Searching for Candidates

A full candidate pipeline reflects time well spent—but sourcing is only the first step to making the right hire. Being able to find the right individual or group within your candidate pipeline is key to effectively leveraging your existing talent pool.

JazzHR's Candidate Search allows you to find the exact person or people you're looking for quickly and easily. For the easiest, go-to option, click the magnifying glass icon on any page in JazzHR to run a type-ahead Quick Search. Then, if needed, choose from over 20 combinable search and filter options on the Candidates page for a more refined view.

To quickly locate candidates from anywhere in JazzHR: 

To analyze your talent pool more granularly:

To most effectively find candidates from either location, learn about the various ways to search:

Can't find what you're looking for? Check out our FAQs.

Use Quick Search

Click the magnifying glass icon from the top toolbar on any page in JazzHR.

To search for candidates:

  1. Select Search Candidates from the drop-down on the right of the search bar.
  2. Type in the name, email address or phone number of the candidate.
  3. Select from the results that populate below, or click View All Results to see all matches.

To search for jobs:

  1. Select Search Jobs from the drop-down on the right of the search bar.
  2. Type in the name, email address or phone number of the candidate.
  3. Click Search.


Search/Filter from the Candidates Page

Click Candidates, and begin pairing search values with filter options to find the exact candidate(s) you want:

  • Type a value into one or more of the following fields:
    • "Find a Candidate" (name, email, or phone number)
    • "Source" (name of from where the candidate came)
    • "Referrer" (name of who referred this candidate)
    • "Resume Keywords" (words/phrases present on the resume)

Note you can choose to run either an exact, partial or wildcard search here.

  • Then, click on the drop-down next to each filter to select from existing account data:
    • Job
    • Workflow Status
    • Recruiter
    • Category
    • Rating


Click +Add Profile Filter at the bottom of the sidebar to add additional filters that aren't listed by default. Select from the following drop-down criteria:

  • Contact Information
  • Education
  • Social & Personal
  • Background
  • Work Preferences
  • Licenses and Certifications
  • Social & Referral

Pair this criteria with one of the following parameters for a refined search:

  • Contains
  • Is Exactly
  • Is Empty
  • Is Not Empty

Then, type your search term in the text box to the right, and click Apply.


You can also search based on a Candidates answers to a Questionnaire via the +Add Questionnaire Filter or by your Custom Fields using the +Add Custom Field Filter. You will find a full walk through of the Custom Field filter here

Exact Search

To search your pipeline by a specific piece of information, put the search value in quotation marks in the Resume Keyword field.

For example, if you'd like to find a candidate named John Smith specifically, search for "John Smith".


Partial Search

Only remember part of someone's name? No problem. JazzHR also supports Partial Search, allowing you to find candidates with partial information.

You may, for example, only know a candidate's name started with "Jan," but not remember it entirely. Type whatever you remember into the "Find a Candidate" field to pull back any person who has the letters "Jan" in his/her name.


Boolean Search

Run a Boolean Search in the Resume Keyword field to find resumes using conditional logic. This allows you to search for multiple words/phrases in candidate resumes by connecting them with the words "and" (inclusive searches), "or" (to exclusive searches) and "not" (to exclude words).

If you're looking at accounting resumes, for example, you can search for "CPA and MBA." Then, JazzHR will only return resumes that contain both. Alternatively, if you want one or the other,  search by "CPA or MBA". This would return any candidates that have either CPA or MBA in their resume.


Wildcard Search

Use an asterisk (*) to run a more targeted partial search in the Resume Keyword field. By pairing an * with a string of characters, you'll search your candidate pool for anyone with that specific string attached to other characters in the order of where you've placed the *.

For example, if you know a candidate's email address ended in "," search for "*". This search will pull back any candidate whose email address ended in, as the * restricts the unknown characters to anything before the "". 


Saved Search Filters

After filling in the criteria that you're looking for, make sure to save your search filters so that you can quickly populate the same results at a later date without having to start from scratch. After plugging in the search filter parameters, scroll back up to the "Saved Filters" field, title the name of your search and click save. When you are ready to search for the same criteria again, start to type in the name of the saved search and it will auto-populate into the field.



Frequently Asked Questions

Is there a character minimum for search?

Yes, search terms must be at least two characters long. This includes Boolean and Wildcard Searches.

I have international candidates. Can I search using non-English characters?

Yes, JazzHR Candidate Search supports non-English characters.

Why do I not see my custom Workflow statuses available from the filter drop-down?

You must first select a job from the Job filter drop-down in order to trigger your custom Workflow statuses to appear. Without a specific job selected, you'll only be able to select from the following:

  • New
  • Active
  • Hired
  • Not Hired
  • Discarded

What is the difference between active and inactive candidates?

Active candidates are candidates that are currently in New or Active workflow stages (for example: Screen, Interview, Offer, etc.). These stages represent candidates that you are currently considering for an open position. Inactive candidates are those that have been dispositioned into a Hired or Not Hired workflow status, indicating that they are not currently being considered for a position.

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