How do I Save Filters on the All Candidate Page?
Saving searches and filters on the All Candidates page helps streamline candidate management by allowing you to access frequently used search criteria quickly. This feature is especially valuable for users who often search for similar candidate profiles or apply the same filters. This article will walk you through the steps for saving a view and accessing it later.
Click on All Candidates
Begin by clicking on the "All Candidates" button located on the left side of the page for larger screens, or on the right side for smaller screens.
Select New Candidate View
From the dropdown menu, choose "New Candidate View" to initiate the creation of a new saved search.
Name Your View
On the subsequent page, you will be prompted to give your view a title, such as "North America Interviews" for candidates in North America who are in the interview stage. You can choose to make your view visible only to yourself or share it with others in your organization. Click the Next button at the bottom of the page.
Add Filters
Next, add the necessary filters, such as selecting North American locations and candidates in the interview stage.
Save Your View
Click the "Create Candidate View" button to store your view.
By following these steps, you will successfully save a search and filter view that you can return to as needed, enhancing your recruitment efficiency.
How do I Access Saved Views?
Accessing your saved view is straightforward and allows you to quickly apply the filters and search criteria you previously set up. This eases the process of finding candidates without needing to redefine your search each time.
Click on All Candidates
Start again by clicking on the "All Candidates" button. From the dropdown menu, choose your saved view to apply the saved filters and search criteria immediately.
This method allows you to easily retrieve and display the candidates that fit your specific criteria, saving you valuable time in the recruitment process.
FAQs and Troubleshooting
How do I rename a saved view?
To rename a saved view, access the view you want to change, open it using the steps above, and use the three dots to edit the view. From there, you can enter a new name and click save.
Can I share my saved view with team members?
Yes, if you choose to make your view visible to others, your team members can access the saved view and use the same filters and criteria you have set. Their visibility restrictions will still apply, so they will only see candidates in jobs they have access to.