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

2. 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

3. 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

4. Video

5. 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

6. 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?

7. 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)

8. 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

9. 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

10. 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

11. 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

12. 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

13. 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

14. 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

15. 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

16. 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

17. 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

18. 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?

19. 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

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

21. 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

22. 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

23. 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

24. 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

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

26. 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

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

28. 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?

29. 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

30. 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

31. 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

32. 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.

33. 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

34. 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

35. 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!

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

37. 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