Search Applicants & Save Search

Overview

This document outlines the steps to find an applicant and how to save a search in M-Pathways Human Resource Management System (HRMS) - Recruiting.

Important Information

  • There are three ways to use the Search Applicants functionality to search for Applicants in eRecruit:
    • Quick Search - This search works best to locate a specific Applicant in the database.
    • Keyword Search - This search works best to
    • Advanced Search - This search works best to find multiple Applicants or a group of Applicants based on outlined search criteria. This search locates criteria in the Applicant’s resume text and the date on which an application was received.
  • Saved searches allow you to save search criteria entered and reuse it at a later date.

Navigation

There are two options to access the Search Applicants feature:

  • Option 1: NavBar > Navigator > Main Menu > Recruiting > Search Applicants
  • Option 2: Through the Job Opening page for a specific Job Opening ID

Step-by-Step Process

Quick Search

  1. Enter search criteria.
  2. Note: The system compares the fields you enter against the Applicants that are already in the Applicant database.

    Search Applicants Quick Search

  3. If applicable, check the Search My Applicants box.
  4. Notes:

    • Check the box if you want to see only the Applicants attached to job openings to which you are assigned, associated with, or were created by you.
    • Uncheck the box if you want the system to look at all Applicants in the database that match the search criteria.

  5. Enter or select a value in the Applied Between and And date fields.
  6. Note: These fields are helpful to narrow the search to the most recent Applicants.

  7. Click Search.

Keyword Search

  1. Enter Keywords.
  2. Note: The text entered here searches the text in the Applicant’s resumes and application.

    Search Applicants Keyword Search

  3. If applicable, select a time from the Application Received drop-down list.
  4. Note: Click Search Tips for tips on searching the Applicant database.

  5. Click Search.

Advanced Search

  1. Select a value from the Find Applicants Matching drop-down list.
  2. Note: This option defines how much of the search criteria an Applicant must match to be returned in the search results.

    Search Applicants Advanced Search

  3. Enter any additional search criteria, as needed.
  4. Note: Click Search Tips for tips on searching the Applicant database.

  5. Check or uncheck the Applicant Type boxes, as needed.
  6. Advanced Search Applicant Type

  7. Check any of the Exclude Applicant Status from Search boxes, as needed.
  8. Click Search.

Save Search

Follow these steps to save a search after entering desired search criteria in either the Keyword or Advanced Search.

  1. Click Save Search.
  2. Enter a Search Name.
  3. Note: It is recommended that you select a name that identifies the criteria used in the search.

    Save Search

  4. Select a value from the Access drop-down list.
  5. Note: The following Access types exist:

    • Private – (Recommended) Only the Creator of the search can access the search.
    • Public – Anyone can access this search.

  6. Click Save.
  7. Note: To retrieve any active saved search, click the Saved Searches link from the Search Applicants page, or navigate to Main Menu > Recruiting > Saved Searches.

Edit or Delete Saved Search

To edit or delete a Saved Search, navigate to the Saved Searches page (Main Menu > Recruiting > Saved Searches)

  1. Click the applicable Search Name.
  2. Saved Searches

  3. From this page, you can:
    • Edit any fields that comprise the search criteria and click Save Changes. OR
    • Click Delete Search.

    Edit Saved Searches