In Recruitment Marketing (RM), you can create filters using any custom fields that you have created in RM and mapped to your ATS Integration or Apply Questions that you can then use to filter candidates in your searches based on the values entered in these fields.
Audience
Company Administrators
Create Custom Filters
Navigate to your user menu, then click Applications.
Select Source > Fields & Filters > Custom Filters.
The Custom Filters page will be displayed.
New Custom Filter
From the Custom Filters page, select NEW FILTER.
On the New Filter page, fill out the following fields:
- Name - Give the filter a name; make it something that would be meaningful to your users.
- Candidate Field - Select the custom or standard field you would like to use for this filter.
Additionally, you can choose to enable the following features:
- Use Single Select Control - Enabling this option allows you to search for only one value at a time.
- Only Show as Ghost Filter - Select this if you want your filter to be available only as a ghost filter, i.e., applied by default to the selected user roles and not accessible from the Filters panel. NOTE: This filter will not be available on the Filters list in Source/CRM.
- Apply to all roles - Select this if you want the filter to be available to all user roles. This will not be available if the filter is selected to be used as a ghost filter only.
- Apply to these roles - If you want to restrict the availability of the filter to specific user roles, select this option, then click Add to choose the roles that you want to use this filter. This will not be available if the filter is determined to be used solely as a ghost filter.
Click SAVE, and the filter should be ready to use immediately.
Editing a Custom Filter
On the Custom Filters page, select Edit next to the filter you want to edit.
Make any desired changes to the filter as shown in the New Custom Filter section.
When you're finished making changes, click UPDATE.
Delete a Custom Filter
On the Custom Filters page, select Delete next to the filter you want to remove.
Filters cannot be restored after they have been deleted. If a filter is accidentally deleted, you will need to recreate it.
Types of Custom Filters
The type of the filter depends on the type of the candidate field it is used with. The following field type filters are supported:
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List - This field will create a single- or multi-select filter (depending on the filter setup).
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Single-select
- Multi-select
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- Text - This field type filter shows you a text field where you can enter any value you want to filter by.
- Numeric - This field type filter has a predefined list of operators: Greater Than, Less Than, Equal, Not Equal, Between, and Not Between, and a text field to enter the value(s).
- Date - This field type filter provides a date selector that allows you to select either a date range or a specific past or future date using the calendar control or predefined shortcuts (Today, Last 7 Days, etc.). To find candidates who have no date in that field (i.e., date was not passed or cleared) or no field at all, select the Show only candidates without date checkbox.
- Boolean - This field type filter has three checkboxes: Yes, No, and Not Set. This filter is built using a Boolean custom field, where Yes/No options are mapped to a range of case-insensitive Boolean values: yes/no, y/n, true/false, and 0/1.