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Creating a Job Search

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Overview

A Job search allows users to search for and report on Job profiles within iCIMS Applicant Tracking (ATS). These searches can be saved for faster future access and can also be added to the Dashboard to provide users with the most up-to-date search results as soon as they log in. 

There are many instances in which a user would want to conduct a Job search. Some popular examples include:

  • Finding all jobs owned by a specific recruiter or hiring manager

  • Generating Job EEO Category reports 

  • Finding all jobs that were closed during the month

  • Finding all jobs that are pending approval along with their current approver

To learn how to run any of the searches and reports listed above specifically, refer to the Common Reports article.

Creating a Job Search

Example: This section explains how to run a Job search by using the following example:

  • Search for jobs that have the word “sales” anywhere in their profile and:

    • are in the Approved folder or

    • were created this year and have a hire type of new

  • The report generated includes a column indicating who the recruiter is for each job and will be grouped by hiring manager.

Steps:

  1. To access the Job search, select Search from the menu bar, then select Job.

  2. Enter sales in the Job Search: Keywords field. (Note: Keywords are specific words that you wish to search for within a Job profile. You can enter one keyword or multiple keywords to search on. The keywords may be identified from within the job title, job description, or other areas of the Job profile.)

  • Tip: Select the Show more link in the Job Search: Keywords section of the form, if necessary, to display additional keyword options. These options allow the user to specify the type of keyword search to run (All Words, Any Words, or Boolean), and where the search should look for those keywords (Fields and/or Notes). By default, the Type will be All Words and Search within will be Fields.

  1. Locate the Job Search: Filters section and select the Show more link to expand the options. if necessary.

  2. Click the Add Filter button to begin defining filters. For more in-depth information about filters and subgroups, refer to the Introduction to Searching & Reporting: Filters & Subgroups article before continuing.

  3. Enter folder in the text field on the filter popup. Select Job Folder under Details Tab, then click the Add Selected button to continue.

  • Tip:  In the example above, there are two status filters to choose from—Job Folder and Job Folder (Category). The Job Folder filter allows you to select specific folders to filter your results by. This is helpful if you are only looking for jobs in one or two specific folders. The Job Folder (Category) filter allows you to select types (or categories) of folders. This is helpful if you’re looking for all closed jobs, as you do not have to individually select all closed folders.

  1. Verify the is operator appears in the center column of the added filter, then select Approved from the Job Folder list.

  2. To add the subgroups described within the example, change the search logic setting in the upper left of the Define Additional Filters section to Match any of the following and then select the Add Subgroup button. (Note: Doing so will give you the OR logic required by this scenario. Review the Introduction to Searching & Reporting: Filters & Subgroups article for additional information.)

  3. Notice that a new filter box (subgroup) has been added to the search form. Click the green Add Filter (plus sign) icon within the box to add filters to the new subgroup.

  4. Enter created in the text field on the filter popup. Select Created Date under General, as you are searching for jobs created this year. Click Add Selected to continue.

  5. Verify the is operator appears in the center column of the added filter, then select This Year from the dropdown menu associated with Created Date.

  6. Click the Add Filter icon within the subgroup again to add the final filter.

  7. Enter hire type in the text field on the popup. Select Hire Type under Details Tab. Click the Add Selected button to continue.

  8. Verify the is operator appears in the center column of the added filter, then select New from the list associated with Hire Type.

  • Tip: The settings above are set to Created Date is This Year and Hire Type is New. Notice this can be changed to is not, if desired. For example, if you wanted to see everything that was created in previous years with a hire type of new, you would change the setting to Created Date is not This Year and Hire Type is New.

A search form displaying the filters used in the example Job search.
This image displays the described keywords and filters for this example.
  1. In order to set the output for searches and reports, select the Show more link to expand the output options, if necessary. Any default output columns will display. 

  2. Click the Add Column button to launch the column-picker popup. 

  3. According to the scenario presented earlier in this article, you want to identify the recruiter for each job. To do so, enter recruiter full name in the text field on the popup. Select Full Name: First Last under Columns > Details Tab > Recruiter > Contact Tab. Click the Add Selected button to continue.

  4. Click the expand triangle beside Group Results By to expand the Group Results By options, if applicable, then click the Add Group-By button to add groupings.

  5. To group the search results by hiring manager, enter hiring manager full name in the text field on the popup. Select Full Name: First Last under Group-Bys > Details Tab > Hiring Manager > Contact Tab. Click the Add Selected button to continue.

Tips:

  • The last item in the Job Search: Output section of the search form is the Sort Results By feature. Here you can add sorting options, delete existing ones, and rearrange the sequence. No alterations are needed to complete the sample scenario. Search results can also be sorted by a column within the results by selecting a column header after running the search.

  • The image below displays the described Output for this example, including some sample default output options. Note that depending on your system configuration, your output defaults may differ from the displayed results below.

The output section of the search form displaying the columns and groupings outlined in the example Job search.
  1. Click the Search button to run the search and review the results displayed on the right side of the screen. 

  2. Click expand and collapse triangle icons to view more or less of each grouping in the search results.

An image that displays search results, highlighting the collapse icon beside a grouping within the Search Results.

Searching & Reporting Curriculum

The iCIMS Knowledge Base includes additional resources to introduce users to searching and reporting within the iCIMS system. These resources have been compiled in the following article: Searching & Reporting Curriculum.

TitleCreating a Job Search
URL NameCreating-a-Job-Search

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