With just a few clicks on the People page, the new filters let you instantly refine your view to broad activity or a specific date range. Whether you’re reviewing all candidates who have ever been interviewed or tracking those moved to the rejected stage, accessing both historical insights and time-specific events is now faster and more intuitive than ever.
Continue below to see how it works!
Please note that backfilling activities takes time. Once the Activity and Workflow Stage filters are applied, these fields will auto-populate any activities/stages added after, but will take some time to populate historical events, but they will added in time, depending on the size of your database.
Organizing the Activity Type and/or Workflow Stage Filters
In order to organize and prioritize your new filters, follow the steps below to ensure visibility:
Open the People page
Click on the gear icon at the top right of the page
Scroll to the bottom of the page and use the double bars (=) to drag and move the fields to your desired location amongst the other fields
Click Save at the bottom right of the window
Applying the Activity Type or Workflow Stage Filter(s)
Searching for specific activities or workflow stages on the People page is as seamless as applying any other filter.
Follow the steps below to filter by specific activities or historical stages for individuals:
Click on the name or the down arrow of either field
Begin typing the activity type you wish to filter for and it will auto-populate
Select the activity
Without selecting a specific date range, Loxo will show all people who have the specific activity selected for all time.
Selecting Date Ranges
In order to search for a specific activity or candidate presence within a specific workflow stage in a given time, select the appropriate date range from the "Select Dates" button below the activity type(s) or workflow stage(s) which have been selected.
Select Activity type(s) or Workflow Stage(s) you wish to filter for
Click on "Select Dates"
Use the date picker to select the beginning and end dates for your filtering
Click Save to apply the date range
You will now see any People who have had your selected activity logged on their profile or have entered your selected workflow stage in the given date range.
As always, reach out to Support if you have further questions!