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3.4 Candidate filter description*
3.4 Candidate filter description*

Detailed description of all available candidate filters

Pål Torgersen avatar
Written by Pål Torgersen
Updated over a week ago

In this article, we will describe all available filters in Globus that can be used to find specific candidates. These filters help in organizing, managing, and identifying candidates based on various criteria.

The different filters have different options, ex. the possibility to choose filtering type:

For example, the "Activation date" filter helps to narrow down the list of candidates based on when they were activated (moved from Lead to Active). These are the available filtertypes of this filter:

  • In Range: You can specify a date range (From - Until) to display candidates who were activated within that specific timeframe.

  • Out of Range: This option lets you filter out candidates whose activation dates fall outside of a specified date range.

  • Empty: Selecting this option will display candidates who do not have an activation date specified.


All candidates

Filter name

Functional description

Activation date

This filter can be used to manage candidates based on their activation date. Activation date means the date the candidate profile type changed from "Lead" to "Active". You can specify a date range to show candidates activated within that period, exclude those whose activation dates fall within a certain range, or find candidates without an assigned activation date.

This allows for streamlined management of candidates by focusing on specific activation timeframes.

Availability

This filter can be used to manage candidates based on their provided availability. You can specify a date range to show candidates who have provided availability within that period or find candidates who have not provided their availability. This helps in identifying candidates that you would need to remind to provide availability.

*at this time it is not possible to filter based on if the candidate set themselves available or unavailable. This filter is just used to find who have responded. More detailed availability filtering is on our roadmap.

Campaign

This filter can be used to manage candidates based on campaign-related criteria. You can select specific campaign names and events from dropdown lists.

Additionally, you can specify a date range to show candidates involved in those campaigns and events within that period. This helps identify candidates associated with particular campaigns and events during specific timeframes.

Communication preference / unsubscribe

This filter is used to manage candidates based on their email communication preferences/unsubscribe.

You can select specific preferences such as "Campaigns," "Opportunity notifications," and "Availability requests" from the dropdown list.

You can then filter candidates who have unsubscribed from any of these types of communication types, all of these communication types, or none of these communication types. This helps in identifying candidates based on their unsubscribe status.

Customer pool

This filter can be used to manage candidates based on their association with customer pools. You can select specific customer pools from the dropdown list. On either customer level or on customer and department/project level. The filter allows you to:

  • Show candidates associated with any of the selected customer pools.

  • Show candidates associated with all of the selected customer pools.

  • Show candidates not associated with any of the selected customer pools.

  • Show candidates with an empty or unspecified customer pool.

This helps in organizing and identifying candidates based on their affiliation with particular customer pools.

Candidates are added to pools manually in Globus or via integration based on specific setup.

Empty fields

This filter can be used to manage candidates based on whether certain fields are empty in their profiles. You can select specific fields, such as "Email" and "Mobile phone," from the dropdown list. The filter allows you to:

  • Show candidates who have any of the selected fields empty.

  • Show candidates who have all of the selected fields empty.

  • Show candidates who do not have any of the selected fields empty.

This helps in identifying candidates with incomplete profiles based on the specified empty fields, ensuring that key information is filled out.

Join date

This filter can be used to manage candidates based on their join date. Join date is when the candidate first was imported to Globus. You can specify a date range to filter candidates who joined within that period, those who joined outside that period, or those who do not have a join date specified.

This helps in organizing and identifying candidates based on when they joined.

Location

This filter can be used to manage candidates based on their home location with two options: distance and area.

  • Distance: You can specify a location, such as Sandnes, Norway, and set a radius around that location. The filter will show candidates who are located/home address within the specified radius.

  • Area: You can define a specific geographic area on the map to find candidates located within that region.

These options help in identifying candidates who are either within a certain distance from a particular location or within a designated area, making it useful for targeting local candidates or those within commuting distance.

Preferred location

This filter can be used to manage candidates based on their preferred location (if support via integration) with two options: distance and area.

  • Distance: You can specify a location, such as Oslo, Norway, and set a radius around that location. The filter will show candidates with preferred locations within the specified radius, such as within 10 km of Oslo.

  • Area: You can define a specific geographic area on the map to find candidates who prefer to work within that region.

These options help in identifying candidates who prefer to work within a certain distance from a particular location or within a designated area, making it useful for targeting candidates based on their preferred geographic preferences.

Profile type

This filter can be used to manage candidates based on their profile type. You can choose between two options:

  • Lead: This option will show candidates who are classified as leads.

  • Active: This option will show candidates who are classified as active.

This helps in identifying and organizing candidates based on their profile status, allowing you to focus on either potential leads or active candidates.

Candidates profile type is defined either by the rules of the integration or managed manually in Globus.

Responsible user

This filter can be used to manage candidates based on the responsible user. You can select specific responsible users, such as "Staffing consultant," from the dropdown list. The filter allows you to:

  • Show candidates managed by any of the selected users.

  • Show candidates managed by all of the selected users.

  • Show candidates not managed by any of the selected users.

  • Show candidates with no responsible user assigned (empty).

This helps in organizing and identifying candidates based on who is responsible for their management, making it easier to track and allocate responsibilities among users.

There could be one or more responsible users connected to a candidate. Responsible is imported via the integration or manually managed in Globus.

Role

This filter can be used to manage candidates based on their roles. You can select specific roles, such as "Sykepleier," from the dropdown list. The filter allows you to:

  • Show candidates with any of the selected roles.

  • Show candidates with all of the selected roles.

  • Show candidates with none of the selected roles.

  • Show candidates with an empty role field.

This helps in organizing and identifying candidates based on their assigned roles, making it easier to find candidates with specific job functions or responsibilities.

Segment

This filter can be used to manage candidates based on segments. You can select specific segments from the dropdown list. The segments visible on the screenshot are:

  • All candidates

  • My candidates

  • Active

  • Lead

  • Joined recently

  • Missing skills

  • Unknown availability

The filter allows you to show candidates belonging to a default segment or a customer segment you have created.

This helps in organizing and identifying candidates based on predefined categories, making it easier to focus on specific groups such as those who have recently joined or have unknown availability.

Skills & Competencies

This filter can be used to manage candidates based on their skills and competencies, such as "Psykiatri."

You can show candidates with any, all, none, or empty skills fields to find those with specific qualifications.

Tag

This filter can be used to manage candidates based on tags.

You can select specific tags from the dropdown list to show candidates with any, all, none, or empty tag fields, helping you organize and identify candidates based on assigned tags.

Tags are either imported via the integration (ATS tags) or manually created and managed in Globus (Internal tags).

Work

This filter can be used to manage candidates based on their work status. You can specify a date range to show candidates who are busy during that period or find candidates who don't have any work.

This helps in identifying candidates based on their current employment status. If a candidate has one shift within the selected date range, they will appear as "has work".

Work experience

This filter can be used to manage candidates based on their work experience with specific customers, departments, or projects. You can select specific entities from the dropdown list and choose options to:

  • Show candidates who have previously worked with these entities ("Worked before").

  • Show candidates who are currently working with these entities ("Working now").

  • Show candidates who are scheduled to work with these entities in the future ("Will work soon").

This detailed filtering helps in organizing and identifying candidates based on their past, present, or future work engagements with specific customers, departments, or projects, ensuring you can track and manage their work history effectively.


This filter allows you to use forexample work history in other similar departments. Ex find all candidates with previous work history in any intensive care unit.

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