Beamery Glossary of Key Terms

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Boolean Search 

With Beamery's Boolean search option, you can identify the right candidates more easily and more holistically - bolstering traditional data points with signals of intent, interest and interaction. Learn more here.


Bulk Actions 

Bulk actions in Beamery are designed to help your team move faster and be more productive. By using our filters and selecting multiple candidates, you are able to apply a bulk action to multiple contacts at once. Learn more here.



Campaigns in Beamery can be used to create highly personalised email messages to target a large group of candidates in your CRM. If a candidate fails to open their first email, or if they don't click on a link, you can schedule automatic follow-ups to source or nurture new candidate relationships. Learn more here.



Beamery Convert allows you to capture candidate data for your recruitment initiatives at key candidate touchpoints, such as first contact, job application, joining a talent community, or registering for an event. Convert uses Flows, which are linked forms, to collect the information most relevant to you. Convert Flows are easy to build and offer a seamless candidate experience. Learn more here.


Custom Fields 

Alongside standard fields on a contact’s record, Administrators are able to create additional fields to capture their own custom data. (For example salary information, candidate assessment scores, diversity monitoring information etc). These can also be made hidden except to Site Admins if they are used to contain sensitive information such as diversity data for reporting purposes. Learn more here.


Data Explorer 

With Data Explorer, you can intuitively report on the talent acquisition metrics that matter to enable data-driven decision making and save time. Data Explorer also allows you to access global templates, and save your own reports. Learn more here.



Events in Beamery offer an end-to-end solution for planning and running events to support your organization's recruitment initiatives. Create landing pages for event promotion and registration and check-in flows to help you manage guests. Learn more here.


Filter Panel 

The Beamery Filter Panel and CRM search options give you multiple quick and easy ways to search through and use the data in your CRM to fill pipelines, define Campaign or Event audiences, or fill requisitions. Learn more here


Find Similar Contacts 

Beamery’s Find Similar Contacts leverages an AI-powered matching engine to allow you to easily find and review relevant candidates. The feature uses a single profile as an example and scans the application for similar profiles, minimizing the manual work of sourcing and giving you more time to make meaningful connections with the best candidates. Learn more here.



Beamery Form Builder enables you to create bespoke sign-up forms to capture all of the information you require from candidates in minutes. These can be used for candidates applying for specific vacancies, attendees at careers events, or simply as a way for passive candidates to join talent communities and keep in touch with your organization. Learn more here.


Global Tags 

Global tags allow you to adopt consistent tagging across candidates in your database. Global tags can be applied to candidates as well as talent pools and vacancies to make them easier to manage and search and report on. Tags can only be set up and managed by Administrators in Beamery. Learn more here.


Home Dashboard

The Home Dashboard is the first thing all users see when logging in to Beamery. The Home Dashboard provides you with the information you need to track your activity in Beamery and identify where you may need to take action. Learn more here.  



Beamery Pages allow you to create highly customized landing pages to showcase your employer brand to prospective candidates. Pages can be linked with Forms to convert passive visitors into Beamery contacts with whom you can nurture a relationship. Learn more here.


People Grid

The People Grid in Beamery is how you will view lists of contacts, either via the main People Grid in the CRM tab or within a Pool or Vacancy. Whenever you see the People Grid, you can apply filters, open, view and update profiles, apply Bulk Actions, and more. Learn more here.  



 Pipelines are a way of grouping together and categorising talent pools. For example, you might have an Engineering Talent Pipeline containing specific Front-end, Back-end, QA and DevOps pools. Learn more here.



Pools in Beamery offer a great way to group and manage candidates around particular skills profiles and personas and enable you to nurture candidate relationships in a more targeted way. Learn more here



The profile offers a view of all candidate data, activity and engagement. View their career history, edit fields, add tags, and assign to pools, campaigns and vacancies. You can view a contact's history of messages and interactions with Beamery users on the activity feed as well as view their attachments (e.g., CV/resume). Learn more here.


Profile Tags

Profile Tags are like mini global tags that can be applied to a contact within Beamery and used to search and filter. Unlike Global Tags, they can be set up and managed by Team Member users, giving Recruiters and Sourcers the flexibility to build their own codes for their niche business areas. For example, a candidate might have Global Tags of Engineering, Helsinki, and Director Level, in addition to profile tags of Javascript, Angular, Agile, Part-time to help you really refine the search for the perfect candidate. Learn more here.



Beamery Recipes are automated workflows that recruiters can use to save time, nurture candidate relationships, identify relevant candidates and seamlessly manage candidates down the recruiting funnel. Select a trigger and an automated reaction for each Recipe, and apply filters so your recipe works only for candidates meeting specific criteria. Learn more here.



A status allows you to track where a candidate is in the recruitment funnel and determine whether and how you should be approaching contacts about vacancies, or with other forms of communication. (E.g Lead, Prospect, Rejected by Company). Learn more here


Suggested Contacts 

Suggested Contacts surfaces quality suggestions to help you find the ideal contacts for your Pools. Suggested Contacts uses AI to recommend contacts, ranked by how closely they match the contacts in a Pool. Learn more here.



Beamery helps your team become more productive with in-app Tasks. You can create tasks for yourself or assign one to a colleague. Tasks can be directly related to a candidate, talent pool or vacancy. Learn more here.


Team Leaderboard 

The Team Leaderboard enables you to better quantify the value of using Beamery to fill vacancies. It provides better visibility into your sourcing team's performance, including for each team member, in order to drive better decision making around resources, remove roadblocks, highlight top sourcers and help forecast for the future. Learn more here. 


Vacancy Stages 

A vacancy stage allows you to track where candidates are in the active hiring process when added to a particular vacancy in Beamery or your ATS. For example, a candidate may have the status 'interviewing' but sit within the ‘code test’ or 'final assessment centre' vacancy stages. Learn more here

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