Creating a list

Updated 12 April 2023 23:38

Recruitment Marketing

Public

Overview

A static list is built there and then, comprised of all those who meet the criteria set at that particular moment, and are primarily populated via a Workflow step.
A smart list will continue to update, automatically pulling in any and all future candidates who match the predetermined Candidate search criteria that the list is based on.

Smart Lists

Creating a Smart List

From the side menu, under CRM click Candidates.
Filter the candidates by using the filters at the top of each column.
For more information refer to Filtering below.
Click the Lists button.
From the drop down, select the Create new list option.
Enter a name for the list.
Define the list type by selecting Smart List and the pop up will confirm what fields will be used in the filter.
Click the Create button to save the list.

Creating a Smart List from a smart list

From the side menu, under CRM click Lists.
Click an existing smart list.
The candidates that meet the criteria of that list will be shown, and the filters will be populated. For more information refer to Filtering below.
Adjust the filtering criteria by removing existing filters, or adding new ones.
When you are happy with the new settings, click the Lists button then Create new list.
Enter the name of the list.
Choose Smart list as the type of list. The pop up will confirm what fields will be used in the filter.
Click the Create button.

Updating a Smart List

From the side menu, under CRM click Lists.
Click the relevant smart list.
The candidates that meet the criteria of that list will be shown, and the filters will be populated.
Adjust the filtering criteria by removing existing filters, or adding new ones.
When you are happy with the new settings, click the Lists button then Update this list.
Click the Update button to overwrite the settings of the existing list.

Static Lists

Creating a Static List

From the side menu, under CRM click Lists.
From the top right, click the Actions icon then New List..
Enter a Name.
Define the list type by selecting Static List.
Click the Save button.
Click the Lists button then Add candidates from CRM.
In the Add candidates to list pop up, filter the candidates by using the filters at the top of each column. Click the side Columns tab to expand and configure as required.
Click the Add button.
The static list will show all of the chosen candidates

Updating a Static List

To update the name of a static list, click List Management > Update this list
To add more candidates, click the Lists button then Add candidates to another static list
In the popup, filter the candidates by using the filters at the top of each column. Click the Add button.
The static list will show the newly chosen candidates.

Filtering

When filtering candidates you can:

Filter text fields e.g type a partial name or email address into the filter box at the top of the appropriate column. Adjust your filter by choosing from a range of operators such as Equals, Not equal, Contains, Not contains.
Choose yes / no values, for example: filter all candidates who are location in the European Union.
Choose from a list of values, for example: candidates tagged with Spring recruitment event. You can choose multiple values from these lists which has the effect of a boolean "or".
Filter by location. Enter a location in the location filter box. A proximity search will be performed based on the proximity value in your company settings. The more specific your location, the more accurate the search.
Filter numerically, for example: enter the number 3 into the visit_count column. Choose from a range of operators such as "Equals", "Greater than or equal to", "Less than or equal to"

If the column you are interested in is not visible in the grid, click the Columns tab on the right and select the checkbox on the columns you would like to see.