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.
    

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.
    

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.
    

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 mark as not fit for the role.

5. Click Mark as not suitable.

   Warning

   Once you click Mark as not suitable, the SmartMatch candidate will be removed from your talent recommendations going forward.

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 View Profile button for the candidate you need.

   Helpful Hint

   You can now see the SmartMatch candidate's profile.

1. Click the SmartMatch button.

2. Click the Dashboard tab.

   Helpful Hint

   You can now see a preview of candidates who have expressed interest in working for your organization. When you click the See all button, you will be taken to the Interested Candidates tab. There, you will be able to see a list of all candidates interested in your organization.

1. Click the SmartMatch button.
2. Click the Dashboard tab.
3. Click the View matches button for one of your top roles.
4. When you find a candidate and you would like to see their resume, click View profile.
5. Click View resume
    

1. Click the SmartMatch button.
2. Click the Dashboard tab.
3. Click the View matches button for one of your top roles.
4. Click Refine search.
5. Refine your search using the dropdown fields or the filters.
6. Click Submit.
    

1. Click the SmartMatch button.

2. Click the Dashboard tab.

   Helpful Hint

   You can now see your organization's top five roles on your screen in the Top Roles in Your Organization section.

1. Click the SmartMatch button.

2. Click the Dashboard tab.

   Helpful Hint

   You can now see your most recent saved searches in the Talent Search section. When you click the See all button, you will be taken to the Saved Searches tab.

1. Click the SmartMatch button.
2. Click the Dashboard tab.

3. Click the View Matches button for a recent SmartMatch search.

   Helpful Hint

   You can now see candidate matches for one of your most recent SmartMatch searches. Here, you can contact the candidate or view their profile. You can also click the button, then choose if you want to save the candidate or mark them as not suitable.

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 on the platform:

• How to manage SmartMatch candidates
• How to manage SmartMatch candidates in the employee file

• How to manage SmartMatch on the dashboard

   

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 the 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.

No. Your employees only see jobs available within your organization through the Swag 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 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?