Advanced Filters allow you to delve deeper into your data than any other filter option within Eploy, which is ideal for creating reporting data or identifying records with key or complex criteria. You can even use advanced filters to search for records based on related activity (such as Candidates who applied for a Vacancy in February), which is a great way for creating call lists or finding out whose records are fully compliant.
You can find advanced filters within different admin areas of the system, such as metrics or authorisation workflow configuration, as well as within the recruitment pipelines.
There are three elements that make up the Advanced Filter.
Add Field - This is how you add fields and criteria into your filter. When you click this option, you'll be presented with the list of fields associated with your chosen record type that you can include within your Filter. This list is limited to the first 200 fields, so the list is searchable. Once you find the appropriate field, select it from the list to add to your filter, before entering the required values based on the type of field selected.
Add Field Group - Field groups allow you to section off your queries, helping to prioritise operations so that you can find the right records - they work the same as brackets in equations! You can add multiple field groups to the query, to help you create complex filters - you can even have groups within groups!
Search Activity - This function allows you to search for related record information in the query, rather than just the information stored within the record type. This means that you can find records that do or don't have associated files or previous applications etc. When selecting Search Activity, you first chose whether you want to identify records With the specific related record or Without.
Hints and Tips
Record Count - As you add conditions, fields or groups to the query, the record count will update automatically. Keep an eye on this as you add criteria to ensure that you are getting the results you'd expect - if it drops to 0, it means that there are no records which meet your criteria.
Different Operators - As you add conditions or fields to the query, you will be able to set them as AND / OR. Which option you select will have a big impact on the results of the query, so it's important to ensure that this is configured correctly. If using AND, both conditions above and below the AND will be required in the search; meanwhile, using OR will mean that either condition is required but not necessarily both.
Editing Conditions - As you add criteria into the query, it's important to know that you can edit any string, by reordering, editing or removing as required. To reorder, using the handle next to the condition and then drag / drop into the right place (can also be used to move fields in or out of field groups), whilst the Edit icon will allow you to make any changes to the condition. If you decide that the filter is not required, simply click the X to remove.
Saving Application Filters - When filtering specifically on applications you can save the filter for later use, this allows you effectively reuse this filter against different vacancies or groups of applications. Simply select the save button and title the filter. You will have the option of assigning the filter to additional users allowing you to share this with other members of your organisation. When everything is completed as needed pressing save will allow you to load this filter when looking to filter against any applications.
Loading Application Filters- If you have any filters saved from either being created previously or shared by a colleague, you will be able to see these by selecting the load button. The drop down that follows will show all filters you have access to and the search bar will dynamically alter the list based on what you are looking to find. Selecting one from the list will load its details into your filter and allow you to apply it right away.