Match Job to Candidates

'Match Job to Candidates' is a custom Lightning web component which can be added to the Job record page and which will automatically use a description field on the Job record to search for candidates whose CVs indicate they may be worth considering as an applicant.

The candidate matching utilises the same underlying technology as Match Candidates and will return up to ten candidates with the highest Match Score.

Description field configuration

The default description fields available for use when configuring the LWC are the seven20__Description__c or seven20__Client_Description__c fields on the Job object. However, the available fields can be controlled using a Seven20 Configuration Setting metadata record named Match Job match field set, by entering the API name of a field set from the Job object into its Value field.

Regardless of which field is used, if the configured field is empty for a given Job record, no search will be executed.

note

Only text-based fields on the Job object can be used.

tip

The metadata record can be disabled or its value updated to 'NULL' to restore the default available field configuration.

Filtering

Candidates who already have an application for the relevant job will automatically be filtered out of the results. Additional filtering can be configured via a design time attribute by using a SOQL WHERE clause condition expression to apply criteria based on fields on the Contact object.

tip

This configuration option can be used to apply default exclusions, such as filtering out candidates based on their Candidate Status value - for example:

seven20__Candidate_Status__c NOT IN ('Interviewing', 'Placed')

note

The filtering does not support other SOQL clause types such as ORDER BY and GROUP BY.

Results

The results of the candidate matching will be displayed in a list similar to other split views in Seven20, sorted by their Match Scores. The fields displayed for the candidates can be configured by specifying a Contact field set via a design time attribute when configuring the component. If no field set is configured, the default display fields will be:

• Full Name
• Match Score
• Created Date
• Title
• Email
• Last Activity

note

Full Name and Match Score will always be displayed and do not need to be included in the field set when customising the display fields.

Each candidate's Match Score is displayed as a coloured pill based on bandings and colours which can also be configured via a design time attribute. The default bandings/colours are:

Range	Colour
> 66	Green
<= 66 & > 33	Amber
<= 33	Red

Actions

Candidates can be selected from the list, with the following actions available:

Name	Description
Add to Job	Creates an Application for the selected Contact record against a selected Job; the Application is created at the default stage for its record type. Supports lookup customisation.
Add to Hotlist	Adds the selected Contact records to a selected Hotlist
Email	Sends an email to all selected Contact records. Email templates with Contact as the related entity will be available for selection

There is also a refresh button which can be used to re-run the query, if required - for example, after using the 'Add to Job' action.

Configuration

Here is a full list of the design time attributes which can be used to configure and customise the Matching Candidates component:

Input Name	Type	Required	Description	Default
Display Field Set	String	No	Field set displayed under each candidate's name	-
Match Field	String	Yes	Picklist of configured Job fields available for selection as the description for matching	seven20__Description__c
SOQL Where Clause	String	No	SOQL WHERE clause to filter candidates post-matching	-
Match Score First Lower Bound	Integer	No	The lower bound of the first match score range; should be between 0 and 100	66
Match Score Second Lower Bound	Integer	No	The lower bound of the second match score range; should be between 0 and 100	33
Match Score First Bound Colour	String	No	The colour of the first match score range	#2E844A
Match Score Second Bound Colour	String	No	The colour of the second match score range	#DD7A01
Match Score Third Bound Colour	String	No	The colour of the third match score range	#BA0517