Using IQ Search

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(Open an existing IQ Search)
 
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==IQ Search==
 
==IQ Search==
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 +
 
===Overview===
 
===Overview===
IQ Search is used to find People from a HR and Recruitment perspective.
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Search results can be found from on any fields or documents in the system.
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IQ Search is used to find People from an HR and Recruitment perspective.
The IQ search can load default values to search from a Vacancy or Talent Pool.
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Search results can be found from any fields or documents in the system.
 +
The IQ search can load default values to search and find Applicants from a Vacancy or Employees from a Talent Cube.
 +
 
  
 
===Open an  existing IQ Search===
 
===Open an  existing IQ Search===
# After Logging into Subscribe-HR, select the <b>Recruitment Module.</b>
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# Select the <b>More</b> Tab.
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If you have already created an IQ search use these steps to re-open it.
# Use the Search Field if Required to filter searchs by Name.
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# After Logging into Subscribe-HR, select <b>Tools</b> and then select <b>IQ Search.</b>
 +
# 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.
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# Select an <b>IQ Search</b> from the list.
  
===Create an IQ Search===
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After opening the IQ Search from the More menu.
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===Creating Definitions for an IQ Search===
# Select the Add new Record Button.
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# Select the Save button with the Green plus + symbol.
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There are two types of "Definitions" in IQ Search - Basic and Advanced. The 'Basic' and 'Advanced' options can be toggled at the bottom right of the widget (next to the green 'Search' button).
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 +
&#9;1. <b>Basic</b> - basic definitions allows Users to perform searches against both System Fields and Document held in the System using specified Keywords.
 +
<br>
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&#9;2. <b>Advanced</b> - advanced definitions allow Users to perform searches against multiple objects in the System, including:
 +
*Select Record Type: this option searches all data stored within tables in the System (e.g. Applicant Skills).
 +
*Select fields: once you've specified which tables you want to search, you can then select which fields within those tables you want to search. You can add as many "Rules" as you like. A Rule is simply a command to search for/query a specific word in a specific field, or a specific parameter related to a specific field.
 +
 
 +
 
 +
===Create an IQ Search - Non Team Dashboards Users===
 +
 
 +
To start a new search follow the below steps.
 +
# After Logging into Subscribe-HR, select <b>Tools</b> and then select <b>IQ Search.</b>
 +
# 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
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# Type a Name for the IQ Search.
# Select Ok to Save the Search.
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# Select <b>Ok</b> to Save the Search.
# Select Cancel to Abort the Save.
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# Select <b>Cancel</b> 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 Pool===
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===Create an IQ Search - Team Dashboards Users===
You can default the values in an IQ search from an Talent Pool Definition, to make it easier to setup an IQ Search.
+
# Select the Copy Criterias from Talent Pool link.
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# Select the Talent Pool of interest.
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# Select Remove buttons to drop any search fields that are not required.
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# Select Add to put extra search on.
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# Select Save to hold the search fields.
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# Select Run to activate the Search.
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===Copy to Talent Pools Action===
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To start a new search follow the below steps:
This action allows the applicants of interest to be copied from the IQ Search to a Talent Pool.
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<br>
 +
&#9;1. After Logging into Subscribe-HR, select <b>Tools</b> and then select <b>IQ Search.</b>
 +
<br>
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&#9;2. Select the <b>+ Create New</b> Button.
 +
<br>
 +
 
