Table of Contents
You can tailor the Interviews page to your specific needs using the table settings, filtering, and segments.
Table view customization
To customize the table settings, follow the steps below:
- In the upper-right corner, select the table icon to select the Table Settings icon.
- In the Table Settings slide-out drawer, complete the following actions as needed:
- Show or hide columns – Select the eye icon next to a column name to show or hide it.
- Reorder columns – Use the drag handle icon to the left of the column name to drag and drop columns into your preferred order.
- Create custom columns – Select Create a New Field to add a new column using standard or custom candidate and job attributes. You can also rename or delete custom columns you have created.
- After customizing your table to your preferences, select the Save button in the lower-right corner.
Filter interviews
The Interviews page features an improved filtering system and the ability to save your custom filter sets as segments.
Date range filters
To apply a date range to only display interviews that fit, follow the steps below:
- In the upper-right corner, select the View All dropdown to display date options.
- Select from the following options:
- Pre-Defined Dates – Select from a range of set dates (e.g., Next 7 Days).
-
Custom Date Selection – Select Custom to open the Custom Date Selection modal. From here, you can select specific dates:
- Select Date(s) – All interviews between the two selected dates display.
- Before – All interviews before the selected date display.
- After – All interviews after the selected date display.
- If you choose custom dates, select Apply to ensure you apply your custom dates.
Other interview filters
To filter your interviews by specific attributes, follow the steps below:
- In the upper-right corner, select the filter icon next to the search bar to open the filtering modal.
- Select from the following filter options:
Interview Filters
- Interview Location
- interview Status
- Attendee Name
- Attendee Status
- Interview Type
- Interview Owner
All Filters
- Job Title
- Job Req ID
- Hiring Manager
- Recruiter
- Additional Hiring Team
- Brand Name
- Journey Stage
- Group Name (if Group Management is enabled in the account)
- Select Apply to apply the filters and display only the interviews that fit the selected criteria.
Save a segment
Segments allow you to save a specific table configuration and filter set for quick access. To save a segment, follow the steps below:
- Apply your desired filters and customize your table columns.
- Select the Save Segment button in the left navigation panel.
- In the modal that appears, enter a name for your segment.
- An Assign Segment field is visible if you have been given the permission to create segments for other users or specific roles. If this field is listed within your modal, complete the following fields:
- Name the segment.
- Select whether you are assigning this segment to yourself, All Employees, or Specific Roles.
- If adding this segment for specific user roles, ensure to select the user roles from the Select roles selector and then select Apply.
- Select Save to save the segment.