|Available for||Roles||Super Admin, Admin, Team Member, Limited Team Member|
|Permissions||• Manage profiles and view associated postings|
|Packages||Lever Basic, LeverTRM, LeverTRM for Enterprise|
This article depicts and describes Lever's advanced search and filter feature included in the Fall 2023 Product Release, scheduled to rollout progressively in November 2023. For full details, refer to our Fall 2023 Product Release Notes.
While applying filters enables you to narrow down cohorts of candidates, running a direct search can help you pinpoint specific candidates that you are looking for. Lever's search functionality allows you to use keywords and an array of searchable fields to locate specific candidates (or groups of candidates) in your database.
Using the search bar
To run a search, type into the search bar in the platform header (next to your avatar). As you type your search term, the menu beneath the search bar will populate with suggested candidates. Search results are pulled from your entire Lever database including both the active pipeline as well as the archive.
||You can also click Advanced search at the bottom of the search menu to be taken to the advanced search page.To learn more about Lever's advanced search feature refer to our help article on using advanced search and rediscovery.|
The search algorithm will look for candidate names as well as any parseable content attached to candidate profiles including resumes, notes, and feedback forms. To help structure your search, use the filter chips below the search field in conjunction with the search operators (AND, NOT, OR). For example, if you wanted to search your database for candidates that meet all of the following criteria...
- Have worked at Google or Microsoft
- Are located in the United States
- Have roles with the title "Engineer" in their work history
You could build that search using the filter chips and operators as shown in the image below:
Using the 'Resume' filter chip will restrict the search to only content that was parsed from the resume (i.e. it will exclude any matching search terms that appear elsewhere on the candidate's profile, such as in notes and feedback forms). For example, if you were filter your search using 'Resume:' "Manager", the search results would only include candidates for which the word "Manager" appears in their resume (excluding candidates for which the word "Manager" only appears in notes or feedback linked to their profile).
You can also use the search field to search for candidates by phone number:
Once you have typed out your search term, you can select from one of the suggested options in the menu, or hit 'Enter' on your keyboard to be taken to a full page of search results.
The search results page lists the following information about each opportunity that matches your search query:
- Stage and archive reason
- Average rating
- Last interaction - i.e. the date that activity was last recorded on the candidate profile (e.g. stage change, attachment of a form); search results are sorted by last interaction date starting with the most recent
- Owner - hover over the avatar to reveal the owner of the opportunity
- Remove - Snippets - text within the candidate profile that matches your search query, as well as surrounding text; hover over the icon in front of the snippet to reveal where the snippet was found (resume, tag, work history, etc)
Search result visibility
The opportunities and candidate profiles that appear on search will be impacted by a user's access role in Lever. For example, opportunities associated with hired candidates will not appear in the search results to a user that is not a Super Admin, does not have the necessary Sensitive Information Privileges, or is neither the owner or hiring manager on the posting against which a candidate was hired. Similarly, search results for Limited Team Members will be limited to opportunities associated with postings to which they have access.
Filtering search results
You can refine your search from the search results page by using the filters on the left side of the full search results page.
- Job posting
- Stage/archive reason
- Filter for opportunities in your search results based on their location in the pipeline or archive. Setting this filter to 'Archive' will allow you to further filter search results by opportunities' archive reasons as well as their last stage reached in the active part of the pipeline (prior to being archived).
- Last interaction
- Average rating
- Application question
- Filter for candidates who have experience at particular companies. Companies are parsed from the candidates’ resumes.
- Job titles
- Filter based on job titles that have been parsed from the resume.
- Filter based on schools/universities that have been parsed from the candidates resume.
- Years of experience
- Filter for candidates based on how many years of experience they have. Years of experience are calculated based on parsed dates from the candidate’s resume.
*New filters added as part of Lever's advanced search functionality included in the Fall 2023 Product Release, scheduled to rollout progressively in November 2023. For full details, refer to our Fall 2023 Product Release Notes.
The filters on the search results page can be applied in combination with a keyword search or by themselves.
||Once you have run a search and applied filters, bookmark the page in your browser to save the search. When you open the bookmark in the future, the same search query and filters will be applied.|
Searching by field
In addition to running searches based on keywords, you can also run searches from the search results page based on fields that appear on candidate profiles and opportunities. Below is breakdown of the fields you can include and in your search on the search results page:
|Tags are case-sensitive, so if your search is not working, try changing the capitalization of your terms. Or, try using the tag filter on the left-side of the search results page. You can use tag: or tags: in front of your terms — both work in the exact same way.|
|Try using the source filter on the left-side of the search results page. You can use source: or sources: in front of your terms — both work in the exact same way.|
|You can use location: or locations: in front of your terms — both work in the exact same way.|
|You can use org: or orgs: in front of your terms — both work in the exact same way.|
|You can use school: or schools: in front of your terms — both work in the exact same way.|
|You can use email: or emails: in front of your terms — both work in the exact same way.|
card:"4 - Strong Hire"
cards:"2 - Strong No Hire"
|If you have customized this scoring system with text that’s different from the default, you may have to use that exact text in order to search by interviewer rating (e.g. card:“4 - Move forward to onsite interview”). Try using the average rating filter on the left-side of the search results page. You can use card: or cards: in front of your terms — both work in the exact same way.|
|The search will look for any matching titles in candidate work histories (parsed from their resumes). You can use title: or titles: in front of your terms — both work in the exact same way.|
When using fields in your search, ensure that there is no space between the colon and the search term. For search terms consisting of multiple words, include quotation marks on either side (as shown in the table above).
Connecting field-specific search terms with Boolean operators
Use the Boolean operators AND, OR, and NOT to connect multiple field-specific search terms in a single search from the search results page. You can also group field-specific search terms into clauses using parentheses.
Below are examples of how operators can be used to connect field-specific search terms:
- tag:"Recruiting Lunch" AND source:LinkedIn
- tag:Favorites OR tags:"Warm Prospect"
- (location:Orlando AND org:Microsoft) NOT tag:"Do not contact"