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 three 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 Qualification filter will screen in candidates. Use this filter to automatically progress candidates to a new stage in your pipeline.
  • A Results filter will screen in candidates. Use this filter to include candidates who selected a particular response.

Note that you can add either qualification or disqualification filters to a job. You cannot have both set up in your automated pipeline simultaneously. (If a candidate triggered both the qualification and disqualification filters, the system will not know which to prioritise and therefore would not know which action to take for the candidate.)

Create a Disqualification Filter

This type of filter needs to be set up 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".
  1. Click "Create New Filter". Give your filter a name and select "Disqualification" for the Filter Type. Select the Application form and add a DQ 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. (Note that the candidate will not be told which question/response resulted in their application being rejected so we recommend keeping this text generic.) Click "Proceed to add rules".
  2. Select the parameters for the rules you are adding, then click "Save Filter Rules."
  1. Any candidates who select the specified response(s) will automatically be moved to the "Not Hired" pipeline stage in the job.

Create a Qualification Filter

A qualification filter is set up in the same area as a disqualification filter. It also needs to be set up before you start accepting applications from candidates.

  1. After clicking “Create New Filter”, select “Qualification” for the Filter Type. Click "Proceed to add rules".
  2. Select the parameters for the rules you are adding, then click "Save Filter Rules".

This type of filter does not automatically progress every candidate who selects the required response in that application form. This will need to be selected for each job where you want to automatically progress candidates who meet this requirement. Click here to learn how to set this up.

Create a Results Filter

This type of filter can 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". Give your filter a name and select "Results" for the Filter Type. Select the Application form and click "Proceed to add rules."
  4. Select the parameters for the rules you are adding, then 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 Candidate Search 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". Click "Search".
    1. If you want search within a specific job, select the job from the dropdown list under the "Title" field.
  3. The search will return any candidates who meet the criteria.

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