Sometimes, you just need to quickly and easily apply a filter to help you manage records - whether it is quickly finding a certain user so you can reset their password or all candidates who use a certain email provider, the simple Filters are the best way to do it.
You can find a Simple Filter on the grey tool bar, when looking at any record grid across the system - clicking this option will then open in a pop-up window, so make sure you have allowed for pop-ups when working within Eploy.
Once the filter has opened, you will find all the basic fields that relate to the type of record you are looking at. For example, clicking Filter when within Candidates, you will be able to filter on basic candidate information such as name, email address and phone number. Meanwhile, Filter within Vacancies will give you access to vacancy specific fields, such as Title, Job Descriptions or positions available.
Hints & Tips - Wildcards
When using these filter options, identify the field you need and enter the value that you are looking for i.e to find candidates with a specific email address, you can type the email address into the appropriate field for an exactly match. However, if you aren't sure of the full address or simply want to identify all those with a particular domain, you can use wildcards as part of the search to find records that contain the value you are searching for.
For example, using an asterisk (*) before and after the value you enter will allow you find any records that contain the word or phrase. So searching for *@hotmail* will return all candidates who have any type of hotmail email address.
You can use wildcards on any free text fields to find partial matches, including things like job titles, descriptions and surnames.
Hints & Tips - Narrow List
When filtering, you may end up with more results than you intended, or are able to work with. In this scenario, rather than starting again and trying to refine your search, you can use the Narrow List option to search within the results that you already have. For example, after applying a filter, click back into the Filter option and search on some additional criteria. This time though, before you click Apply, change the filter options to Narrow List. Now, when you click Apply, you'll be searching within the current list.
Hint - Whilst the default is Replace List, which is essentially doing a new search on the full database, you can also use Add Search Results to List. This will maintain your existing results but add any records to them.
Hints & Tips - Inverse Filters
When using the simple filter, it's often easier to find all the records that you don't want, rather than the ones you do. In these cases, you can use the Inverse filter to quickly flip things around to find the records. For example, if you want to find all candidates that aren't assigned to you using the simple filter, the best thing to do would be to identify the ones that are assigned to your user and then click Inverse. When you then apply the filter, you will see all the candidates that you have not yet been allocated and begin to work through the list.