Synchronized Searching Adam Moddrell Mariya Krasny Allison Floeter Intro – Welcome – Allison Hand to Mariya Then Adam

Synchronized Searching Determining Search Items/Criteria Searching Multiple Items “OR vs. AND” When & how to use the Grouping Option Advanced Search Tips & Reminders Let’s go over the Agenda & what we’re covering today – First, we’ll cover the basics on how to determine Search Items/Criteria We’ll look at Searching Multiple Items “OR vs. AND” Then we’ll talk about Grouping - When & how to use it And we’ll highlight some Advanced Search Tips & Reminders Ending today with a FUN little activity

Basic Search vs. Advanced Search Quick look-up One item/criteria Back Office records (paychecks, invoices, AR, etc.) Multiple Criteria Specific skills, keywords, experience, messages Radius Searches Why & When to use Basic or Adv We use Basic search any time we move to a main tree to locate and access a record, using a one-item search, such as Name or SSN, whereas Advanced Search allows us to search multiple criteria, narrowing the results Also, any Back Office Record can only be accessed using Basic Search, Back Office records are not searchable in Advanced Search Additionally, Advanced search has the capability to perform Radius searches based on zip codes and allows you to focus your search on specific skills or keywords or perhaps messages

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Basic Functionality Let’s take a look at the basic functionality – To access Advanced search – you can use the F7 Hot Key Once the Advanced Search window is open, your first step is to select a Search Type – this directly correlates with our Front Office Main Tree The next step is to select a category which also directly correlates to the Sub Tree of that Main Tree item

Determining Search Items What type of record are you searching for? Now let’s look at how to determine search items- Its easiest to break it up using these basic question- Type of record – or END GOAL – Then what item? Based on that item- where is it located in the system? Where are you recording it? I.e. what sub tree- how is it labeled and how would I define it or identify it? What specific field or item within that record are you searching for? Which sub-tree is that field located in the record? How is that item or field labeled? How would you identify or define the field or specific item?

Determining Search Items Active Employees that are not currently on assignment & live in Minnesota What type of record are you searching for? EMPLOYEE Our first example is Active Employees that are not currently on assignment & live in Minnesota. If I use the questions from the previous slide, I know I’m looking for Employees with the specific items of: Active Not Assigned Minnesota What specific field or item within that record are you searching for? Active Status Not On Assignment Minnesota (Address)

Determining Search Items Active Employees that are not currently on assignment & live in Minnesota What specific field or item within that record are you searching for? Where is that field located in the record? Now that I know what I’m looking for, I want to determine where that item is in the record As you can see on this screenshot, the Employee Status and On Assignment are listed within DETAIL. While address is displayed, address has a sub-tree of its own. ACTIVE Employees Not on assignment Lives in Minnesota

Determining Search Items Active Employees that are not currently on assignment & live in Minnesota What type of record are you searching for? EMPLOYEE Let’s go back to our questions and we can see how its broken out What specific field or item within that record are you searching for? Active Status Not On Assignment Minnesota (Address) Which sub-tree is that field located? Detail Detail Address

Setting up Search Criteria Active Employees that are not currently on assignment & live in Minnesota Status: Active On Assignment: False Now we’re going to add each item into the Search setup If we think about Advanced Search like that car commercial, each set or search item narrows our results. So if I start with a giant pool of employees and my first step is to identify all of those that are Active – the pool gets smaller, kinda like a funnel State (Address): MN

Searching Multiple Items Active Employees that are not currently on assignment & live in Minnesota with FORKLIFT RELATED SKILLS ANY of the following: Forklift Standup Cherry Picker Electric ALL of the following: Forklift Standup Cherry Picker Electric Status: Active Let’s build on the basics – If we are now looking for Active Employees that are not currently on assignment & live in Minnesota with FORKLIFT RELATED SKILLS What would be the difference in setting up a search to find ANY of the forklift skills versus ALL of the forklift skills? On Assignment: False State (Address): MN

Searching Multiple Items: Or vs. AND If we want to search ANY (OR) we list them all within the same value line or search step Employee must have one or more, but not all skills

Employee must have all skills when listed on separate lines Searching Multiple Items: Or vs. AND *** Replace screenshot with all steps If we want to search ALL (AND) we list them all individually- on a separate search line or step AND Employee must have all skills when listed on separate lines

Searching Multiple Items: Grouping Active Employees that are not currently on assignment & live in Minnesota with FORKLIFT SKILL, CERTIFICATION OR DOCUMENT KEYWORD FORKLIFT Requires at least one, but not all: Forklift Skill Forklift Certified Document Keyword Forklift Status: Active Let’s take it one step further and look at multiple different items Active Employees that are not currently on assignment & live in Minnesota with FORKLIFT SKILL, CERTIFICATION OR DOCUMENT KEYWORD FORKLIFT Requires at least one, but not all: Forklift Skill Forklift Certified Document Keyword Forklift These three items are listed in different sub trees or fields On Assignment: False State (Address): MN

Searching Multiple Items: Grouping Active Employees that are not currently on assignment & live in Minnesota with FORKLIFT SKILL, CERTIFICATION OR DOCUMENT KEYWORD FORKLIFT On Assignment: False REQUIRED Status: Active Address: MN (State) 1 And I mentioned, first we will search for Active & Unassigned and in MN, makes group 1 Then the employee needs one of the items, forklift skill or forklift cert or document with Forklift as a keyword. Since they only one of these, this will eventually become one group. Skill: Forklift Certification: Forklift 2 Document Keyword: Forklift OR REQUIRED

