Basic & Advanced Search & Quick Look-Ups

Throughout the system, there are several different areas where you will find Basic Search, Advanced Search and Quick Lookup functionality.  Check out this KB article explaining where each search functionality is available.

Basic Search is available on the left side of select screens. Click the arrows to expand.

Click on the criteria you'd like to filter by.

When you select criteria, you'll be prompted to narrow this criteria further, then click Search.

Note:All criteria you've selected will appear at the top of your screen and you can hit the red x to remove.

You'll see all your results and from there you can click the box next to Name to Select All, Select Page, Deselect All, or Deselect Page.

Advanced Search is available from the main dashboard under Candidates>Advanced Search.

You can also access on the left side of select screens. Open Basic Search using the arrows and click Advanced Search by the gear icon.

Use the small, carrot arrows to expand Search Categories, then click on desired criteria. You'll be prompted to narrow your search further then select Add.

All of the criteria you select will appear on the left side of your screen.

Once you're finished entering criteria click Results.

You'll see a list of the candidates that meet your criteria.

 From here, you can Save Search by clicking the top blue button.

You'll be prompted to input a name for your search. You can attach to an existing search, save a new search or save as an agent, meaning you'll receive notifications when candidates match your search criteria.

Once you've narrowed your candidate search, you also have the option to use the drop-down box next to Name to select or deselect candidates. If you select candidates, you can click the Selected Tab>Next Actions and complete a variety including but not limited to emailing candidates, exporting CSV, send surveys and more.

Quick Look-Ups are available on select screens towards the top of the page.

The gray text within the box indicates what criteria you can use. (In this example you can search by name). Click the arrows to toggle between criteria (In this example, you can toggle between first and last name).

Type in criteria then click the filter.

You'll see the list of names that meet your criteria.

Follow the actions listed above to determine what you'd like to do after you've gathered your list.

*Outdated/Migrate*