How do I use SmartMatch to backfill a vacated role via the HR platform?

Available for the following HR plans: Standard, Premium, Platinum
Available for the following user access level: Admin   

Question

How do I use SmartMatch to look for candidates to replace a terminated employee/offboarded employee or someone who will be leaving the organisation?

Answer

Click the tab you need based on the situation applicable to you.

Backfill a role with SmartMatch: Recommended talent available

Important

The 'Need a Backfill?' panel only appears right after you terminate and offboard an employee. If you want to backfill the role at a different time, you can do so via the Recruitment module.

  1. Click the Update location button.
    screenshot of the backfill panel, with a highlight on the update location button
  2. Click the search bar and choose the correct location.
  3. Click the Submit button.
    screenshot of the panel where you can update the location, with a highlight on the search bar and submit button
  4. Click the bookmark button to add the candidate to your saved list.

    Helpful Hint

    To view their profile, click the eye button. To start recruiting them, go to the Saved Candidates page in the Recruitment module.

    screenshot of the backfill panel, with a highlight on the save candidate button

Backfill a role with SmartMatch: There is no talent to recommend

Important

The 'Need a Backfill?' panel only appears right after you terminate and offboard an employee. If you want to backfill the role at a different time, you can do so via the Recruitment module.

  1. Click the Get Started button.

    Helpful Hint

    We will send a reminder to create a backfill role a week before their termination date.

    screenshot of a side panel asking you to create a backfill job, with a highlight on the get started button
  2. If you choose to create an advert, this will open the Create a Job screen, where you will need to enter the required details.
  3. If you choose not to create a backfill role advert when you are offboarding the employee, you can do this retroactively:
    • Open the Employee page.
    • Click on the Actions button.
    • Click the Create Backfill Role button.

    Helpful Hint

    If you cancel the offboarding of the employee, we will then automatically close the related backfill role you created on your HR platform.

    screenshot of the job creation screen
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