🤖 This article was translated by AI.
Finding the right profile for the right opportunity is the daily routine for any Agency! But how can you ensure that the size of your database doesn\'t hinder your success?
BoondSuggest will help you save time in your profile search by directly consulting 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 it can prepare a selection of candidates and resources for you!
There are 2 types of configuration: from 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 searching candidate and resource profiles: my Agencies, my poles...
Exclude candidate and resource cards based on their type: converted to resource, director, business engineer ...
Exclude candidate and resource cards based on their state.
Choose the fields of the opportunity that will be used as key words in the search: tools, activity area, expertise area, title (one, all, none ...). The benefit here is to leverage Boond\'s powerful indexing of information if you haven\'t applied these fields as filters on your TD.
Choose the filters of the opportunity that will be automatically applied during the search based on the available fields: tools, activity area, expertise area, title.
Manager Settings Take Precedence!
If your managers have already added their own customized settings, these override the standard settings. Changing settings from administration will not alter their configuration.
User (Manager) Settings
Your administrator has already configured 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 searching candidate and resource profiles: my Agencies, my poles...
Exclude candidate and resource cards based on their type: converted to resource, director, business engineer ...
Exclude candidate and resource cards based on their state.
Choose the fields of the opportunity that will be used as key words in the search: tools, activity area, expertise area, title (one, all, none ...). The benefit here is to leverage Boond\'s powerful indexing of information if you haven\'t applied these fields as filters on your TD.
Choose the filters of the opportunity that will be automatically applied during the search based on the available fields: tools, activity area, expertise area, title.
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Using the Pre-filtered Search
The pre-filtered search is designed to save you valuable time 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 Suggestion": it already tells you the number of candidates and resources found!
Edit key words and filters as needed. The filters bar uses your default BoondSuggest configuration, but you can save new criteria to apply only to this opportunity.
Navigate easily between Candidates and Resources.
Select the consultants you want 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 frequently change your search criteria, maybe your default settings aren\'t 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 just modified in the opportunity positioning search, so you can return to them later without starting 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 all default manager settings for those who haven\'t 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 administration if your permissions allow.
💡I don\'t have filters or key words applied to my pre-filtered search on the project side?
This means the original opportunity for the project didn\'t have any! You\'ll need to either apply your own criteria manually if it\'s a one-off action on this project, or update the corresponding opportunity so Boond has a record of these criteria.
💡I\'ve edited filters and key words but want to return to the default proposal?
As long as you haven\'t "saved these criteria" you can click "Reset criteria" to return to the default proposal.
💡Is pre-filtering available on the Project side?
Absolutely! Profile suggestion works exactly like for a positioning but this time will offer you only resources!
💡How can I restore the default configuration to my personal setting?
In your configuration window, simply click the rotating arrow icon next to "Profile suggestion configuration".