 +
<b>Basic IQ Search:</b>
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<br>
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&#9;1. Type a Name for the IQ Search in 'Basic Search Name.'
 +
<br>
 +
&#9;2. Specify if you want the IQ Search to search system fields and/or documents.
 +
<br>
 +
&#9;3. Add key words that you want this IQ Search to search for.
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<br>
 +
&#9;4. Click 'Search.'
 +
<br>
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&#9;5. The Q search result will be displayed below the search parameters, indicating the number of Applicants Vs Employees that match your IQ Search. Information included about each record includes:
 +
*ID.
 +
*Applicant/Employee.
 +
*Result Match - which results match the key word searched for.
 +
*If there is a document (CV, performance etc) to view in relation to that record (Applicant/Employee).
 +
*Any Talent Cubes the Applicant/Employee is in.
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&#9;6. If you want to use/save this IQ Search, click the green "Save" button at the top right of the screen. If you don't want to use/save this IQ Search, click the red "Delete" button at the top right of the screen.
 +
<br>
 +
&#9;7. If you want to then save all the Users this IQ Search has found, click the "Actions" button, then select "Copy to Talent Cube." This allows Users to then specify which Talent Cube to save these records to.
 +
 
 +
 
 +
<b>Advanced IQ Search:</b>
 +
<br>
 +
&#9;1. Type a Name for the IQ Search in 'Advanced Search Name.'
 +
<br>
 +
&#9;2. Select a Record Type from the dropdown menu, e.g. Applicant, Employee, Performance etc. Note: you can add multiple Record Types to your IQ Search (and the System will search for records that match all  Records Types).
 +
<br>
 +
&#9;3. For each Record Type, specify if you want the search to be 'and/or.'
 +
<br>
 +
&#9;4. For each Record Type, specify the "Rules" (which are the parameters for the search against that Record Type. Note: you can add multiple Rules per Record Search).
 +
<br>
 +
&#9;5. For each rule, add the 'Search Value/s' that you want this IQ Search to search for. Note: you can add multiple values per Rule).
 +
<br>
 +
&#9;6. Click 'Search.'
 +
<br>
 +
&#9;7. The Q search result will be displayed below the search parameters, indicating the number of Applicants Vs Employees that match your IQ Search. Information included about each record includes:
 +
*ID.
 +
*Applicant/Employee.
 +
*Result Match - which results match the key word searched for.
 +
*If there is a document (CV, performance etc) to view in relation to that record (Applicant/Employee).
 +
*Any Talent Cubes the Applicant/Employee is in.
 +
&#9;8. If you want to use/save this IQ Search, click the green "Save" button at the top right of the screen. If you don't want to use/save this IQ Search, click the red "Delete" button at the top right of the screen.
 +
<br>
 +
&#9;9. If you want to then save all the Users this IQ Search has found, click the "Actions" button, then select "Copy to Talent Cube." This allows Users to then specify which Talent Cube to save these records to.
 +
 
 +
 
 +
===Copy Criteria from Vacancy===
 +
You can default the values in an IQ search from an Active Vacancy, to make it easier to setup  Search fields. Current Vacancies are a good starting point for searching as these are the parameters that have been used to define the requirements for your existing roles.
 +
# After Logging into Subscribe-HR, select <b>Tools</b> and then select <b>IQ Search.</b>
 +
# Select the <b>IQ Search</b> of interest or create a new search. See <b>Create an IQ Search</b> if required.
 +
# Select the <b>Copy Criterias from Vacancy</b> link.
 +
# Select the <b>Vacancy of interest</b>, only active vacancies will show.
 +
# Select <b>Remove</b> buttons to drop any search fields that are not required.
 +
# Select <b>Add</b> to put extra search on.
 +
# Select <b>Save</b> to hold the search fields.
 +
# Select <b>Run</b> to activate the Search.
 +
 
 +
 
 +
===Copy Criteria from Talent Cube===
 +
You can default the values in an IQ search from a Talent Cube Definition, to make it easier to setup an IQ Search.
 +
# After Logging into Subscribe-HR, select <b>Tools</b> and then select <b>IQ Search.</b>
 +
# Select the <b>IQ Search</b>of interest or create a new search. See <b>Create an IQ Search</b> if required.
 +
# Select the <b>Copy Criterias</b> from Talent Cube link.
 +
# View a pop-up Copy from vacancies.
 +
# Select the <b>Talent Cube</b> of interest.
 +
# Select <b>Remove</b> buttons to drop any search fields that are not required.
 +
# Select <b>Add</b> to put extra search fields on.
 +
# Select <b>Save</b> to hold the search fields.
 +
# Select <b>Run</b> 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 Cube.
 +
# After Logging into Subscribe-HR, select <b>Tools</b> and then select <b>IQ Search.</b>
 +
# Select the <b>IQ Search</b>of interest or create a new search. See <b>Create an IQ Search</b> if required.
 
