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You might be familiar with custom Application fields in Sense TRM. It allows you to create various forms and fetch candidate details while sourcing them.
You can use these custom filters to filter the sourced candidates (Talent Pool and Candidates in Screen Stage) based on these custom (application) field values.
Which custom application field types can be added as a candidate custom filter?
Custom application fields of the following types can be added as a custom filter:
- Single line text
- Paragraph
- Single select
- Yes/No
- Date
- Number
- Value in currency
- Single user select
☆ Enable Custom Filters
- Navigate to the Settings > General Configuration > Custom Fields > Application Fields.
- Create a new custom application field or click on Edit for an existing custom field.
- Check the box ‘Add to custom filters’.
Where to find Custom Filters?
- If you check the boxes for both Candidate link and Custom filter→ The field will be displayed on both the Candidates tab and Candidate tab inside a job(for ‘Screen’ and ‘Talent Pool’)
- If you check the box for only Custom filter → the field will be displayed only in the Candidates tab inside a job(for ‘Screen’ only).
Learn more about adding fields to Candidate card.
☆ Use Custom Filters
You can set filters based on the custom application field type from the Custom Filters. Below are the essential criteria you can use for filters:
-
Single line text: You can enter the exact text or keyword to filter out the candidates based on their responses. These are not case-sensitive.
-
Paragraph: You can enter the exact paragraph text to filter out the candidates based on their responses. These are not case-sensitive.
-
Single select: You can select the single select response from the drop-down menu. Based on the responses chosen and candidate responses, candidates will be filtered.
-
Yes/No: You can select Yes or No from the drop-down menu. Based on the responses chosen and candidate responses, candidates will be filtered.
-
Date: You can set a specific date or a range of dates to filter out the candidates based on their responses.
-
Number: You can set a specific number or range to filter out the candidates based on their responses.
-
Value in currency: You can set a specific value or range of values to filter out the candidates based on their responses.
-
Single user select: You can select the single user response from the drop-down menu. Based on the responses chosen and candidate responses, candidates will be filtered.
➥ Note: Please be noted that we have added a search bar for both the Candidates tab and
Candidates tab inside a Job. Hence you can filter out candidates based on the
Candidate's Name, email, and ID.