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USAM Module One
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Created on June 14, 2024
Layout and Navigation of Universal Search and Match
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Module 1
Universal Search and Match
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This module will show where prominant features of Universal Search and Match are located and give a description of their fuctions. Look at each marker to be able to answer questions throughout.
eLearning Navigation Instructions
- Hover or click on the marker in order to find more details on the features of Universal Search and Match
- Click on the info button for additional resources
- Click the lightening bolt for the main features Universal Search and Match and move to the next page.
Info
By the end of this module you should be able to:
Locate
Identify
Differentiate
Create
Universal Search and Match
Recognize the tool and navigate to all the capabilities
Find features within the USAM layout to improve efficency
Customize features that improve results
Create searches that are unique to your needs.
Back
Next
Candidate Panel
Results
Back
Next
Facets
Universal Search and Match is a powerful interface that uses the power of TextKernel behind-the-scenes to utilize AI technology to supercharge your search perimeters. All users can utilize the USAM tool to search our internal database for candidates based on skills or resume factors as well as navigating their relationship with their pipeline.
Parts of USAM
Universal Search and Match
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What is a Facet?
A facet is a search filter. They are what we use to narrow down our searches to find matching results. Every time you change your criteria using the facets, it will yield the corresponding results. Let's explore more facet capabilites!
Facets
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Where do Facets pull information from?
These facets are pulled from the information within the candidate record and will display within the Candidate Pane, showing each result’s details. Hover over each marker for more facet information!
Facets
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Info
Each of these Data Sources come from three different sources:
- Internal Database
- Call Lists
- Submissions
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What is the Data Source Facet?
Facets - Data Sources
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What is the Advanced Search Facet?
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The Advanced Search Facet houses other available pieces of information that are:
- true/false
- date
- checkbox
- name bound
Info
Facets - Advanced Search
Once the Activity Filter is selected, it will create an activity bucket. Once the activity bucket is created, you will be able to add the defined options of:
- Activity Owner
- Activity Date
- Activity Type
- Activity Teams
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What is the Activity Search Facet?
Info
Facets - Activity Search
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Question
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Question
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Question
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Info
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Use keywords and operators to create more complex and granular searches that are critical to the role you are trying to fill. These keywords will search anything in facets or within the default resume and USAM facets.
Expand the View
Free-Text and Search Strings
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View Search Results
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Back
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Search Results - Take Action
In the Candidate Pane, you can view critical candidate details without interrupting other actions. You have two access points to enhance your experience:
- A button next to the Candidate Name opens the full candidate profile in a new tab
- Arrows in the right corner allow you to sort through results with minimal clicks.
Expand the View
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View Candidate Panel
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These available fields in the banner will only appear with data if they have related data populated in the corresponding Candidate Record. Use the numbered markers to learn more!
- Resume
- Details
- Activities
- Chatter
- Location
- Related Lists
- Banner
Expand the View
Next
View Candidate Panel
Utilize the 'w/Tabs' within the Results Pane
w/Tabs Operate like facets in that they continue to filter down by certain criteria. They provide a short-cut to help you quickly identify candidates that you have met with to further refine your search.
You can view your results results in six different tabs that will bring you closest to your pipeline without adding additional perimeters to your search.
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Search Result Tabs
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Question
Now you should know how to:
Locate
Identify
Differenciate
Create
Universal Search and Match
Recognize the tool and navigate to all the capabilities
Find features within the USAM layout to improve efficency
Customize features that improve results
Create searches that are unique to what you are looking for
Back
Next
Congratulations!
CourseComplete
Module 1
Use the button to open and close the Candidate Pane
- Had Internal interview
- minimum Hourly
- DESIRED HOURLY
- CURRENT/LAST HOURLY
- MINIMUM SALARY
- DESIRED SALARY
- CURRENT/LAST SALARY
- EMPLOYEE TYPE
- WILLING TO RELOCATE
- CONSULTING PRACTICE
- PLANNED ALLOCATION – CURRENT
- PLANNED ALLOCATION – 6 WEEKS
What can this Facet find?
- Last Activity
- Last INteraction
- Has been engaged
- Last web response date
- reference completed
- last left message
- last conversation
- last candidate visit
- LAST CANDIDATE VISIT BY
- HAD INTERNAL SUBMISSION
- HAD CLIENT SUBMISSION
- HAD CLIENT INTERVIEW
Activity Search Facet Capabilities
- Search by Activities YOU or your TEAM have or have not logged with or without date parameters
- Candidate Visits will populate for all time
- All other Activities will only populate for a rolling year
- Candidate Date
- Added Available Date
- Industry Experience
- Years of Expereince
- Education
- Managed Certifications
- Managed Licenses
- Desired Work Location
- Desired Locations
- Employment Preference
- Work Authorized
Facet List
- Data Source
- Advanced Search
- Activity Search
- Recruiter Name
- Candidate Status
- Candidate Ranking
- Job Category
- Location
- Skills, Certs & Licenses
- Current Titles
- Current Company
Use the Gear Icon to resize each panel for efficienty
- Nice to Have: Candidates satisfying the selections get a higher ranking than those who do not.
- Should Have: Candidates satisfying the selections get a considerably higher ranking than those who do not.
- Must Have: Only candidates satisfying the selections are shown.
Full text show related terms, or synonyms, that can be used to further refine a query. At the top of the terms are options to select all, none, or add a term. Users can select and deselect the terms they’d like to include in the search.
Use the drop down to change where to pull searches from
Data Source Facet Within the Data Source Facet, you will have three available options to focus your search.
- Internal Database – The default that contains collection of public candidate profiles
- Call List – Find a call list by name to narrow your search and sort through results easily.
- Submissions – select a job order by it’s Job Name and filter/sort through the submissions to qualify, call, or easily reject.
Look for this symbol to move on to the next page
Look for this symbol to move on to the next page