Find an expert

Scope of results

The scope of users that can be seen from the page can be set up with the multiscope.

The navigation search bar is independent from this page
 

How the search works

Find Expert allows you to combine text searches with the application of various filters relating to employees attributes.

The search bar

The text search bar allows you to enter free text. The term will then be searched for in the following locations in the user's profile:

• First and last name
• Profile summary (if the right to see it is enabled).
• Family, domain, job
• Skills
• Professional interests and wishes for development
• Experiences
• CVs and other uploaded documents (if the right to download the documents is enabled)

The experience category filter

An optional additional filter "Experience categories", lists all the experience categories in the profile. When one or more experience categories are selected, the search in the text search bar is done exclusively within the experiences belonging to one of these categories, and therefore no longer in other experiences, nor in other places in the profile (summaries, documents, etc.).

The "Experience Categories" filter only works on text, not on skills associated with experiences

Text search behavior

The search is powered by an external tool on which we added some customization to better cover our needs: overlays have been added to meet our needs:

• The search is split into different terms and cleaned (deletion of agreements, conjugations, empty words like "de", "ma" etc. → This cleaning adapts to the language in which the interface is used) This allows, when typing a term, to also obtain results which include derivatives of this word
• If you type several terms, the results will display the profiles that contain each of these terms or their derivatives, provided that they are within a short distance of each other in the profile (a few words apart max).
• To avoid derivatives, you can type your search in quotation marks: the results will only display profiles that strictly contain the term(s) searched for.
• If the search contains a skill, results will include its duplicates
• Certain terms related to religion or marital status are banned from searches except in the first and last name fields

• Célibataire / Single
• Marié / Mariée / Married
• Enfant / Enfants / Kid / Kids / Child / Children
• Veuf / Veuve / Widowed / Widower
• Divorcé / Divorcée / Divorced
• Concubinage / Cohabitation
• Chrétien / Chrétienne / Christian
• Juif / Juive / Jewish
• Musulman / Musulmane / Muslim

Sorting results

The results are ordered by decreasing relevance. This relevance is a cross between the relevance of the searched terms (TF-IDF based on all profiles) and the location of the profile in which the terms were detected (first and last names are the most important locations).

The search was designed as a "Google" search: the search terms are very important. Once the results are found, they need to be ordered to display the most relevant ones first. The algorithm (roughly a TF-IDF) will first determine which terms are rare.

For example, if we search for "agile management", and "management" is present on 90% of profiles while "agile" is present on 5% of profiles, then we will give more weight to "agile", because it is a term that will make the difference. 

This step therefore gives more or less importance to each searched term. We then carry out the same step collaborator by collaborator and same text by text. For example, if the term "management" or a similar term appears 5 times in a project description that contains only 50 words, then we will consider that the term is important for this project; on the contrary, if the term appears 5 times in a project description that contains 5000 words, the term will be considered less important. 

These two steps combined make it possible to globally determine the importance of the search terms in relation to each other, and then to determine the importance of the terms element by element. Finally, it is a question of ordering the elements between them: the name and first name of a collaborator are considered very important (i.e. if I search for "Nougat" I first find the collaborator called Kevin Nougat, and then the collaborators who worked on projects in Montélimar in nougat factories), the skills with their level also (a search on a skill will first display the collaborators who have best self-assessed on the term), etc.

The filters

All filters + the search bar are mutually exclusive → To appear in the results, you must match the search + at least one of the values ​​selected in each of the filters used.

Skills filter

The skills filter is present on the page by default. The filter allows you to select all the skills you have in mind in the platform's language, as well as their exact match versions (i.e., you must enter them in full for autocomplete to suggest them).

If you enter a version of a skill, you will by default have the results of all collaborators who have declared one or the other version of the corresponding duplicate group. An option then allows you to isolate only the collaborators who have declared this specific version.

The filter allows to select the levels of expertise that interest you.

If you have the right to view validated levels :

• The results include by default the self-assessed levels AND the levels validated by the manager/HR.
• A "Level validated by manager" option appears and allows you to isolate levels validated by the manager only.

Without the right, the results only take into account the self-assessed levels.

Some impacts of this filter

1. The page allows you to filter search results (for example, on "agile" by finding all employees who mention this term or a similar term anywhere in their profile or documents) by keeping only employees who have one or more skills. The filters will reorder the results: the highest-rated employees on skills have their score boosted, so that a search on "agile" filtered on employees who have the skills "English" and "SCRUM" will bring up first the employees who talk a lot about agile on their profile and who have a high self-assessment on both skills. But all these rating criteria combine: an employee who has low self-assessments can still come up first... if the term "agile" is very relevant on their profile overall.
2. The "Useful but not mandatory" option still allows employees who do not have the skill to appear, but moves those who do have it up in the ranking. This allows to search for employees that have at least one of the skills.
3. Selecting professional interest or wish for development for a mandatory skill allows you to display all employees who have declared it as one or the other, but moves up in the ranking those who have declared it as both.
4. A professional interest or wish for development for an optional skill shows first those who have declared it as a professional interest or wish for development, then those who have it as a skill only, then those who do not have it at all.
5. If you search for a skill with a defined level, the results will highlight both collaborations with self-assessment at that level and collaborations with that level validated. It's not possible to isolate validated levels alone, for example - but the detailed export of Find Expert allows you to make the distinction.

Other filters

Other filters, related to collaborator attributes, and to are displayed based on activation and their order defined with your customer success

If you use the availability feature, the related filters are displayed too.

Search Favorites

You can create up to 30 search favorites to easily find your favorite searches.

Once you have applied at least one filter, a new "Save the search" button appears to the right of the filter bar.

When you click on "Save the search", a modal appears and allows you to define the name of your search.

• The defined name is limited to 70 characters

• If you do not define a name, the favorite will take the default name (multiple favorites can have the same name).

• Searches are ordered by descending creation date.

When you save a search and then modify the current filters, you remain on the saved search tab.

Likewise, if you select an old search and then modify the filters it contains on the current page, you remain on the same tab.

→ Saved favorites are not affected if you change a filter on the page.

Sharing a favorite

On each search, a “Share” action is available.

When clicked, it saves the page URL to the clipboard, and this URL contains all the search parameters - it can then be sent to another user - via email or an external messaging tool - so that they can access the same search.

Search sharing takes into account :

• the recipient's visibility perimeters

• the filters to which they have access.

If you share a search that includes mobility status X, and a visibility scope open to all, to someone who does not have access to the mobility status filter and who has a managed-only visibility scope, the latter will see the search applied without the mobility status filter and on their managed scope only.

→ In summary:

There is no risk of data leakage through sharing, but you must keep in mind that we are sharing search criteria and not results → they may vary from one user to another, even if they share the same search.

Information displayed on the employees cards

The user cards can show the following data. Some of them can be hidden for some users, depending on your set up.

• Avatar

• First name and last name

• Family

• Domain

• Job

• City

• Country

• Contract

• Mobility status