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How to customise the candidate's view

How to customise the candidate's view

How to add new columns

On the Candidate menu you can decide what filter and in what order you would like to display as the most relevant for you. By default, the Candidate section will consist of the following columns:

 

  • Candidate name

  • Address

  • Current Employer

  • Current Position

  • Last Activity

  • Email

 

If additional columns are required in the view, there is an option to choose and pick the desired columns.To add new columns to the view, follow the steps mentioned below:

  1. In the Candidate section, click on the + icon located at the right end side.

 

 

  1. Click on the additional columns you wish to add.

 

As soon as you click on the required column, it will be added to the screen.

How to delete the custom filter

Agents can delete the existing and the newly added columns by following these steps:

  1. In the Candidate section, drag the column that you would like to delete towards the bottom of the page. 

  2. As you drag the column, a red color bar appears at the bottom of the page with the message Drop a column here to remove it.

  3. Drag the column to the red bar.

 

 

As soon as the column is dropped into the red bar, it is removed from the view.

 

Note : Agents will not be able to remove the Candidate name column from the table.

How to change the order of columns

Agents can change the order of the columns according to their preference. The following steps will guide you on how to do this:

  1. In the Candidate section, drag the field sideways(left or right)

  2. Once the column is dragged and dropped to any of the sides, it will change the sequence.

 

 

Once you’ve edited the view you can save it by clicking on Save  and then Save as a default view.

 

How to filter candidates in the Candidate Menu

 

Using the Custom filter you can create a view consisting of specific candidates that match a certain criteria or condition. In other words, customer filters will allow you to eliminate candidates that do not meet the criteria from your view.

Each column content can be filtered based on some conditions e.g. Contains, Does Not Contain, In the range of. The conditions will change based on the type of the column e.g. Name column conditions will have a different set of conditions compared to the Date column.

 

To apply a filter, follow these steps:

  1. Hover the mouse on the headers in the Candidate section.

  2. Click on the Funnel icon next to the header.

  3. Select the required condition in the Value drop down.

 

 

  1. Now enter the search parameter, in the blank text area and click on Apply.

 

 

 

Similarly, filters can be applied to other column headers in the candidate list. Once the filters are applied you’ll see them on the very top of the filters.

How to remove a filter

The filters can be cleared by closing them as shown below:

  1. Go to the top section of the candidate list.

  2. In the top section, note that the filters are displayed.

  3. Click on the Close button of a filter to clear it.

 

 

Once the Close button is clicked, the corresponding filter will be removed.