Textkernel Search + Match: Overview

Note: To take advantage of the features mentioned in this documentation, your Org needs to be using (Undefined variable: bh4SFVersions.Latest Package Version) or newer. See Release Notes for more details about which features were introduced in each release. If you would like to upgrade to the current release, contact Bullhorn for Salesforce Support.

Overview

Textkernel Search + Match is a search engine designed for semantic search to allow recruiters to search through resumes and contact records in their Org to match the best candidateClosed A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider. with the right jobClosed A job (vacancy, position, role) is an opening for which a customer's client needs a placement.. Search and Match has separate tabs for three types of searches, Candidate Search, Job Search, and External Job BoardClosed A website where open jobs are advertised Search. This article explains how to use the Textkernel Search + Match.

Prerequisites

  • The Org is updated to the Bullhorn for Salesforce 2020.10 GA Release (Package Version 5.31.2) or newer.
  • An integration agreement between the customer, Textkernel, and Bullhorn for Salesforce has been completed.

Features

Candidate and Job Search

Candidate Search is a tab within Search and Match that allows recruiters to search Candidate records and resumes in their Org. Users can begin a search by entering keywords and then further refine and filter their searches using facets and breadcrumbs. Job Search is another tab within Search and Match that works in the same way except it searches Job records within the Org rather than CandidatesClosed A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider..

Match!

Each Candidate or Job result includes a Match! button to help match jobsClosed A job (vacancy, position, role) is an opening for which a customer's client needs a placement. to candidates. Clicking the Match! button on a Candidate Search result will show suitable jobs for the candidate. Clicking Match! from a Job Search result will show candidates that match the job requirements. Users can add facet filters to further customize the Match! results.

Matches are created based on the following fields:

  • Job title
  • Years of experience
  • Skills
  • Education level
  • Location
  • Full-text keywords (extracted from the record based on the context)

The Match! button can also be added to the Candidate and Job record page layouts to start a search from there.

External Job Board Search

The External Job Board Search tabs give users access to search all External Job Boards that Textkernel has partnered with that the user also has credentials for. For external job boards that allow candidate data to be downloaded, the Import Candidates functionality allows users to import a candidate from an external search into Bullhorn for Salesforce via Search and Match.

Search Policies

Each document in Textkernel Search + Match is indexed with an access roleClosed A job (vacancy, position, role) is an opening for which a customer's client needs a placement. tag. Upon logging in, users are also assigned access rolesClosed A job (vacancy, position, role) is an opening for which a customer's client needs a placement.. If a document is indexed with an access role that matches a user’s active access roles then the user is allowed to see and interact with the document.

For detailed steps on configuring Search Policies, see Textkernel Search + Match: Setup and Configuration Guide.

If Search Policies are not configured in an Org then all users will see all records, regardless of any Salesforce sharing settings or role hierarchy set up for that Org.

Lightweight Record Update

The Textkernel Search + Match integration allows a Lightweight Update option to directly update select indexed fields rather than needing candidates to be re-parsed and re-normalized for semantic search every time their data is changed. This option is faster and less resource intensive than a full update.

Language Support

Textkernel Search + Match is available in English and German out of the box. Translation for other languages can be requested. Textkernel also supports multi-language configuration for semantic search. Regardless of the main language, users can request that search terms, synonyms and auto-suggestions are available for different languages. This does require additional customization.

These are the supported languages for semantic search:

  • Chinese (Simplified)
  • Croatian
  • Czech
  • Danish
  • Dutch
  • English
  • Finnish
  • French
  • German
  • Greek
  • Hungarian
  • Italian
  • Norwegian
  • Polish
  • Portuguese
  • Romanian
  • Slovak
  • Slovenian
  • Spanish
  • Swedish

User Guides

For in-depth guidance on using Textkernel Search + Match see the following user guides:

Configuration

Configuration is completed in conjunction with Bullhorn for Salesforce Professional Services and Textkernel. The following documents can be used by System Administrators for a deeper understanding of the available configuration.