At the top of your screen you find the Quick search. Use this to search a Candidate, Contact, Job order, Company or Activity.
- Make a choice from the drop-down menu
- Fill out the search field (see next paragraph for explanation)
- Press OK
Carerix will show a list of found files. If it's just one file it will directly be opened.
In the search field its possible to fill out just the first letters of what you are searching.
The search is done as following:
Search Candidate; search on lastname OR firstname, not the two of them together
Search Contact; search on lastname OR firstname, not the two of them together
Search Job order; search on function name
Search Company; search on Company name or alias
The search works from 'starts with', not 'contains'. So you will not find a candidate on 'Ansen' when his name is 'Jansen'. You will, however find him with 'Jans'.
Exception: numerically search term
When the search is on numbers, this is seen as a Carerix File-number. Carerix will search the file with that file-number.
It is possible to search on multiple terms at the same time. This option is found on all the pages from the menu Files.
- This is a search line, in which you can choose in the drop-down menu what kind of search criteria you want to look for (e.g. status, country)
- Click 'New line' to add a search line
- For a new search, click 'Clear all'
- Use the magnifier glass to see the options you can choose from, for example when searching on status the magnifier show the possible statuses. You can also type in the search criteria manually if you choose.
- Snooze/Un-snooze your search line, to see how many results you would get without searching for these/this criteria.
- Click 'Filter' to view the results
Below you find more information on the way you can search, shown with examples.
Multiple terms: AND
You want to search people with in the first name 'John' and status 'New'. Fill out two search lines, use the drop down menu to select 'First name' and 'Status' and the next drop-down to select 'contains':
- First name contains John
- Status contains New
Result; all candidates named John and with a status New are shown.
Every extra added line will create an extra AND situation, making your pool of found files smaller, because more criteria need to be taken into account.
Multiple terms: OR
You want to search people with in the first name John or Pete. Fill out one search line:
- First name contains John Pete
Result; all candidates having John or Pete in their firstname, for example John Allbright and Pete Brown. You don't have to type in 'or', using a space between the two names is enough. Two terms in one search line generally means that there's an OR situation.
Multiple words in one search term
Use "" to make multiple words into one search term. For example searching in whole file for the term "project manager". Multiple words in one search line create an OR situation. If you want to combine those terms together, This is called "Phrase search".
Searching through CV's
In the page Candidates its possible to search through all the CV's. In the search line use the drop down menu to select 'CV attachment'. The next drop-down has two options:
- 'contains all of'; all of the words typed in the search field have to appear in the CV
- 'contains any of'; one of the words have to be in the CV
What do the percentages mean in the search results?
Some search results give percentages, for example the search through CV's using multiple terms. The percentages give the ranking of the results, meaning the best results are on top having 100%. Percentages are set based on:
- The more searched terms in the CV the higher the score
- One of the searched terms is used multiple times in the CV gives a higher score
- The farther apart the words are in the document, the lower score
- Scores are being normalized. The best result has always the score 100%.
Search in linked files
Going down in the drop-down menu in the search line, you can find search terms called something.something. Using these makes you able to search through linked files. For example:
- From the drop-down menu select matches.stage.
- Select 'is equal to' from the second drop-down menu.
- Fill out the field with help of icon of the magnifier. Clicking the magnifier gives you the possible terms, for example the stage "2.0 TODO: Propose joborder to candidate (open appl.)".
Results will show all Candidates who are in a Match in that stage. Candidates without a Match will never be displayed here.