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Performing a Search and Applying Filters to Locate Applicants

The Filter Applicants section includes a variety of functions that human resources personnel can use to apply filters and perform searches to locate applicants in the Applicants list. You can also use the Advanced Search Criteria pop-up to select expanded search criteria options, save your selected criteria as an advanced search profile, and then apply the advanced search profile to the list of applicants in the Applicants section. The advanced search options include position and location, workflow, background and WOTC screening, and applicant data as available search criteria.

Applicant Dashboard - Filter Applicants Fields

Field	Definition
Applicant View	Drop-down field used to select view options for the Applicants list, which include one or more of the following, depending on the permissions for the user role assigned to your user account: My Applicants View - Displays applicants that apply to job openings associated with the same department as the department associated with your employee profile and for which you originally sent an application invitation, created applicant records directly from the Applicant dashboard, or performed scheduled actions towards applicant records. The DisplayMyApplicantsNumberOfDays Metadata setting determines the number of days, since the applicant initially submitted their application, after which the application will no longer display in the My Applicants View. Contact your system administrator for assistance with updating the DisplayMyApplicantsNumberOfDays Metadata setting. Department Manager View - Displays applicants that apply to job openings associated with the same department as the department associated with your employee profile. Corporate Hiring View – Displays all applicants that match the standard filter criteria that you select from the Filter Applicants section. Location Manager View – Displays applicants that apply to a job opening that matches the current location associated with your employee profile. Location Hierarchy View – Displays applicants that apply to a job opening that matches the current location associated with the employee profile of employees for which you are the manager, in addition to applicants that apply to a job opening that matches the current location associated with your employee profile. Pooled Applicants View – Displays applicants records for applicants where a hiring action has not been performed for the applicant and the applicant meets the location and aging criteria of an applicant pool for the location associated with your employee profile. The Pooled Applicants View may also display applicants that are eligible for the applicant pool and for which hiring associates perform an action, but have been inactive since the last action was performed, or applicants that hiring associates manually return to pooling eligibility. Refer to the About Applicant Pools topic for more information on the applicant pooling functionality. Contact your system administrator for assistance with setting up applicant pools. Recruiter View – Displays applicants that apply to job openings for which you are the assigned recruiter. Recruiting Manager View – Displays applicants assigned to all recruiters where you are the manager for the recruiters, in addition to applicants that apply to job openings for which you are the assigned recruiter. Hiring Manager View – Displays applicants that apply to job openings for which you are the assigned hiring manager. Corporate Recruiting View – Displays applicants assigned to all recruiters that match the standard filter criteria that you select from the Filter Applicants section. Contact your system administrator for assistance with configuring permissions related to the available views for the Applicant Views field.
Req Code	Drop-down field used to select the requisition or job opening code of the applicants you want to filter by. The Req Code field only displays if the Requisitions dashboard permission is active for the user role associated with your user account. The available options you can select from the Req Code field must consist of job openings or requisitions for which you are the selected recruiter, hiring manager, or requisition manager. If you are not the selected recruiter, hiring manager, or requisition manager for any job openings or requisitions, the only available option for the Req Code field is the default Search All option, which does not apply job opening or requisition criteria. The only exception to this policy is if the Manage All Requisitions permission is active for the user role associated with your user account. Under these circumstances, you can choose any job opening or approved requisition option from the Req Code field. Contact your system administrator for assistance with activating the Manage All Requisitions permission for the user role associated with your user account. Additionally, if the OFCCP Logging functionality is active, you must perform an advanced search to locate applicants and provide a search reason while performing the search when you select the Select All option from the Req Code drop-down field. Refer to the About the OFCCP Logging Functionality topic for more information on the OFCCP Logging feature. Contact your system administrator for assistance with updating permissions for the user role associated with your user account.
