Project View: Candidate Search

The Candidate Search is an improved search function that will bring consistency to your search options in multiple views inside of your Project.

In Status Report, Long List, and Grid View there will be a blue button to open the search Panel, in the upper-right corner.

Clicking on the button will open/close the side panels with filters.

Name and Keyword Search

Users can filter by Name and Keywords related to the candidate record.
*Please Note: To complete the search press Tab or Enter to pill and Double Enter to search.

Status

Users can search and select multiple Candidate Statuses.

Color Category

You can filter by single selecting the desired Color Category.

Visibility

Users can filter by candidate Visibility related to the client view.

Company

You have the capability to multiple select Company names related to the entered name in the panel.
You can filter for:

  • All - All Candidates with the selected company in their record
  • Current - Only Candidates with the selected company in their present record 
  • Past - Only Candidates with the selected company in their past record 
  • Undated - Has no date or timeline reference

School

Users can use this filter to search and multi-select between all of the options of Schools.
*Please Note: To complete the search press Tab or Enter to pill and Double Enter to search.

Job Title

Users can filter by Job Title. The time frame of the Job Title can be selected, just as we see in Company.
Timeframe is based on timeline:

  • All - All history related to the job title irrespective of the timeline
  • Current - Current has a timeline which is ongoing or “Present”  (Has start date - No end date)
  • Past - All job titles related to Past, Not Current (Only previous job titles)
  • Undated - Has no date or timeline reference 

Last Update

The Last Update filter will provide results from the last time a candidate’s information was updated, made visible/hidden, Note was left on record, Status Update, etc.

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