Once you’ve created your candidate slate you’re ready to hone in on your ideal candidate.
In our system, there are two powerful ways to do this:
- You can refine the search model using the left-hand side drawer.
- You can use the filters at the top of the slate to hone in on particular candidates by industry, company size, type and events, diversity filters, and more.
Viewing the Candidate Slate
Our recently improved candidate slate includes a candidate’s relevant experience, the candidate’s highlight (i.e. diversity), the source where the candidate comes from (ATS, Censia, etc), the stage, and a Call to Action with thumbs up and down that allow users to move from one candidate to the next.
To view a candidate’s information a user can either:
A- Click on the drop-down arrow in that candidate’s slate row, which will reveal an expanded view of that candidate’s information without opening the profile card.
Information in this ‘expanded view’ includes relevant experience, education, social links, and contact information.
B- Click on a candidate’s name to review the candidate card information, including Summary, Timeline, Education, Skills, etc.
- You can sort candidates by clicking the drop-down and selecting the candidate’s Stage (Reviewing, Good Fit, Not a Fit, etc). You can later search candidates based on the stage you have chosen.
- Click the LinkedIn logo to view the candidate’s LinkedIn profile. Other links will be shown as a green circle with a linked chain inside.
- Click to drag and drop reorder categories within the candidate card. For example, if it is more important to see “Certifications and Licenses”, click and drag this section to the top of the candidate card. This will automatically apply to all other candidates you view.
- Click the X in the upper right-hand corner to exit the candidate card.
- Further filter and/or sort candidates using the left-hand drawer for refining the search, and the column headings on top of the slate for sorting and filtering candidates.
- Active filters will be displayed below the filter tabs as black chip cards (ovals). If you need to remove a filter, click the X in the black chip card under the filters at the top of the slate or press “Clear All” to delete all filters. The slate will automatically update after you click the X.
Managing your Workflow and Creating a Shortlist
When you click the checkboxes next to candidate names you activate the green Action Buttons.
These buttons allow you to:
- View candidate by stage (Unviewed, Viewed, Good Fit, Great Fit, Contacted, Replied - Yes, Replied - No, No Response and Not a Fit.
- Get their contact information.
- Add the selected candidates to your search model.
- Add the selected candidates to your ATS, CVS or Censia’s Workforce Intelligence.
Here are how each of the functions work:
- Stage: Categorize candidates into buckets “Unviewed”, “Reviewing”, “Good Fit”, etc.
- Get Contact: Launch the enrichment process to gather contact information for selected candidates. When completed, a new notification will be received along with a visual indicator next to each candidate’s name (green globe, green circle, or grey globe).
- A solid green globe indicates contact information has been found.
- A green circle indicates contact information has been found but may be invalid.
- A grey globe indicates no contact information has been found.
Please remember: The enrichment process takes 30 seconds on average and up to 4 minutes for large batches.
If you click on Get Contact from within each candidate profile, please close and reopen the profile card to see the contact information, or click to the next profile and back again.
- Add to Model: Adds up to 5 candidate profiles as ‘Ideal Candidates’ which will rebuild the search model with the Ideal candidates' skills, education, etc as search inputs. You can learn more about Ideal Candidate Modeling in our blog.
- Export To: Export selected candidates to as a standard CSV, enhanced CSV (contact enrichment verification), to WFI (if using this Censia product), or directly to your ATS (if integrated).
Slate Search (the search glass in the top right)
Censia allows users to search for keywords within the candidate slate. This can be used to search for certifications, keywords, company names, and candidate names.
To do this, simply click into the search field (with the magnifying glass icon) and type in the name or keyword you'd like to search the slate for and click enter.
We have more than 17 filters to narrow down your pool of candidates.
Filters are located on top of the slate.
The goal of slate filters is to help users refine their existing search results any way they want.
To use a slate filter you need to:
- Click on the slate filter you want to use.
- Select the subfilter you wish to filter through.
- Click OK.
To stop filtering through a previously selected slate filter you can either:
- Go to the slate filter menu, and click ‘Clear’ in the drop-down;
- Click the X in the black slate filter chip on top of the slate.
NOTE: Our search filters adapt dynamically to your search, and therefore each slate will have slightly different filter (drop-down) options available.
Available Slate Filters:
Please note that for several filters you can choose the Current option to limit your search to candidates whose current roles meet that search parameter.
Allows users to see slate results based on the actions/stages taken by the user.
For example: if the user selects Good Fit the slate will update to only show candidates that have been marked as Good Fit in the slate.
Allows users to see slate results based on the source where the candidates came from, including Censia Passive Candidates, ATS candidates, applicants, etc.
Allows a user to see slate results based on the position titles that the candidates in that model input have/have had at some point in time.
Allows users to filter slate results based on company titles that the candidates in that model input work/have worked at some point in time.
Allows users to filter slate results based on the type of company that the candidates in that model input work/have worked at some point in time. You can click Current to search for candidates currently working at the company you have chosen.
Allows users to filter slate results based on the size of the company (SMB, Mid-Market, Enterprise) that the candidates in that model input work/have worked at some point in time.
Number of Employees
Allows users to filter slate results based on the size of the company originated in the number of employees that the candidates in that model input work/have worked at some point in time.
Revenue allows users to filter slate results based on the revenue of the company that the candidates work/have worked at some point in time.
Allows users to filter slate results based on the skills selected in the Skill Model Search Input that.
Years of Experience
Allows users to see/filter through slate results based on the total amount of years of experience that the candidates in that model input have. This slate filter has two sliders, similar to the preferences search input, where users can select the desired amount of years they wish to slice the slate in.
Allows users to filter slate results based on the export actions a user has taken.
Options are divided into two categories:
- CSV Export
- ATS/CRM Export
- Matched or Exported
This filter allows you to filter the slate to include only those who have an email or a phone number. Please note, this filter is currently not active.
Allows users to filter slate results (candidates who are located) based on cities/townships/known locations within a 25m radius of the place selected in the Location search input.
Allows users to filter slate results based on the type of industry that the candidates in the slate have work/have worked at some point in time.
Allows users to filter slate results based on the diversity of the candidate. Censia currently offers Military/Veteran, Male, Female, Black/African American, and Latin American/Hispanic as the Diversity filter options.
Please note, that selecting multiple diversity filters will result in an AND search. This means that selecting more than one diversity filter will filter for people who possess both diversity factors.
Allows users to filter slate results based on the seniority of roles that the candidates in that model input hold/have held.
Allows users to filter slate results based on the school(s) that the candidates in the slate attended.
Allows users to filter slate results based on the languages the slate candidates have listed on their profile.