Configure Filters

Follow

In Recruitment Marketing (RM), you can configure filters that are displayed by default or are available from the list of additional filters in all of the modules under the Talent module. Filters can be removed from all modules except the Source module, which will always have all additional filters available to provide the most comprehensive filtering options possible.

Auidence

Company Administrators

How to Configure Filters

Navigate to your user menu, then click Applications.

Navigate to your user menu, then click Applications.

Select Source > Fields & Filters > Configure Filters.

Navigate to Source > Fields & Filters > Configure Filters.

On the Configure Filters page, you will see a tab selector for all of your available talent modules.

On the Configure Filters page, you will see a tab selector for all of your available talent modules.

Each module can have its filters adjusted independently of the other modules.  For example, any changes made under the Folders module will not affect changes you may have made under the Talent Network module.  NOTE: Filters can be removed entirely from all modules except the Source module, where the Additional Filters List will display all available filters.

Configure Filters_Folders tab

On the left, you will see the Default Filter List. This is the list of filters that will be available for immediate use under the Filter section of the Talent search.

Configure default filters.png

On the right, you will see the Additional Filter List. These filters will also be available in the Talent module. 

Configure additional filters

If you would like to move a filter from one section to another, you can do one of the following:

  • Click and drag the filter from one list to the other list.
  • Select the drop-down above the list you want to move the filter to, search for the filter, then click Add.
  • NOTE: If you select X next to one of the filters on the Default Filter List, the filter will be moved directly to the Additional Filter List.  
Move filters between sections

Once you are finished with your changes, click Save at the bottom of the page. Once saved, your changes should be immediately available for review in the Talent module.

Reordering the Filter List

On the Configure Filters page, you can perform either of the following actions to reorder filters on either list: 

  • Click and drag the filter to the desired position within the list. The position of the filters on each list will be represented under the Talemetry Filters section of each module under the Talent tab. 
  • Click the up and down arrow buttons above each list to sort the list in alphabetical order.

    • An up arrow indicates that the list is sorted in alphabetical order (A-Z).
    Configure filters up arrow
  • A down arrow indicates that the list is sorted in reverse alphabetical order (Z-A).

    Configure filters down arrow
  • An up and down arrow indicates that the list has a custom order sort.

    Configure filters_up and down arrow_custom order sort

After making any changes to the order of these lists, click Save.

Reset the List to Default

If, for any reason, the saved filters configuration for a module needs to be reverted, you can use the Reset to Default button to restore the default filter lists in that module. The default state of the Default Filter List panel typically displays up to ten system filters (based on your company settings). In contrast, all other system or custom filters are listed on the Additional Filter List.

On the Configure Filters page, select the module you want to reset. 

Configure Filters page. Select module.

At the bottom of the page, click Reset to Default.

Configure filters page. Reset to default button

On the Reset To Default pop-up, click Reset

Reset to default pop up. Click Reset

This will reset the filter lists and automatically save the page.

 

 

Was this article helpful?
0 out of 0 found this helpful