Creating Powerful Searches in Teamable

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By default, we create a synonym search using the job title for every job in your ATS.

Oftentimes, that's "good enough" to get the results you need to get conversations started, particularly if you're looking for an industry standardized job title.

However, you can also fine tune any search to add additional synonyms or, when needed, switch to a boolean search for greater specificity. Let's take a look at the two search types and the powerful 'more filters' options in order to understand how to optimize search results in Teamable.

At the end, we'll also review common troubleshooting steps to further fine tune your searches.

 

Synonym Search
When you perform a synonym search with multiple terms, Teamable is performing an OR search. Any matches on any of the terms will appear in your search results. Usually less is more.

For example, below, we're searching for Product Manager and Product Marketing Manager. This will return results, based on search strength for all of the following:

  • Product Manager
  • Product Marketing Manager
  • Product
  • Marketing
  • Manager

Below the referral's name, you can see the specific terms that are being matched.

If you click out to the candidate's social media link, you can also see the terms there:

Note: Some terms in Teamable also contain additional words automatically in order to ensure you receive all synonym matches without having to type everything out. For example, if you do a synonym search on the skill Node.js, you'll also return matches for Nodejs and Node automatically.

 

Boolean Search
Most recruiters are familiar with boolean search logic. A boolean search gives you far more precision over your search in order to get more specific results.

Basic rules: 

  • Place quotes around groups of words you wish to treat as one search term, e.g. "Product Marketing".
  • Use OR or AND between terms to specify whether the search requires all terms to be matched or any of the terms, e.g. "Product Marketing" OR "Product Management"
  • Group terms in parentheses if you wish to create logical separators, e.g. ("Product Marketing" or "Product Management") AND ("Demand Generation" or "Demand Gen").

Note: If your boolean expression is malformed, Teamable will return an error message to let you know.

To fix, review or simply your expression adhering to the basic rules above and hit the 'Go!' button again.

 

Search by Name
Search by Name is a great option if you wish to search for a specific referral candidate or employee within your company's Teamable network. This can be useful if you wish to see which positions the candidate has been referred for or any other activity or notes associated with a referral candidate. Just click on the 'Search by Name' button and then type the person's full name in the box below and click 'Go!'.

 

More Filters
More filters provide a wealth of additional options to fine tune your search results. These filters can be used with either a synonym search or a boolean search. Details on each follow.

Exclude a title and/or skill(s)

The first option to look at is the exclude a title and/or skill(s). To add exclusion terms to your search, simply type in the word and hit the enter key. As you enter terms, they'll appear as a context cue above as NOT {term}. You do not have to type the word not.

Example: Exclude can be useful for removing senior roles and managers from your search when looking for an engineer. In the example below, we entered manager, director, senior manager, cto, ceo, and partner (each followed by a return).

Tip: whenever you've modified your search, be sure to click the 'Go!' button to see your new search results load.

 

Years of Experience
Years of experience is another way to exclude junior or senior candidates, although it is contingent on that candidate data being available and it isn't always available for all passive candidates with your employees' extended network. We recommend using with caution, only when exclude search won't work for you.

 

When you click on 'Years of experience', you'll see a slider with a beginning and ending point. You can use this slider to set both the minimum and maximum number of years. For example, in the image below, we're looking for anyone with 4-8 years of experience.

 

Company filter
The Company filter provides an easy way for you to include or exclude specific companies or to search the top companies where your employees' connections currently work.

To include or exclude a company, click on 'Company filter' then click 'Include/Exclude Company.' Then type the name of the company you would like to include or exclude from your search results.

Examples:

  • You may wish to exclude a parent company or a partner company that you have a non-solicitation agreement with from your search results.
  • Or you may wish to include a company where you've learned recent news that would indicate that employees there are possibly updating their resumes and would likely be more receptive to being contacted about a new opportunity.

 

Select the employees/contractors whose connections you would like to search in...
The next option under 'More Filters' lets you search for connections from specific employees, contractors, or partners within your Teamable network. 

This option can be really helpful if you're recruiting for a specific role and know there are some employees with particularly strong networks which you'd like to prioritize reaching out to. For example, a VP of Engineering who has connected all of their networks in Teamable, would be a prime resource for getting warm intros for a hard-to-fill engineering role.

 

Diversity
The Teamable diversity filter allows you to search by gender and ethnicity. To use both gender and ethnicity, select a gender AND, then select an ethnicity. Teamable uses machine learning to identify ethnicity with image matching. While not foolproof, it works pretty well! 

You can also choose multiple ethnicities if you wish. As you select each, a context cue will confirm it has been added to your search. Simply click 'Go' once you're ready to review your updated results.

 

Additional checkboxes
The last set of checkboxes allow you to do additional fine tuning of your search results.

Show current employees. Checking this box will include current employees in your search results. By default, they are hidden. This option can be useful if you're looking for specific employees to include in your 'Search employees' connections' search.

Show top talent only. This will only show referral candidates that have been marked top talent by your employees. Marking top talent is an easy way for your employees to quickly identify referral candidates whom you ought to prioritize for job openings.

Exclude recruiters' candidates. This option is useful if your recruiting team wishes to see new matches outside of people that have connected to in the past.

Exclude already sourced. This option is useful if you wish to see net new referral candidates, i.e. people your recruiting team has not reached out to previously via Teamable. Great as a benchmarking tool as well to see how strong your employees' network is for common or difficult-to-fill roles.

Exclude ATS candidates (e.g. Greenhouse, Lever, or JobVite). This option is useful if you wish to exclude any candidates that are already part of your ATS. Note, however, a lot of times, there are great candidates whom your team hasn't reached out to recently and using Teamable to get a warm introduction is a way to fast track anyone, even someone who already exists within your ATS.

Show alumni. This option can be useful if you wish to see referral candidates who previously worked at your company, who will be hidden by default.

 

 

Troubleshooting search results

Search results don't seem relevant. Add additional synonyms. Consider a boolean search (or additional boolean terms). Consider adding exclude filters.

Search results are C-level, managers, or too senior. Add exclude filters to remove the titles you don't wish to see in your search results, e.g. SVP, VP, Vice President, etc.

There are no search results. Try broadening your search by removing one term at a time to see which term is preventing you from getting search results.

There are too few results. Try inviting more employees to join your network. Try removing the specific location, especially if your company offers relocation for job candidates. Try

There are too many results. Try fine tuning your search by narrowing the mile range, adding years of experience, or using any of the additional checkboxes under more filters.

 

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