Available for the following HR plans: Standard, Premium, Platinum
Available for the following user access level: Admin
A recruitment module helps companies organise candidates for hiring and recruitment purposes. The SmartMatch feature in our Recruitment module will provide you with a list of possible candidates that match one of your currently offered roles. For example, if you need a new product engineer, you can use our SmartMatch feature to view a list of available candidates.
On the Saved Candidates screen, you can view, connect with, message, shortlist, and delete your saved candidates. You can also add them to your talent pool.
Important
SmartMatch is currently available with your paid HR subscription on a pre-release trial. We do not currently charge you to see candidate recommendations or hire any of the recommended candidates. We are working hard to improve the effectiveness of SmartMatch with the aim of making it the best way to find talent. Further details regarding the full release of SmartMatch will be announced soon.
For People Managers and Hiring Managers, please refer to this article to learn more about your user access: SmartMatch questions answered via the HR platform.
Getting started
- Click the SmartMatch button.
- Click the Saved Candidates tab.
- Click the profile of the candidate you want to add to your talent pool.
- Click the Actions button.
- Click the Add to talent pool button.
- Click the Add button.
- Click the SmartMatch button.
- Click the Saved Candidates tab.
- To select candidates to add to your talent pool, you can:
- Click the box next to each candidate you want to add; or
- Click the Select all button.
- Click the Bulk actions button.
- Click the Add to talent pool button.
- Click the Add button.
- Click the SmartMatch button.
- Click the Saved Candidates tab.
- Click the profile of the candidate you want to add to shortlist.
- Click the Actions button.
- Click the Shortlist to existing job button.
- Click the Select job field.
- Select the job that needs a candidate shortlisted.
- Click the Save button.
- Click the SmartMatch button.
- Click the Saved Candidates tab.
- To select candidates to shortlist, you can:
- Click the box next to each candidate you want to shortlist; or
- Click the Select all button.
- Click the Bulk actions button.
- Click the Shortlist to existing job button.
- Click the Select job field.
- Select the job that needs candidates shortlisted.
- Click the Save button.
- Click the SmartMatch button.
- Click the Saved Candidates tab.
- Click the profile of the candidate you want to connect with.
- Click the Actions button.
- Click the Connect with candidate button.
- Click the Let’s go! button.
- Edit the following in the email template:
- The candidate's name.
- Your name.
- Your organisation's name.
- The job title.
- An overview of the role and its significance.
- Your email signature.
Helpful Hint
In addition to the highlighted information, you can edit the other contents of the email template.
- Click the Send email button.
- Click the SmartMatch button.
- Click the Saved Candidates tab.
- To select candidates to connect with, you can:
- Click the box next to each candidate you want to connect with; or
- Click the Select all button.
- Click the Bulk actions button.
- Click the Connect with candidates button.
Helpful Hint
You will be taken to the Recruitment screen, where you can send a personalised email to each SmartMatch candidate you want to connect with.
- Click the Let’s go! button.
- Click the name of the SmartMatch candidate you want to connect with.
- Edit the following in the email template:
- The candidate's name.
- Your name.
- Your organisation's name.
- The job title.
- An overview of the role and its significance.
- Your email signature.
Helpful Hint
In addition to the highlighted information, you can edit the other contents of the email template.
- Click the Send email button.
Helpful Hint
Repeat Steps 7 to 9 for each employee you want to connect with.
Daily activities
- Click the SmartMatch button.
- Click the Saved Candidates tab.
Helpful Hint
You will now see your saved candidates on your screen.
- Click the SmartMatch button.
- Click the Saved Candidates tab.
- Click the Filter by button.
- In the Job titles field, select the required job title.
- In the Added by field, select the member who saved the candidate.
- Click the Apply button.
- Click the SmartMatch button.
- Click the Saved Candidates tab.
- Click the Sort by button.
- Click one of the following:
- Name (ascending).
- Name (descending).
- Experience (ascending).
- Experience (descending).
- Click the SmartMatch button.
- Click the Saved Candidates tab.
- Click the profile of the candidate you want to message.
- Click the button.
- Type a message to the candidate.
- Click the Send message button.
Helpful Hint
You will receive an email notification when the candidate replies. You will also be able to view your past messages with them. However, the conversation history will be archived if the jobs get closed or the candidate is moved out of the hiring process.
- Click the SmartMatch button.
- Click the Saved Candidates tab.
- Click the profile of the candidate you want to call.
- Click the eye icon on the candidate's profile screen.
- This will display the candidate's phone number.
Deleting data
- Click the SmartMatch button.
- Click the Saved Candidates tab.
- Click the profile of the candidate you want to delete.
- Click the Actions button.
- Click the Delete candidate button.
- Click the Delete button.
- Click the SmartMatch button.
- Click the Saved Candidates tab.
- To select candidates to delete, you can:
- Select the box next to each candidate you want to delete; or
- Click the Select all button.
- Click the Bulk actions button.
- Click the Delete candidates button.
- Click the Delete button.
Further information
We have SmartMatch enabled by default in the Recruitment module for admins and owners, and hiring managers with access. In addition, SmartMatch can be used in the employee file and active job listings in the Recruitment module. You can refer to the following articles to see how to use SmartMatch on other areas on the platform:
No. Your employees only see jobs available within your organisation through the Swag app. We exclude recommending all active employees on the Employment Hero platform to any organisation.
We rely on account emails to track users that should not be recommended for external roles. We also encourage you to make sure employees have their personal email addresses on the employee file, so those can be excluded from SmartMatch results as well.
To learn how to include this information in the employee file, please refer to the Editing Data section in this article: How do I manage employee personal details and change account emails via the HR platform?
Explore related content
- Getting Started: What is SmartMatch for employers via the HR platform?This guide tells you everything you need to know about SmartMatch and how to make the most of it.
- How to manage your organisation's open recruitment roles via the HR platformThis feature lets you post job openings to a job board and manage applicants.
Comments
Article is closed for comments.