Status	Drop-down field used to select the hiring status of the applicants you want to filter by. Options for this field include: Active - Indicates that you want to filter the Applicants list to display applicants that have an active application record on file, regardless of the application type. Active (Full) - Indicates that you want to filter the Applicants list to display applicants that have an active application record on file and that originally submitted all required information via a full form collection during the online application process. Active (Mini) - Indicates that you want to filter the Applicants list to display applicants that have an active application record on file and that originally submitted only partial required information via a minimal form collection during the online application process. Inactive - Indicates that you want to filter the Applicants list to display applicants whose records are no longer active because the final hire or reject action has already been performed. Expired - Indicates that you want to filter the Applicants list to display applicants whose records have expired due to inactivity. Additionally, if system administrators configure your Pangea environment to allow applicants to apply to more than one job opening and hiring associates perform the final hire action for the applicant, all other application records for which the applicant was not hired automatically become expired and display when you select the Expired option. All - Indicates that you want to filter the Applicants list to display all applicants regardless of status or application type. Hot - Indicates that you want to filter the Applicants list to display all applicants which meet or exceed the minimal hot candidate score for their online application form collection. New - Indicates that you want to filter the Applicants list to display all applicants which have recently applied to the job opening or requisition. The total number of records you return as a result of applying this filter is reduced once you click the hyperlink for the value, navigate to the applicant dashboard, and then either view the applicant summary for the applicant or candidate, or perform an action towards the applicant or candidate record.
Date Applied	Drop-down field used to select the date range option for when the applicants you want to filter by submitted their application. The option for this field that displays as selected by default is dependent on the ApplicantDateAppliedFilterId Metadata setting. Contact your system administrator for assistance with updating the ApplicantDateAppliedFilterId Metadata setting.
Last Name	Text field used to type the last name of the applicant you want to filter by.
First Name	Text field used to type the first name of the applicant you want to filter by.
New Advanced Search	Icon used to create a new advanced search and expand the standard search criteria using the Advanced Applicant Search pop-up.
Edit Advanced Search	Icon used to modify criteria for the currently selected advanced search.
Advanced Search Criteria	Drop-down field used to select previously saved advanced search criteria to apply to the Applicants list.
Company Client	Text field and drop-down field used to type a portion of the name of the company client associated with the applicants you want to filter by and then select the company client. The initial text field utilizes an incremental find and filter functionality which returns company clients that match the string of characters you type as the available options for the subsequent drop-down field.
SSN	Text field used to type the Social Security Number or alternate identification code of the applicant you want to filter by. The value you type in this field displays as masked by default. You can only use the SSN field to locate applicants by alternate identification code if your business or organization utilizes the alternate identification method of identifying applicants, which allows applicants to provide an alternate identification code during the applicant portal account creation phase of the online application process. Contact your system administrator for assistance with activating this functionality for your Pangea environment. The field label for the SSN field may also differ based on the SSNorOtherIDDashboardLabel Metadata setting. Contact your system administrator for assistance with updating the SSNorOtherIDDashboardLabel Metadata setting. Additionally, the SSN field is only available if the EnableApplicantSSNSearch Metadata setting is active for your system environment. Contact your system administrator for assistance with activating the EnableApplicantSSNSearch Metadata setting. You can also use the SSN field to uniquely locate records when reviewing the online application status for invited applicants. Refer to the Reviewing Application Status for Invited Applicants topic for more information on this functionality.
BGC Order Number	Text field used to type the eQuest+ Work Order ID number associated with any background check order of the applicant you want to filter by. You can use the BGC Order Number filter field to filter applicant records by the eQuest+ Work Order ID number for any previous or current background check order. Additionally, the BGC Order Number field is only available if the EnableApplicantWorkOrderIdSearch Metadata setting is active for your system environment. Contact your system administrator for assistance with activating the EnableApplicantWorkOrderIdSearch Metadata setting.
Find Applicants	Button used to apply your filter criteria and refresh the Applicants list.

