1. Humi by Employment Hero
  2. HR Platform
  3. Recruitment
  4. SmartMatch

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How do I manage SmartMatch candidates on active job listings?

Declan Manning
Updated

Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR classic plans: Standard, Premium, Platinum 
Available for the following user access level: Admin   

Our recruitment module makes it easy to organize candidates for hiring. Use SmartMatch to quickly add potential candidates to your job listing and view, save, or email them if needed. You can also add them to your talent pool or mark them as not suitable for the role. For People Managers and Hiring Managers, please refer to this article to learn more about your user access: SmartMatch questions answered.

Important

SmartMatch is currently available with ‌your paid HR subscription on a pre-release trial. We do not currently charge you to see candidate recommendations or hire any of the recommended candidates. We are working hard to improve the effectiveness of SmartMatch with the aim of making it the best way to find talent. Further details regarding the full release of SmartMatch will be announced soon.

Getting started

Add a SmartMatch candidate to your talent pool
  1. Click the SmartMatch button.
  2. Click the Saved Candidates tab.
  3. Click the profile of the candidate you want to add to your talent pool.
  4. Click the Actions button.
  5. Click the Add to talent pool button.
  6. Click the Add button.
     
Save a SmartMatch candidate
  1. Click the SmartMatch button.
  2. Click the Dashboard tab.
  3. Click the View matches button for one of your top roles.
  4. Click the button for the candidate you want to save.
  5. Click Save for later.
     
Use SmartMatch for a hiring phase with no applicants
 
  1. Click the SmartMatch button in the upper-right corner of your screen.
  2. Click the Talent Searches tab.
  3. Click the New Talent Search button.
  4. In the Job Details section, enter the following:
    • Job Title.
    • Industry (Optional).
    • Keywords (Optional)
    • Workplace Type
    • Country.
    • City.
    • Radius.
  5. In the Employment Details section, enter the following:
    • Job Type (Optional).
    • Experience (Optional).
    • Employee Working Hours (Optional)
  6. Click the Save button.
     

Helpful Hint

You will receive emails when a SmartMatch candidate is matched to a newly advertised role.

 

Daily activities

Email a SmartMatch candidate
  1. Click the SmartMatch button.
  2. Click the Dashboard tab.
  3. Click the Talent Searches tab.
  4. Click the View matches button for one of your top roles.
  5. Click the Contact button for the candidate you want to email.

  6. Read and edit the message.

    Helpful Hint

    We have prepared a template for you, but you can edit the message so it suits your organization best. You can also email the candidate by clicking the Connect with candidate button when you view their profile.

  7. Click the Send email button.

Removing data

Mark a candidate as not suitable for a role
  1. Click the  Recruitment menu.
  2. Click the Recruitment submenu.
  3. Click the Jobs tab.
  4. Click the hiring phase you need.
  5. Click the job title you need.
  6. Click the Talent Recommendations button.
     
  7. Click the button for the candidate you want to mark as not fit for the role.

  8. Click the Mark as Not Suitable button.

    Warning

    Once you click the Mark as Not Suitable button, the SmartMatch candidate will be removed from your talent recommendations for this specific role. You can also mark a candidate as not suitable for a role by clicking the Not suitable button in their profile.

Further information

What is the 'Update location' button?

The Update location button is on the SmartMatch panel that appears when you click the Talent Recommendations button in the following places:

  • Personnel file.
  • SmartMatch landing page.
  • Active job listing.

 

When you click the Update Location button, you can choose between Onsite/Hybrid or Remote for the Workplace Type field.

  • If you choose Onsite/Hybrid option, you can select the country and location.
     
  • If you choose the Remote option, you need to pick an answer for the Where can Candidates be Based field:
    • Anywhere - Employees can be based anywhere in the world.
    • Timezone - Employees can be based anywhere within a time zone window.
      • Choose the required timezone.
    • Country- Employees must be based within a specific country.
      • Choose the required candidate country.
Will SmartMatch recommend my employees to other employers?

No. Your employees only see jobs available within your organization through the Employment Hero Work app. We exclude recommending all active employees on the Employment Hero platform to any organization.

We rely on ‌account emails to track users that should not be recommended for external roles. We also encourage you to make sure employees have their personal email addresses on the employee file, so those can be excluded from SmartMatch results as well.

To learn how to include this information in the employee file, please refer to the Editing Data section in this article: How do I manage employee personal details and change account emails?

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