Daxtra Search and Match: Job Record Match Button

Overview

The Match button can be added to JobClosed page layouts and used to find CandidatesClosed matching the job requirements.

Match allows you to automatically build a search from your Job record to help you find qualified Candidates quickly. The Match feature is a pre-populated Search. This article shows you how to use the Job Record Match Button.

Using the Match Button

Prerequisites

How it Works

  1. The job is synced with Daxtra and relevant keywords are extracted from the Client Job DescriptionClosed field. For example if the skills "developer" and "manager" are extracted, Daxtra then finds Candidates with those keywords in their Resumes.
  2. The results displayed after clicking the Match button can be refined by using the filtering options on the main Daxtra Search page.
  3. The following filters can be auto-populated based on the values in the corresponding Job fields:
    • State Area
    • Regional Area
    • City
    • Function
    • Primary Background

If these are populated on the Search page, ContactsClosed that don't have an exact match will be excluded from the results. To avoid that, the user can delete the value before searching.

Admin Note:

Values can be removed by adjusting the corresponding Field Set located at Setup > Build > Create > Objects > Job > Field Sets > PrefillDataFieldSet