πŸ†• Master Applicant View (Beta)

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Beta Feature

This feature is in beta and will be making more improvements on it. Feedback is welcome and can be submitted using the feedback button on the top right within the feature. 

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 brings a lot of flexibility to tackle the different task of managing a recruiting funnel, i.e. group all applicants who need files reviewed or use it to find applicants who live in a new location you're opening in. 

In addition, we've made it easy to identify task that requires your teams attention with status labels. This versatile label not only notifies you the status of each task on the applicant, but also quick access to actions you can take for that status. 

 

What's Covered

 

Ways to Use MAV

Here are some examples of how you can use the Master Applicant View with your everyday task.

Manage just 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 process including Opening and Stage.

Find applicants who are waiting for you

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

Focus on applicants assigned to you

Sometimes it's hard to keep track of who is responsible for what when there are so many teammates working on the same pool of applicants. Collaborate better in teams by assigning individual applicants to a user. This will allow you to know 

Use it to manage SMS
You can also treat MAV as an SMS inbox and use it to replace Messenger. Filter by "Has Unread SMS" using the Filters, so your team can stay on top of responses. This allows you to see all the applicants who have sent a text message in but have not been responded to. Text messages have shown to be an effective communication tool, but responding quickly is key to success. 

  

Getting to Master Applicant View

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

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Job Selector

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

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  2. Select the Opening will select all Stages in the Opening. If you want to only see applicants within a Stage, click on the Opening to expand to select the Stages. You can select multiple Openings and Stages. 

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  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, I want to find all background stages in my Rome Openings. I can search for "background check, rome" and I'll get both Openings and Stages that matches one or both the criteria. This may show stages with word "Rome" and stages names with "background check".
  • Use the toggle for Active Only to filter Openings by status. 

 

Save Job Filter

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

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  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. Click on Job button on top of the table.
  2. Click on title on top of the filter panel. 

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  3. Pick the saved filter from dropdown list. You can also search for your filter here by typing into the search box.
  4. 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 save filter, but you can save it as a new filter and give it a new name. 

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  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 everyone making their own one immediately. Also consider using some naming convention to keep the list organized ie. Department - filter name. 

Demo Video 

Ready to filter for applicants?

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

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