Advanced Applicant Search Fields

* - indicates a required field
Field	Definition
Search Reason	Drop-down field used to record your reason for performing a search for applicant records, which effectively ensures that your organization is in accordance with the U.S. Department of Labor requirements for the Office of Federal Contract Compliance Programs (OFCCP) standards. The Search Reason field displays as a required field if the OFCCP Logging functionality is active for your environment. Contact your administrator for assistance with activating the OFCCP Logging functionality. Refer to the About the OFCCP Logging Functionality topic for more information on the OFCCP Logging feature.
Req Code	Drop-down field used to record the job opening or requisition of the applicants you want to locate, which effectively ensures that your organization is in accordance with the U.S. Department of Labor requirements for the Office of Federal Contract Compliance Programs (OFCCP) standards. Contact your administrator for assistance with activating the OFCCP Logging functionality. Refer to the About the OFCCP Logging Functionality topic for more information on the OFCCP Logging feature.
Zip Code Radius	Text field and drop-down field used to type the ZIP code of the applicants you want to locate and then select a ZIP Code Radius option by which you want to filter applicants.
Job Category	Drop-down field used to select the job category, or job class, by which you want to filter applicants.
Position	Drop-down field used to select the position title of the position by which you want to filter applicants.
Location	Drop-down and text field used to select the location type and then type the name or other criteria for the location type. The Location text field refreshes to display as a drop-down field with values that match the criteria you typed when you click Get.
Get	Button used to submit your criteria and refresh the Location text field to display as a drop-down field with values that match your criteria.
Action Status	Drop-down field used to select the most recently applied hiring action for the applicants you want to filter by.
Next Action	Drop-down field used to select the next hiring action of the applicants you want to filter by.
Flagged Applicants	Drop-down field used to select a flagging option for the applicants you want to filter by based on whether or not you previously flag applicant records using the Flag Applicants icon. The Flagged Applicants drop-down field is only available if the EnableApplicantFlags Metadata setting is active. Contact your system administrator for assistance with updating the EnableApplicantFlags Metadata setting. Refer to the Managing Metadata topic for more information on the EnableApplicantFlags Metadata setting.
Applicant Type	Drop-down field used to select the applicant type, based on the applicant portal from which the applicant applied, of the applicants you want to filter by.
Assessment	Drop-down field used to select the assessment score of the applicants you want to filter by.
WOTC Eligible	Drop-down field used to select the Work Opportunity Tax Credit (WOTC) qualification option of the applicants you want to filter by.
BGC Status	Drop-down field used to select the background check status of the applicants you want to filter by.
BGC Completed Days	Drop-down field used to select one of the following options by which you want to filter applicant records according to the number of days since the last background check for applicants was completed: 1 day 7 days 14 days 30 days
BGC Completed Date From	Date field used to select, or type in MM/DD/YYYY format, the beginning date of the date range since the last background check was completed for the applicant records you want to filter by.
BGC Completed Date To	Date field used to select or type the ending date of the date range since the last background check was completed for the applicant records you want to filter by.
BGC Requester	Text field and drop-down field used to type a portion of the name of the background check requester, or the hiring associate responsible for performing the most recent background check, and then select the requester of the applicants you want to filter by.
BGC Viewed	Drop-down field used to indicate whether you want to filter applicants according to whether the Background Report for applicants has been viewed since the most recent screening change for the applicant record.
Resume Keywords	Text field used to type the keywords that match content within the resume of the applicants you want to filter by. You can include AND, NOT, or OR as keyword search operators to separate the keywords you want to search by and expand or refine your search criteria. For example, if you type "computer AND science" the applicants that display in your results are applicants whose resumes include all of the keywords "computer" and "science. Alternatively, if you type "computer OR science" the applicants that display in your results are applicants whose resumes include either of the keywords "computer" or "science". You can also use parentheses "()" characters to combine sets of keywords and operators. For example, if you type "(java developer OR asp.net developer) AND microsoft" in the Resume Keywords field, the applicants that display in your results are applicants whose resumes include either of the keywords "java developer" or "asp.net developer" and which also must include the keyword "microsoft".
Min Score	Text field used to type the minimum application score of the applicants you want to filter by.
Max Score	Text field used to type the maximum application score of the applicants you want to filter by.
Search Name*	Text field used to type a name for the advanced search profile. Once you create an advanced search profile, the profile becomes associated with your specific user account, and you can select and apply the criteria from the advanced search at any time by selecting the profile from the Advanced Search Criteria drop-down field.
Applicant Data Criteria	Section that displays fields used to select additional criteria from the online application by which you want to filter applicants. The number and type of fields that display depends on which applicant search fields are available for your user role and configured for your system. Contact your system administrator for assistance with creating, modifying, or deleting advanced applicant search fields.
Save and Search Applicants	Button used to save your advanced search profile, apply the criteria you select to the applicants in the Applicants list, and then refresh the Applicant dashboard.
Cancel	Button used to cancel your changes and return to the Applicant dashboard.
Search Applicants	Button used to apply the criteria you select to the applicants in the Applicants List, without saving your advanced search profile, and then refresh the Applicant dashboard. If you opt to simply apply your search criteria without saving the advanced search profile, the name of the profile displays as "<unsaved advanced search>" in the Advanced Search Criteria drop-down field in the Filter Applicants section, and the profile is not retained if you log out or navigate away from the Applicant dashboard.
Delete Search	Button used to delete the current advanced search.

