TIP TUESDAY! 10 things you didn't know you can do with Child Table Layouts

WHAT IS THE TIP?

Why Use Child Layouts?

Oleeo's Table Layouts (also known as Layout Listings) are powerful tools for displaying data in a clear, organised way. The "Expand Row" feature takes this a step further by allowing you to nest related information within a parent row. Instead of navigating to different pages or profiles, you can view essential details with a single click. Think of it as a "quick view" directly in your table!

This is especially useful for:

• Enterprise Leaders: Get a high-level overview of key metrics without digging into individual records.
• Talent Professionals (recruiters, HR managers): Quickly access candidate information, application history, and communication logs.
• Strategic Innovators: Identify trends and patterns by viewing related data in context.

The following are some examples of Child Layouts that can be implemented to create a better user experience.

Examples of Effective Child Layouts

1. Vacancy "Quick View": See the newest applicants for a vacancy, filtering out rejected or hired candidates. This gives recruiters an immediate snapshot of the active candidate pool.

   • 

     1. Create the Child Layout:
        • Create a new Layout Listing (Configuration > Table Layouts).
        • Give it an appropriate Title e.g. Applications Quick View.
        • Set "Layout applies to which type of object" to Application.
        • CRITICAL: Set the "Purpose" to Embedded. (This tells the system to strip out heavy full-page UI elements like search bars so it fits perfectly inside an expanded row).
        • Add columns: Candidate Name, Status, Date Applied etc.
        • Set “Default rows to display per page” to 10.
     2. Create the Config Saved Search (The Filter):
        • Go to Config Saved Searches -> Create a New System Search based on Application.
        • Add Population:

          • Datapath: Application Status (List) (or equivalent status datapath)

          • Operator: Any of

          • Values: Select statuses like "New" and "Under Review".

        • Save as a New Search with an appropriate name

     3. Configure the Parent Layout:
        • Return back to the Layout Listings
        • Open your "Opportunities / Vacancies" layout (or equivalent)
        • Go to the Expand Row tab.
     4. Map the Expand:
        • Select Child Object: Search for and select Applications.
        • Layout Listing: Select the "Embedded" layout created in Step 1.
        • Saved Search: Select the system search created in Step 2.

      

      

2. Interview Day Roster: Display today's interview times and attendees under a Vacancy. This helps hiring managers quickly see who's being interviewed and when.

   • 

      

     1. Create the Child Layout:
        • Create a new Layout Listing (Configuration > Table Layouts).
        • Give it an appropriate Title e.g. Interview Roster.
        • Set "Layout applies to which type of object" to Application.
        • CRITICAL: Set the "Purpose" to Embedded. (This tells the system to strip out heavy full-page UI elements like search bars so it fits perfectly inside an expanded row).
        • Add columns: Application ID, Interview Start Time, Interview End time etc.
     2. Create the Config Saved Search (The Filter):
        • Go to Config Saved Searches -> Create a New System Search based on Application.
        • Add Population:

          • Datapath: Interview Date (Most recent) (or equivalent status datapath)

          • Operator: Equals

          • Values: This morning

        • Save as a New Search with an appropriate name​​​​​​.

     3. Configure the Parent Layout:
        • Return back to the Layout Listings
        • Open your "Opportunities / Vacancies" layout (or equivalent)
        • Go to the Expand Row tab.
     4. Map the Expand:
        • Select Child Object: Search for and select Applications.
        • Layout Listing: Select the "Embedded" layout created in Step 1.
        • Saved Search: Select the system search created in Step 2.

      

3. Compliance Check: Show Pre-Employment checks for successful candidate's under a Vacancy. Ensures easy verification of required documents, such as right to work documents.

   • 

     1. Create the Child Layout:
        • Create a new Layout Listing (Configuration > Table Layouts).
        • Give it an appropriate Title e.g. Pre-Employment checks.
        • Set "Layout applies to which type of object" to Application.
        • CRITICAL: Set the "Purpose" to Embedded. (This tells the system to strip out heavy full-page UI elements like search bars so it fits perfectly inside an expanded row).
        • Add columns: Candidate Name, RTW Status, References etc.
     2. Create the Config Saved Search (The Filter):
        • Go to Config Saved Searches -> Create a New System Search based on Application.
        • Add Population:

          • Datapath: Application Status (List) (or equivalent status datapath)

          • Operator: Any of

          • Values: Select statuses like "Pre-Employment Checks" and “Onboarding” (or equivalent).

        • Save as a New Search with an appropriate name

     3. Configure the Parent Layout:
        • Return back to the Layout Listings
        • Open your "Opportunities / Vacancies" layout (or equivalent)
        • Go to the Expand Row tab.
     4. Map the Expand:
        • Select Child Object: Search for and select Applications.
        • Layout Listing: Select the "Embedded" layout created in Step 1.
        • Saved Search: Select the system search created in Step 2.

      

      

4. Quick Communication Log: Allow recruiters to quickly see the email templates sent to a candidate. Confirm successful delivery of interview invites or rejection notices without opening the full candidate profile.

