Candidate Search

this guide covers how to search for candidates, the filters available and how to save regularly used candidate searches overview see the chart below for more information on the permissions needed to view candidate profiles access role has access? limited access ❌ agency users ✅ elevated access external recruiter (not linked to an agency) ✅ elevated access analyst ✅ elevated access hiring team member ✅ elevated access hiring manager ✅ elevated access admin ✅ elevated access admin private ✅ organization admin ✅ elevated access users will have access to these for the roles and departments they have been given the access role for agency users will only be able to view the candidate profiles that have their agency listed as the source ashby’s candidate search option will allow you to specify filters and pull a list of candidates that meet that criteria, then take bulk action on them if needed you can also easily save and pin a candidate search to your home page (like any report) so you can access it quickly in the future you can create a candidate search by heading to candidates , then search in the top navigation bar you can also create a candidate search by heading to reports and build candidate searches are listed as a custom type of report here basic filters when it comes to setting the criteria for your candidate search, ashby has basic filters these are the most commonly used filters basic filters are enabled when the advanced toggle is switched off advanced this toggle allows you to switch between basic and advanced filters + filter click this to open up a list of commonly used filters these include a full text search of the candidate’s resume, location, current interview stage, tags added to the candidate profile and projects they’ve been added to job is… click this to select a job to filter by all candidates considered for the job or roles selected will show in the search results department is… click this to select a department to filter candidates by all candidates considered for a job/jobs in that department will show in the search results candidate source is… click this to select a source to filter candidates by all candidates that have this source applied to their profile will show in the search advanced filters you can switch on the advanced toggle to search through a wider range of filters when turning on this toggle, you will see an option to + add field to match instead click this to search through the full range of filters available examples of advanced filters include filtering by a value added to a custom field on the candidate’s profile or by the answer to a question on an application form saving and pinning a candidate search when you click save on a candidate search, it will be added to your saved reports you’ll be asked to title your candidate search and also determine whether other users can access it or not using the access control toggle once a report is saved, you can pin it to your home page by clicking the + add button under views on the left hand side then search for and select your candidate search to pin it you’ll be able to then click on the candidate search to pull it up immediately to remove a pinned report, click edit and then click the trashcan icon next to the report you’d like to remove click done to confirm the changes save as ‘new’ you can also save a specific set of filtering criteria as a filter tab on the candidate search page once you’ve set up your filters, click the save as ‘new’ tab option you’ll be asked to name this filter this can be particularly helpful when you’re looking to jump between multiple candidate searches once named, this will show as an additional filtering option beside the my candidates tab my candidates along with the new filter tab and saving new filters, you can also use the my candidates tab this will pull all candidates that you are following, or candidates who are being considered for a role you are on the hiring team for ai assistant filter for candidate search if you would like to opt in for this feature, head to admin >organization setup > opt in features within admin both ashby all in one and ashby analytics customers can opt in to use this feature you can use the ai assistant filter option to automatically generate a filter for your candidate search to get started, click on the ai assistant option and start typing the filter you’re looking to set up the assistant will then add filters based on your prompt when you click generate filter if your filters look good, you can click the 👍 icon to provide your feedback if the filters don’t match what you were expecting, you can leave feedback by hitting the 👎 icon taking bulk actions on candidates once you’ve created a list of candidates that meet your criteria, you can then take action on them in bulk (for example, sending a mass email) to do this, check the checkbox beside each candidate you’d like to take this action on to select all candidates on the list, check the checkbox within the list’s header to select all candidates on the list once candidates have been selected, the buttons relating to the actions you can take will appear you can take the following actions in bulk on your selected candidates consider for job add to project archive email enroll in sequence transfer more on transferring candidates at docid\ fn4vk3fmmc2pohxo3sy y set tags anonymize (more on this at docid\ dmwv1t1xms0rsjf7bb9vc ) delete (more on this at docid\ dmwv1t1xms0rsjf7bb9vc ) remove from project mark as do not contact (more on this at docid mj dewlnurpgtpvczo81 ) send data consent request (more on this at docid 0xpiflekfhkukbufqkhi9 ) it is not possible to change the source on a candidate in bulk via this route to make amendments to candidate sources in bulk, you can opt to export, update and then import a csv file of candidate data to make updates more on this at docid\ sorncj66lghrflracxetj once you have determined the candidate records and the action to be taken on them, you will then be taken to the bulk action wizard to confirm the bulk action in the selection section, you’ll be able to see the criteria you’ve set for this bulk action and the number of records that match this criteria be sure to take time to review this information if the action is destructive (for example, deleting candidates), you will be asked to confirm that you are aware the action is destructive by checking the i confirm that this action is destructive checkbox once you’ve reviewed the bulk action and the records that the action will be taken on, click the start x on x records button to continue if you are performing a bulk action on a small set of records, you will be asked to confirm the bulk action to be taken, along with the number of records the action is to be taken if the action is being taken on a large number of records, you will be prompted to