The Applicant Table enables you to manage the applicants in a single Opening stage by stage. This visualization of the workflow makes it easier to view how applicants are moving through the workflow and assesses the health and efficiency of your funnel.  

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What's Covered

Access the Applicant Table

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

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The Universal Applicant Table will appear.

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View Other Openings

  1. Click the current Opening's name shown above the table.
  2. Select the Opening from the dropdown list. Here you can also toggle the Only Active button, and only active openings will appear in the list.

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    You can also search for a specific opening by entering the opening name, location, or address into the search bar.

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View Applicants in each Stage

Click on the different stages on the top bar above the table to see the applicants that is in the stage. Notice the stages are in the order that you built your workflow, this gives you the visual of how the applicants are moving through the funnel (from left to right). The approved, reject, and on hold stage will be to the right and near the end of the funnel. 
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Each stage will be labeled according to the type of stage it is, and will contain the number of applicants presently in the stage. Once a stage is selected, you'll also be able to view a preview of that stage.

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Search for Applicants

If you are looking for specific applicants, you can do so in two ways:

The search applicant box allows you to find individuals by name, email, phone number, or data on the applicant profile. You can enter multiple search words by separating them with a comma (,).

For example, if you want to find all the applicants with the name "Frank" who reside in California; type "frank, california".

Note

All applicants with the name Frank (first or last), with any reference to  California in their profile will show up in this search. This includes general information such as names, emails, addresses, etc. So if you are searching specifically for those who answered "California" per the question that includes this data key "us_state", use the advance filter.

Customize Columns

Customizing columns allows you to customize and update the information that's present in your applicant table per each opening.

  1. Navigate to the Opening you want to update or edit.
  2. Select the black Customize Columns icon located above the right side of the Applicant Table.
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  3. In the Custom Columns menu, you can add or remove columns that are visible in your Applicant Table view by selecting the blue check boxes to enable or disable the columns. Select Apply to save your changes.

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Quick Actions via Customize Columns

Quick Actions enable users to perform quick actions on applicants directly from the Applicant table in an Opening.

  1. Navigate to the Opening you want to update or edit.
  2. Select the black Customize Columns icon located above the right side of the Applicant Table.
  3. Click Show Quick Actions in the Customize Columns window.
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  4. Select Apply to save your settings.
  5. The Quick Actions will now appear in your Applicant Table.

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    Quick Actions enable you to Move (an applicant) to the Next Stage

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    You can also Reject an Applicant using Quick Actions.

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    For More Actions, select the three dots icon.

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Additional Settings

The setting button Settings icon on top of the table gives you some additional settings and actions. This includes: 

  • Edit Workflow - This enables you to add stages to your workflow per your hiring needs.
  • Edit Job Details - This takes you to the opening's settings where you can edit details about this job position such as pay, location, position, etc.
  • Add Applicant - Manually add applicants to your pipeline.
  • Import Applicants via CSV - Bulk add applicants to your openings.
  • Bulk Actions via CSV - Perform a bulk action on applicants, such as updating a stage, data attributes, approving or rejecting applicants, etc.
  • View Job - View jobs listed in your job directory.

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