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Manage SmartMatch candidates interested in my organization

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   

A recruitment module helps companies organize candidates for hiring and recruitment purposes. The SmartMatch feature in our Recruitment module will show you potential candidates who match your roles. The feature now also lets you see candidates who have expressed interest in working for your company. For People Managers and Hiring Managers, please refer to this article to learn more about your user access.

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

Save an interested SmartMatch candidate
  1. Click the SmartMatch button.
  2. Click the Interested Candidates tab.
  3. Click the name of the candidate you want to save.
  4. Click the button.
  5. Click Save candidate.
     

Daily activities

View the SmartMatch candidates interested in your organization
  1. Click the SmartMatch button.
  2. Click the Interested Candidates tab.

    Helpful Hint

    You can now see a list of the candidates who have expressed interest in working for your company.

View an interested SmartMatch candidate's profile
  1. Click the SmartMatch button.
  2. Click the Interested Candidates tab.
  3. Click the name of the candidate whose profile you want to view.

    Helpful Hint

    You can now see the SmartMatch candidate's profile.

Email an interested SmartMatch candidate
  1. Click the SmartMatch button.
  2. Click the Interested Candidates tab.
  3. Click the name of the candidate you want to email.
  4. Click the Connect with candidate button.
  5. 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.

  6. Click the Send email button.
     
Call an interested SmartMatch candidate
  1. Click the SmartMatch button.
  2. Click the Saved Candidates tab.
  3. Click the profile of the candidate you want to call.
  4. Click the eye icon on the candidate's profile screen.
  5. This will display the candidate's phone number.

    Important

    When you view a candidate's phone number, they will receive an automatic SMS from Employment Hero. This message will tell them a bit about your company and the open role. It will tell them that an employer has requested to view their phone number and that they might receive a call about the job application.

Removing data

Mark a candidate as not suitable for a role
  1. Click the SmartMatch button.
  2. Click the Interested Candidates tab.
  3. Click the name of the candidate you want to mark as not suitable.
  4. Click the Not suitable button.

    Warning

    Once you click Not suitable, the SmartMatch candidate will be removed from your talent recommendations.

Further information

What does "EOI Date" mean?

EOI means "Expression of Interest." So, the EOI Date refers to when the SmartMatch candidate expressed their interest in working for your organization.

Where else on the platform can I use SmartMatch?

We have SmartMatch enabled ‌by default in the Recruitment module for admins and owners, and hiring managers with access. In addition, SmartMatch can be used in the employee file and active job listings in the Recruitment module. You can refer to the following articles to see how to use SmartMatch in other areas:

Will SmartMatch recommend my employees to other employers?

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

We rely on ‌account emails to track users who should not be recommended for external roles. We also encourage you to ensure that employees have their personal email addresses on file, so they 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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