An Overview of Using Skills in Beamery

With a skills-based approach to hiring, you can find candidates who can do the job, not just the ones who have had a particular job title in the past.

With Skills in Beamery, you can record, view and take action on a candidate’s skills in order to evaluate contacts based on their skills as well as their job history to better identify relevant candidates and uncover hidden talent that may have previously been overlooked.

Adding Skills to a Beamery Profile
Viewing Skills on the People Grid
Using Filters to Find Candidates with Specific Skills
Using Skills in Recipe Filters
Reporting on Skills using Data Explorer
Exporting Skills from Beamery

Adding Skills to a Beamery Profile

With recent changes to Skills, Beamery is making it easier to make skills more visible and usable across the platform. So, if you haven't been using Skills previously, now is a great opportunity to begin utilizing them to find candidates fast.

Adding Skills to a Beamery Profile is simple, and can be done in two ways:

Manually adding a single skill to a candidate’s profile. For example after speaking to a candidate you learn that they have a relevant skill that is not already logged on their profile.
Automatically add Skills to a profile by adding a resume as a profile attachment. The Beamery Parsing Engine will find skills on the resume and automatically add these to the Skills section of the profile, allowing you to easily build data-rich Beamery profiles.

To manually add a single skill to a profile, follow these steps:

Navigate to the candidate’s Beamery profile, and scroll to the Skills section of the Overview tab.
Click on the dropdown menu, and begin typing the skill you would like to add to the profile.
As you type, you will see skills that match your search appear in the drop down menu. Click on a skill to add it to the profile, and you will see the skill appear as a new entry in the Skills field.
If you do not see the Skill as an option to add, click Create+ to create a new one to be added to the skills inventory.
Repeat steps 2 and 3 as necessary to add any additional skills. Once you have finished adding skills to the profile, click outside of the dropdown.
You will see the new skills you have added are now present in the skills area of the profile. Once a profile has skills added, you and other users on your team will see this profile returned in the results when filtering for any of these skills.

To automatically add skills to a profile by uploading an attachment, follow these steps:

Navigate to the Beamery Profile, and head to the attachments tab.
Click the Upload Attachment button and select the file you would like to use, or drag & drop a resume file onto this area. A great option here is to download the PDF version of a candidate’s LinkedIn profile, and add this to their Beamery profile. This can be done within Beamery, or directly from LinkedIn using the Beamery Extension, learn more about using the Extension to upload attachments here.
You will see a confirmation that the file was uploaded correctly.
Then, the information from the resume file will be parsed and automatically added to the relevant areas of this contact’s profile, including skills.
Once a profile has skills added, you and other users on your team will see this profile returned in the results when filtering for any of these skills.

Viewing Skills on the People Grid

Viewing Skills on the People Grid offers an at-a-glance view of the skills a candidate possesses when you are reviewing lists of profiles. This allows you to easily see which profiles might be worth taking a closer look at as a good fit for the roles you are sourcing for.

To view the Skills column on the People Grid, follow these steps:

First navigate to the People Grid, and click the Show Columns button.
A list of available columns will appear on the right hand side of your screen. Type Skills into the search box at the top of this list.
Check the box next to Skills, and this column will appear on your view of the People Grid.
Now, you will see the Skills column appear on your view of the People Grid. As with all other columns on the People Grid, you can drag and drop the column header into the position that best suits your needs.
Now, you’re all set to quickly skim the skills of the candidates in this list of profiles.

Using Filters to Find Candidates with Specific Skills

When sourcing candidates from your CRM, using a filter to help you find candidates with relevant skills can help you activate your proactive sourcing goals, and find candidates who can do the job, not just the ones who have had a specific job title in the past.

You may also wish to use Enhanced Search with Inferred Skills, to learn more about this click here.

