Searching and Filtering the Candidate List

Searching

In the Search box, enter either the first or last name of the candidate you are searching for. To clear the search and see all the candidates in your list again, delete the text from the search box and press Enter.

Filtering

Click the drop down menu to select for specific Locations, Team Members Process Flows and Status.  You can filter candidates by Locations, Process Flows, Team Members, and Status

 

• Locations (Locations OR Location Groups)

• Process Flows

 

• • Admin user will see candidates and process flows associated to locations they have access to
  • Admin user will see candidates and process flows when a form has been assigned to the admin user
• Team Members (that have been assigned to a candidates process flow)

• Status

 

• • Completed (Candidate has finished the process flow)
  • Needs Attention (Any started but incomplete process flow, or overdue process flow)
  • Canceled (Process flow is no longer accessible to candidate)
  • Will save any forms a candidate has already completed
  • Started
  • Pending (Process flow has been assigned but no other actions have been taken)