Saving your Candidate Searches

Save time looking for the same types of candidates by making the most out of Saved Searches

What Candidate Saved Searches, and Why Should we Use Them? 

A saved search is a pre-determined set of search parameters that can be used and shared instead of having to prepare and run a new search every time.

Using saved searches effectively can save you a lot of time and resources in a number of ways:

• Pulling together updated marketing lists
• Running custom searches for frequent and similar jobs
• Regularly Bulk Emailing or Messaging a group of similar candidates
• Sharing your search wins and helping other team members.

How do I Create and Share a Candidate Saved Search?

In order to save a search, you will first need to prepare and run it for the first time. Click here to find out how to do so. 

Once your search has been run, navigate to the bottom of the results screen, where you will find a Save button in the bottom-right corner:

You will then be able to name your saved search and select whether you would like share the search with other colleagues.

Once you have clicked save you will be returned to you search results within your saved search.

Where can I Find my Saved Searches?

To find and access your candidate saved searches, click on People in top menu bar and select Saved Searches.

***new image needed - people dropdown ***

Once in the saved search menu, you can switch between your Candidate and Contact saved searches, delete old unused ones, share or un-share your searches, and also view searches that have been shared with you.

To run any of these searches, click on the relevant Search Name

What can I do with a Candidate Saved Search?

The results screen on a saved search offers a lot of the same functionality as the standard search results screen:

• Send a Bulk Email or Message to a selected group of candidates
• Consider a selected group of candidates to one of your (or a colleague's) Jobs
• Update individual records quickly using the side panel preview
• View candidate's Unformatted and Formatted CVs via the side panel preview
• Share a list of candidates with the Zapier integration (if enabled)
• Ignore, Archive or Delete a selected group of candidates

*** Picture Needed: Top action buttons of a saved search, including Zapier enabled ***

You can also export, clone, update and amend, your saved searches using the action buttons. 

How do I Change my Saved Search?

To amend a saved search, click the Amend button in the bottom right group of actions.

You will be taken back to the search parameter screen, where you will also be able to both rename your saved search, and choose whether to share it or not.

*** Picture Needed: Amending a saved search ***

Clicking the "Export CSV" button generates a downloadable CSV file with the candidates current displayed, using the columns selected in your search results.

Clicking the "Update Search" refreshes the current results screen with any changes you have made to individual candidates using the side panel preview.

Clicking the "Clone" button creates a copy of the current saved search under a new name. This allows you to create variations of a saved search without losing your original parameters.