Zoho Recruit | Advanced Filters

Advanced Filters

The advanced filter is a powerful search tool that enables you to extract valuable recruiting information in no time—information, which could otherwise take much longer to find out. With a regular filter, your search is based on field values, for example, all candidates whose state is "California". With advanced filters, you can run intelligent searches based on the activities associated with the records, such as candidates that have no open job opening associated with them or job openings without any notes for the last 6 months.

Availability

Available across all editions of Zoho Recruit.


If the criteria for advanced filters are based on recruiting priorities such as tasks, notes, and emails rather than just field values, your chances for discovering valuable recruiting information are much higher. If you use intelligent combinations of the available criteria, advanced filters can feel like magic.

Filter records using advanced filters

To filter records using advanced filters:

  1. Go to the desired module.
  2. Select the required module list view.
  3. Under Filter [Records] By, select the combination of filters you require.
    You can select any number of search combinations. 
  4. Click More to see more search criteria.
  5. Click Apply Filter.
    The records that meet the criteria are displayed.

Use advanced filters effectively

This section explains are some common recruiting scenarios where you can effectively use advanced filters. Remember, these are only examples. There are countless similar scenarios which will come up during recruitment.

Discover untapped candidates

You work with a new set of candidates every week. Over time, you lose track of the candidates that needed a second or third follow-up, but there may be the perfect candidate among them, and you won't find out if you don't follow up. Advanced filters can help you find these candidates in seconds.

  1. Go to the Candidates module.
  2. Select the required module list view.
  3. Under  Filter Candidates By, select the following combination or criteria:
    • Select Rating as = > 3
    • Select Mobile as is not empty
    • Select Emails as is not empty
  4. You can select any number of search criteria as required.

    Click More to see more search criteria.
  5. Click Apply Filter.
    The records that meet the criteria will be displayed.
  6. Select records and assign suitable follow-up activities or run macros on them.

Keep track of recruitment activities

You need to keep track of your recruitment activities and those of your subordinates. With advanced filters, you can view all job openings which have an urgent need for recruitment. 
  1. Select the required module list view.
  2. Under  Filter Job Openings By, select the following criteria:
    • Select Target Date as In the last 3 days

       
    • Click More to see more search criteria.
  3. Click Apply Filter.
    The records that meet the criteria are displayed.
  4. Select records and assign suitable follow-up activities or run macros on them.

You can also filter the following information about candidates and job openings:

  • Job openings that have a "hot" rating are jobs that fetch a lot of commission. 
  • Candidates with a rating of 4 or above are candidates who are likely to be in demand.


Advanced filters make it easy for recruitment managers and headhunters to focus on these priority cases.

Act instantly on insights discovered 

Advanced filters not only enable you to discover quick insights but also to follow up on them. For example, if you discover hot candidates. There are quick actions that can be taken on the records including macros, mass update, and creating tasks. You can also follow up on the records instantly from the results page.
  1. Go to the desired module.
  2. Select a module list view.
  3. Under Filter [Records] By, select the desired criteria.
    You can select any number of search criteria as required.
    Click More to see more search criteria.
  4. Click Apply Filter.
    The records that meet the criteria are displayed.
  5. You can select records and assign suitable follow-up activities or run macros on them.



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