Filtering candidates inside the Candidates tab: Candidate filter

Although we have a powerful keyword searching tool within idibu, there are times when you'll just want to filter your candidates in the main candidate page. You can do this by using the 'Filter candidates' button, and can filter all your candidates from within your Talent bank, or just those within a particular vacancy. You can also use this feature in combination with tag filtering.

In this article we will cover:

1. Accessing the candidate filter
2. Filtering candidates by experience (keyword/boolean)
3. Filtering candidates by location and radius
4. Filtering candidates created by user
5. Filtering candidates created by date
6. Filtering candidates by name
7. Filtering candidates by job title
8. Filtering candidates by email
9. Filtering candidates by phone and mobile
10. Filtering candidates by address
11. Filtering candidates by custom fields
12. Clearing and updating filters

Accessing the candidate filter

1. Click the Candidates tab from inside your vacancy.

Standalone:

CRM:

2. Click 'Filter candidates'

3. This will generate a pop up screen which gives you the ability to filter on a number of criteria. Again, you can just filter on one criteria or a number within the pop-up.

Filtering candidates by experience (keyword/boolean)

You can now filter your candidates by experience, using keyword or boolean strings. This is particularly useful for quickly finding the most suitable applicants when sifting.

For more information on the options and capabilities here, take a look at this article. [LINK]

Filtering candidates by location and radius

You can now use radial searching to filter your candidates by proximity to a specific location. The location field will allow you to specify either a town/city name, or a post/zip code. This is particularly useful for quickly finding the most suitable applicants when sifting.

When you have selected the location required from the drop down, the radius will default to 10 miles. But you can change this by clicking on the drop down arrow.

For more information about this feature, and how to use it in conjunction with keyword/boolean searching, take a look at this article. [LINK]

Filtering candidates created by user

You can filter by the user who created the candidate. In the case of applications, this will be the vacancy owner.

Filtering candidates created by date

You can filter based on candidates created before or after a specific date, or within a specified date range. Click the fields below to select the required date(s).

Filtering candidates by name

This is a free text field allowing you to filter based on the candidate's name, as it is displayed on their record.

Filtering candidates by job title

This is a free text field which will filter based on the information in the job title field on the candidate's profile page. Note that it will not filter other job title information listed in their work history or CV.

Filtering candidates by email

This is a free text field which allows you to filter candidates by email address, written as it is displayed on their record.

Filtering candidates by phone and mobile number

This free text field will allow you to filter by both the phone and mobile number fields at the same time. It will also allow you to insert part of a phone number if you don't have the full details.

Filtering candidates by address

The address field here will only return candidates with the exact word in their address field. If you want to search radially on an address or postcode, then you will need to run a local search across your talent bank using the 'Search' tab. 

Filtering candidates by custom fields

If you have any custom fields set up on your candidate records, then they will be displayed here as free text filter fields. Like the other free text fields above, you can filter here using specific words or exact phrases.

Clearing and updating filters

The filters you have selected are represented in grey blocks. To remove any of the filters selected, simply click on the X.

You can also use the 'Clear search' and 'Refine search' options at the top of the page to clear all filters, or update existing/add new ones.