Using IQ Search
(→Copy Criterias from Talent Cube) |
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===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. | If you have already created an IQ search use these steps to re-open it. | ||
− | # After Logging into Subscribe-HR, select | + | # 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. | # 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 <b>IQ Search</b> from the list. |
===Create an IQ Search=== | ===Create an IQ Search=== | ||
To start a new search follow the below steps. | To start a new search follow the below steps. | ||
− | # After Logging into Subscribe-HR, select | + | # 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>Add new | + | |
# Select the <b>Save</b> button with the Green plus + symbol. | # 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 <b>Ok</b> to Save the Search. | # Select <b>Ok</b> to Save the Search. | ||
# Select <b>Cancel</b> 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 | + | You can default the values in an IQ search from an Active Vacancy, to make it easier to setup Search fields. Existing Vacancies are a good starting point for searching as these are the parameters that have been used to define the requirements for your roles previously. |
+ | # After Logging into Subscribe-HR, select <b>Tools</b> and then select <b>IQ Search.</b> | ||
+ | # | ||
# Select the <b>Copy Criterias from Vacancy</b> link. | # Select the <b>Copy Criterias from Vacancy</b> link. | ||
# Select the <b>Vacancy of interest</b>, only active vacancies will show. | # Select the <b>Vacancy of interest</b>, only active vacancies will show. | ||
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===Copy Criterias from Talent Cube=== | ===Copy Criterias from Talent Cube=== | ||
− | You can default the values in an IQ search from | + | You can default the values in an IQ search from a Talent Cube Definition, to make it easier to setup an IQ Search. |
# Select the <b>Copy Criterias</b> from Talent Cube link. | # Select the <b>Copy Criterias</b> from Talent Cube link. | ||
# View a pop-up Copy from vacancies. | # View a pop-up Copy from vacancies. | ||
− | # Select the <b>Talent</b> | + | # Select the <b>Talent Cube</b> of interest. |
# Select <b>Remove</b> 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 <b>Add</b> to put extra search fields on. | # Select <b>Add</b> to put extra search fields on. | ||
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===Copy to Talent Cube Action=== | ===Copy to Talent Cube Action=== | ||
− | This action allows the applicants of interest to be copied from the IQ Search to a Talent | + | This action allows the applicants of interest to be copied from the IQ Search to a Talent Cube. |
# 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. | # Select the Actions Drop Down, above the Name Field. | ||
− | # Select Copy to Talent | + | # Select Copy to Talent Cube action. |
# View the Pop-up Copy to Talent Pool. | # View the Pop-up Copy to Talent Pool. | ||
# Select the Talent Pool of interest in the Drop Down. | # Select the Talent Pool of interest in the Drop Down. |
Revision as of 09:08, 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 Tools and then select IQ Search.
- 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 Tools and then select IQ Search.
- 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 Search fields. Existing Vacancies are a good starting point for searching as these are the parameters that have been used to define the requirements for your roles previously.
- After Logging into Subscribe-HR, select Tools and then select 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 a Talent Cube Definition, to make it easier to setup an IQ Search.
- Select the Copy Criterias from Talent Cube link.
- View a pop-up Copy from vacancies.
- Select the Talent Cube of interest.
- Select Remove buttons to drop any search fields that are not required.
- Select Add to put extra search fields 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 Cube.
- 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 Cube 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.