AppWT CRM

Topic: Talent

Smart search and matching

Find who is free for a job, see why each person matched, and get suggestions for each open position.

Video, 1 minute 20 seconds · 7 steps

This lesson uses Talent search. If Talent search is not in your menu, it is not turned on for your account yet. Ask AppWT to turn it on.

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Read the transcript Read the steps
Narrated by Jessa, with soft background music. Captions start off. Press the Captions button, or use the player's own caption menu, to turn them on.

What you will learn

  • How to use More filters
  • How to find who is free on certain dates
  • How to read why a person matched
  • How to save a search
  • How the match score works

Step by step

  1. Step 1: More filters

    In Talent search, open More filters. You can filter by place, trade, certificates, vetting, travel, and work history.

    The More filters section of Talent search, open, with filters for place, trade, certifications, vetting, availability and travel.
    Step 1 screen, from the demo account.

  2. Step 2: Find who is free

    To find who is free, pick a Free from date and a Free through date. Check Willing to travel if you need it. Then click Search.

    The Free from and Free through dates set to November 16 and December 4, with Willing to travel checked.
    Step 2 screen, from the demo account.

  3. Step 3: Why they matched

    Each person shows why they matched. Here, Yusuf is free on those dates, but he has a tentative hold, so the CRM tells you to check.

    A made-up electrician in the results, with lines that say he is free on those dates, has a tentative hold to check, and is willing to travel.
    Step 3 screen, from the demo account.

  4. Step 4: Save the search

    To use the same search again, type a name and click Save this search. It shows up under Saved searches.

    The Saved searches box with a name typed in and the Save this search button.
    Step 4 screen, from the demo account.

  5. Step 5: Match people to a position

    Click Match people to a position. You will see each open position on a live project, with its top matches.

    The Match people to a position page listing four open positions, each with its top matches and their scores.
    Step 5 screen, from the demo account.

  6. Step 6: How the score works

    Click See matches. The score adds points for skills, dates, travel, vetting, and past work. No AI is used.

    The matches for a painter position, with what the position needs and how the score works.
    Step 6 screen, from the demo account.

  7. Step 7: You decide

    These are only suggestions. Click Shortlist to add a person to the project, or Dismiss with a reason. Nobody is added until you choose.

    The top suggested painter with a score of 78, the reasons for the score, and the Shortlist and Dismiss buttons.
    Step 7 screen, from the demo account.

Transcript

In this lesson, you will find people who are free for a job, and let the CRM suggest people for each position.

In Talent search, open More filters. You can filter by place, trade, certificates, vetting, travel, and work history.

To find who is free, pick a Free from date and a Free through date. Check Willing to travel if you need it. Then click Search.

Each person shows why they matched. Here, Yusuf is free on those dates, but he has a tentative hold, so the CRM tells you to check.

To use the same search again, type a name and click Save this search. It shows up under Saved searches.

Click Match people to a position. You will see each open position on a live project, with its top matches.

Click See matches. The score adds points for skills, dates, travel, vetting, and past work. No AI is used.

These are only suggestions. Click Shortlist to add a person to the project, or Dismiss with a reason. Nobody is added until you choose.

Next, learn how to add many people at once from a spreadsheet.

Every screen here comes from a demo account. All of its people, phone numbers and email addresses are made up.