type the action into the specified field before the action across the chosen records can be performed the number of records impacted will also be listed in the prompt window once you’ve typed the action into the field, click perform to perform the bulk action across your specified records the bulk action type and the number of records included in the bulk action determines the number of confirmation prompts you’ll receive deleting or anonymizing candidates up to 24 candidates inline prompt 24+ candidates confirmation window with typing prompt archiving, marking as do not contact or sending a survey up to 24 candidates inline prompt 24+ candidates confirmation window with typing prompt with any other bulk actions, if you are taking the action on 24 candidates or more, you will see the inline prompt to confirm your bulk action before it is performed if you opt to close out the bulk action wizard window at the point where the bulk actions are being process, you will be able to see the progress in a minimized version of the wizard to open the wizard back up, click the restore bulk action pullout button once the bulk action has been performed, you will be able to view a log of all the changes on the confirmation page click close to close out the bulk action wizard when you’re done boolean search you can use the full text resume search filter option to search for specific terms and pull candidates based on the text in their resume you can type your chosen term into the provided field and select from the following options from the drop down to further build out your search filters boolean search option description example matches (supports the boolean functions or, not) a case insensitive exact match of all the individial words, regardless of order use this when the resume needs to mention multiple exact keywords but order does not matter searching javascript coder brings resumes containing both javascript and coder anywhere contains (supports the boolean functions and, or, not) returns records that contain the exact phrase , in the exact order not case sensitive searching javascript coder brings resumes containing javascript coder and javascript coder as a phrase, but not javascript code equals (supports the boolean functions or, not) returns records that contain the exact phrase with exact capitalization searching javascript coder brings resumes containing javascript coder as a phrase, but not javascript coder similar (supports the boolean functions and, or, not) returns records with variations of the word not case sensitive good for partial matches or different word forms searching localization may bring resumes containing localized or localize boolean operators boolean operators help you connect multiple terms as part of your search below you can find a list of commonly used operators for reference boolean operator description example or (use any of | , , , or , or , , ) or allows you to search for multiple terms and have results that match one or multiple terms searched contractor , freelance , or consultant a candidate will be returned if the resume contains any of the terms listed above and (use any of & , + , , and , and , ) and requires both terms (or all terms following and) to be included in the results python & react & nodejs results will be returned for candidates who have all three terms in their resume • software engineer the search finds instances containing the words software and engineer in any order, together or separately not (use any of ! , ) using the text not/not will not work for this operation not excludes records with the specified terms from being included in the search result • !remote excludes records with remote included in the resume words (combine multiple words to match the term exactly by wrapping in " " ) combine multiple words to match the desired search term exactly this helps to ensure results contain a full phrase, rather than single words from the term • "software engineer" the quotation marks ensure that results contain software engineer , rather than only software or engineer boolean modifiers boolean modifiers allow you to create searches that include the stem of words or searches with sub queries prefix (use ) searches for results where the term is included as part of a word in the candidate’s resume • script matches javascript, typescript, etc end matches frontend, backend, etc grouping (use either ( ) or \[ ] ) grouping allows you to form sub queries to pull results that meet criteria from multiple groups • (remote or hybrid) and \[backend and python] will pull results for candidates who have either remote or hybrid included in their resume and backend and python more advanced boolean search examples below are some search examples with clarification in natural language as to the results expected boolean search search clarification "senior software engineer" and (python or java) and (remote or hybrid) and !(junior or intern or contractor) find resumes that contain "senior software engineer" and mention either "python" or "java" and indicate they've held either "remote" or "hybrid" roles and exclude any resumes that mention "junior" or "intern" or "contractor" roles ` "full stack developer" and react and nodejs and !remote and ! (freelance contractor) ' find resumes that contain "full stack developer" and mention "react" and mention "nodejs" and do not mention "remote" work and exclude any that mention "freelance" or "contractor" roles (frontend & react) | (backend & python) & cloud & junior find resumes that contain either (both "frontend" and "react") or (both "backend" and "python") and mention any cloud technology (like "aws cloud", "cloud computing", "cloud architecture") and exclude any that mention "junior" roles faq can i filter for candidates who meet a specific criteria from within a job? if you’d like to filter candidates within the candidate pipeline section of a job, you can click + add field to match to add filters and specify your criteria the candidates who meet that criteria will then be displayed in your pipeline what is the difference between application review average score and average overall recommendation? the application review average score is the average score given by all users in application review if an application passes through application review multiple times, this will consider all scores the average overall recommendation filter considers scores given across all interviews for the job consideration can i search for terms or keywords used in notes added to the candidate profile? no, it’s currently not possible to search for candidates based on content within notes on their profile can i bulk schedule interviews for multiple candidates at once? this isn’t currently possible if you’re looking for a way to streamline your scheduling process, check out docid 0z5jm eqkvzq oqc03rer