Candidate Matching System Training Guide
Quick Search
1. Initiate a quick search to view initial candidate matches
2. Review suggested candidates, which will be filtered by relevant industry experience (e.g., hospitality industry, Marriott Hotels)
3. Add promising candidates directly to your pipeline as targets from the search results
Extended Search
- Launch an extended search for more comprehensive results
- This feature provides:
- Deeper analysis of position requirements
- More detailed candidate profile examination
- Enhanced scope and experience matching
- Stronger overall candidate matches
**Note**: Extended searches run in the background and will notify you upon completion.
Candidate Analysis Features
Match Rationale
- Review detailed insights explaining why candidates were suggested
- System compares candidates against position profiles
- Provides alignment/misalignment analysis for each role
- Important: Pay special attention to items marked in red, as these require additional investigation
Tag Comparison
- Compare position profile requirements directly against candidate qualifications
- Use tags to quickly identify matches and gaps in experience
Contact Record Management
Manual Enrichment
- Enhance contact records at any time
- Select specific data points to add to the profile
- Choose from available data enrichment options
Activity Logging
1. Activity Setup
- Select appropriate activity type
- Link to related projects when applicable
2. Note Taking
- Use dictation feature for notes
- System automatically removes filler words and pauses
- Ignite Intelligence creates polished, professional notes
3. Note Classification
- Assign notes to specific sections:
- Screening notes
- Strengths
- Concerns
- Option to publish notes in client reports (requires approval)
Best Practices
1. Regularly check for extended search completion notifications
2. Review all automated matches thoroughly
3. Document important observations in the appropriate sections
4. Approve relevant notes for client report inclusion
5. Maintain detailed activity logs for all candidate interactions
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