You can use the Advanced Applicant Search pop-up to do the following:

Perform a Search and Apply Filters to Locate Applicants
Delete Advanced Searches

To Perform a Search and Apply Filters to Locate Applicants

From the Applicant dashboard, do one or more of the following to choose the type of filter you want to apply for the list of applicants in the Applicants section:

Select a view option for the Applicants list from the Applicant View drop-down field.
Select the select the requisition or job opening code of the applicants you want to filter by from the Req Code drop-down field.

The ability to filter applicants by requisition or job opening code is dependent upon whether the Requisitions dashboard permission is active for the user role associated with your user account. Contact your system administrator for assistance with updating permissions for the user role associated with your user account.

Select the hiring status of the applicants you want to filter by from the Status drop-down field.
Select the date range option for when the applicants you want to filter by submitted their application from the Date Applied drop-down field.
Type the last name of the applicant you want to filter by in the Last Name field.
Type the first name of the applicant you want to filter by in the First Name field.
Type a portion of the name for the company client associated with the applicant you want to filter by in the Company Client text field and then select the company client from the subsequent drop-down field.

The ability to filter applicants by company clients is dependent upon whether the EnableClientSupport Metadata setting is active for your system environment. Contact your system administrator for assistance with activating the EnableClientSupport Metadata setting.

Type the Social Security Number of the applicant you want to filter by in the SSN field.
Type the eQuest+ Work Order ID number associated with any background check order of the applicant you want to filter by in the BGC Order Number field.

The ability to filter applicants by eQuest+ Work Order ID is dependent upon whether the EnableApplicantWorkOrderIdSearch Metadata setting is active for your system environment. Contact your system administrator for assistance with activating the EnableApplicantWorkOrderIdSearch Metadata setting.

If you are satisfied with your search criteria, continue to Step 6.

Select a previously saved advanced search to apply to the Applicants section from the Advanced Search Criteria drop-down field. If you are satisfied with your search criteria, continue to Step 6. If you want to create a new advanced search, continue to the next step.
Click the New Advanced Search icon to create a new advanced search or click the Edit Advanced Search icon to modify criteria the currently selected advanced search. The Advanced Applicant Search pop-up displays.
From the Advanced Applicant Search pop-up, do one or more of the following to expand the standard search criteria and select advanced search criteria to apply for the list of applicants in the Applicants section:

