Candidate and Company Matching System

Hi Everyone,

I'm trying to build a way to match candidates to companies.

And then send those match notifications to both candidate and company.

So I have 2 sheets

Sheet 1 = Candidate List

image.png


Sheet 2 = List of Companies Interested

image.png


Sheet 3 = Merged Somehow Based on Department Role/Job Category and Location

Would have a unique row for each match.

For example

Candidate 1 matches to Job 1 and Job 2

Candidate 2 matches to Job 2 only

I want to have 3 rows created for each instance of a match.

Row 1 = Candidate 1 Job 1

Row 2 = Candidate 1 Job 2

Row 3 = Candidate 2 Job 2


Please let me know if you have any ideas how this can be done.

I do have access to all smartsheet features and premium apps.


Thanks,

Answers

  • Genevieve P.
    Genevieve P. Employee Admin

    Hi@elicos

    I don't believe there is a way you can do this by having one option per row.

    One of the complications is the multi-select fields. There isn't a function that can use one multi-select cell and individually match each element in another sheet's multi-select column - it would look for anexactmatch, meaning the combinations selected ("Remote, Canada" instead of "Remote" and then "Canada"). However if we broke out one sheet's multi-select field into single selections, then we can search for this single selection among another multi-select column.

    What I would do in this instance is set up a sheet that has each Job listed broken out by its Role and Country combinations.

    Ex:

    Row 1 -Company 1 / Operations / Canada

    Row 2 -Company 2 / Operations / Canada

    Row 3 -Company 2 / Operations / Remote

    Row 4 -公司2 /销售/迦南da

    Row 5 -Company 2 / Sales / Remote


    You'll need to set up each row with separate options, not multi-select. This is so that you can use a JOIN(COLLECT formula to bring in any/every Candidate that matches each option. We wouldn't be able to parse them down multiple rows, but you could collect all the Candidates that match each option:

    =JOIN(COLLECT({Email Column}, {Location Column}, HAS(@cell, Country@row), {Job Category}, HAS(@cell, [Department Roles]@row)), ", ")

    Ex:

    Row 1 -Company 1 / Operations / Canada /Test 1, Test 2, Test 4

    Row 2 -Company 2 / Operations / Canada /Test 1, Test 2, Test 4

    Row 3 -Company 2 / Operations / Remote /Test 1, Test 4

    Row 4 -公司2 /销售/迦南da /Test 3

    Row 5 -Company 2 / Sales / Remote /Test 3


    You could then have a Report that Groups by Company so you can see all the possible candidates, however there will be duplicates (like in Row 4 and 5) above.

    I hope this helps,

    Genevieve

Ok, I found it. Classic case of submit something for help, then find the answer. I think what may have happened previously, is that I turned on all the filters, but since there isn't one for a Deleted Row, maybe the Deleted Row was hidden. When I came back, I didn't click anything on the filters for the Activity Log and when scrolling through looking for the 'magic' delete word, I found the record I was looking for.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":447,"urlcode":"activity-log","name":"Activity Log"}]},{"discussionID":108801,"type":"question","name":"Adding users to our account if they are already licensed on another account","excerpt":"Hiya, Couldn't find an answer to my exact question, so hoping someone can help. I am working with an external client to my company, and need to add them to our account on paid licenses. 1) Can I add them to our account if they have a different email address to our company? 2) If they already have an existing licensed…","snippet":"Hiya, Couldn't find an answer to my exact question, so hoping someone can help. I am working with an external client to my company, and need to add them to our account on paid…","categoryID":321,"dateInserted":"2023-08-10T16:26:57+00:00","dateUpdated":null,"dateLastComment":"2023-08-10T17:22:07+00:00","insertUserID":128877,"insertUser":{"userID":128877,"name":"Holly Benjamin","url":"https:\/\/community.smartsheet.com\/profile\/Holly%20Benjamin","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-10T17:23:19+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-08-10T17:25:14+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":22,"score":null,"hot":3383373544,"url":"https:\/\/community.smartsheet.com\/discussion\/108801\/adding-users-to-our-account-if-they-are-already-licensed-on-another-account","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108801\/adding-users-to-our-account-if-they-are-already-licensed-on-another-account","format":"Rich","tagIDs":[543],"lastPost":{"discussionID":108801,"commentID":390085,"name":"Re: Adding users to our account if they are already licensed on another account","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/390085#Comment_390085","dateInserted":"2023-08-10T17:22:07+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-08-10T17:25:14+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-10T17:23:30+00:00","dateAnswered":"2023-08-10T17:22:07+00:00","acceptedAnswers":[{"commentID":390085,"body":"

They can be added if they use a different domain.<\/p>


<\/p>

If they are licensed on another account, they would need to either be first removed from that account (can cause some logistical headaches) or added as an unlicensed user on your account.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":543,"urlcode":"licensed-users","name":"licensed users"}]},{"discussionID":108737,"type":"question","name":"Visibility on Form Submission","excerpt":"Is there a way to increase visibility for requestors on their submitted requests? Like is it possible to send the requestors all of the requests they've submitted so they can see what they've requested, date, description, etc.","snippet":"Is there a way to increase visibility for requestors on their submitted requests? Like is it possible to send the requestors all of the requests they've submitted so they can see…","categoryID":321,"dateInserted":"2023-08-09T15:23:45+00:00","dateUpdated":"2023-08-09T15:24:46+00:00","dateLastComment":"2023-08-09T18:04:13+00:00","insertUserID":164850,"insertUser":{"userID":164850,"name":"ocanel","title":"Analyst","url":"https:\/\/community.smartsheet.com\/profile\/ocanel","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-09T17:57:31+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":91566,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-08-10T19:35:44+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":5,"countViews":46,"score":null,"hot":3383201878,"url":"https:\/\/community.smartsheet.com\/discussion\/108737\/visibility-on-form-submission","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108737\/visibility-on-form-submission","format":"Rich","tagIDs":[204,324,334,440,448],"lastPost":{"discussionID":108737,"commentID":389865,"name":"Re: Visibility on Form Submission","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/389865#Comment_389865","dateInserted":"2023-08-09T18:04:13+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-08-10T19:35:44+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-09T17:57:54+00:00","dateAnswered":"2023-08-09T15:59:17+00:00","acceptedAnswers":[{"commentID":389837,"body":"

@ocanel<\/a> <\/p>

Excellent, and yes, I am too! Thanks!<\/p>

I'd recommend using Dynamic View.<\/p>

Share it with your company domain.<\/p>

When the user accesses it, they would only see their own submissions.<\/p>

More info.<\/p>

\n \n https:\/\/help.smartsheet.com\/learning-track\/integrations-and-add-ons\/dynamic-view\n <\/a>\n<\/div>

Would that work\/help?<\/p>

Remember! <\/strong>Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up\/Awesome or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":204,"urlcode":"Forms","name":"Forms"},{"tagID":324,"urlcode":"community-platform","name":"Community Platform"},{"tagID":334,"urlcode":"automations","name":"Automations"},{"tagID":440,"urlcode":"project-management","name":"Project Management"},{"tagID":448,"urlcode":"workflows-in-smartsheet","name":"Workflows in Smartsheet"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=321&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":4938,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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