You can filter candidates by information provided in both candidate and user provided custom fields under the Pipeline view and the Candidates page. This is particularly useful when specific requirements are crucial for hiring. You can quickly identify candidates who meet or don't meet certain criteria and proceed with the relevant bulk action for them, such as disqualifying or contacting them. Note that:
- All custom field types are supported for filtering.
- Filters can be inclusive or exclusive.
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Users can only search and filter candidates by custom fields based on their job collaboration rights and custom field visibility.
Pipeline view
- In the candidate list on the left side of the screen, click on the 'Sort & filter'
button.
- You will see a custom fields section in the action drawer that will open on the right side.
- Select one or more from the four indicative custom fields that will be suggested, or click More to view the list of all enabled custom fields.
Candidates page
- Click the 'More filters' menu.
- You will see a custom fields section at the bottom of the window.
- Select one or more from the four indicative custom fields that will be suggested, or click More to view the list of all enabled custom fields.
Filter options by field type
Depending on the type of the custom field you select, you'll be presented with the proper filter options. Filters can be inclusive or exclusive.
| Field type | Filter options |
|---|---|
| Paragraph or Short text | Contains, Does not contain, Is empty |
| Boolean (Yes/No) | Yes, No, Is empty |
| Numeric | Greater than, Lower than, Within a range, Is empty |
| Date | Before a date, After a date, Within a date range, Is empty |
| File | File uploaded, Is empty |
| Multiple Choice or dropdown | Contains Option(s), Is empty; multiple selection operates with OR logic |
Notes:
- For the paragraph or short text field type, the text you enter should match exactly that of the custom field for the filtering to work properly.
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For the numeric field type, the greater than or lower than filter also includes equal, so the number you enter will be included as well.
The selected filter and the values will appear on the side panel, and the candidate list is updated instantly, filtering amongst candidates. You can remove the filters by clicking the X icon and you can also edit them by clicking on the relevant pill.
You can combine multiple filters of custom fields and/or different types following an AND logic. For example, with the below filtering, candidates will appear in the results if all of the below are true:
- They have Java or Python technical skills (multiple selections operate with OR logic)
- They are allowed to work in the US
- They have 5+ years of experience