Overview
The Common Searches & Reports article identifies the most commonly requested searches and include this report type. To learn how to run searches and reports in the iCIMS system, see Creating a Recruiting Workflow Search. To learn how to save a report for future use, see Saving Search & Output Templates.
Candidates New to Talent Pools
Helpful Hint: When creating a search, it is helpful to first come up with a clear idea for your report. Think about which candidates you want to report on (the "Who"), what details you want to know about them (the 'What'), and how you want to organize the information (the 'How"). The more specific you are with your idea, the easier it will be to break it down into sections which will help you choose the right Keywords and Filters (for "Who"), Columns (for "What") and/or Group-Bys and Sort-Bys (for "How") for your report. This three section concept is used below to create a Candidates New to Talent Pools search.
Scenario: You want to view candidates that are new to your talent pools that have not yet been reviewed.
1. Break your report idea down into the three sections to help determine the best way to create your search:
- Who are you reporting about: Using filters, you can narrow down your results to candidates that created their profiles recently and have not yet been reviewed.
- What do you want to know about them: No specific columns are required for a successful search.
- How would you like this information organized: Using group-bys and sort-bys, you can group your candidates by Talent Pool to easily review each talent pool separately.
2. To create your search, from the top menu bar, select
Search > Sourcing Workflow. The "Who," "What," and "How" directly correlate with the three sections
(A, B, and C, respectively) outlined in the below image.
A. Keywords and Filters: Who are you reporting about?
To search for candidates that created their profile recently, add a filter for Created Date. To limit your results to only candidates that have not yet been reviewed, add a filter for Status.
- Keywords: N/A for this report.
- Filters:
1. Click Add Filter and add Created Date. The selection path is General > Created Date.
2. Click Add Filter and add Status. The selection path is Fields (Workflow) Tab > Status.
3. Click – Blank – to open the list of Sourcing Workflow statuses. Select Needs Review from the list and click Select.
- Tips:
- Depending upon your system's configuration, your Talent Pool submission status may be 'New to Pool' or another name. Select the appropriate status for your system from the list in step 3 above.
- To only target candidates in a particular talent pool, add a filter for Talent Pool Title and type in the desired talent pool. The selection path is Fields (Workflow) Tab > Talent Pool > Detail Tab > Title.
B.
Columns: What do you want to know about these candidates?
No specific columns are required for this search. Add any candidate and/or talent pool information to your report as needed.
C.
Group Results By and Sort Results By: How would you like this information organized?
To quickly view new candidates by the talent pools they have connected with, group your results by Talent Pool Title.
- Click Add Group-By and add Title. The selection path is Fields (Workflow) Tab > Talent Pool > Detail Tab > Title.
- Sort Results By: N/A for this report
