🤖 This article was translated by AI.
Finding the right profile for the right opportunity is the daily challenge for every IT Services Company! But how can you ensure that the size of your database doesn't become an obstacle to your success?
BoondSuggest will help you save time in your profile search by directly consulting the candidates and resources suggested by BoondManager.
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Configure Pre-filtered Profile Searches
You can configure the behavior of pre-filtered searches so that it can prepare a selection of candidates and resources for you!
There are 2 types of configurations: from the administration and personal (manager level)
Administrator Settings
You can configure the default behavior of BoondSuggest for all your users!
Administration> Global settings > Opportunities/Projects
Choose the perimeter for candidate and resource profile search: my agencies, my poles...
Exclude candidate and resource records according to their type: converted to resource, director, business engineer ...
Exclude candidate and resource records according to their state.
Choose the fields from the opportunity that will be used as key words in the search: tools, activity area, sector, title (one, all, none ...). The benefit here is to leverage Boond's information indexing power if you haven't applied these fields as filters on your TDs.
Choose the filters from the opportunity that will be automatically applied during the search based on the available fields: tools, activity area, sector, title.
Manager Settings Take Precedence!
If your managers have already added their own customized settings, these take precedence over standard settings. Changing the settings from the administration panel will not affect their configuration.
User (Manager) Settings
Your administrator has already set up a default configuration to help you, but you can also customize the criteria for your own access!
Your first name at the top right> configuration > Profile suggestion box
Choose the perimeter for candidate and resource profile search: my agencies, my poles...
Exclude candidate and resource records according to their type: converted to resource, director, business engineer ...
Exclude candidate and resource records according to their state.
Choose the fields from the opportunity that will be used as key words in the search: tools, activity area, sector, title (one, all, none ...). The benefit here is to leverage Boond's information indexing power if you haven't applied these fields as filters on your TDs.
Choose the filters from the opportunity that will be automatically applied during the search based on the available fields: tools, activity area, sector, title.
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Using the Pre-filtered Search
The pre-filtered search is here to help you save valuable time on filtering your consultants, and here’s how to use it to get the most out of it!
Qualify your opportunity so that BoondSuggest can retrieve the elements.
Click on "position" to start the process.
Choose "Profile Suggestions": it already shows you the number of candidates and resources found!
Edit key words and filters as needed. The filter bar uses your default BoondSuggest configuration but you can save new criteria to apply only to this opportunity.
Easily navigate between Candidates and Resources.
Select the desired consultants and click the "position" button in the workflow to return to the opportunity and work on your commercial projection!
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Do you often change the criteria?
If you often change your search criteria, maybe your default settings are not suitable! Consider updating your personal configuration to save time!
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FAQ
💡What is the purpose of the "save these criteria" function in the workflow?
It allows you to save the criteria you have just modified in the opportunity positioning search so you can return to them later without starting again from BoondSuggest's default proposal.
💡Can I update the configuration for all my managers at once?
Settings in Administration > Global settings > Opportunity/Project will update the default settings for all managers who have not already set their own default. If they want to change their settings, they must do so manually, or you can do it for them by logging in under their profiles via the administration panel if your rights allow it.
💡I don't have any filters or key words applied to my pre-filtered search on the project side?
This means that the original opportunity for the project didn't have any! You will need to either apply your own criteria manually if this is a one-off action on this project, or update the corresponding opportunity so Boond has a record of these criteria.
💡I've edited the filters and key words but want to revert to the default proposal?
As long as you haven't "saved these criteria" you can click on "Reset criteria" to return to the default proposal.
💡Is pre-filtering available on the Project side?
Absolutely! The profile suggestion works exactly the same as for a positioning but this time will offer you only resources!
💡How can I reset to the default configuration on my personal setting?
In your configuration window, simply click the rotating arrow icon next to "Profile suggestion configuration".