Using IQ Search

Revision as of 02:25, 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 Toolsand 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 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.

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.