Company records are one of the four core record types within Eploy, along with Candidates, Vacancies and Contacts.
In this article we will explore how to view and filter your company records, search for one specifically and use the navigation options available to move from one Company record to another.
To jump to a specific section within this article, please use the links below:
- View - Companies
- Using the Filter
- Searching for a Company record
- Using the Structure tab
- Related Records
View - Companies
The quickest way to access all company records is via the View menu item. From View, click Companies > All Companies to take you through to the global list of Companies, where you can manage your layout, filter for specific records or view the Company Summary:
- Access the full company record by clicking into the company name.
- Manage the column headers in the grid by clicking into Layout.
- Switch between Detailed View / Simple View to see more details and find the layout that works for you.
Using the Filter
The global list will show all companies, but as this isn't always manageable, you can use the filter options. This is available under Filter on the grey tool bar and will allow you to search for companies based name, industry or function.
Hint - Not seeing the list you'd expect? If the Filter button is Orange in colour, this tells you that a filter has already been applied so may not be looking at the full list of records. When filtering, you can then chose to remove the old filter, overwrite the options or apply the filter on top of the already filtered list.
To remove the filter, hover your mouse over the filter button and click Remove Filter. The page will refresh and display all Company records.
Searching for a Company record
The Eploy quick search is always available in the top right hand corner of the screen and allows you to search for names, ID numbers, phone numbers or email addresses across the system. This can be particularly useful when searching for specific companies, as you can type in the company name or ID number to access it straight away.
Hint - When searching on names, the search box includes a wildcard filter. This means that you can search for partial company names, so you don't need to type in the full name.
After typing into the search box (1), the results will be displayed in a popup window (2). Each core record type has its own tab (3), showing a list of matched results. You can click directly into the company name or click the arrow icon (4) to open the company record in a new browser tab - this can be particularly effective if you need to look at lots of different records. The Apply button (5) can then be used to filter the global list, showing only the results of your search.
Using the Structure tab
To view your Company Structure, navigate to a Company record and click into the Structure tab. This will now display the hierarchy this record belongs to.
From here, you can easily navigate to other company records by clicking on the Company Name. You can also make changes to this structure by right clicking the record name and choosing to update the parent or child relationship.
As a relational database, you can easily access related records from companies as well as get back to the company record when viewing vacancies or contacts.
When viewing a record in a nested relationship, you can easily navigate back to the associated record by clicking the record name or using UP on the grey toolbar which will take you one level up in the record structure.