> ## Documentation Index
> Fetch the complete documentation index at: https://docs.spott.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Job Matching

> The Matching tab runs an AI search across your candidate database to surface the best new candidates for a role.

**Matching** in Spott uses AI to compare the job's requirements against your candidate
database, surfacing the most relevant matches in seconds. It runs on the same engine as
[candidate search](/docs/candidates/search-candidates), using the job's description,
notes, and sourcing criteria as input.

Matching is built to surface **new** candidates, so it leaves out anyone already in
this job's pipeline. To review the people already on the job, use its
[pipeline](/docs/jobs/job-pipeline) instead.

## Access a job's Matching tab

<Frame>
  <img src="https://mintcdn.com/spott-docs/p014P0_PfappR2TU/images/jobs/job-matching-results.webp?fit=max&auto=format&n=p014P0_PfappR2TU&q=85&s=bbfb964aff62fac1e4cb8785179dff98" alt="The Matching tab with ranked results" width="1600" height="1215" data-path="images/jobs/job-matching-results.webp" />
</Frame>

In Spott, go to **Jobs**, open the job, and click the **Matching** tab.

## Run a search for the job

The first time, click **Start new job search**. Spott converts the job's context
from the Overview tab into filters and criteria, which you can review and adjust
with **Edit criteria** before clicking **Run search**.

Results **stream in as they are scored**, so the strongest matches are on screen while
the rest of the database is still being worked through. Start reading the top of the
list straight away: the list keeps growing under you rather than making you wait for a
complete set.

<Tip>
  The better the sourcing criteria on the job's Overview tab, the better the
  matches. Upload intake call notes or a detailed job description first.
</Tip>

## Filters vs criteria

When Spott builds the search from the job, it splits your requirements into two parts,
shown separately when you use **Edit criteria**:

**Pre-filters** narrow the candidate pool *before* ranking. They are structured
conditions such as **Job Title**, **Field of Study**, **Keywords**, and **Years of
Experience**. Use the **Match all filters** toggle to require every filter (AND) or any
of them (OR). Spott shows how many candidates currently match, so you can widen the
filters when too few come through.

<Frame>
  <img src="https://mintcdn.com/spott-docs/lDU_xVu3wPZWcJCf/images/jobs/matching-edit-pre-filters.webp?fit=max&auto=format&n=lDU_xVu3wPZWcJCf&q=85&s=4c3f5cb36222bbfd52951192a09c2584" alt="The Edit pre-filters dialog with a filter group" width="686" height="211" data-path="images/jobs/matching-edit-pre-filters.webp" />
</Frame>

**Criteria** rank the candidates that pass the pre-filters. They are plain
natural-language statements (for example, "Business-level fluency in French") and are
**numbered in priority order**: criteria higher in the list weigh more heavily in the
match score. Drag a criterion by its handle to change that order, click the **×** on a
row to drop it, or use **Add criteria** to add your own.

<Frame>
  <img src="https://mintcdn.com/spott-docs/lDU_xVu3wPZWcJCf/images/jobs/matching-edit-criteria.webp?fit=max&auto=format&n=lDU_xVu3wPZWcJCf&q=85&s=940676cb32fecf3c0162d7eeea3f6477" alt="The Edit criteria dialog with four numbered criteria" width="691" height="365" data-path="images/jobs/matching-edit-criteria.webp" />
</Frame>

A good rule of thumb: use **pre-filters** for the hard requirements that must be true,
and **criteria** for the softer qualities you want to rank on.

<Warning>
  **Do not put keywords in the criteria.** Criteria are read as statements about the
  person, not as search terms, so a bare keyword rates badly and drags the ranking with
  it. Keywords belong in the pre-filters, where they are matched as conditions. Write a
  criterion the way you would describe the candidate: "has run payroll for a company of
  200+" rather than "payroll".
</Warning>

<Tip>
  Both editors open from the **pre-filters** and **criteria** chips above the results,
  so you can adjust a search and re-run it without starting over.
</Tip>

## Read the results

Candidates are ranked by a **match score from 0 to 100**, from Very Weak to Very
Strong Match.