# 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.
# Select the Actions Drop Down, above the Name Field.
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# Select the <b>Actions</b> Drop Down, above the Name Field.
# Select Copy to Talent Pools action.
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# Select <b>Copy to Talent Cube</b> action.
# View the Pop-up Copy to Talent Pool.
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# View the Pop-up Copy to Talent Cube.
# Select the Talent Pool of interest in the Drop Down.
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# Select the <b>Talent Cube of interest</b> in the Drop Down.
# Select Ok to perform the copy.
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# Select <b>Ok</b>to perform the copy.
 +
 
  
 
=== Legend Explained ===
 
=== Legend Explained ===
 
There are three types of People records that can be searched with IQ Search.
 
There are three types of People records that can be searched with IQ Search.
# Applicant: These records are displayed with a green colour.
+
# <b>Applicant:</b> These records are displayed with a green colour.
# Employee: These records are displayed with a blue colour.
+
# <b>Employee:</b> These records are displayed with a blue colour.
# Job Alert: These records are displayed with a pink colour.
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# <b>Job Alert:</b> These records are displayed with a pink colour.
 +
<br>
 +
<br>
  
 
[[File:subscribehr_logo.gif]]
 
[[File:subscribehr_logo.gif]]

Latest revision as of 02:30, 20 July 2021

IQ Search

Overview

IQ Search is used to find People from an 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 and find Applicants from a Vacancy or Employees from a Talent Cube.


Open an existing IQ Search

If you have already created an IQ search use these steps to re-open it.

  1. After Logging into Subscribe-HR, select Tools and then select IQ Search.
  2. Use the Search Field if Required to filter searches by Name.
  3. Select ID AND/OR IQ Search Name to sort the existing searches.
  4. Select an IQ Search from the list.


Creating Definitions for an IQ Search

There are two types of "Definitions" in IQ Search - Basic and Advanced. The 'Basic' and 'Advanced' options can be toggled at the bottom right of the widget (next to the green 'Search' button).

1. Basic - basic definitions allows Users to perform searches against both System Fields and Document held in the System using specified Keywords.
2. Advanced - advanced definitions allow Users to perform searches against multiple objects in the System, including:

  • Select Record Type: this option searches all data stored within tables in the System (e.g. Applicant Skills).
  • Select fields: once you've specified which tables you want to search, you can then select which fields within those tables you want to search. You can add as many "Rules" as you like. A Rule is simply a command to search for/query a specific word in a specific field, or a specific parameter related to a specific field.


Create an IQ Search - Non Team Dashboards Users

To start a new search follow the below steps.

  1. After Logging into Subscribe-HR, select Tools and then select IQ Search.
  2. Select the Add new record Button.
  3. Select the Save button with the Green plus + symbol.
  4. View a dialog box pop-up.
  5. Type a Name for the IQ Search.
  6. Select Ok to Save the Search.
  7. Select Cancel to Abort the Save.


Create an IQ Search - Team Dashboards Users

To start a new search follow the below steps:
1. After Logging into Subscribe-HR, select Tools and then select IQ Search.
2. Select the + Create New Button.

Basic IQ Search:
1. Type a Name for the IQ Search in 'Basic Search Name.'
2. Specify if you want the IQ Search to search system fields and/or documents.
3. Add key words that you want this IQ Search to search for.
4. Click 'Search.'
5. The Q search result will be displayed below the search parameters, indicating the number of Applicants Vs Employees that match your IQ Search. Information included about each record includes:

  • ID.
  • Applicant/Employee.
  • Result Match - which results match the key word searched for.
  • If there is a document (CV, performance etc) to view in relation to that record (Applicant/Employee).
  • Any Talent Cubes the Applicant/Employee is in.

