Once you create a job, a task, or an event post, it opens. On the job and task post page, you can see the Details and Candidates tabs, whereas on the event post page, the following tabs are available: Updates, Details, and Attendees.
Use the Details tab to view such post details as a description, locations, skills, etc.
Switch to the Candidates or Attendees tab to view a list of candidates that match the post criteria, as well as search for the right candidates and select them.
On the Attendees tab of the event post, no match results are shown if you added no skills to the event post.
Sort candidates
The list of potential candidates that match the post is presented on the New tab of the Candidates tab.
You can organize records in the list by sorting them by name, date, or matching score. To this end, click the corresponding column name.
See how well a candidate matches your post. smartPeople uses an algorithm to calculate the skill match score based on the user’s skill proficiency, skill requirements, and the skill similarity.
As the result, you can see the following skill match score presentation:
- 80% or more: green-colored donut
- 79% or less: blue-colored donut
Considering skills each candidate has and skills required for the post you have created, the final score is calculated as follows:
Matching score = sum (points value of user’s skill proficiency level * skill similarity) / sum (points value of skill proficiency level required in post) * 100
Each skill has a proficiency level. The HRForecast skill library distinguishes between the following four levels, each of which has a definite points value:
| Proficiency level | Points value | |
|---|---|---|
|
|
Beginner | 1 |
|
|
Intermediate | 2 |
|
|
Advanced | 3 |
|
|
Expert | 4 |
Let’s consider an example below:
| Skills | Proficiency level (points value) of skill required in post | Proficiency level (points value) of user’s skill | Skill similarity (between 0 and 1) | Proficiency level (points value) of user’s skill * skill similarity |
|---|---|---|---|---|
|
Figma | 2 | 1 | *1 | 1 |
|
Jira |
3 |
4 | *1 | 3 (as a proficiency level required in the post is lower than the one the user has, the former is considered in calculation) |
|
MS Office | 3 | 0 | *1 | 0 |
|
Github | 4 | 0 | *1 | 0 |
|
JavaScript | 4 | 2 (has AngularJS, similarity is 0.9) | *0.9 | 1.8 |
|
SUM | 16 | 5.8 |
Matching score=(1*1+3*1+0*1+0*1+2*0.9)/(2+3+3+4+4) *100=5.8/16*100=36%
Filter candidates
By default, the candidate records are filtered by hard skills the potential candidates possess.
To pick out the candidate who meets your requirements most closely or just to make a large number of results easier to work with, you can filter a list of candidates. Thus, you can hide records of those candidates who are not relevant a lot to the post.
To narrow down the search results, you can apply more filters. To this end, click Filter. As a result, the Filter pane opens where you can define more filters.
On the Filter pane, you can see the following groups of filters: Basic filters and Custom fields.
In its turn, the Basic filters group is presented by the following subgroups:
- Skill types
- Jobs
The Skill types subgroup contains the following entries:
- Hard skills
- Soft skills
- Languages
The Jobs group contains more entries. This is a list of jobs the candidates from the list. If you connect a job to the one from the HRForecast library while creating a job post, that job as well as the ones related to it are then pre-selected.
You can also use subgroups under Custom fields. The field availability as well as the number of fields depends on your smartPeople settings. For more details about availability of custom fields, contact your administrator.
So, first, decide by which entries you would like to filter the candidates in the list, and then click each subgroup to further define filters.
Entries by which the list of candidates is filtered according to your post requirements are initially selected. Depending on your needs, define more filters or remove the existing ones.
To delete all entries for a group at a time, click a little cross next to the group name. It appears when you point the number of entries shown for that group.
You can also reset filters, if needed. To this end, click Reset filter.
Now that you are done with defining filters, click Apply. As a result, your changes are saved, and the pane closes.
To close the Filter pane without saving changes, click Cancel or a little cross, and then confirm closing the pane without saving in the dialog that appears.
In addition, you can filter the list of candidates by a matching method:
- Direct match
- Extended match
To this end, select the matching method you need in the matching method drop-down box. Once you select Direct match, only records of the candidates who possess the exact skills defined in the post populate the list. If you want to view also candidates with related skills, select Extended match.
For the event posts, you can additionally select to show all users available in smartPeople. A skill matching method is thus ignored. You can also search for the right attendee in the list by their name. To this end, click the magnifying glass icon and start entering the attendee’s name. As you type the list of attendees displayed will be filtered accordingly.
Candidate details
Once you get a list of the most relevant candidates, you can now learn every candidate and look at their profile details. Every candidate’s entry is presented by some profile information, the matching score, as well as a candidate’s job history, skill profile, and candidate’s details.
The availability of the User details tab as well as information displayed on it depends on the system settings. For more details, contact your administrator.
To open candidate’s details in the separate pane, click the candidate’s entry in the list.
For each skill, you can see a type of matching score. There are 4 such types:
- Perfect: if a skill level defined both in the post and candidate profile is an exact match.
- Exceeds: if the candidate’s skill level is higher than the one stated in the post.
- Potential: if the candidate’s skill level is lower than the one stated in the post.
- Missing: if the candidate does not have that skill.
Invite candidates
Once you are happy with a candidate, you can invite that candidate by clicking Invite in the pane displaying candidate’s details.
As the result, the candidate receives your invitation which appears in the list of invitations on the Invited tab of the Browse area. The candidate also gets an email notification.
For you, the candidate record is moved to the list shown on the Invited tab of the Candidates tab.
However, the candidate can decline your invitation to your post. In that case, you get an email notification.
If the candidate becomes interested in your post, the candidate’s record is then moved to another list which is shown on the Interested tab, and you get an email notification.
If you decide to decline a candidate, click Decline in the pane displaying candidate’s details. If you decline the candidate from the New tab, the candidate receives no notifications. In case you decline the candidate who has shown their interest in your post, that user gets an email notification. For you, the candidate record is moved to the list shown on the Declined tab.
Accepted candidates are shown in the list on the Accepted tab respectively. Once you accept candidates to your post, they get corresponding email notifications.
Users of the HR and Moderator roles have a possibility to change the status of a candidate (new, invited, interested, accepted, or declined) by using a context menu. To access the context menu, click the three dots button either within the candidate’s record on any tab or in the pane displaying candidate’s details. Once done, select the tab to move the candidate’s record to.
For event posts, you can handle several attendees at a time to invite them to your post or decline them. To this end, select specific attendees’ records by selecting a checkbox next to that record or select the Users checkbox to select all the records at a time. Once selected, on the command bar, click the command of your choice: Invite selected users or Decline selected users.
Contact in MS Teams
You can reach out candidates listed on the Interested and Accepted tabs via MS Teams. To this end, click the candidate’s record, and then click the Open MS Teams 
icon.
It is also possible to contact a candidate via email or call them on the available phone number. Copy the information you need by pointing to the email or phone number, and then clicking the Copy to clipboard 
icon.
Next step
Well done! Next up, learn how to manage posts you have added.