To use filters to locate skills in Beamery, follow these steps:

Navigate to the people grid, and click Show Filters to open the filter panel.
Search for Skills in the filter search box, and click to select the Skills filter.
Next, select which filter option you would like from is, is not, is filled and is empty. If you are aiming to filter for candidates who have a particular skill, choose the is option.
Then, begin typing the skill you would like to use in this filter, and click a skill to select it.
If you would like to search for additional skills using filters, click Add Additional to include another skill and repeat the process.
If you have added more than one skill and would like to see only candidates who have all of the skills you have added as filters, click the OR match any button to change the logic of the filters to AND match all.
Once you have applied all of the skills filters you would like to use, you can add any other filters you need, such as Location or Status.
Once you are happy with your filter combination, you can begin to review and action the candidate profiles who meet your filter criteria.
If you would like to use this filter again, it’s a good idea to save it, learn how here.

Using Skills in Recipe Filters

The addition of Skills as a recipe filter has many use cases, particularly for sourcing use cases such as adding contacts to a pool based on their skill set in order to automatically build a pipeline. This is especially helpful in rare or hard-to-find skills, like uncommon coding languages or software that is not widely used.

To use a skill in a Recipe filter, follow these steps: (Automation access is based on your level of access in Beamery, if you do not have access contact your designated Admin)

Head to the automation module, and begin building your Recipe. If you’re not familiar with building a Recipe, you may wish to check out this article first.
When you reach the filters step of the Recipe, search for Skills in the filters list, and click on the Skills filter to select it.
Next, select which filter option you would like from is, is not, is filled and is empty. If you are aiming to filter for candidates who have a particular skill, choose the is option. Then, begin typing the skill you would like to use in this filter, and click the skill you would like to use to select it.
If you would like to search for additional skills in your filters, click Add Additional to add another skill and repeat the process.
If you have added more than one skill and would like to see only candidates who have all of the skills you have added as filters, click the OR match any button to change the logic of the filters to AND match all.
Once you have applied all of the skills filters you would like to use, you can go on and add any additional filters you need, such as location or status.
Then, once you are happy with your Recipe filters, click Next Step to continue building your Recipe.

Reporting on Skills Using Data Explorer

Reporting on the prevalence of skills in your CRM can help you understand skills gaps that you may need to fill. For example, using Data Explorer to report on the skills in your pipeline for a role can help you to preemptively understand which skills are missing, and what type of candidates you may need to source for. Alternatively, you might wish to use Data Explorer to report on the skills of your current employees in a specific department to understand which skills are most important to look for in new members to that team.

To report on skills using Data Explorer, follow these steps:

Head to reporting and take a look at the left hand side of the Data Explorer home page, where you can create a new report.
In the visualize your data dropdown, you may wish to select Skills, or you may wish to select another attribute and split your report by skills. If you are looking to only report on the skills within a certain group of contacts, for example the skills of current employees in a certain department, select Skills here. However, if you are looking to report on skills in combination with another attribute, for example, the skills present at each Vacancy Stage of a specific vacancy, select that other attribute here.
Then, choose a saved filter, or use the filter panel to create a filter combination to only report on the profiles that you are interested in. For example, if you wanted to report on the skills of current employees in your sales department, you would use a filter for Status is employee and Department is Sales, or if you wanted to report on the skills present at each vacancy stage of a specific vacancy, use the Vacancies filter to only report on relevant candidates.
Once you have finished adding filters, click Create New Report, which will take you to your report.
If you did not select Skills as your Visualize by selection, use the Split by dropdown to select Skills now. If you did select Skills as your visualize by selection, you can select any other attribute for your split by option, or leave this blank.
Finally, make a selection in the Chart type dropdown for how you would like to see your report presented, and your report is ready for analysis.
If you’d like to use this report in the future, you may want to save this report. Learn how here

Exporting Skills from Beamery

You may wish to export skills information from Beamery, in order to share your skills list with colleagues who are not Beamery users, or to work with this information in another system.

Follow these steps to export skills information from Beamery:

Head to the People Grid, and use the filter panel to create the list of candidates you would like to export from Beamery.
Then, click Show Columns and use the checkboxes to select which columns you would like to appear in your export, being sure to select Skills here.
Once you are happy with your selection of columns, click on the checkbox at the top of the grid to select all candidates.
From the Bulk Actions dropdown menu, select Export to CSV.
In the modal that appears, confirm that you would like to complete your export.
Your export will begin processing. Once it is complete, you will be able to download the CSV file from your Beamery notifications.