In the Applicant Table you can customize the applicants you're viewing per applicant attributes, such as their background status, document signing status, answers to a question, idle time, their file review status, or whether they have unread messages.

What's Covered?

Available Filters

Category Filters by:
Everify Status of authorization for employment eligibility.
Background Check Status of a background check package.
Data Fields Data on the applicant: answers to questions, Applied Date (date in which applicant applied to your job), Idle Since (dates in which applicant has not performed any action on the application, Is Duplicate (flagged as a duplicate applicant).
Data Collection Filters by applicant's progress on certain Data Collection stages. 
File Review Status of each file's review status. Approved - been reviewed and approved by a user. Pending Review - waiting for user to review. Recollecting - 
Scheduler Status on scheduling for a session from a Scheduler Stage 
Northpass / Lessonly Status of each course.
Video Recording Status of the video recording from a video recording stage
Traitify Status on the personality assessment by role.
Assigned User User who assigned to the applicant.
Custom Labels Status: complete (checked) vs incomplete (unchecked) 
Has Unread Message Unread SMS message from the applicant. 

 

Create a Filter

  1. Select the Applicants tab, then select Universal Applicant View from the dropdown menu.
                        Advanced_filters_1.png
  2. Select Filter by Applicant Data or Filter by Jobs and Stages located above the table. For the purpose of this example, we will select Filter by Applicant Data.
  3. Select New Category.
  4. Then choose the type of filter you'd like to create. The menu options include video recording, assigned users, Integration stages (background checks, learning platforms, and document signing), etc. You can add multiple categories to your filter; this will search for applicants who meet ALL the conditions you've set.

    For the purpose of this example, we've selected Video Recording as our category option. 
                                    Advanced_filters_2.png

  5. Select + Rule to add a rule. 
                    Advanced_filters_3.png
  6. Select the filtering criteria you'd like to use in the filtering fields. You can also search your list of filters by selecting the dropdown and entering search terms.

    You can add multiple rules under the same category. By default, this will search for applicants who meet ALL criteria in your filters rules (i.e. applicants who match Rule A and Rule B).

    Advanced_filters_4.gif

    AND/OR Filters

    When using advanced filters and adding rules, we support both OR and AND filters. The OR filter can be enabled by toggling the dropdown between rules.
    Advanced_filters_5.png

  7. Ensure your Operator(s) you included in the filter rule(s) in the previous step are correct and appropriate for your filtering needs.

    Note

    The operators available will vary depending on what you are filtering for. If you are filtering for dates, or multiple choice data keys the operator you can choose from may vary. Reference the chart below for definitions and use cases when using operators to create your filters.

    Operator How it Works Type
    does not contain doesn't match any part of the value The value of the data key is a short answer or paragraph.
    exists a value exists and is not blank The value of the data key is a short answer or paragraph.
    does not exist

    value doesn't exist or is blank

    The value of the data key is a short answer or paragraph.
    includes any contains any one of following: 
    can select from a dropdown menu (list) or type in a series of values separated by (,)
    Values are known (i.e. multiple choice, dropdown, background check status) or the value of the data key is a short answer or paragraph.
    is equal to any exact match to any of the following lists separated by (,) or enter. (Accepts values pasted from Excel cells.) The value of the data key is a short answer or paragraph.
    does not include value doesn't include any of the following Values are known (i.e. multiple choice, dropdown, background check status).
    is on that date dates
    is before is before the date dates
    is after is after that date dates
    is equal to

    exact match to the value

    ex: is equal to `Cisco` will results in `Cisco` only

    The value of the data key is a short answer or paragraph.

    is not equal to NOT an exact match to the value Values are known (i.e. multiple choice, dropdown, background check status) or the value of the data key is a short answer or paragraph.
    contains

    matches any part of the value

    ex: contains `cisco` will result in `San Francisco`, `Ciscos`, `cisco`

    The value of the data key is a short answer or paragraph.

     

    Special Conditions for "Is Equal to Any" Operator

    You can paste your search criteria and values directly from Excel, ONLY IF you're using the Is Equal to Any operator. For more information about this, contact your Fountain representative.

    Advanced_filters_6.gif

  8. Click Apply to apply the filter to your table of applicants.

Save a Filter

  1. Once you have your filter built, click Save as located at the top of the filters window. 
                        Advanced_filters_7.png
  2. Give your filter a name and click Save
    Advanced_filters_8.png
  3. Click the blue Apply button to see it reflected on your table of applicants.
              Advanced_filters_9.png
  4. The filter icon above the table is now updated with the saved filter name that has been applied. 
    Advanced_filters_10.png

Apply a Saved Filter

  1. Click on Filter button above the table.  
  2. Click on the Filter Name on top of the filter panel. 

    Advanced_filters_11.png
  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 blue Apply button to apply the saved filter to your table of applicants.

Best Practice: Groom your Applicant Data Saved Filters

Filters by Jobs/Stages are user-specific. If you save a Job or Stage filter under your user profile, no one else will see that filter. However, Applicant Data filters are account-wide, so everyone within your company account will see these saved filters.

Since everyone on your team can see Applicant Data saved filters, it is best to delete any unused Applicant Data 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. 

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