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Save and Filtering Candidates

Use Quick Filters to narrow your candidate list and save the views your team uses most often.

Quick Filters help you quickly narrow down your candidate list so you can focus on the applicants that matter most. Instead of reselecting the same filters every time you visit the Candidates page, you can save your current filter setup as a Quick Filter and return to that view anytime.

This is especially helpful when you regularly review candidates by job, location, stage, source, offer status, score, or other hiring criteria.

Before you start
  • Make sure you have access to the Candidates page.
  • Confirm you have access to the jobs, locations, and candidates you want to review.
  • Decide which candidate view you want to create, such as candidates by job, stage, source, score, offer status, or location.
Where to find Quick Filters

From the main navigation, select Candidates.

At the top of the Candidates page, you can use the search bar, available filter buttons, and the Quick Filters button above the candidate list. Saved filter views appear inside the Quick Filters dropdown.

Candidate filters available

You can use one or multiple filters at the same time to narrow your candidate list.

Location

Use the Location filter to view candidates tied to a specific hiring location. This is helpful for managers or admins who oversee multiple stores, restaurants, offices, or business locations.

Job

Use the Job filter to view candidates who applied to one or more specific jobs. For example, you may want to create a saved view for cashier jobs, crew member jobs, manager jobs, or driver jobs. When a Job filter is active, a number appears on the filter showing how many jobs are selected.

Stage

Use the Stage filter to view candidates based on where they are in the hiring process. Common stages may include Applied, Reviewed, Rejected, Interview Offered, Interview, Offer, Onboarded, and Terminated.

Applied

Use the Applied filter to narrow candidates by application date. This is helpful when you want to focus on recent applicants or review candidates from a specific timeframe.

Source

Use the Source filter to see where candidates came from, such as job boards, career pages, referrals, or other applicant sources connected to your account.

Location Tag

Use the Location Tag filter to organize candidates by tags assigned at the location level. This can help group candidates by region, ownership group, store type, or another internal label your team uses.

Job Tag

Use the Job Tag filter to view candidates tied to specific job labels. Job tags can help separate roles by department, priority, campaign, or hiring need.

Application Tag

Use the Application Tag filter to find candidates with specific application-level tags. This is useful for tracking priority candidates, re-engagement applicants, referrals, or candidates connected to a specific hiring campaign.

Employment Type

Use the Employment Type filter to view candidates by role type, such as full-time, part-time, seasonal, or other employment categories configured for your jobs.

Score

Use the Score filter to narrow candidates based on their applicant score. This helps hiring teams prioritize candidates who may be a stronger match for the role.

Offer Status

Use the Offer Status filter to view candidates based on where they stand in the offer process. This can help you quickly find candidates who have received an offer, accepted an offer, or still need follow-up.

Active/Inactive Jobs

Use the Active/Inactive Jobs filter to include or exclude candidates from jobs that are currently active or inactive. This is helpful when reviewing older applicants or cleaning up candidate lists tied to closed jobs.

Indeed Sponsored

Use the Indeed Sponsored filter to view candidates connected to sponsored Indeed job activity. This can help teams understand which applicants came through sponsored job visibility.

How to select candidate filters
  1. Go to Candidates from the main navigation.
  2. Use the filter buttons at the top of the page to select the criteria you want.
  3. Choose one or more filters, such as Job, Stage, Location, or Source.
  4. Review the updated candidate list below.
  5. To remove a specific filter, click the X next to that filter.
  6. To remove all active filters, select Clear all filters.

Once filters are applied, the candidate list updates to show only candidates matching your selected criteria.

How to save a Quick Filter
  1. Select the filters you want to use.
  2. Click Quick Filters above the candidate list.
  3. Select Save Current Selection.
  4. Name the saved filter view.
  5. Save the filter.

Your saved filter will now appear in the Quick Filters dropdown. For example, if you filter candidates by specific cashier jobs, you can save that view as Cashier Jobs. The next time you return to the Candidates page, you can select Cashier Jobs from Quick Filters instead of rebuilding the same filters manually.

How to use a saved Quick Filter
  1. Go to the Candidates page.
  2. Click Quick Filters.
  3. Select the saved filter view you want to use.
  4. The candidate list will automatically update based on that saved filter setup.

A checkmark will appear next to the saved filter currently being used.

Default view

The Default option in the Quick Filters dropdown returns the Candidates page to its standard view. Use this when you want to remove a saved quick view and go back to your normal candidate list.