6. If you want to use/save this IQ Search, click the green "Save" button at the top right of the screen. If you don't want to use/save this IQ Search, click the red "Delete" button at the top right of the screen.
7. If you want to then save all the Users this IQ Search has found, click the "Actions" button, then select "Copy to Talent Cube." This allows Users to then specify which Talent Cube to save these records to.


Advanced IQ Search:
1. Type a Name for the IQ Search in 'Advanced Search Name.'
2. Select a Record Type from the dropdown menu, e.g. Applicant, Employee, Performance etc. Note: you can add multiple Record Types to your IQ Search (and the System will search for records that match all Records Types).
3. For each Record Type, specify if you want the search to be 'and/or.'
4. For each Record Type, specify the "Rules" (which are the parameters for the search against that Record Type. Note: you can add multiple Rules per Record Search).
5. For each rule, add the 'Search Value/s' that you want this IQ Search to search for. Note: you can add multiple values per Rule).
6. Click 'Search.'
7. The Q search result will be displayed below the search parameters, indicating the number of Applicants Vs Employees that match your IQ Search. Information included about each record includes:

  • ID.
  • Applicant/Employee.
  • Result Match - which results match the key word searched for.
  • If there is a document (CV, performance etc) to view in relation to that record (Applicant/Employee).
  • Any Talent Cubes the Applicant/Employee is in.

8. If you want to use/save this IQ Search, click the green "Save" button at the top right of the screen. If you don't want to use/save this IQ Search, click the red "Delete" button at the top right of the screen.
9. If you want to then save all the Users this IQ Search has found, click the "Actions" button, then select "Copy to Talent Cube." This allows Users to then specify which Talent Cube to save these records to.


Copy Criteria from Vacancy

You can default the values in an IQ search from an Active Vacancy, to make it easier to setup Search fields. Current Vacancies are a good starting point for searching as these are the parameters that have been used to define the requirements for your existing roles.

  1. After Logging into Subscribe-HR, select Tools and then select IQ Search.
  2. Select the IQ Search of interest or create a new search. See Create an IQ Search if required.
  3. Select the Copy Criterias from Vacancy link.
  4. Select the Vacancy of interest, only active vacancies will show.
  5. Select Remove buttons to drop any search fields that are not required.
  6. Select Add to put extra search on.
  7. Select Save to hold the search fields.
  8. Select Run to activate the Search.


Copy Criteria from Talent Cube

You can default the values in an IQ search from a Talent Cube Definition, to make it easier to setup an IQ Search.

  1. After Logging into Subscribe-HR, select Tools and then select IQ Search.
  2. Select the IQ Searchof interest or create a new search. See Create an IQ Search if required.
  3. Select the Copy Criterias from Talent Cube link.
  4. View a pop-up Copy from vacancies.
  5. Select the Talent Cube of interest.
  6. Select Remove buttons to drop any search fields that are not required.
  7. Select Add to put extra search fields on.
  8. Select Save to hold the search fields.
  9. 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 Cube.

  1. After Logging into Subscribe-HR, select Tools and then select IQ Search.
  2. Select the IQ Searchof interest or create a new search. See Create an IQ Search if required.
  3. Select the applicant(s) of interest. Use the Select All icon if required.
  4. Select the Actions Drop Down, above the Name Field.
  5. Select Copy to Talent Cube action.
  6. View the Pop-up Copy to Talent Cube.
  7. Select the Talent Cube of interest in the Drop Down.
  8. Select Okto perform the copy.


Legend Explained

There are three types of People records that can be searched with IQ Search.

  1. Applicant: These records are displayed with a green colour.
  2. Employee: These records are displayed with a blue colour.
  3. Job Alert: These records are displayed with a pink colour.



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