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Understanding the Updated Candidates Page

The Candidates page has been updated for users who do not currently use our ATS. Follow along with this article to find out what has changed!

Written by Kaylee Welling
Updated today

Whether you use our ATS or not, all customers will receive the upgraded Candidates page experience. Below, we highlight the key differences between the previous version and the new design, including updates to layout, performance, and filtering.


Your new Candidates page includes 4 columns:

  • Candidate Name

    • Select this to view the candidate's full profile

  • Candidate Email

  • Candidate Phone Number

  • Candidate Law School

From this table, you will be able to search for candidates using their name or email address, merge candidate profiles, and have all the export options previously available:

Check out this article for a deep dive into your export and candidate profile options. Please note that some features discussed may only apply to customers using our ATS.


Merging Duplicates

Previously, the merge button was displayed at the top of the table:

Now, you can merge duplicates by selecting your candidates, clicking Actions and then Merge Duplicates. From this drop down, you also have the option to send an email to the selected candidates.


Filters

You may remember that the filters were displayed under the search bar previously. The options included Events, Event Date, Date Registered, and Qualifying Questions.

The filter button is now on the top right of the page and will allow you to add multiple filters at once by clicking "Add Filter".

Now, let’s review the filters, and where they can be found:

Events

Previously, clicking the Events button opened a list of events where you could use a dropdown menu to further filter by status, such as No Show or Checked In.

On the updated page, you will click on Filters, then you can choose the event by selecting ‘Candidate Events’ from the dropdown of the first search box.

Or you can filter by the event name and corresponding status by selecting ‘Candidate Event Status’.

Event Date

On the old page, the Event Date filter appeared as a calendar where you could choose the date to filter by.

Now, you will navigate to the filters and select ‘Candidate Event Date’.

You can also choose from date filters such as “is,” “is before,” and “is after.” Click the calendar icon or the text box to select the date you want to filter by.

Date Registered

Similar to the Event Date filter, this filter displayed a calendar that allowed you to select dates.

Now you can use Filters to select "Candidate Event Registration Date" and choose via the calendar icon which date to filter by.

Qualifying Questions

Last but not least, you can still filter by qualifying questions; it may just look a bit different!

Before, the drop down showed two options of "Asked At All Events" and "Asked At Some Events." Then, once chosen, you could filter by question.

Now the filter will be titled "Qualifying Questions" and you can choose via the drop down which question you’d like to filter by.


New Filters

Now for the fun stuff! We’ve added additional filters for your convenience:

  • Job Information

    • Position Status

    • Process Year

    • Hiring Lead(s)

    • Department(s)

    • Office(s)

    • Positon Type(s)

  • Candidate Jobs

    • Candidate Job

    • Job Application Date

    • Candidate Job Status

    • Candidate Application Source

  • Events and Interviews

    • Candidate Event Interviewers

    • Candidate Interview Date

  • Candidate Filters

    • Law School - this does not need to be a Qualifying Question anymore as it is attached to the candidate profile.

You can also filter by multiple options at once. For example, if I wanted to filter by an event and only show candidates who also attended Harvard Law School I could select:


Saved Filters

From the candidates page, you can also save filters to utilize later. You will simply select the filter you want and click 'Save As'.

Then, once 'Save As' has been selected, it will prompt you to name the filter. For example, '1L Austin Job'. Once the name is entered, click 'Save'.

Now, you can navigate to the 'Saved' portion of filters. From the saved tab you can edit the filter name, delete the filter, apply a filter, and set the filter as your default.

If there are multiple filters saved, clicking apply for a specific filter will apply the saved criteria to the page that you are viewing. You will see the active tag with the applied criteria to confirm which filter is being applied.

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