You can group applications and place them in a folder using the Selections tool. This can help you quickly find or keep track of the applications.
You can save the Selections as 'Private' so that they are only visible on your account or 'Public' so that they are available to your colleagues.
The Selections can be easily accessed from the search box in the left-hand menu and you can add the list directly to your dashboard so you can see the list of applications as soon as you login.
Examples of when to use:
- Create a dedicated Selection for high-potential applications, allowing for easy tracking and follow-up.
- Manage high volumes of applications seamlessly by creating Selections for each shortlister. Distribute and allocate applications efficiently among team members.
Saved Searches vs Selections:
- Utilise 'Saved Searches' to pinpoint and group applications based on specific criteria, such as their responses to particular questions.
- Opt for 'Selections' when there isn't a specific field available to categorise or locate applications based on predefined criteria.
CREATING A NEW SELECTION
You can create Selections from an individual candidate's Application Summary page or directly from a list of applications.
- Navigate to the Application Summary of an individual candidate or load a list of applications. If creating from a list, select the applications you wish to add to the new Selection.
- From the toolbar at the top-right of the page, select the Add to Selection button.
- In the popup box, click the Create New Selection button.
- Complete the Create Selection page:
- Title - Enter a specific and descriptive 'Title' that reflects the purpose of your list.
- Private - If the Selection is set to 'Private', only you will be able to see it. Only deselect 'Private' if you want to make the Selection available to your colleagues.
- Tag - Utilise the Tags field to categorise your Selection for easy retrieval. Skip this step if no Tags are applicable.
- Click Submit to save your Selection.
ADDING ADDITIONAL APPLICATIONS TO A SELECTION
- Navigate to the Application Summary of an individual candidate or load a list of applications. If adding from a list, select the applications you wish to add to the new Selection.
- From the toolbar at the top-right of the page, select the Add to Selection button.
- In the popup box, click on your Selection from the Choose Selection dropdown.
- Click Submit.
LOADING A SELECTION FROM THE SEARCH BOX
- Go to the Search Box at the top of the left-hand hand menu.
- Click into the search box and type the name of your Selection.
- The 5 most recently created selections will appear below the search box.
- Click on a selection to load it.
Tips for finding your Selection:
- When searching for Selections, the system defaults to a contains search. For example, entering the text "shortlist" will find results with the title "Project Manager Shortlist".
- If there are more than 5 results, click on Show all to see the complete list of results.
- If you have created a Selection with Tags, you can use the name of the tag in the search box to see all Selections that have that tag added to them.
REMOVING APPLICATIONS FROM A SELECTION
- Load the Selection, as described above.
- Select the application(s) that you would like to remove.
- From the toolbar at the top-right of the page, select the Selections > Remove From Selection.
- In the confirmation box, click OK.
CHANGING A SELECTION'S NAME, TYPE AND APPLYING A LAYOUT
You can edit the Properties of any Selection that you have access to.
- Form the left-hand menu, navigate to Applications > Selections.
- You will be presented with the full list of Selections that you have access to.
- Single-click on the Selection that you would like to edit.
- Click Edit Properties in the toolbar at the top-right of the page.
- In the pop-up box, you will have the following options:
- Name.
- Search Type with the option to select Private or Public.
- Tags
- Select Default Layout with the option to select from any 'Public Layout' or 'Private Layout' that you have created. If you select a layout, this will be used every time the Selection is loaded.
- Click Save Search.
