Using IQ Search
From Subscribe-HR Wiki Help
(→Open an existing IQ Search) |
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===Overview=== | ===Overview=== | ||
IQ Search is used to find People from a HR and Recruitment perspective. | IQ Search is used to find People from a HR and Recruitment perspective. | ||
| − | Search results can be found from | + | Search results can be found from any fields or documents in the system. |
| − | The IQ search can load default values to search from a Vacancy or Talent | + | The IQ search can load default values to search from a Vacancy or Talent Cube. |
===Open an existing IQ Search=== | ===Open an existing IQ Search=== | ||
| + | If you have already created an IQ search use these steps to re-open it. | ||
# After Logging into Subscribe-HR, select the <b>Recruitment Module.</b> | # After Logging into Subscribe-HR, select the <b>Recruitment Module.</b> | ||
# Select the <b>More</b> Tab. | # Select the <b>More</b> Tab. | ||
| − | # Use the Search Field if Required to filter | + | # Use the Search Field if Required to filter searches by Name. |
# Select <b>ID</b> AND/OR <b>IQ Search Name</b> to sort the existing searches. | # Select <b>ID</b> AND/OR <b>IQ Search Name</b> to sort the existing searches. | ||
# Select an IQ Search from the list. | # Select an IQ Search from the list. | ||
===Create an IQ Search=== | ===Create an IQ Search=== | ||
| − | After | + | To start a new search follow the below steps. |
| − | # Select the Add new Record Button. | + | # After Logging into Subscribe-HR, select the <b>Recruitment Module.</b> |
| − | # Select the Save button with the Green plus + symbol. | + | # Select the <b>More</b> Tab. |
| + | # Select the <b>Add new Record</b> Button. | ||
| + | # Select the <b>Save</b> button with the Green plus + symbol. | ||
# View a dialog box pop-up. | # View a dialog box pop-up. | ||
# Type a Name for the IQ Search | # Type a Name for the IQ Search | ||
| − | # Select Ok to Save the Search. | + | # Select <b>Ok</b> to Save the Search. |
| − | # Select Cancel to Abort the Save. | + | # Select <b>Cancel</b> to Abort the Save. |
===Copy Criterias from Vacancy=== | ===Copy Criterias from Vacancy=== | ||
You can default the values in an IQ search from an Active Vacancy, to make it easier to setup an IQ Search. | You can default the values in an IQ search from an Active Vacancy, to make it easier to setup an IQ Search. | ||
| − | # Select the Copy Criterias from Vacancy link. | + | # Select the <b>Copy Criterias from Vacancy</b> link. |
| − | # Select the Vacancy of interest, only active vacancies will show. | + | # Select the <b>Vacancy of interest</b>, only active vacancies will show. |
| − | # Select Remove buttons to drop any search fields that are not required. | + | # Select <b>Remove</b> buttons to drop any search fields that are not required. |
# Select Add to put extra search on. | # Select Add to put extra search on. | ||
# Select Save to hold the search fields. | # Select Save to hold the search fields. | ||
# Select Run to activate the Search. | # Select Run to activate the Search. | ||
| − | ===Copy Criterias from Talent | + | ===Copy Criterias from Talent Cube=== |
| − | You can default the values in an IQ search from an Talent | + | You can default the values in an IQ search from an Talent Cube Definition, to make it easier to setup an IQ Search. |
| − | # Select the Copy Criterias from Talent | + | # Select the Copy Criterias from Talent Cube link. |
| − | # Select the Talent | + | # Select the Talent Cube of interest. |
# Select Remove buttons to drop any search fields that are not required. | # Select Remove buttons to drop any search fields that are not required. | ||
# Select Add to put extra search on. | # Select Add to put extra search on. | ||
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# Select Run to activate the Search. | # Select Run to activate the Search. | ||
| − | ===Copy to Talent | + | ===Copy to Talent Cube Action=== |
This action allows the applicants of interest to be copied from the IQ Search to a Talent Pool. | This action allows the applicants of interest to be copied from the IQ Search to a Talent Pool. | ||
# Select the applicant(s) of interest. Use the Select All icon if required. | # Select the applicant(s) of interest. Use the Select All icon if required. | ||
Revision as of 08:44, 13 November 2014
Contents
IQ Search
Overview
IQ Search is used to find People from a HR and Recruitment perspective. Search results can be found from any fields or documents in the system. The IQ search can load default values to search from a Vacancy or Talent Cube.
Open an existing IQ Search
If you have already created an IQ search use these steps to re-open it.
- After Logging into Subscribe-HR, select the Recruitment Module.
- Select the More Tab.
- Use the Search Field if Required to filter searches by Name.
- Select ID AND/OR IQ Search Name to sort the existing searches.
- Select an IQ Search from the list.
Create an IQ Search
To start a new search follow the below steps.
- After Logging into Subscribe-HR, select the Recruitment Module.
- Select the More Tab.
- Select the Add new Record Button.
- Select the Save button with the Green plus + symbol.
- View a dialog box pop-up.
- Type a Name for the IQ Search
- Select Ok to Save the Search.
- Select Cancel to Abort the Save.
Copy Criterias from Vacancy
You can default the values in an IQ search from an Active Vacancy, to make it easier to setup an IQ Search.
- Select the Copy Criterias from Vacancy link.
- Select the Vacancy of interest, only active vacancies will show.
- Select Remove buttons to drop any search fields that are not required.
- Select Add to put extra search on.
- Select Save to hold the search fields.
- Select Run to activate the Search.
Copy Criterias from Talent Cube
You can default the values in an IQ search from an Talent Cube Definition, to make it easier to setup an IQ Search.
- Select the Copy Criterias from Talent Cube link.
- Select the Talent Cube of interest.
- Select Remove buttons to drop any search fields that are not required.
- Select Add to put extra search on.
- Select Save to hold the search fields.
- Select Run to activate the Search.
Copy to Talent Cube Action
This action allows the applicants of interest to be copied from the IQ Search to a Talent Pool.
- Select the applicant(s) of interest. Use the Select All icon if required.
- Select the Actions Drop Down, above the Name Field.
- Select Copy to Talent Pools action.
- View the Pop-up Copy to Talent Pool.
- Select the Talent Pool of interest in the Drop Down.
- Select Ok to perform the copy.
Legend Explained
There are three types of People records that can be searched with IQ Search.
- Applicant: These records are displayed with a green colour.
- Employee: These records are displayed with a blue colour.
- Job Alert: These records are displayed with a pink colour.