   • 

      

     1. Configure the Parent Layout:
        • Go to Configuration > Table Layouts to the list of Layout Listings
        • Open your "Applications" layout (or equivalent)
        • Go to the Expand Row tab.
     2. Map the Expand:
        • Select Child Object: Search for and select Email Target.
        • Layout Listing: Select the "Email Status" layout.

      

      

5. Candidate Application History (Talent Pool View): When viewing a "Talent Pool," expand a candidate to see all the roles they've applied for across the company. Helps sourcers understand a candidate's interests and qualifications.

   • 

      

     1. Create the Child Layout:
        • Create a new Layout Listing (Configuration > Table Layouts).
        • Give it an appropriate Title e.g. Other Applications.
        • Set "Layout applies to which type of object" to Application.
        • CRITICAL: Set the "Purpose" to Embedded. (This tells the system to strip out heavy full-page UI elements like search bars so it fits perfectly inside an expanded row).
        • Add columns: Application ID, Application Status, Submission Date etc.
     2. (Optional) Create the Config Saved Search (The Filter):
        • Go to Config Saved Searches -> Create a New System Search based on Application.
        • Add Population:

          • Datapath: Application Status (List) (or equivalent status datapath)

          • Operator: Any except

          • Values: Select statuses like "Withdrawn" and “Duplicate confirmed ” (or equivalent).

        • Save as a New Search with an appropriate name

     3. Configure the Parent Layout:
        • Return back to the Layout Listings
        • Open your "Applications" layout (or equivalent)
        • Go to the Expand Row tab.
     4. Map the Expand:
        • Select Child Object: Search for and select Applications.
        • Layout Listing: Select the "Embedded" layout created in Step 1.
        • Saved Search: Select the system search created in Step 2.

      

      

6. Agency Submission Tracker: An Agency Coordinator can view a list of agencies and expand a specific agency to see the candidates they have submitted recently. Track agency performance and candidate flow.

   • 

      

     1. Create the Child Layout:
        • Create a new Layout Listing (Configuration > Table Layouts).
        • Give it an appropriate Title e.g. Agency Applications.
        • Set "Layout applies to which type of object" to Application.
        • CRITICAL: Set the "Purpose" to Embedded. (This tells the system to strip out heavy full-page UI elements like search bars so it fits perfectly inside an expanded row).
        • Add columns: Candidate Name, Agency,  Application Status, Submission date etc.
        • Set “Default rows to display per page” to 10.
     2. Create the Config Saved Search (The Filter):
        • Go to Config Saved Searches -> Create a New System Search based on Application.
        • Add Population:

          • Datapath: Application Type (or equivalent status datapath)

          • Operator: Any of

          • Values: Select "Agency" (or equivalent).

        • Save as a New Search with an appropriate name

     3. Configure the Parent Layout:
        • Return back to the Layout Listings
        • Open your "Opportunities / Vacancies" layout (or equivalent)
        • Go to the Expand Row tab.
     4. Map the Expand:
        • Select Child Object: Search for and select Applications.
        • Layout Listing: Select the "Embedded" layout created in Step 1.
        • Saved Search: Select the system search created in Step 2.

      

7. Bounced Email Auditor: Quickly highlight any delivery failures for a candidate. Recruiters know to call candidates instead, especially if an interview invite bounced.

   • 

      

8. Application Comments Log: View a chronological log of notes and comments made by recruiters or Hiring Managers on a specific application without clicking into the candidate's history tab. Get context on a candidate's progress.

   • 

      

     1. Configure the Parent Layout:
        • Go to Configuration > Table Layouts to the list of Layout Listings
        • Open your "Applications" layout (or equivalent)
        • Go to the Expand Row tab.
     2. Map the Expand:
        • Select Child Object: Search for and select Comments.
        • Layout Listing: Select the "Layout Listing Comments" layout.

           

           

      

9. Process History Tracker: Audit how long a candidate spent at each stage of the recruitment process. See exactly when they moved from "New" to "Phone Screen" to "Interview." Identify bottlenecks in your process.

   • 

      

10. Live Posting Information: From a master list of Opportunities/Vacancies, quickly see which job boards a role is currently active on and when the postings expire. Monitor job board performance and ensure postings are up-to-date.

    • 

       

BENEFITS

• Improved Efficiency: Access related information quickly, reducing clicks and navigation.
• Enhanced User Experience: Provides a more intuitive and streamlined workflow.
• Better Data Visibility: See the big picture by viewing data in context.
• Streamlined Compliance: Easily verify required checks and track communication.
• Improved Decision-Making: Make informed decisions with quick access to relevant information.

CONSIDERATIONS

• Proper planning is essential to determine which relationships should be shown in the Child Layouts.
• The number of Child Layouts should be limited to ensure optimum performance of the system.

COSTS

This feature is part of the standard product offering.

If you need Oleeo to implement anything, we will provide you with a quote based on your requirements.

NEXT STEPS

Refer to the Configuration Guide or speak to our Support Team for configuration guidance. Contact your Customer Success Manager for more information.

If you would like Oleeo to implement this for you, please raise a case to our delivery team.