Data Segmentation
Data segmentation is the ability to limit candidates retrieved in the search results based on predefined Organization-Location-Job Field associated with the search domain.
Data segmentation is used to identify which Recruiting Center users are authorized to view candidates according to corporate guidelines or potentially country guidelines for data privacy and sharing. With this feature, not all candidates will be visible to all users.
To enable data segmentation, system administrators must do the following:
| What to do | Where to do it |
|---|---|
| Enable the Activate Segmentation in Search setting. | Configuration > [Recruiting] Settings |
| Create a user group and define a coverage area (that is, select the Search functional domain and associate the group to Organizations, Locations or Job Fields). | Configuration > [SmartOrg] Administration > User Groups |
| Add users to the user group. | Configuration > [SmartOrg] Administration > User Groups |
| Define requisition type access for users (that is, define access to professional, hourly, campus, contingent, and executive requisitions). | Configuration > [SmartOrg] Administration > User Types > Recruiting > Requisitions > Requisition Types |
Example 1:
A system administrator needs to set up a Recruiting team such that they can only search and retrieve candidates who have expressed an interest in working anywhere in Europe, as kept in their location preferences. The system administrator will have to do the following:
Enable the Activate Segmentation in Search setting.
Create the user group "Recruiting – Europe".
- Assign at least one coverage area to the user group:
Domain=Recruiting > Search.
Locations=Austria, Belgium, Bulgaria, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Sweden, United Kingdom (that is, all countries in Europe).
Add users to the "Recruiting – Europe" user group.
Define requisition type access for users.
Alternatively, system administrators can create personal coverage areas with the search domain at the user level instead of using a group with such coverage area. As a result, while searching candidates using the candidate advanced search, quick search or specific search as well as the view candidates under the job posting notification feature, such users will only be able to retrieve candidates having selected at least one of the listed European countries. Note that candidates without any preference can be retrieved.
Example 2:
An organization wants to segment candidate general profiles by user group. The organization has eight different companies sharing one zone. Each company has its own career section and the company's recruiters are setup in a user group contextualized by Organization. The companies do not want to share candidate general profiles that come in through their own specific career section. Data segmentation is driven by the employment preferences created automatically while applying on a job or collected in the general profile application flow. The system administrator will have to do the following:
If profile only submission is allowed, make sure the Employment Preferences block is included in the Candidate Profile application flow (Configuration > [Career Section] Administration > Application Flows).
Enable the Activate Segmentation in Search setting.
Create a user group contextualized by Organization and make sure the Recruiting - Search domain is associated with such organization.
Add users to the user group.
When the candidate completes the Employment Preferences block on the career section, the Organization that the candidate selects drives the data segmentation of the candidate general profile by user group. When a recruiter from a user group runs a search on a candidate that has selected an Organization outside of their user group, a recruiter with one or many search domains will be limited to candidates who had selected at least one of the search domain organization available. A candidate who had selected an organization outside of the recruiter group will not be visible if the recruiter's organization(s) is not selected.