*This page was machine-translated from Japanese and may contain inaccuracies.
Unless otherwise stated, this site describes the system using typical names and layouts commonly adopted in recruitment agency operations.
Matching
The Matching feature in PORTERS allows you to efficiently search for Jobs suitable for a Candidate, or Candidates suitable for a Job.
Whether you use Candidate-based or Job-based matching, the basic operation remains the same.
You can also send Job offer emails directly from the matching result list.
For detailed operation flows, please refer to the pages below.
- Search for Jobs that match Candidate criteria and add a Process / send a Job offer email
- Search for Candidates that match Job criteria and add a Process / send a Job offer email
For Auto Matching based on predefined criteria, please refer to the following pages.
Matching Search Screen
Matching starts from either the Candidate list or the Job list.
Matching Based on Candidate
From the Candidate list, click "Job Search" from the Candidate Action Menu (…).
*The menu name for accessing Matching can be customized depending on your environment (e.g. "Job Search", "Matching", "JOB Search").
The Job search screen opens in a separate tab.
A Quick View appears on the left, allowing you to review Candidate information while entering search criteria.
(If Quick View is not displayed, enable "Show Candidate details in Quick View" at the top of the search screen.)
You can also use saved search conditions.
Clicking "Save Search Condition" allows you to save it as a "Candidate Matching Condition".
"Candidate Matching Conditions" are added to the bottom of the Candidate Action Menu and within the Matching search screen side menu.
Matching Based on Job
From the Job list, click "Candidate Search" from the Job Action Menu (…).
*The menu name for accessing Matching can be customized depending on your environment (e.g. "Candidate Search", "Matching", "Resume Search").
The Candidate search screen opens in a separate tab.
A Quick View appears on the left, allowing you to review Job information while entering search criteria.
(If Quick View is not displayed, enable "Show Job details in Quick View" at the top of the search screen.)
You can also use saved search conditions.
Clicking "Save Search Condition" allows you to save it as a "Job Matching Condition".
"Job Matching Conditions" are added to the bottom of the Job Action Menu and within the Matching search screen side menu.
Matching Results
After performing a Matching search (Job Search / Candidate Search), the Matching result list opens in a separate tab.
The top section displays the Candidate (or Job) used as the matching base, followed by the matching Job list (or Candidate list).
To revise the Matching search criteria, select "Review the Search Condition" from the top of the List-View-Side-Menu and run the search again.
When "Show Matched Items" is checked, records with an existing Process appear greyed out.
When unchecked, records with an existing Process are hidden.
*Among the Processes linked to the base Candidate (or Job), only up to 1,000 Processes with the most recent update date are considered when determining whether a Process exists.
▼Matching Based on Candidate
▼Matching Based on Job
Post-Matching Actions
After Matching, you can perform actions such as "JOB Mail", "Candidate Recommendation", or "Add Process".
To perform an action on a single record, click the […] button on the left of the target record and select the appropriate Action Menu.
To perform actions on multiple records, select the target records and click the appropriate bulk Action Menu.
For detailed procedures after Matching, please refer to here.
Matching
In PORTERS' matching feature, you can search for JOBs that match a specific job seeker or job seekers that match a specific JOB.
In PORTERS, when searching for JOBs that match a job seeker's conditions, it is called "JOB Search", and when searching for job seekers that match a JOB, it is called "Resume Search".
Whether you focus on the job seeker or the JOB varies, but the basic operating method does not change.
Also, it is possible to send a job proposal email from the list of matching results.
Please check the following pages for the operation method including the whole process.
Matching Search Screen
When you click "Matching (JOB Search / Resume Search)" from the action menu "▼" button, the same screen as the regular search screen will appear in a separate tab.
You can also use the original search.
■JOB Matching from Resume List
The JOB search screen will open in a separate tab.
Enter the necessary conditions while checking the job seeker's information
and
search.
Also, if you click "+Save Search Conditions", you can save it as individual
matching
conditions displayed in the quick view of the resume.
Individual matching conditions are added to the bottom of the action
menu of
the saved resume.
■Resume Matching from JOB List
The resume search screen will open in a separate tab.
The resume search screen will open on the left side, and the JOB quick
view will
open on the right side. Enter and save the necessary conditions while
checking
the JOB information.
Also, if you click "+Save Search Conditions", you can save it as individual
matching
conditions displayed in the quick view of the JOB.
Individual matching conditions are added to the bottom of the action
menu of
the saved JOB.
Matching Results
When you search in a separate tab opened from "Matching" (JOB Search/Resume Search), a list screen of search results will open.
The difference from the regular list screen is that the notation "Matching with JOB/RESUME XXXXX in progress Displaying matched data" appears at the top of the screen.
If you display the matched data, the data with the selection process created will be displayed on the screen in a grayed-out state.
■JOB Matching Results from Resume List
■Resume Matching Results from JOB List
Actions After Matching
After matching, you will perform "JOB Mail", "Candidate Mail", and "Add Selection Process".
If you want to take action on multiple matched data, select the range of bulk actions, and you will be able to click the bulk action menu button.
If you want to take action on one data, select the action menu from the ▼ button of the relevant data.
■Action from JOB List
Please refer to here for detailed procedures after matching.
■Action from Resume List
Please refer to here for detailed procedures after matching.