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.
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