Using Filters in a Shortlist

On the Shortlist Page, you can refine the list of visible candidates using various filters.

By clicking the Shortlisted option next to the magnifying glass, you can select filters in the pipeline overview and action required sections.

An additional archive filter is available in this drop-down. If candidates from the shortlist are archived, you can find them using this filter.

The Add Filters+ option lets you sort the shortlist based on location, companies, ratings, connections, reviewed status, response type, engagement (once you have responses), and ATS status.

The available filtering criteria will vary based on your current settings -- for example, whether you have a campaign running, or whether you've linked the search to your ATS. You can apply multiple filters at the same time. 

Filter Types

• Location: Filter the shortlist by candidate location. 
• Companies: This filter lists the current companies of all candidates. Click a company to show only candidates employed by that company.
• Ratings: Click a star rating to view only candidates with that rating.
• Connections: A Findem connection is a person known to both the candidate and the Search owner (or their colleagues). Connections can be based on common work experience, publications, or patents. The Employee Connections filter lets you filter by whether or not you have a connection to the candidate.
• Reviewed Status: Filters candidates by whether or not they have been reviewed.
• Response Type: Use this filter to categorize candidate responses based on their interest level -- Interested, Not Interested, or Not Interested Right Now. Any new and uncategorized responses are listed under the Not Classified category.
• Engagement: This filter is visible if you have an Outreach Campaign assigned to a shortlist. It lets you filter candidates by their statuses within the campaign.
• Profile Review Status: Candidates may need their profile reviewed if their profile has changed or if they may have applied to the open role. 
• LinkedIn Profile: This filter is to view the candidates that have LinkedIn profiles available.