Overview

The 'Save this search' feature in the Candidates tab allows you to save your candidate search criteria for future use.  Please note that to use this feature you need to have been granted the permission 'Can create and search candidates'.


This article includes:


Saving and sharing your search criteria

You can use this button to save your search criteria to use again later.


To do this:

  1. In the Candidates tab, run the candidate search you wish to save.
  2. While viewing the search results, click the 'Save this search' button.
  3. The candidate 'Save new search' panel will appear:

  4. Provide a name for your search. SnapHire does not prevent you from creating a new search with the same name as a search that is already in use (use the update process for an existing search if that is your intention).

  5. If you have been granted the permission 'Create shared candidate saved search' you will see the option 'Make this search available to all users on my site'. Use this option if you would like the rest of your team to also be able to see this search in their saved searches drop-down box within the Candidates tab.
  6. If you choose to make the search available to all users on your site, you will then also get an option to 'Make this the site default search'. This will then be the default candidate list for all users when they visit the Candidates tab.
  7. Or, if you would like to receive an email alert when candidates information changes which matches your search criteria, select 'Email me new candidate registrations that match the criteria for this search.'.  Please note that this means you will get a new alert about: 

    • A new candidate who has registered with your organisation who matches your saved search criteria. 

    • An existing candidate who did not previously match your search criteria, but whose information has changed so that they now met the search criteria. 

    • An existing candidate who already matched your search criteria, but who has updated some information about themselves (not necessarily information that is part of your search criteria - For example, they may have updated their address). 

  8. Click the 'Save' button to save the search for your future use, or the 'Cancel' button to cancel the save search process.

  9. Your search will now be available from the saved searches drop-down list at the top of the 'Candidates' tab.

TIPS:

  • It is important to note that not all search criteria can be stored as part of a saved search, please refer to Save-able search criteria below.
  • There is no limit to the number of saved searches for your account / your site.


Save-able candidate search criteria

The table below indicates which candidate search criteria sections can be retained as part of a saved search:


Candidate search criteria
Save-able?
More information
Name, preferred name, email address or phone number
Yes

Keywords
No

Category filter selections
Yes

Private and Team tags
No
Tags cannot be saved in searches due to the fact that Tags can be changed at any time.  If a tag is changed it would produce an unexpected search result.
Other candidate details
Yes

Customised columns
No
Column views cannot currently be saved as the column contents can be changed.  If a column is changed it would produce an unexpected search result.


Updating your saved search criteria

To update your saved search criteria:

  1. In the saved searches drop-down on the Candidates tab, select the search you wish to update.
  2. Make the required changes to the search criteria.
  3. Click the 'Save this search' button.
  4. Click on 'Update search'. Or choose 'Save as new search' if that is your intention.

Please note that the default saved search cannot be edited. A new search can be saved with the updated criteria, and then set as the new default.


Managing your saved searches

To manage your existing saved searches:

  1. In the Candidates tab, use the saved searches drop-down and select 'Manage saved searches'.
  2. Click on the name of the saved search you wish to manage.
  3. You can update the name of the existing saved search, choose to receive emails about new candidate registrations that match the criteria for the private saved search, and delete the saved search.
  4. If you have been granted the permission 'Create shared candidate saved search' you will also be able to manage public saved searches.
  5. Click the 'Save' button.