Available for the following plans: Employment Unlimited
Available for the following User Access level: Admin
The enhanced search and filtering tools in your Applicant Tracking System (ATS) help you quickly identify the right candidates for your roles. You can search candidates by name, phone number, or email address, and apply filters to narrow your candidate list based on matching scores and screening question responses.
How to search for candidates
Use the search bar at the top of your candidate list to find applicants quickly. The search works across key contact fields, making it easy to locate a specific candidate.
- Click the Recruitment menu.
- Click the Recruitment submenu.
- Click on the job you want to fill.
- Locate the search bar in the top right-hand corner of the candidate list.
The search bar looks across three candidate fields: name, phone number, and email address.
Key features of the search:
- Partial matching - You don't need to type the full value. For example, searching "john" will find candidates with "John" or "Johnson" in their name.
- Single term only - Enter one search term at a time. Boolean operators (AND, OR, NOT) are not currently supported.
- Real-time results - Results appear as you type, updating your candidate list immediately.
Example searches
- Search a candidate's name like "Sarah" or "Chen" to find matching applicants
- Search a phone number or partial number like "0412" to find candidates by mobile
- Search an email address or domain like "gmail.com" to locate candidates by email
How to filter candidates
Filters work alongside search to help you refine your candidate list further. You can apply multiple filters at once, and they remain active as you switch between Stage View and Board View.
- Locate the matching score filter in your candidate list view.
- Use the minimum score slider to set the lowest match score you want to see.
- Use the maximum score slider to set the highest match score you want to see.
- The candidate list will update automatically to show only candidates within your selected range.
Tip: This is particularly useful when you want to focus on candidates in a specific match range, such as reviewing "good but not perfect" candidates (e.g., scores between 60-80%).
You can filter candidates based on their answers to your job's screening questions. This helps you quickly identify applicants who meet your essential criteria.
- Select the screening question filter option.
- Choose which screening question you want to filter by.
- Select the answer(s) you're looking for.
- Your candidate list will update to show only candidates who gave the selected answer.
Important limitations
- Multiple-choice only - You can only filter by multiple-choice screening questions. Free-text questions cannot be filtered.
- Unanswered questions - Candidates who didn't answer a screening question will be filtered out when you apply a filter for that question.
- Auto-disqualified candidates - These are already removed from your candidate list and won't appear in filtered results.
Best practice: Consider using multiple-choice screening questions rather than free-text questions when you need to filter candidates by specific criteria.
You can apply both matching score filters and screening question filters at the same time. For example, you might filter for candidates with a match score above 70% who answered "Yes" to "Do you have a current driver's licence?" while also searching by name or email. This combination helps you quickly identify your most promising candidates.
- Start broad, then narrow - Begin with a partial name or email domain, then add filters to refine your results.
- Try variations - If you don't find what you're looking for, try a different part of the candidate's name or an alternative email format.
- Clear filters between searches - If you're not getting expected results, check that you don't have filters still applied from a previous search. Look for a "Clear filters" or "Reset" option in your filtering interface.
- Encourage complete applications - Remind candidates to complete all screening questions to ensure they appear in filtered results.
Troubleshooting
If you can't find a candidate you know applied, check whether you have filters applied that might be excluding them. Clear all filters and try your search again. Also verify that the name, phone number, or email address you're searching for is correctly recorded in the candidate's profile.
If you're seeing unexpected results, remember that partial matching is applied across name, phone number, and email. For example, searching "03" may return candidates whose phone number or email contains those characters. Try using a more specific or complete search term to narrow your results.
This is expected behaviour. When you apply a screening question filter, only candidates who answered that specific question will appear in results. Candidates who skipped the question or didn't complete the screening questions section will be filtered out. You may want to follow up with these candidates to encourage them to complete all screening questions.
Currently, the search bar supports single terms only and searches across name, phone number, and email address fields. Boolean operators like AND, OR, and NOT are not supported. To search using multiple criteria, try using filters in combination with your search term.
For filtering, only multiple-choice screening questions can be filtered. Free-text questions allow candidates to provide varied responses, making it difficult to filter consistently. If you need to filter by specific criteria, consider using multiple-choice questions during job creation.
Frequently asked questions
All filters persist as you navigate between different views and candidate stages, ensuring consistent filtering across your entire workflow. However, you cannot currently save filter combinations. You'll need to reapply your filters each time you access the candidate list, though filters do remain active during your current session.
Yes, visible match indicators are planned for a future release. This enhancement will show tags or highlights indicating which profile fields matched your search term, making it easier to understand why candidates appear in your results.
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