Search and Candidate Rediscovery

An improved advanced search experience to help users find and rediscover candidates more efficiently

Company: Lever
Released: 2023
Design Duration: 8 months
Team: Senior Product Designer, Product Manager, Tech Lead and 5 Engineers

Role: Design Co-Lead
Research, Wireframe, Hi-Fidelity Design, Usability Testing, Prototyping, Engineer Handoff and Design QA

Advanced Search
The Problem

Talent teams have an extensive candidate database in Lever, that would be a great source of talent for new roles.

However with Lever's current search functionality, talent teams are finding it difficult to rediscover their past candidates.

Old search experience
The Goal

Improve the usability and functionality of Lever’s search experience to enable candidate rediscovery.

Tackling the Problem

To begin the design process, I worked with my design co-lead to:

  • Review previous research conducted regarding the problem
  • Review customer feedback
  • Conduct a usability audit
  • Conduct a competitive analysis
  • Conduct user interviews with customers
Design process
Research Findings
Customers' Perception of Searching on Lever:
  • Lever's search is used to find a specific candidate
  • Sees value in the search results having historical context of the candidate
  • There is a higher response rate from candidates in the Lever database
User Pain Points:
  • Building a complex boolean search in Lever is unintuitive, error prone and frustrating
  • Inability to search by specific attributes (e.g., title, location, company)
  • Search results display irrelevant results and users get different search results each time
  • Users can’t act on rediscovered candidates (e.g., bookmark candidates, build talent pools)
“It’s more like digging through a stack of paper. Because it’s pulling everything, it’s really time consuming.”
— Recruiter, Lever Customer
Initial Design Explorations

For this project, my design co-lead would be responsible for designing the candidate search experience, while I would be responsible for the advanced search experience. To begin the designs, I started with mid-fidelity designs of how the advanced search query building experience could be. In the first round of explorations, I tried to emulate how a user would add their search terms into a full page experience, allowing users to progressively build the query by adding each field. From working on these explorations, it became apparent that the act of searching and "building a query" felt very disconnected in the designs.

Following more iterations and feedback sessions with my design co-lead, I worked towards a different direction. In the new direction, there would be a search bar that contains all the boolean search functionality and users would be able to add filters to the search query within a single experience.

From there, I was able to polish up the advanced search homepage and create the search results, saved searches and search history pages. To continue the iterative process, my design co-lead and I conducted usability tests with the new advanced search designs to gather feedback from our customers.

Design explorations
The New Advanced Search

An improved and intuitive search experience in Lever to help users find candidates more efficiently. The improved advanced search will serve as a scalable query builder that enables users to rediscover and take action on past candidates.

  • Users are able to build boolean search more easily
  • Users are able to refine their search with new and existing filters
  • Sourcing from the archive is more accessible which encourages candidate rediscovery
  • Lays the foundation for the possibility of adding more search functionality into Lever in the future
Search Results

A more accurate and relevant list of candidate to help talent teams find the best candidates.

  • High-level resume and interview data of the candidate are surfaced
  • Bug fixes were completed to address previous issues of irrelevant search results being displayed
  • Improved usability on the page for users to re-run a search, refine their search or save the search
Search Results
Bulk Actions

Users can immediately take action on candidates from the search results page with bulk actions.

  • Users can move archived candidates back into the active pipeline
  • Users can send out reach out emails and conduct other actions
Bulk Actions
Saved Searches

Users are able to save search queries to re-run their favourite searches

  • Users can run the saved search from the saved searches page or directly from the search results
  • Users can manage and share their saved searches
Saved Searches
Search History

Users can access their search history and re-run searches from this page.

  • It captures where the search query was run in Lever (e.g., advanced search, candidate page search, or saved search)
  • Users will be able to save the query from the search history into their saved searches
Search History
Success Metrics

With the release of the improved Advanced Search experience, my team expanded the search capabilities to help Lever stay competitive with the other ATS in the market. It has also allowed customers to use Lever as a database to find and source their past candidates, which was not possible prior to the release.

  • Month-over-month increase in customer adoption of the new advanced search experience
  • On average, 40% of searches are followed up with a bulk action
  • Top bulk actions taken by customers reflect candidate rediscovery: (1) Change stage (2) Send email (3) Add tag

View More Work

Multiple Offer Forms
View Project →
Offer Approvals
View Project →