CANDIDATE MATCHING · Workflow idea

Make candidate matching consistent and explainable.

Bring a job’s requirements together with candidate records, score matches using clear criteria, and show why each person was included. Keep opt-outs and contact history in view before anyone is enrolled for outreach.

A Roman aqueduct taking shape from architectural sketch to marble.
A little structure. A clearer outcome.
Starts with
New role to fill
Produces
A ranked list with human-readable match reasons and an outreach queue that respects opt-outs, recent contact, active enrollment, and the minimum fit threshold.
Category
People & hiring

01 / The starting point

A clear request.
A useful direction.

A job order with role details and candidate records from the selected recruiting source

“Compare candidates with the job’s required and preferred skills, rank potential matches, and queue only eligible candidates for a planned first contact.”
An example request · Make it specific to your team.

02 / The work

6 tasks.
One useful outcome.

Organizes job requirements, assesses candidate records with configurable weighted criteria, and prepares scheduled outreach enrollment for candidates who pass the defined eligibility checks.

  1. Review the job requirements

    Gather the role details and distinguish required skills from preferred skills. Send incomplete or unclear requirements to a person.

  2. Collect relevant candidate records

    Use the selected recruiting source or a clearly identified sample set, then organize candidate details for comparison.

  3. Remove duplicate candidate entries

    Recognize repeated people and keep a single candidate record for the matching review.

  4. Compare candidates using defined criteria

    Apply the agreed job-related weights and provide plain-language reasons for each candidate’s match assessment.

  5. Check contact eligibility

    Exclude opt-outs, recent contacts, active enrollments, and candidates below the minimum threshold before building an outreach queue.

  6. Prepare eligible candidates for review

    Record the role, campaign, candidate, and proposed first-contact timing without sending a message.

03 / The result

Something useful.
Something to build on.

A ranked list with human-readable match reasons and an outreach queue that respects opt-outs, recent contact, active enrollment, and the minimum fit threshold.

AmbactiWorkflow folio · 6 steps

Rank eligible candidates for a role

People & hiring · Example outcome

The handoff

A ranked list with human-readable match reasons and an outreach queue that respects opt-outs, recent contact, active enrollment, and the minimum fit threshold.

Keep in mind

The score is decision support, not a hiring decision. Use job-related criteria, review the supporting information for each match, honor opt-outs and contact limits, and confirm permission before any outreach is sent. Enrollment prepares a future contact; it does not send one.

04 / Make it yours

Set the brief.
Set the standard.

A few choices shape the work around your team.

Define job-related match criteria

Set the required and preferred skills, score weights, and minimum fit threshold. Avoid criteria unrelated to the work.

Prepare candidate and role records

Choose the recruiting records, job fields, candidate details, and match history used for the review.

Set eligibility and contact rules

Define opt-out handling, recent-contact cooldowns, active-enrollment checks, and how candidate permission is confirmed.

Review the queue before outreach

Name the recruiter who checks match reasons and contact eligibility before any candidate is enrolled or contacted.

Put your next idea to work.

Start with your brief. Make the process your own.

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