1. The Boolean Boost: Searching for Candidates
Lauren Hoen & Parris Vitela

2. Introductions Lauren Hoen Training Specialist Parris Vitela
Strategic Account Executive

3. Goals Learning to find the right talent
Understanding how Boolean Searching relates to:
Core Application
Aero

4. Agenda Boolean Searching Advanced Searching in the Core Application
AND, OR, NOT
Advanced Searching in the Core Application
Advanced Searching in AERO

5. Boolean Searching AND Combine 2 required parameters
Only return results that contain both words/phrases
Target required skills & expertise
Example: Java AND SQL OR
At least one of the parameters is required, more than one or all can be returned
Use to identify different ways a parameter could be expressed
Example: CPA OR Certified Public Accountant
NOT
Exclude specific terms from results
Eliminate false positives
Example: Account NOT Finance

6. Core application
Advanced Searching

7. Basic Functionality

8. Determining Search Items
What type of record are you searching for?
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?

9. Determining Search Items
Active Employees
Not currently on assignment
Live in Minnesota
What type of record are you searching for?
EMPLOYEE
What specific field or item within that record are you searching for?
Active Status
Not On Assignment
Minnesota (Address)

10. Determining Search Items
What & Where
ACTIVE Employees
Not on assignment
Lives in Minnesota

11. Determining Search Items
Active Employees
Not currently on assignment
Live in Minnesota
What type of record are you searching for?
EMPLOYEE
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

12. Setting up Search Criteria
Active Employees
Not currently on assignment
Live in Minnesota

13. Searching Multiple Items
Active Employees
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

14. Searching Multiple Items: “And”
Employee must have all skills when listed on separate lines

15. Searching Multiple Items: “Or”
Employee must have one or more, but not all skills

16. Grouping

17. Advanced Search: When to use Groups
Dependent search parameters
Date Type & 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

18. Searching Multiple Items: Grouping
Active Employees
Not currently on assignment
Live in Minnesota
With Forklift related skills, certifications, or keywords
Requires at least one, but not all:
Forklift Skill
Forklift Certified
Document Keyword Forklift

19. Searching Multiple Items: Grouping

20. Searching Multiple Items: Grouping

21. Searching Date Ranges
Employees with a status of Active, Applicant, or Online Applicant
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?

22. Incorrect Date Searching
Employees with a status of Active, Applicant, or Online Applicant
Entered between 12/1/14-1/1/15
RESULTS

23. Correct Date Searching
Detail
Status =
Active, Applicant, Online Applicant
Date
Date Type
Date Entered
>=
12/1/14
<=
1/1/15
Employees with a status of Active, Applicant, or Online Applicant
Entered between 12/1/14-1/1/15

24. Search Results

25. Correct Date Searching: Results
Detail
Status =
Active, Applicant, Online Applicant
Date
Date Type
Date Entered
>=
12/1/14
<=
1/1/15

26. Search Results Which values did the selected person match?
What can I do next?
Which records meet the search parameters?
Which values did the selected person match?
How many records qualified in each group?

27. Advanced Search: When to use Groups
Dependent search parameters
Date Type & 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

28. REMINDER #1: No Null Searches
You cannot search for the absence of something
Will not function as expected

29. Reminder #2: 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
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!

30. AERO
Boolean Searching

31. Searching in Recruiter Module

32. Search Operators Quotation Marks Math Operators Asterisk Tilde
Used to search exact phrases
Example: “Account Manager”
Quotation Marks
Use +, -, =, <, >, <=, and >= instead of typing AND, OR, and NOT
Example: Microsoft + Excel - Word
Math Operators
Allows users to search for root words to pull in all similar results
Example: Project Manage* = project manager, project management
Asterisk
Will allow you to search similar words in case of misspellings or closely related terms
Example: Manager~ = manager, manger, managed
Tilde

33. Search Process Enter search parameters in Search field
Filter results using the Filter Panel
Use Relevancy Indicator to determine best results

34. Entering Search Parameters
Be sure to navigate to the correct Main Tab to return desired records
Can enter keywords from anywhere on the record
Names can be entered FirstName LastName
Search tips
Hit Enter on your keyboard or button to perform search

35. Applying Filters Options are dynamic based on initial results
Only displays statuses found in any of the results
Can select more than one filter
Must click Apply Filters

36. Relevancy Indicator Sorted based on keyword location & frequency
Displays the system’s estimate of how well the record matches the search criteria
The most blue, the better!
Most relevant listed at top
Sorted based on keyword location & frequency
Job Title > body of résumé

37. Field Searching
Enter a colon ( : ) as the first character in the Search field to see a list of searchable elements in the Recruiter Module

38. Getting to the Knowledge Base (KB)

39. Saving Searches & Why 1 2 3

41. Quiz time!

42. I’m a recruiter looking to fill a job for an Egg Counter
I’m a recruiter looking to fill a job for an Egg Counter. How can I best perform this search in the Recruiter Module?
“Egg Counter”
Egg Counter~
Egg Count*

43. The Search Filters panel will always show all your Available Branches as filter options.
True
False

44. Which is not a Boolean search keyword?
AND
BUT
NOT OR

45. Review Boolean Searching Advanced Searching in the Core Application
AND, OR, NOT
Advanced Searching in the Core Application
Advanced Searching in AERO

46. Questions