Searching Multiple Items: Grouping Active Employees that are not currently on assignment & live in Minnesota with FORKLIFT SKILL, CERTIFICATION OR DOCUMENT KEYWORD FORKLIFT Active Employees, Not Assigned in MN Forklift Skill OR Forklift Certified Keyword Forklift

Save & Share! You can Save & Share by clicking here Give it a name! You can access this on your Search Options by selecting Basic Search! Give it a name! Need to delete an already saved one? You wouldn’t want to lose your hard work and time spent, so we have the option to Save & Share! Under the Search Setup tab, select the Save/Share button. Within the Select Users window add a title to the Search Name field. Select the Basic Search checkbox to make this search available from the slider tab in the Basic Search screen. If desired, select the users to share this search with. Click on the Finish button. Select Users to Share the Saved Search with

Search Results What can I do next? Which records meet the search parameters? Records Group Summary Matched Values Actions Which values did the selected person match? How many records qualified in each group?

Search Grouping for Dependent Items Active Employees Entered by Allison Floeter but NOT Interviewed by Allison Floeter SETUP Active Employees Entered by Allison Floeter but NOT Interviewed by Allison Floeter What happens when grouping is not here? All items are searched individually For example, I could have an Individual that has user types of Entered By & Interviewed by – ANYONE As long as on of ANY of their users is Allison and one is NOT Allison

Search Grouping for Dependent Items Active Employees Entered by Allison Floeter but NOT Interviewed by Allison Floeter

Searching Date Ranges Employees in a status of Active, Applicant or Online Applicant that were entered between 12/1/14-1/1/15 Which sub-tree is that field located in the record? How is that item or field labeled? How would you define the field or specific item? Detail Status = Active, Applicant, Online Applicant Date Date Type Date Entered >= 12/1/14 <= 1/1/15

Searching Date Ranges Employees in a status of Active, Applicant or Online Applicant that were entered between 12/1/14-1/1/15 Details Status = Active, Applicant, Online Applicant Date Date Type Date Entered >= 12/1/14 <= 1/1/15 Records have Date Entered listed A date (any date) that is after 12/1 RESULTS

Searching Date Ranges Employees in a status of Active, Applicant or Online Applicant that were entered between 12/1/14-1/1/15 Details Status = Active, Applicant, Online Applicant Date Date Type Date Entered >= 12/1/14 <= 1/1/15

Searching Date Ranges Employees in a status of Active, Applicant or Online Applicant that were entered between 12/1/14-1/1/15 Which sub-tree is that field located in the record? How is that item or field labeled? How would you define the field or specific item? Detail Status = Active, Applicant, Online Applicant Date Date Type Date Entered >= 12/1/14 <= 1/1/15

Searching Date Ranges Employees in a status of Active, Applicant or Online Applicant that were entered between 12/1/14-1/1/15

Searching Date Ranges Employees in a status of Active, Applicant or Online Applicant that were entered between 12/1/14-1/1/15 Details Status = Active, Applicant, Online Applicant Date Date Type Date Entered >= 12/1/14 <= 1/1/15 Records have Date Entered listed A date (any date) that is after 12/1

Searching Interview Questions or Extras Employees with a salary requirement of $15 or less

Searching Interview Questions or Extras Employees with a salary requirement of $15 or less Which sub-tree is that field located in the record? How is that item or field labeled? How would you identify or define the field or specific item?

Results Include responses of Searching Interview Questions or Extras Employees with a salary requirement of $15 or less No Results Interview Question = What is your salary preference? Answer <= 15 A Results Include responses of $15-18 & $12-15 Interview Question = What is your salary preference? Answer Like $15 B Interview Question = What is your salary preference? Answer $10-12 $12-15 No Results C

Searching Interview Questions or Extras Employees with a salary requirement of $15 or less Interview Question = What is your salary preference? Answer $10-12 $12-15 $10-12 OR $12-15

Advanced Search: When to use Groups Search parameters are directly related or dependent on each other Date Ranges Interview Questions & Answers Identifying specific types in criteria Users & User Type, Date & Date Types Document Types & Keywords Creating “Or” statements with multiple criteria Results only need one item in a list of several different criteria

I’d like to search for all employees that do not have Felonies. Advanced Search Reminders: You can’t search for the absence of something! I’d like to search for all employees that do not have Felonies.

I’d like to search for all employees that do not have Felonies. Advanced Search Reminders: You can’t search for the absence of something! I’d like to search for all employees that do not have Felonies. Misdemeanors = “Not Like” Felony Advanced Search finds records, doesn’t eliminate

What is your minimum acceptable pay? Advanced Search Reminders: Set up your Extras & Interviews with ValueLists I’m looking for employees that have a minimum pay requirement of $15 or less What is your minimum acceptable pay? ValueType: Text Responses Examples: $12 per hour 12 Twelve dollars I’m willing to negotiate Whatever you’ll give me ValueType: ValueList ($10-$12, $12-$15, $15-$18, $18+) Responses Examples: $10-$12 $12-$15 $15-$18 $18+ ValueType: Currency Responses Examples: $10 $12 $45,000 $15 $22,000

Advanced Search Reminders: Consistency is KEY! Tracks all Interviews using DATES Updates Interview Comments with their name & date of interview Logs a message or appointment for all Interviews Uses a notebook to track interviews Tracks all Interviews by updating User: Interviewed by If you don’t have a consistent method of tracking or recording it, Advanced Search will have a hard time finding it!

Review & Recap Basic vs. Advanced Search Advanced Search Criteria & Setup Searching Multiple Items Search Grouping Tips & Reminders

Build-a-Search Using the cards provided, arrange each search item/criteria in appropriate order Select Required or Optional Identify the Group Number 1 2 3