Field Filtering on Candidate Forms

Abstract

Product: Workbench

Filed Filtering on Candidate Forms

• Field filtering allows the values on a form to be filtered by HR status and Req template.

• Field filtering can only be applied to a single per candidate/req or multiple candidate/req forms.

• This feature allows form field values and a default value to be associated with an HR status and/or req template.

• The fields with filtering configured will filter the overall list based on the configuration.

• The field default is also based on configuration.

• When field filtering is configured for a field, the Recruiter or Hiring Manager sees only a list of appropriate options on a form. The HR status filtering will apply to only the current HR status of the candidate at the time of creating or editing the form. The req template filtering will apply to the req template that the candidate is currently filed in when creating or editing the form.

Relevant eLearning

Process

Configuring Field Filtering

1. Select Tools → Forms → Candidate Forms.

2. From the list of forms, select the Administer form fields icon for the desired form.

3. From the list of fields, select the field for which list filtering will be configured. Field types must be single-select, multi-select, radio buttons, and check boxes.

4. Select Actions → Set filtering options.

5. The Form field filtering screen appears. Select List in the Select field filter(s) field. Select whether you want to filter on HR status, Req template, or both.

6. Select Save.

7. In the configured filters section of the Form field filtering screen, select the appropriate HR statuses and/or req templates to use for this filter. When All is selected, all HR statuses or req templates will use the specified values. If Specific is selected, the user is allowed to specify the HR statuses or req templates by which to filter.

8. Select the overall value list for the given HR status(es) and/or req template(s) and default value for the given HR status(es) and/or req template(s).

   1. Option Values: When All is selected, all values will be displayed on the form. When Specific is selected, the user will specify which value(s) this filter pertains to and will appear on the form. Option Values can be used in more than one filter. Option Values cannot be removed here if they are the default option.

   2. Default Value: This will automatically be populated for the field on the form. For all multi-select fields (including check boxes), multiple default options may be selected. For single-select fields, only 1 default selection is allowed. A default selection is not required.

9. Select Save.

Delete a Field Filtering

1. Select Tools → Forms → Candidate Forms.

2. From the list of forms, select the Delete icon for the desired form.

View Field Filters

1. Select Tools → Forms → Candidate Forms.

2. From the list of forms, select the View all filters icon for the desired form.

3. To view a field filter for a particular field, select the binoculars icon for that filter.