What the Matches Module Is
The Matches module gives recruiters a centralized view of candidate-job assignments across the ATS. Instead of opening each job one by one, you can review every candidate assigned to jobs from one list.
What Counts as a Match
A match is created when a candidate is assigned to a job. Each row in the Matches list represents one candidate assigned to one job.
| Candidate | Job | Talent Stage |
|---|---|---|
| John Smith | Software Engineer | Interview Scheduled |
| Maria Lopez | Product Manager | Submitted |
| Arjun Patel | Backend Developer | Screening |
Why Use Matches
Use Matches to:
- View all assigned candidates in one place.
- Track hiring stages across jobs.
- Review match owner, candidate owner, and job owner.
- Monitor job status, source, skills, compensation, location, and resume availability.
- Search and filter candidate-job assignments.
- Customize visible columns.
Where to Find Matches
Open the left sidebar and select Matches below Jobs. Candidates, Jobs, and Matches are grouped together in the ATS area.
Important Columns
Candidate
Shows the candidate name and links to the candidate detail page.
Job
Shows the job name and links to the job detail page.
Talent Stage
Shows the candidate’s current stage for that job.
AI Score
Shows the AI match score when available.
Organization and Primary Contact
Shows the client organization and primary contact linked to the job.
Match Owner, Candidate Owner, and Job Owner
Shows responsibility across the assignment, candidate record, and job record.
Edit Columns
Use Edit Columns to add, remove, or reorder visible fields. Candidate, Job, and Talent Stage stay fixed because they are core to the Matches workflow.
Advanced Search
Use Advanced Search to filter by visible searchable fields, including:
- Candidate
- Job
- Talent Stage
- Match Owner
- Candidate Owner
- Job Owner
- Job Status
- Organization
- Source
- Skills
- Location
- Experience
- Notice period
- Salary fields
- Resume
- Visibility
Permissions and Access
Matches follows Candidate and Job access rules. Users must have permission to view both Candidates and Jobs. If a user has owned-only access, the list is filtered by candidate or job ownership.
Use Cases
Review All Active Assignments
See every candidate assigned to jobs without opening job records individually.
Track Candidates by Stage
Filter by talent stage to find submitted, interviewing, offered, or hired candidates.
Review Recruiter Ownership
Filter by match owner, candidate owner, or job owner to understand workload and accountability.
Monitor Pipeline Health
Combine job status and talent stage filters to see whether open jobs have enough active candidates.
Troubleshooting
Matches List Looks Empty
Confirm candidates have been assigned to jobs and that you have permission to view those records.
A Candidate Appears More Than Once
That can be expected if the same candidate is assigned to multiple jobs.
Filters Do Not Show Expected Values
Check visible columns and account configuration. Some filters depend on available searchable fields.
Frequently Asked Questions
Is Matches a separate database?
No. It is a global view of existing candidate-job assignment data.
Can I open candidate and job records from Matches?
Yes. Candidate and Job columns link to their detail pages.
Can Matches replace job-specific pipeline views?
No. Use Matches for cross-job visibility and job-specific views for detailed work inside one role.