Available for the following HR plans: Standard, Premium, Platinum
Available for the following user access level: Admin
The employee file screen allows you to view details about your employees and their roles. You can use SmartMatch to find suitable candidates for specific roles, such as a product engineer. From the employee file, you can view, save, email, and mark potential candidates as unsuitable for the role. 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
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.
Getting started
- Click the People menu.
- Click the Employees List submenu.
- Click the Add employee button.
- Click the SmartMatch - Find your next employee button.
- Click the New SmartMatch role button.
- In the Job Details section, enter the following:
- Job Title.
- Industry standard job title.
- Industry.
- Country.
- City.
- In the Employment Details section, enter the following:
- Job Type.
- Employee Working Hours.
- Experience.
- Workplace Type.
- Click the Save button.
Daily activities
- Click the People menu.
- Click the Employees List submenu.
- Click the employee who needs a candidate match.
- Click the Talent Recommendations button.
- Click the Contact button for the candidate you want to email.
- Read and edit the message.
Helpful Hint
We have prepared a template for you, but you can edit the message so it suits your organisation best. You can also email the candidate by clicking the Connect with Candidate button when you view their profile.
- Click the Send email button.
Removing data
- Click the People menu.
- Click the Employees List submenu.
- Click the employee who needs a candidate match.
- Click the Talent Recommendations button.
- Click the button for the candidate you want to mark as not fit for the role.
- Click the Mark as Not Suitable button.
Warning
Once you click the Mark as Not Suitable button, the SmartMatch candidate will be removed from your talent recommendations for this specific role. You can also mark a candidate as not suitable for a role by clicking the Not suitable button in their profile.
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:
The Update location button is on the SmartMatch panel that appears when you click the Talent Recommendations button in the following places:
- Personnel file.
- SmartMatch landing page.
- Active job listing.
When you click the Update Location button, you can choose between Onsite/Hybrid or Remote for the Workplace Type field.
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 do I manage my saved SmartMatch candidates via the HR platform?This feature lets you view, save, connect with, message, shortlist, and delete your saved SmartMatch candidates.