*This page was machine-translated from Japanese and may contain inaccuracies.
You can save frequently used search conditions.
Each user can save their favorite conditions, and by using the sharing feature, the same search conditions can be displayed on other users’ screens as well.
Saving Search Conditions
Open the search screen, enter the Criteria, then click “Save Search Condition.”
Alternatively, click “+ Save Search Condition” from the List-View-Side-Menu on the list screen.
Specify the name of the search condition.
If you check “Share,” not only you but also other users will be able to use this condition.
To share only with specific users or departments, select them from “Share Department / User.”
*If no department or user is selected, the condition will be shared with all users.
Click Save.
The saved search conditions are displayed in the List-View-Side-Menu on the left side of the list screen.
If not shared, they appear under “My Search Condition.” If shared, they appear under “Shared Search Condition.”
“Shared Search Condition” also shows conditions shared by other users.
*The order is sorted by search condition name. If you want to control the order, consider adding numbers or letters at the beginning of the name.
By clicking “Saved Search Conditions List” in the List-View-Side-Menu, the list screen opens.
To change the search condition name or sharing settings, click the pencil icon. To delete a condition, click the × icon.
*If you edit or delete a Shared Search Condition, the changes will be reflected for all users it is shared with and cannot be undone. Please operate carefully.
Where Saved Search Conditions Are Displayed
Saved search conditions can be used from the Global-Menu, the List-View-Side-Menu, and the TOP screen (Job / Candidate only).
① Global-Menu
Up to 20 search conditions are displayed.
Shared conditions appear at the top, followed by your own conditions sorted by name.
② List-View-Side-Menu
Shared Search Condition and My Search Condition are displayed.
You can also run search conditions from the “Saved Search Conditions List” screen.
③ TOP Screen
*If the New Dashboard is set to ON, the TOP screen is not displayed.
For Job and Candidate search conditions, up to 8 items each are displayed.
Shared conditions are shown first from the top left, followed by your own conditions sorted by name.
*From April 27, 2021, the default displayed search conditions for newly added users have been changed as follows.
Job
• All Jobs
• My Jobs
• My Pinned Jobs
• Jobs in My Department
Candidate
• All Candidates
• My Pinned Candidates
• My Candidates
• Candidates in My Department
Other than Job / Candidate
• All ○○
• My ○○
• ○○ in My Department
*○○ represents the resource name.
*For Process, records with the completed flag are excluded.
This feature enables saving of the frequently used search conditions.
A user can save their preferred search conditions which they can also
share and
become accessible by other users.
How to Save a Search Condition
Open the search screen and input the search conditions, then click 「+New Saved Search」.
Another way is to click「+Add New Saved Search」 on the list view screen showing your search results.
■New List View Screen
■Old List View Screen
Enter the name of the search condition.
If you check "Share", not only you but also other users can use this
condition.
If you want to share only to specific users or specific departments,
select from
"Share Department/User".
※If you do not select a department or user, the search will be shared to all users.
Click Save.
The saved search conditions are displayed to the left side. Those shared
by you
together with those shared by other users are displayed under 「Shared
Search Condition」.
※The order of appearance is alphabetical based on the name of the search condition. If you wish to reorganize the order of appearance, use numbers or letters of the alphabet at the beginning of the name.
When you place the mouse on the name of a search condition, a pencil
icon is
displayed. This pencil icon can be used to edit (change name or switch
to share
on/off) and delete.
※Be careful not to edit or delete search conditions shared by other users.
How to use
The saved search condition can be accessed from not only the search screen
but
also from the global menu, Search condition side bar (available only
on the new
list view) and from the top screen (Job/Candidate pages only)
① Global Menu
A maximum on 20 Saved search conditions are displayed.
The shared ones are displayed at the top and the ones not shared
are displayed
right below that in alphabetical order.
② Search Condition Sidebar (New List View)
③ TOP Screen
Only JOBs and Candidate data can be accessed from the top screen and a maximum of 8 saved search conditions can be displayed. First the shared search conditions are displayed followed by the unshared search conditions created by the user which are displayed alphabetically.
※For the newly added users as of 2021/4/27, the default display of the search conditions is as follows:
JOB
・All JOBs
・My JOBs
・My pinned JOBs
・My department's JOBs
Candidate
・All candidates
・My pinned candidates
・My candidates
・My department's candidates
Other pages excluding JOB・CANDIDATE pages
・All XXX
・My XXX
・My department's XXX
※XXX is the resource name
※In the case of Process data, the search results exclude those with an end flag
If you wish to use the previously existing search conditions, kindly make the settings by yourself.
※For adding new search condition, please refer to the explanation 「How to Add Search Condition」 as shown above.
Details for each of the preset search conditions are indicated below.
| Search Condition name (JOB) | Search Field | Search Conditions |
| My JOBs -without progress | Process | Does not contain (NOT) |
| Select all the options | ||
| JOB owner | Logged in user | |
| My JOBs - Document Screening | Process | Contains Any (OR) |
| Document Screening | ||
| JOB Owner | Logged in user | |
| My JOBs - with progress | Process | Contains Any (OR) |
| Shortlist, Job Introduction, Document Screening, 1st Interview, 2nd Interview, Offer | ||
| JOB Owner | Logged in user | |
| Newly added JOBs (1 week) | Date created | Past 7 days |
|
|
||
|
Search Condition name (Candidate) |
Search Field |
Search Conditions |
| New Registrations Before Contact | Phase | Contains Any (OR) |
| Entry | ||
| My Candidates-Without progress | Process | Does not contain (NOT) |
| Select all the options | ||
| Candidate Owner | Logged in user | |
| Candidates-JOB introduction stage | Process | Contains Any (OR) |
| JOB Introduction | ||
| Candidate Owner | Logged in user | |
| My Candidates-with progress | Process | Contains Any (OR) |
| Shortlist, Job Introduction, Document Screening, 1st Interview, 2nd Interview, Offer | ||
| Candidate Owner | Logged in user | |
| My Candidates- Final Interview stage | Process | Contains Any (OR) |
| Final Interview | ||
| Candidate Owner | Logged in user | |
| Newly Registered Candidates (1 week) | Date created | Past 7days |
| All Candidates-No progress |
Process
|
Does not contain (NOT) |
| Select all the options | ||