Select your reason for performing a search for applicant records from the Search Reason drop-down field. The search reason you select effectively helps to ensure that your organization is in accordance with the U.S. Department of Labor requirements for the Office of Federal Contract Compliance Programs (OFCCP) standards. Refer to the About the OFCCP Logging Functionality topic for more information on the OFCCP Logging feature.
Select the job opening or requisition of the applicants you want to locate from the Req Code drop-down field. The job opening or requisition you select effectively helps to ensure that your organization is in accordance with the U.S. Department of Labor requirements for the Office of Federal Contract Compliance Programs (OFCCP) standards. Refer to the About the OFCCP Logging Functionality topic for more information on the OFCCP Logging feature.
Type the ZIP code of the applicants you want to locate and then select a ZIP Code Radius option by which you want to filter applicants.
Select the job category by which you want to filter applicants from the Job Category drop-down field.
Select the position title of the position by which you want to filter applicants from the Position drop-down field.
Select a location type option from the Location drop-down field, type the name or other criteria for the location type in the Location text field, and then click Get. The Location text field refreshes to display as a drop-down field with values that match the criteria you typed. Select the location by which you want to filter applicants from the refreshed Location drop-down field.
Select the most recently applied hiring action for the applicants you want to filter by from the Action Status drop-down field.
Select the next hiring action of the applicants you want to filter by from the Next Action drop-down field.
Select an applicants flagging option to indicate whether you want to filter by either flagged applicant records or all non-flagged applicants records from the Flagged Applicants drop-down field.
Select the applicant type, based on the applicant portal from which the applicant applied, of the applicants you want to filter by from the Applicant Type drop-down field.
Select the background check status of the applicants you want to filter by from the Background drop-down field.
Select the assessment score of the applicants you want to filter by from the Assessment drop-down field.
Select the WOTC qualification option of the applicants you want to filter by from the WOTC Eligible drop-down field.
Select the background check status of the applicants you want to filter by from the BGC Status drop-down field.
Select the date range option by which you want to filter applicant records according to the number of days since the last background check for applicants was completed from the BGC Completed Days drop-down field.
Select or type the beginning date of the date range since the last background check was completed for the applicant records you want to filter by from the BGC Completed Date From date field.
Select type the ending date of the date range since the last background check was completed for the applicant records you want to filter by from the BGC Completed Date To date field.
Type a portion of the name of the background check requester, or the hiring associate responsible for performing the most recent background check, and then select the background check requester of the applicants you want to filter by from the BGC Requester field.
Indicate whether you want to filter applicants according to whether the Background Report for applicants has been viewed since the most recent screening change for the applicant record from the BGC Viewed drop-down field.
Select the criteria from the online application that you want to filter by from the Applicant Data Criteria fields as necessary. The number and type of fields that display depends on which applicant search fields are available for your user role and configured for your system. Contact your system administrator for assistance with creating, modifying, or deleting advanced applicant search fields.
Type the minimum and maximum application score range of the applicants you want to filter by in the Min Score and Max Score fields.

Do one of the following:

If you want to save your advanced search profile for future use, type a name for the profile in the Search Name field and then click Save and Search Applicants to apply your search criteria to the Applicant list.
If you do not want to save your advanced search profile for future use and simply want to apply your search criteria to the Applicant list, click Search Applicants.

If the applicants you want to locate display in the Applicants list as a result of the advanced search criteria you apply, you have completed this procedure.

Click Find Applicants. The Applicants section refreshes to display a list of the applicants that match your search and filter criteria. If the applicants you want to locate display in the Applicants list, you have completed this procedure.

The Applicants section includes column headings that you can click to sort the list of applicants by the corresponding column value, and may also include paged results depending on the number of applicants that match your filter and search criteria. If you are confident that the criteria you selected is accurate but the applicants you want to locate do not immediately display, you can resort columns or click the paged results hyperlinks to attempt to locate applicants.

Repeat Step 1 to add or modify your current standard search criteria, repeat Step 2 to select a different advanced search, or repeat steps 3-5 to create a new advanced search as necessary and then perform a new search.

Once you locate the applicant records you want, you can click the Flag Applicant icon to flag the candidate or applicant record for future reference and then use the Flagged Applicants drop-down filter field to quickly locate applicants you flag.

To Delete an Existing Advanced Search

From the Applicant dashboard, select the advanced search you want to delete from the Advanced Search Criteria drop-down field.
Click the Edit Advanced Search icon. The Advanced Applicant Search pop-up displays.
Click Delete Search.