PeopleMatter: Managers: How do I Filter Applicants?

Managers and Administrators can use filters to narrow down applicants and candidates efficiently. 

To filter applicants:

• Click WorkSpaces.
• Under your organization's name, click Administrator.
• The Administrator WorkSpace or HOME tab will appear.  Click Applicants.
• Applicants will display.  
• There is a toolbar used for filtering located under the Name Search field.

• The following filters are available:
  • Units - Use the Units filter to filter on a specific unit or specific units. You can only filter on the units you have access to within the organization.
  • Positions - Use the Positions filter to filter on a specific job or specific jobs.  
  • Availability - Use the Availability filter to filter on the different shifts available at your organization; this filter will narrow down applicants based on the availability they indicated on the job application.
  • Assessment - Use the Assessment filter to filter on assessment results, which include:
    • Recommend - Green
    • Caution - Yellow
    • Red - Discontinue 
  • Advanced - Use the Advanced filter to filter on the following items:
    • Tax Credit Processing - Not Pre-Screened, Pre-Qualified, Not Pre-Qualified
    • Status - Saved for Later, Removed
      • These statuses apply as PeopleMatter will never delete an applicant. You can use these filters to retrieve an individual whose record was marked previously with one of these statuses.
    • Inactive Jobs 
      • This status will display individuals who applied for positions that are now marked as inactive within the system.
    • Only Jobs "Accepting Applications"
      • This status will display jobs that are currently marked as "accepting applications."
    • Only New
      • This status will display individuals whose applications have not yet been viewed.
    • Date Applied  
      • Only the last 30 days of applicants will be pulled by default
      • We have replaced the time range search option with predetermined options which include: today, 7 days, 30 days, 60 days, 90 days, 180 days, and 365 days. 

• To apply filters, click on the filter(s) and make the selection(s) you want by clicking the appropriate checkboxes.  
• If you have applied filters, they will appear as shown here; if you want to turn off a filter, simply click the X next to the filter's name. Note: This is not available on the Date Applied filter. This is functioning as intended.
• Filters will "stick" or remain "on" for you as an individual until you change your filters.  If you want to remove all filters, click Clear All Filters. Please note: The Date Applied filter will remain "on," even after clicking the Clear All Filters button. This is functioning as intended.

Notes:

• If your access is limited based on locations or positions, you will continue to only see applicants/candidates for the locations and positions that you have access.