1. The longlist is a list of names of potential candidates as a result of a high level search. A Recruiter or Sourcer will identify these potential candidates through running either an internal database search or an external job board search and find those who match specific search criteria.
2. On the lefthand side we have the Resume Search options. There are 3. The "All of These" field is your "And" search. "Any of These" is your "Or" search. Lastly, "None of These" is your exclusion keywords.
3. Next we have Job Boards. If you have this setup (please contact clientsupport@tracker-rms.com if you would like it and don't have it), it allows you to search these same keywords and phrases in resumes from Job Boards (like Indeed, Dice etc. outside of Tracker). We can then pull those candidates from Job Boards into this same list for you.
4. You also have the option to ONLY search the job boards outside of Tracker if you just want new candidates pulled, and not the existing ones that currently live in your database.
5. Click "Get Skills" if you want to automatically fill in the "All of These" or "Any of These" fields with keywords and phrases mentioned in the Job Description. (Maybe you're stumped on where to begin - this can be helpful!)
6. Click "Add to All of These" or "Any of These".
7. Voila!!
8. Click "Semantics" if you want to display other variations of these keywords or phrases to narrow your search.
9. Once clicked, it highlights words in green. You can then click the drop down arrow.
10. And check any others that you prefer over what you currently have.
11. Click Boolean to create a Boolean string of keywords and phrases.
12. Boolean Builder will help you get started if this is a newer process for you.
13. It breaks down the boolean step by step for you.
14. Type "sales manager [[Enter]]"
15. Click "Managerial Skills"
16. Click "Excellent Managerial Skills"
17. Then you can click Generate Boolean when you're happy with what you've selected.
18. Voila, now you have a boolean string that you can insert right into your search.
19. Click "Use Boolean"
20. You can edit/add to the boolean once it's thrown in here.
21. Click "Boolean AI" if you want our AI to build the Boolean search terms for you based on the Job Description.
22. Click "Basic Search" to go back to building your own vs Boolean.
23. Over on the right we have search options for details entered in a Candidate Record (separate from the resume search). So if you're doing a fabulous job entering zip codes into Tracker, and salary preferences, this section will be very useful.
24. Click "Advanced Search" to find more details from the candidate record to filter by.
25. Such as candidate details, skills, additional details, availability, or history.
26. Click "Run Search" when you're ready.
27. A results window will open telling you how many candidates match your criteria, for your database, and if you’ve used job boards for each of those.
If you wish to refine your search (e.g. add more criteria to narrow down the number of results, or open it up for more results) click Search Again.
28. To see your results click Fetch Longlist.
29. When your results load you will have a tab for your Tracker database results, and if searched, one that accumulates all the Job Boards and individual tabs for results from those job boards only.
30. You will notice that the candidates are ranked. This ranking is determined by a variety of things, described in the Lesson/Helpfile called "How Tracker Ranks Longlisted Candidates", see here : https://academy.tracker-rms.com/Home/Lesson/1068
31. By clicking on the circle icon against a candidate you can also apply a RAG color - Red, Amber, Green - to that candidate. This coding can be used as a quick visual reference to highlight candidates after you have reviewed them, for example those you wish to progress with, not sure etc.
32. Under the action column is the shortlist button and a dropdown menu. Shortlist will move the Candidate to the Shortlist block for this job, so that you can progress them through your submission stages.
33. The drop down menu has a number of options. For example, you can use CompAir to evaluate the candidates CV against the Job Spec, send them an email about the job to see if they are interested, initiate a “soft phone” call, view their record or just their Resume, Start a Sequence, Find Similar Candidates and more.
34. Additionally, you can flag each candidate with one or more categories to provide more information about them at a glance. The three most recently added categories are visible in the Category column, with an option to expand to see more if added. Categories are fully filterable for more granular organisation. Additionally, they automatically carry over as candidates progress from Longlist to Shortlist.
35. Via this button you can quick add other database candidates that you don't see on this list, that you think would be a good fit for the job , but need to vet first before putting on your Shortlist.
36. The red "Clear Results" button will wipe away all of these candidates, for example you want to start your search again from scratch. The only way to get this list back is to re-run your search
37. "Re-Rank" can be used when you have run a second search (without clearing the first) which adds new candidates to the results. You can run additional searches via the "Back to Search" button.
Use "Re-Rank" to merge your original search with the new one. As mentioned earlier, you may find the Lesson/Helpfile called "How Tracker Ranks Longlisted Candidates" helpful, see here : https://academy.tracker-rms.com/Home/Lesson/1068
38. "Map" allows you to view these candidate's location in relevancy to the job site.
39. Here we see a pin where the job is, and the location of each candidate on the map as well as the candidates listed to the left.
40. Clicking on either the candidate name or icon will highlight the other.
41. Click "List" to go back to the list view of candidates.
42. On the top right hand side we see the Filter. This allows you to filter by status colour code, category, newest added, only those that have been found via a job board, those not contacted for this job, hide candidates that have been shortlisted (a great way to reduce the number of records in the view to make it easier to review the rest), and/or search by name, job title or resume.
43. Click the Columns button to add or remove columns for more candidate detail. This way you see the data that is important to you.
44. By selecting one or more of the candidates on this list the bulk action menu appears at the top. Via the button you can Shortlist all of the selected candidates.
45. Or via the drop down there are many options you can run on the selected candidates, which is a similar list to those you can apply individually. Examples include sending bulk emails, bulk adding to Send Lists, Bulk RAG status and more.
