Filter Candidates by Application Responses

Updated by Amy Thomas

Filtering allows you to easily find candidates who meet your requirements. Application filters enable you to screen candidates based on the responses they select for your application form questions.

There are two options for filtering candidates based on the way they answer the application form questions.

  • A Disqualification filter will screen out candidates. Use this filter to exclude candidates who selected a particular response.
  • A Results filter will allow you to filter candidates in the results section to include candidates who selected a particular response on the application.

Create a Disqualification Filter

This type of filter needs to be set up after you create the application form and before you start accepting applications from candidates.

  1. To create the application filter, go to Manage and select Job Applications.
  2. Click Manage Application Filters.
  3. Click Create New Filter.
    1. Give your filter a name.
    2. Select the Application form the filter will apply to.
    3. Select Disqualification for the Filter Type.
    4. Add a Disqualification Message. This is the text the candidate will see when they have been disqualified and it will appear after they have completed and submitted their application form.
Candidates will not be told which question/response resulted in their application being rejected so we recommend keeping this text generic.
  1. Click Proceed to add rules.
  2. Select the parameters for the rules you are adding. If there is only one filter, add this in the Simple Mode tab. To add multiple filters, click Advanced Mode and add all the parameters.
  3. Click Save Filter Rules.
  4. Any candidates who select the specified response(s) will automatically be moved to the Not Hired - Rejected pipeline stage in the job.

Create a Results Filter

This type of filter can be set up at any time.

  1. To create the application filter, go to Manage and select Job Applications.
  2. Click Manage Application Filters.
  3. Click Create New Filter.
    1. Give your filter a name and select Results for the Filter Type.
    2. Select the Application form and click Proceed to add rules.
  4. Select the parameters for the rules you are adding. If there is only one filter, add this in the Simple Mode tab. To add multiple filters, click Advanced Mode and add all the parameters.
  5. Click Save Filter Rules.

Using a Results filter

Run the Results filter to view any candidates who meet your specified parameters.

  1. To do this, click the down arrow in the Search candidates field at the top of the screen. This will open the Advanced Search section.
  2. Select your search parameters. Choose the required Results filter from the dropdown list under Application Filter.
    1. If you want search within a specific job, select the job from the dropdown list under the Title field.
  3. Click Search.
  4. The search will return any candidates who meet the criteria.

How did we do?