidates living in: all countries, the requisition country, the requisition state/province or the requisition region. |
| Invite only candidates whose information has been modified during the last x month. |
| Do not invite candidates who have an incomplete profile that has not been modified during the last x month. |
| Do not invite candidates who have at least one application with any of the selected statuses: New, Reviewed, 1st, 2nd, 3rd interview, Testing, Offer, Hired, Rejected, Decline, Inactive. |
| Invite candidates who have applied at least once through any of the following source types or sources: |
Matching Requisition Criteria
The table shows criteria used when matching candidates while viewing their candidate file (reverse search).
| Recruiting Administration > Matching Requisition Criteria |
|---|
| Preferred Jobs/Job |
| Preferred Locations/Locations |
| Preferred Organizations/Organization |
| Place of residence/Location |
| Competencies |
| Questions |
| Job Level |
| Job Type |
| Schedule |
| Shift |
| Employee Status |
| Education Level |
| Travel |
| Minimum Annual Salary |
Matching criteria (except for competencies and questions) can be set as desired or required:
Required: The criterion is mandatory. A match must exist between the content of the candidate file and of the requisition file. If a requisition file meets the criterion, it will appear in the list of requisitions presented to the user.
Desired: The criterion is an asset. A match is not required between the content of the candidate file and of the requisition file. Desired criteria are considered as a plus. A requisition file that does not match a desired criterion is not rejected.
Requisition files that meet all the required criteria and that also meet some desired criteria will appear at the top of the requisitions list presented to the user.
Competencies and questions criteria are considered as wildcards. If these criteria are not selected as required in the requisition, or if a candidate does not enter answers for these criteria, the answers will still be considered.