Filtering the candidate pipeline

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Available for Roles Super Admin, Admin, Team Member, Limited Team Member
Permissions • Manage profiles and view associated postings
Packages Lever Basic, LeverTRM, LeverTRM for Enterprise

This is the last article in a series designed to help you understand the structure and operation of Lever's unified pipeline. Being able to filter the pipeline is a key skill when it comes to candidate management. Pipeline filter allow you to easily zero in specific cohorts of candidates that you can then act upon. Pipeline filters are also a convenient way for recruiters and hiring managers to gauge the volume of candidates in distributed across the pipeline for different jobs.


How pipeline filters work

In this article, you will learn about the three methods for filtering your candidate pipeline. It is important to note that the filters described in this article affect every section of the pipeline when applied. As such, when you input filter criteria, you will notice the total number of opportunities in each section (and the stages within it) change. Each of the filters described below can be used in conjunction with one another.

Filtering by job posting

The filter menu to the left of the candidate list allows you to filter the pipeline by job posting.

Filtering by job ownership and job status

By default, the filter menu will show open postings of which you are the owner or hiring manager. To modify this, click to expand the job filter at the top of the filter menu. Here, you can modify the filter parameters to show all postings (not just the posting for which you are the owner or hiring manager), as well as postings that are closed (or all postings, including both open and closed postings). Note, this filter does not affect the candidate opportunities that appear in the pipeline; it only affects which postings filters appear in the filter menu.

Job posting ownership and status filter

Sorting posting filters by team, location, owner, or hiring manager

By default, the posting filters are grouped by team name. You can change this grouping by clicking the up/down arrow keys next to the posting filter search bar. Note, changing the grouping does not affect the candidate opportunities that appear in the pipeline; it only affects the arrangement of the posting filters appear in the filter menu.

Sort menu expanded

Using job posting filters

Posting filters are nested within their respective group within the filter menu (see above). Clicking a group in the filter menu will reveal the postings within it. Once you have expanded a group, note that you can click Select all to quickly apply posting filters within that group.

Posting filter group expanded

Selected filters will appear at the top of the filter menu. From here, you can remove posting filters individually (by clicking the 'X' aligned to its right) or remove all posting filters by clicking Clear all.

Applied posting filters

Note that no matter how you have sorted the posting filters, a 'General opportunities' option will always be present in the posting filter menu. Selecting this option will filter the pipeline for candidates associated with general opportunities. This filter can be used in conjunction with other posting filters to filter the pipeline for candidates associated with specific jobs as well as those associated with general opportunities.

Filtering by your owned, followed, and snoozed candidates

By default, the opportunity list will show all opportunities in the pipeline that your role and user permissions allow you to see. Click 'All candidates' above the opportunity list to reveal a filter that allows you to filter the opportunity list for opportunity for which you are the opportunity owner or those that you follow. Use to toggle at the bottom of the filter menu to show only snoozed opportunities in the selected category (all candidates, candidates you own, or candidates you follow).

Filter menu extending from All candidates above opportunity list

Applying advanced filters

In addition to filters you can apply in the opportunity list view, additional filters can be applied via the search bar. Click the filter icon (aligned to the right within the search bar in the platform header) to reveal the advanced filter modal.

Arrow pointing to list icon in candidate search bar

In the advanced filter modal, you can apply the following filters to the pipeline:

  • Owners - return opportunities based on user listed as owner of the opportunity
  • Origins - return opportunities based on how they entered the pipeline from one of Lever's six pre-set origins: Applied, Sourced, Referred, University, Internal, and Agency
  • Sources - return opportunities based on where they entered your pipeline from
  • Tags - return opportunities based on attached tags(for more, refer to our tags help article)
  • Locations - return opportunities based on the location on the candidate's profile (manually input or parsed from the resume)
  • Skills - return opportunities based on candidate skills parsed from the resume
  • Last interaction - return opportunities based on the date that activity was last recorded on the candidate profile (e.g. stage change, attachment of a form)
  • Average rating - return opportunities based on the average of all feedback ratings on the opportunity
    • Feedback scores marked as secret will be excluded from the average score calculation.
  • Application question response - return opportunities based on candidates responses to custom application questions; response can only be filtered for the following question types: dropdown, multiple choice, checkboxes, text (single line), text (paragraph)
  • GDPR - only appears if GDPR is enabled; return opportunities based on if the candidate is protected by GDPR, open to future jobs, or due to be anonymized.
  • Data Compliance - only appears if Data Compliance is enabled; returns opportunities based on if the candidate is protected by a Data Compliance policy, open to future jobs, or due to be anonymized.

  • Company - Filter for candidates who have experience at particular companies. Companies are parsed from the candidates’ resumes.

  • Job titles - Filter based on job titles that have been parsed from the resume.

  • Education - Filter based on schools/universities that have been parsed from the candidates resume.

  • Years of experience - Filter for candidates based on how many years of experience they have. Years of experience are calculated based on parsed dates from the candidate’s resume.

Advanced filter modal with inputs in each filter field

Note: not all available filters are depicted in the image above

Once you have input your desired filter values, click the Filter Candidates button. The filters you have applied will be listed above the opportunity list. A tally of the total number of filters you have applied will be listed next to the list icon in the search bar. If you have applied more than three filters, you will need to click View more in order to reveal all of the filters you have applied.

Applied filters above opportunity list, 3 filters shown

Applied filters above opportunity list, 7 filters shown

To add or remove values from an applied filter, click into the corresponding filter menu select/de-select the desired filter value, and click Apply.

Menu extending from applied filter showing checkboxes next to additional filter values

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