Advanced Filters allow you to delve deeper into your data than any other filter option within Eploy, which is ideal for creating reporting data or identifying records with key or complex criteria. You can even use advanced filters to search for records based on related activity (such as Candidates who applied for a Vacancy in February), which is a great way for creating call lists or finding out whose records are fully compliant.
You can find advanced filters within different admin areas of the system, such as metrics or authorisation workflow configuration, as well as within the recruitment pipelines. This is because these are the areas of the system that you are likely to require in depth searching and filtering, across several related criteria.
Once you have clicked Edit Filter / Filter Applications (in the pipeline), you will have access to the Advanced Filter. From here, you can begin to use the options available to build your filter:
- Add Field - This is how you add fields and criteria into your filter. When you click this option, you will be able to either search or type in the name of the field you wish to filter on. Once you then find the appropriate field, select it from the list to add to your filter, before entering the required values based on the type of field selected.
Hint - The fields available within Add Fields will depend on where you are filtering in the system or on the type of metric. For example, if creating a metric on vacancies, you will only be able to filter on Vacancy Fields. Meanwhile, Application metrics will allow you to select fields from across the system including vacancy, company or candidate details.
- Add Field Group - Field groups allow you to section off your queries, helping to prioritise operations so that you can find the right records - they work the same as brackets in equations!
Hint - You can add multiple field groups to the query, to help you create complex filters - you can even have groups within groups!
- Search Activity - This function allows you to search for related record information in the query, rather than just the info stored within the record type. This means that you can find records that do or don't have associated files or previous applications etc. When selecting Search Activity, you first chose whether you want to identify records WITH the specific related record or WITHOUT.
Hint - Searching Activity is heavily influenced by the type of record you are searching on - you will have extra options on candidates or vacancies, for example, as all other activity relates back to either record. Use this function as part of metrics to create complex queries, which are great for identifying any missing information or attachments!
Hints & Tips
- Record Count - As you add conditions, fields or groups to the query, the record count will update automatically. Keep an eye on this as you add criteria to ensure that you are getting the results you'd expect - if it drops to 0, it means that there are no records which meet your criteria.
- Different Operators - As you add conditions or fields to the query, you will be able to set them as AND / OR. Which option you select will have a big impact on the results of the query, so it's important to ensure that this is configured correctly. If using AND, both conditions above and below the AND will be required in the search; meanwhile, using OR will mean that either condition is required but not necessarily both.
Hint - If you add an AND to the query, the record count will likely go down, whilst adding OR will likely mean that you get more results!
- Editing Conditions - As you add criteria into the query, it's important to know that you can edit any string, by reordering, editing or removing as required. To reorder, using the handle next to the condition and then drag / drop into the right place (can also be used to move fields in or out of field groups), whilst the Edit icon will allow you to make any changes to the condition. If you decide that the filter is not required, simply click the X to remove.
Once you have finished creating your query, click Apply to see the results.