Every **criterion** you set also becomes its own column: each candidate gets a thumbs
rating for it, from one to three thumbs-up for a match down to a thumbs-down where they
fall short. This lets you see at a glance *which* requirements a candidate meets, not
just their overall score.

<Note>
  **The score only judges the criteria.** Every candidate in your results already
  passes the pre-filters, including the ones at the bottom of the list. A Very Weak
  Match is not someone who failed your hard requirements: they met all of those, and
  then scored poorly on the criteria you asked Spott to rank on.
</Note>

Click a candidate's score to go deeper. It opens their **full profile**, so you can
assess them properly rather than judging on a row in a table, alongside the
**reasoning** behind each per-criterion rating. From there you can **Accept** the
candidate or **mark them reviewed**.

<Frame>
  <img src="https://mintcdn.com/spott-docs/r9_khhtN6Jx5nuHW/images/jobs/job-matching-explanation.webp?fit=max&auto=format&n=r9_khhtN6Jx5nuHW&q=85&s=89192e8791789dd209ce407248c03628" alt="A match score explanation popover" width="1062" height="678" data-path="images/jobs/job-matching-explanation.webp" />
</Frame>

Each row also shows the candidate's active jobs and last interaction, so you can spot
who is already in a process elsewhere.

### Card view and table view

Results come in two shapes, switched with the two icons above the results on the right.
**Card view** gives each candidate room for their current and past roles, education, and
the reasoning behind every criterion, which reads better when you work through the top
of the list one person at a time.

<Frame>
  <img src="https://mintcdn.com/spott-docs/Aiq95478rJE1i5AL/images/jobs/matching-card-view.webp?fit=max&auto=format&n=Aiq95478rJE1i5AL&q=85&s=4db28316450ec4d9778bb26086605d22" alt="Matching results in card view with the reasoning per criterion" width="2400" height="565" data-path="images/jobs/matching-card-view.webp" />
</Frame>

**Table view** puts one candidate per row with a column per criterion, which is the
faster way to compare a long list.

<Frame>
  <img src="https://mintcdn.com/spott-docs/Aiq95478rJE1i5AL/images/jobs/matching-table-view.webp?fit=max&auto=format&n=Aiq95478rJE1i5AL&q=85&s=df6656cf303ed248b523141dca80a069" alt="Matching results in table view, one criterion per column" width="2400" height="386" data-path="images/jobs/matching-table-view.webp" />
</Frame>

### Search history and export

The same row of icons holds two more:

* **Search history**, which keeps every search you have run on this job. Go back to what
  you ran last week, see what it returned, and pick it up again instead of rebuilding
  the criteria.
* **Export**, to take the results out of Spott.

<Frame>
  <img src="https://mintcdn.com/spott-docs/Aiq95478rJE1i5AL/images/jobs/matching-view-toggle.webp?fit=max&auto=format&n=Aiq95478rJE1i5AL&q=85&s=4f01ec444eeab7ca063feaa4c22f7674" alt="The export, history, card view, and table view controls" width="338" height="118" data-path="images/jobs/matching-view-toggle.webp" />
</Frame>

## Review workflow

Use the **All**, **To Review**, and **Reviewed** tabs to work through the results:

* Review the candidates with the highest match scores.
* Add strong fits directly to the job's pipeline.
* You can re-run or refine the search at any time by editing the criteria.

<Note>
  **Accept**, **Reject**, and **Reviewed** only track your progress through the list.
  They do not train or personalize the matching model, so marking candidates does not
  change future results.
</Note>

## Matching on a company

Company records have their own **Matching** tab. It does not run a job search: it lists
the candidates you already have within a chosen distance of the client, which is useful
for speculative approaches. See
[suggested candidates for a company](/docs/companies/company-record#suggested-candidates-for-a-company).

## Next steps

<CardGroup cols={2}>
  <Card title="Present candidates" icon="paper-plane" href="/docs/candidates/presenting-candidates">
    Send your best matches to the client.
  </Card>

  <Card title="Work the pipeline" icon="diagram-project" href="/docs/jobs/job-pipeline">
    Track applicants through the job's stages.
  </Card>

  <Card title="AI in Spott" icon="wand-magic-sparkles" href="/docs/get-started/ai-in-spott">
    Every other place Spott uses AI, in one map.
  </Card>
</CardGroup>


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