As part of your recruitment workflow, you now have access to the Talent Pool view. This is a dedicated area for resourcing your best candidates, using the query builder, quick match or social search tool.

Accessing the Talent Pool

Once you are working on a job, the talent pool is available as part of the orange tool bar. This means that if you ever need to find new, more suitable candidates whilst working on a job, you are only ever one click away.


Once you are within the talent pool, you have access to four separate tabs, which allow you to search, filter and screen the brightest prospects within your database:

  • All – this tab will give you access to your entire database, from the perspective of the vacancy. This will allow you see the rank or order your candidates by the skill match or any other information recorded within the candidate record.

Note – The skill match is the percentage of skills that the vacancy is looking for that each candidate has assigned to their record. Using this straight away will help to promote your most qualified candidates, without even searching! Do this by ensuring Skill Match is within your layout and then using the order by’s within the column header or updating the sort by drop down list.


  • Not Reviewed – This tab is for your search results. Once you have used the query builder or quick match to find the most suitable candidates within your database, you can start to screen or long list them from here.

Note – The Not Reviewed is not a saved list, so once you remove your candidate filter, the results would be lost. It is recommended that once you have the search results you want, that you move the results to the long list tab. You can do this using the process side bar. Simply click select all at the bottom of the page, before opening the side bar using Process. From here, you can add the records to the long list (or if you don’t need to screen them, add them directly as applicants).


  • Not Suitable – This tab is for any candidate you have reviewed from the talent pool and long list, but have deemed not suitable for this role. This is not a rejection tab for applications, only those who have been screened prior to the application and deemed not suitable for this particular role.

Note – Marking a candidate from the long list as not suitable will not exclude them as a candidate for other jobs, nor archive the candidate record. Any records marked as not suitable would not appear in search results when using the talent pool features for this vacancy, but would be included for any others.

  • Long Listed – This is a saved list of candidates who have been associated with this role but not yet put forward for application. Using the long list will allow you to save search results as well as give additional access to hiring managers. This can be particularly useful when recruiting for a number of similar positions, as you are easily able to move candidates to other roles.

Note - Within your recruitment workflow settings, you can allow Hiring Managers to have access long listed candidates, potentially allowing them to review those before the application.

Finding Candidates within your Talent Pool

There are two main resourcing tools available within the Talent Pool, the Quick Match and the Query Builder:

  • The Quick Match – This tool will draw the information populated from the vacancy and allow you to compare this with your candidate database. This will use the vacancy requirements against the candidate preferences, help to exclude in active or vendor candidates, include skill matching and employment history searching. For full details on how to use the Quick Match, please see the video below:

  • The Candidate Query Builder – The Query Builder is the most in depth search tool within the database, allowing you to search based on any information recorded within the candidate CV or record. This uses a combination of candidates preferences, availability, skills and free text searching to identify any relevant detail within the candidate record. As queries can also become complex, using brackets, AND/OR/NOT operators and activity filters, you even have the option to save your queries. This allows you to outline your criteria and as soon as candidates are added to the data base that meet your requirements, they are included in your query. This is particularly useful when you are consistently looking for candidates with similar qualifications, of a similar position type or in a particular skill set. For more information regarding using the Candidate Query Builder, please see the video below:



Screening Candidates in your Talent Pool

Once you have completed your search, you will find your candidates within the Not Reviewed tab. It is always recommended that this list if then moved to the Long List, as this filter will not be saved. This means that your search results would be lost from the not reviewed tab after the filter changes.

Application Dialogue

Once within the long list, you can then review the candidates using the Application Dialogue. By clicking on the candidate name, you will be able to review all relevant details of the candidate record, including the CV or Application Form, Skill Match and Candidate Overview.


For more information on using the Application Dialogue, please click here.

Skills Match

When screening candidates, it can be useful to compare them using the skills match. The skills match will show the percentage of skills that the vacancy is looking for that can be found on the candidate record or within the candidate CV.

By including this option within your layout (can be done within the Layout Manager) you can then choose to order or sort your candidates by this option, helping to highlight or promote the highest matched candidates.


Simple View v Detailed View

When reviewing and comparing candidates, it can be useful to switch between the Simple View and Detailed View:

  • Simple View – This view shows each candidate record as a single line, showing up to 10 different items of information (customised within the Layout Manager). This can be very effective for quickly reviewing candidates, comparing applications and ordering / sorting.

  • Detailed View – Rather than just a single line, the detailed view gives you much more information about each candidate. This means you can access a summary of information without having to leave the long list view, meaning you can very quickly access key information, screen records and move candidates into Not Suitable / the application stages of the workflow.


Progressing Applications

After the screening process, you can then begin to move successful candidates into the workflow. This can be done using either the application dialogue or on mass, by selecting those records and opening the process sidebar.


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