Read the list
Each row is one application. The list has no column headers; hover a mark, date, or face to see what it is.
When someone applied to more than one of your jobs, they get one row that shows how many jobs. Click it to see each application underneath.
The list starts sorted by Updated, newest first. To sort it another way, open Display beside Filters, then Sort by: Updated, Applied, Status, Job, Requirements, Feedback, or Assignee. Under Order, pick Newest first or Oldest first for a date, or In order or Reversed for the rest.
Requirements sorts all found, then some found, then none found, then still reading, then couldn’t read. Feedback puts feedback you owe first, then applicants with any feedback. Neither counts or orders by verdicts. Within each, the most recently updated come first.
The list shows 20 applicants per page; use the controls at the bottom to page through.
Group the list
The list isn’t grouped at first. Open Display beside Filters, then Group by:
Each group header shows how many applicants it has. Click a header to collapse or expand the group; this browser remembers it for each kind of grouping. Within a group, rows keep the list’s sort. A group shows its first 20 applicants; click Show more under it for the next 20. Someone who applied to more than one job appears in each group their applications fall into.
To start with the people who have every requirement, sort by Requirements or filter to All found. See Requirements.
Outside a saved view, this browser remembers your grouping. A saved view keeps its own; see Saved views.
Statuses
Every application has one status.
To change a status, click the status icon on the row and pick a new one. You can also change it from the applicant’s record.
Changing a status doesn’t email the applicant by itself. Picking Rejected opens the Reject dialog first, where you choose whether to send a rejection email. See Reject an applicant. An automation you set up can also send email when a status changes.
An applicant who failed a knockout question lands in Rejected. Hover their status to see which knockout they failed.
Filter the list
Use the controls above the list.- Date narrows to applicants who applied in a range: Today, Yesterday, Last 7 days, Last 30 days, This month, Last month, or dates you pick. Pick All time, at the top, to clear it.
- Filters opens a menu with the options below.
Each filter you apply shows as a chip next to the controls. Click the x on a chip to remove that filter.
Filter by a custom field
1
Pick the field
Open Filters > Field and choose a field. Your company’s custom fields live under Settings > Fields. You can switch to another field in the next step.
2
Set the comparison and value
Pick a comparison if the field offers more than one: is, contains, at least, or at most. Then type or pick the value. A Multi-select field matches applications that include the option you pick.
3
Add it
Click Add filter. Add more fields to narrow the list further.
Assign an applicant
The assignee is the teammate who owns an application. Click the face in the Assignee column and pick a teammate, or No assignee to clear it. To see only your own, set Filters > Assignee to Mine, or pick a teammate to see theirs.Archive and restore
Archiving hides an application from the default list. Its status stays the same.1
Open the row menu
Right-click the row. On a touch screen, press and hold it.
2
Archive
Click Archive, then Archive again to confirm.
Change many at once
1
Select rows
Hover a row and check the box at its start. Hold Shift and click a second box to select every row in between. To select every row showing, click Select all in the bar at the bottom.
2
Pick an action
The bar at the bottom shows how many you selected. Choose an action:
- Status sets one status on all of them. Rejected opens the Reject dialog first.
- Assign sets one assignee, or No assignee.
- Archive archives them after you confirm. When Show is set to Archived, this is Restore instead.
Other row actions
Right-click a row, or press and hold it on a touch screen, for:- Add note to write a note for your team. It doesn’t email the applicant.
- Email to open the applicant’s record with a new email ready.
- Copy email to copy their address.
- Copy link to copy a link to the application for a teammate, like Share application on the record.
- Download resume to save their PDF, when they sent one.
- Reject… to open the Reject dialog, as when you move them to Rejected.
- Archive or Restore.
Saved views
A saved view is a personal bookmark for a set of filters. Your views show in the sidebar under Applicants, each with how many applications it matches.Create a view
1
Set your filters
Pick the filters you want. Create view appears above the list once your
filters differ from the default and don’t match a view you already have.
2
Click Create view
Click Create view.
3
Name it
Hotfix suggests a name from your filters, like Platform Engineer, New;
type to replace it. The filters and grouping the view keeps show under the
name. Optionally pick a color and an icon. Search the icons by name.
4
Create
Click Create. The view opens and appears in the sidebar.
Change a view
To change a view’s filters, open it from the sidebar, change the filters, and click Update view. To rename it or change its color or icon, hover the view in the sidebar, click ⋯, and pick Edit. The Edit view dialog changes the name, color, and icon, and shows the filters and grouping the view keeps. To change those, open the view, change them, and click Update view.Open a view by default
Hover the view in the sidebar, click ⋯, and pick Set as default. Applicants now opens on that view. Pick Remove as default so it opens on all applications again.Delete a view
Hover the view in the sidebar, click ⋯, and pick Delete. This deletes the view only. No applications change. To hide your views in the sidebar, hover Applicants and click the arrow next to it. Click it again to show them.Related
- Candidate record
- Applications for the same actions over the API and MCP
- Automations