Home Candidate Sourcing & Outreach Sourcing talents through the platform

Sourcing talents through the platform

Last updated on Oct 02, 2025

Overview: Beyond automated outreach, Stafio.ai provides robust tools for actively sourcing and discovering talent directly within the platform's database. This allows you to proactively search for candidates with specific skills, experience, or backgrounds, build targeted talent pools, and manage your pipeline more strategically. 

Step-by-Step Guide to Sourcing:

1. Accessing the Talent Search Feature

  • To begin sourcing, navigate to the "Talent Search" or "Candidates" section in your Stafio.ai left navigation panel. This is your primary hub for exploring the entire candidate database. 

  • Alternatively, you might find a search bar directly within the "Talent Hub" that allows you to search across all candidate profiles. 

2. Performing Basic Keyword Searches

  • In the main search bar, you can start by entering keywords relevant to the role you're sourcing for. 

  • Keywords can include: 

    • Job Titles: e.g., "Software Engineer," "Marketing Manager" 

    • Skills: e.g., "Python," "AWS," "SEO," "Project Management" 

    • Company Names: e.g., "Google," "Accenture" 

    • Degrees/Certifications: e.g., "MBA," "PMP" 

  • Press Enter or click the Search icon to view the initial results. 

  • The system will display a list of candidates whose profiles contain these keywords.

3. Utilizing Advanced Search and Filters (Introduction)

  • While basic keyword search is a good start, Stafio.ai offers powerful filters to narrow down your results with precision. These will be covered in detail in the next article, but here's an overview: 

    • Look for a "Filters" button or a sidebar with various filter categories. 

    • Common filters include: Location, Experience Level, Education, Industry, Source, Current Company, Salary Expectations, Availability, and Custom Tags. 

  • Applying these filters helps you quickly pinpoint candidates that truly match your specific requirements. 

4. Browse and Leveraging Talent Pools

  • If your organization maintains Talent Pools (pre-curated groups of candidates for future needs), you can access and search within these as well. 

  • Look for a "Talent Pools" tab or section within the "Talent Search" area. 

  • Clicking on a specific talent pool will display the candidates within it, allowing you to further search or filter that specific pool.

5. Reviewing Candidate Profiles

  • From your search results or talent pool views, click on any candidate's name or profile card to open their detailed profile. 

  • A candidate's profile typically includes: 

    • Resume/CV: Downloadable or viewable. 

    • Contact Information: Email, phone, LinkedIn (if available). 

    • Skills & Experience: Detailed breakdown. 

    • Application History: Past applications within your system. 

    • Internal Notes & Activity: Any team notes, communication history, or tags applied. 

  • This comprehensive view helps you quickly assess a candidate's suitability.

6. Taking Action on Sourced Candidates

  • Once you've identified suitable candidates, you can perform various actions directly from their profile or the search results: 

    • Add to Job: Link the candidate to an existing job opening and assign them to a pipeline stage. 

    • Add to Talent Pool: Place the candidate into a relevant talent pool for future consideration. 

    • Send Message/Email: Initiate direct communication with the candidate. 

    • Tag/Shortlist: Apply custom tags or add them to a shortlist for quick access. 

    • Share Profile: Share the candidate's profile with a hiring manager or team member.

Benefits of Sourcing Through the Platform:

  • Precision: Use detailed search queries and filters to find exact matches. 

  • Proactive Recruitment: Build relationships with talent before immediate needs arise. 

  • Efficiency: Centralized database saves time compared to external sourcing. 

  • Data Leverage: Utilize internal candidate data for better matching and insights. 

Troubleshooting & Tips:

Issue: Too many search results? 

Suggested Fix: Refine your keywords. Start broad, then add more specific terms. Utilize quotation marks for exact phrases (e.g., "Project Manager"). Move to advanced filters to narrow by location, experience, etc. 

Issue: Too few search results? 

Suggested Fix: Broaden your keywords. Try synonyms (e.g., "Developer" instead of just "Programmer"). Check for typos. Ensure your filters aren't too restrictive. 

Issue: Can't find a specific candidate you know is in the system? 

Suggested Fix: Try searching by their exact name or email address. Ensure you don't have active filters that might be excluding them. 

Issue: Candidates in search results are not recent/active? 

Suggested Fix: Look for filters related to "Last Active," "Last Updated," or "Application Date" to prioritize recent activity.