πŸ†• Master Applicant View

With the Master Applicant View (MAV), you can view and manage a full list of all your applicants across Openings. With the advanced filters and job selector, the master view gives you flexibility to execute different responsibilities associated with managing a recruiting funnel. The MAV groups all applicants, displays their current status and also finds new applicants who live in specified areas near your locations

We've made it easy to identify tasks that require your team's attention with status labels. This label shares the status of each task the applicant completes, and also enables quick access to actions required per status for each applicant

 

What's Covered

 

Ways to Use MAV

Here are some examples of how you can use the Master Applicant View to organize and streamline your daily tasks.

Manage Your Funnels

Responsible for all the Openings in California? You can use the job Selector to filter the applicants base on where they are in the application process.

Find Applicants who have Completed Preliminary Requirements

Responsible for reviewing background checks, co-signing a document, or reviewing a file? You can focus on applicants based on the status of their learning, document signing, background check, file uploads and more using Filters. You can also filter based on data fields on their profile. 

Focus on Applicants Assigned to You

Sometimes it's complicated to keep track of who is responsible for each task when there are multiple teammates working on the same pool of applicants. Collaborate better in teams by assigning individual applicants to specific users

Use it to Manage SMS
You can also treat MAV as an SMS inbox and use it to replace Messenger. Use filters to filter by "Has Unread SMS", so your team can stay on top of responses. This allows you to see all the applicants who have sent a text message, but have not received a response yet.

It is important to note that while text messages are an effective communication tool, responding promptly is the key to success

  

Getting to Master Applicant View

To navigate to the Master Applicant View, select Applicants on the top navigation bar and choose Master Applicant View. 

mceclip0.png

  

Job Selector

  1. Click on All Jobs on the left side, above the table.

    mceclip2.png
  2. Selecting the Opening will select all Stages in the Opening. If you want to only see applicants within a certain stage, click on the Opening to expand and select the stage you want to view. You can select multiple Openings and Stages. 

    select_by_stage.gif
  3. Click Apply to update the table with the applicants who are in those Openings/Stages. 

Searching Tips

  • The search box allows you to search Opening by name, stages by name, stage type, location, location address or location group.
  • Use a comma (,) to add additional keywords in your search. For example, if I want to find all rejected stages in my Raleigh Openings, I can search for "raleigh, rejected" and I'll get Openings and Stages that match one or both of the criteria. This may display stages with the word "Raleigh" and stage names with "rejected".
  • Use the toggle for Active Only to filter Openings by status. 
    Searching_-_Location_Comma_with_Toggle.png

 

Save Job Filter

  1. Once you have your Job selected, click on Save as on the top.

    mceclip0.png
  2. Give your filter a name and click Save
  3. Click the blue Apply button to see it reflected on your table of applicants.

 

Apply a Saved Job Filter

  1. Select the Job button on top of the table.
  2. Select the saved filter from the dropdown list. You can also search for your filter here by typing it into the search box.
    mceclip1.png
  3. Click the Apply button to apply the saved filter to your table of applicants.

 

Edit or Delete a Saved Filter

  1. Load the saved filter just like you would if you were to apply it. See steps 1-3 in Apply a Saved Job Filter above. 
  2. To edit, make the modification of the filter and click Update on top of the filter panel. You cannot rename a saved filter, but you can save it as a new filter and give it a new name. 

    mceclip2.png
  3. To delete, click the mceclip5.pngicon next to update. Confirm by clicking on the Delete button.
  4. Click the Apply button to apply the saved filter to your table of applicants.

Best Practice: Groom your Saved Filters

Since everyone on your team can see each other's saved filters, it is best to delete any unused filters and keep the list clean. We recommend starting off with a few team filters, instead of teammates creating multiple filters that could be duplicates. Consider using some naming conventions to keep the list organized i.e., department - filter name

Demo Video 

Ready to filter for applicants?

Check out the article on how to filter by applicant's data.

Was this article helpful?
4 out of 4 found this helpful

Comments

0 comments

Please sign in to leave a comment.