FastTrack360 Version 12 Online Help

Saved Candidate Searches

Owned by Fiona Sims
Last updated: 23 August 2021
3 min read

Saving Candidate search criterion is a great way to save time where you frequently assign the same criteria when searching for Candidates.

You can create a Saved Candidate Search from:

  • Search Candidate screen

  • Search Available Candidate screen 

Search criteria can be saved for an individual use, or for global use (all users), where the search criteria will benefit many Agency Users.

Create saved Candidate Search criterion

1

From the left hand menu select Recruitment Manager > Candidate OR open a Vacant Job Order and select Search Available Candidate.

The Search Candidate / Search Available Candidate screen displays.

 

2

Apply the search criteria required.

 

3

Select Save.

The Save Search Configuration screen displays.

 

4

In 'Search Title' enter a name for the Saved Search.

 

5

Tick 'Available to other users' if you want the search to be available to all users.

Note: you need permission to Global Saved Search to be able to see and flag the 'Available to other users' check box.

 

6

Select Save.

The search is saved for future use.

Where 'Available to other users' has not been ticked, the search is only available to the user that has created the saved search.

 

To apply / load a Saved Candidate Search

1

From the left hand menu select Recruitment Manager > Candidate OR open a Vacant Job Order and select Search Available Candidate

The Search Candidate / Search Available Candidate screen displays.

 

2

Select Load.

The Saved Search list displays, defaulted to 'My Saved Search'.

To view Global Saved searches, click in the Search Type field and select Global Search. Then click Search.

Your saved searches display in the Saved Search list.

3

Select the Saved Search required from the list OR click on Action and select Apply.

The Confirmation screen displays.

 

4

Select Ok.

The search criteria is applied.

 

To edit a Saved Candidate Search

1

From the left hand menu select Recruitment Manager > Candidate OR open a Vacant Job Order and select Search Available Candidate

The Search Candidate / Search Available Candidate screen displays.

 

2

Select Load.

The Saved Search list displays, defaulted to 'My Saved Search'.

To view Global Saved searches, click in the Search Type field and select Global Search. Then click Search.

Your saved searches display in the Saved Search list.

 

3

Select the Saved Search required from the list OR click on Action and select Apply.

The Confirmation screen displays.

 

4

Make the changes required.

 

5

Select Save.

The Save Search Configuration screen displays.

6

In 'Search Title' enter the name of Saved Search you wish to replace.

 

7

Select Save.

The confirmation message displays and asks if you wish to replace the current saved search.

8

Select Yes.

The search is saved for future use.

Where 'Available to other users' has not been ticked, the search is only available to the user that has created the saved search.

 

To Delete a saved search, follow steps 1 to 2. Click on the Action menu and from the list select Delete.

 

 

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