What do we mean by 'Talent Bank'?
In Kallidus Recruit, adding candidates to your "Talent Bank" means actively flagging an individual, so you can find them again easily when searching across your whole system.
Related to this, we also refer to your "Talent Pool" which is a more general term referring to anyone you might want to consider for a future role, such as candidates who have registered for Job Alerts, provided a 'speculative' or 'general' application, or who have previously applied to your roles.
Adding candidates to the Talent Bank
Backoffice users can add people to the "Talent Bank" at any time. Simply choose the "Talent Bank" option from the menu available against individual candidates, and follow the instructions:
When you activate a candidate for the Talent Bank, they are automatically classified against the department/location of the role they applied to. For example, if you are Talent Banking a candidate with an application to a Sales role in Birmingham, those options will be checked automatically.
You can check more options if you want to be able to locate the candidate when searching against (e.g.) other departments or locations. Click 'Save profile' at the foot of the page to finalise.
In the example below, the candidate applied for a Sales role in Birmingham, so when searching the Talent bank for 'Birmingham' and/or 'Sales' roles, this candidate would come up.
Please note, as soon as you hit 'Save profile' the candidate will be returned in Talent Bank searches, and candidates will see they have been added to the Talent Bank if they log in. They can deactivate the setting if they prefer:
What the candidate sees if they log into their account:
Searching your Talent Bank
There are many ways to locate Talent Banked candidates. Here are some key ones:
You can search for potential candidates for a particular vacancy by running a 'vacancy-based search'. From any vacancy in your back-office vacancy list, choose the 'Search' option.
You will be taken to a list of individual people who match the vacancy, in this example, searching from a Birmingham Sales role returns the following:
You can widen or narrow the search parameters in the panel on the left, which show that we are looking at Birmingham Sales people who may have been Talent banked, completed a General Application (Registration of interest) or Pipelined. We can contact the relevant people as appropriate, by phone, SMS or email.
Selecting people returned in this 'vacancy-based' search gives the option to 'Invite to vacancy' from the bulk action dropdown (lets you preview and send an email inviting people to apply to the specific role from which the search was created).
Alternatively, you could review applications submitted by these individuals and give them a call, then potentially use 'Transfer to vacancy' to move an existing application to the new role.
A very quick way to find people is to run an instant search. Simply hit the magnifying glass at the top-right of your screen and start typing. It searches across most data in the system, including CVs uploaded by the candidate.
In this example, I'm searching the system for the term 'molecular biologist':
If I then click the 'Candidates' heading in the search results, I am taken to this page, where I can check where the search term was located, and adjust the search. As a default it searches using any words entered:
Clicking the options icon against any candidate on the results page shows you where in the candidate file the search term was located. Clicking 'View' against any candidate takes you to their timeline where you can review their previous application and contact them as required.
A useful feature of this search is that you can save frequently-used searches in your browser, so you can instantly run them again when logged into the Kallidus Recruit backoffice. You can see the search above is in the URL bar as follows:
Adding this to my bookmarks in Chrome lets me run this search instantly at any time.
We can change the search to being an exact match, which then looks like this: