As you know, Loxo's ATS is built using a Kanban framework to give you a simple and interactive overview of your Job Pipeline. Individual job pages give you two main ways to track the candidates in your pipeline: the streamlined Kanban view and a more in-depth List view. You can easily switch between the two using the toggle in the top left corner when you open an individual Job Pipeline:
The main Jobs Page also offers a master funnel that allows you to filter your candidates across the entire array of your Job Pipelines and Hiring Companies. From the main Jobs Page, you'll click the Candidates tab at the top left. By default, this view will show you all candidates in all stages across all jobs. Using the toggle in the top right corner, you can group candidates by job or Hiring Company. You can also use the Filter icon to search by categories such as Candidate Owner, Job or Company Location, Job Status and more.
Continue reading below to learn more about each of these views and how you can use them to manage your jobs.
The Candidates View of the Jobs Page
The Candidates view of the Jobs Page gives you a master Kanban overview of all of your candidates, with the added functionality to quickly filter and group candidates across all pipelines. When you click into the Candidates view, you will notice candidates from all jobs populated across the Job Stages in your workflow. You can toggle between two different views - the Kanban view and the Card view.
Both the Kanban view and the Card view provide a Boolean-enabled search bar that you can use to filter your candidates. In both the Kanban and Card views, you can also click the Funnel icon in the upper right corner to filter by Candidate Owner, Job Status, Job Type, Company Location, and more.
The default view when you arrive on the Candidates tab will be the Kanban view, loaded with No Grouping. Swapping to the Card view will apply the "By Job" grouping automatically.
Kanban View of Candidates in Jobs
The Kanban view looks similar to an individual Job Pipeline, but from the main Candidates tab, you can see candidates from all jobs. The Job Pipeline that each candidate is in will be linked at the top of their Candidate Card.
The functionality here is the same as from within an individual Job Pipeline, in that you can Drag & Drop candidates into different stages, add Notes to their cards, access the three-dot menu for actions like submitting, rejecting, or removing the candidate from the Job, and bulk select profiles.
There is an additional option to group the candidates by Job or by Hiring Company from this view. The default is set to 'No grouping.'
When a "grouping" funnel is applied, the page will show your candidates by job or by Hiring Company. Naturally, the "By Job" option shows you each individual Job Pipeline separately. Grouping by Hiring Company can give you insight into where candidates are in the hiring process across all jobs for each client. You can always re-select the 'No grouping' option to remove the funnel and see all candidates in all jobs in one Kanban.
Preview of grouping candidates by job:
Preview of grouping candidates by Hiring Company:
Card View of Candidates in Jobs
You can toggle into the Card view for an overview of candidates across different Job Pipelines, Hiring Companies and Stages.
Switching to the Card view applies the "By Job" grouping automatically to present you with a view that combines the high-level insight of a List view with the snapshot provided by your Candidate Cards. You can apply additional filters or modify the grouping on this page for an overview of the candidates you need. The Card view allows you to group candidates by Hiring Company as well as Job Stage. There is no "No grouping" option on the Card view.
Preview of the Card view grouped by Job:
Preview of the Card view grouped by Stage:
Jobs View of the Jobs Page
Admins can customize the fields shown on your Job grid from the Jobs view, and all team members can filter, sort, and organize jobs within the Jobs view. The Jobs view is the best page to Drag & Drop and modify the order in which your jobs are listed in your database.
Note: The Jobs Page is connected to the People Page. If you choose to view "All Activity" in the Jobs Page, you will see all candidates and contacts when you return to the main People Page. If you choose to view only "My Activity" in the Jobs page, you will only see your profiles on the People Page.
The Jobs view gives you an overview of the jobs in your database. By default, this page will only show your Active Jobs or jobs set to your account's "Default" Job Status. From here, you can access a range of filters to quickly search all jobs that have been added to Loxo.
You can use the Boolean-enabled search bar to search through your and your team's jobs.
You can choose to view only your jobs by selecting the "My Jobs" icon in the upper right corner.
You can choose to view jobs across the team by selecting the "All Jobs" icon.
Click on the Filter icon to filter jobs by data fields such as Job Owner, Job Status, Job Type, Job Tag, Job Location, etc.
Click the Arrows icon to sort jobs by Created Date, Job Title, or Hiring Company.
You can adjust Job Statuses and Job Tags for each job using the badges available in the Jobs view, and you can Drag & Drop using the lines on the left to re-arrange the way your jobs are listed.
The Jobs page gives you all the functionality you need to organize your jobs on a macro level.
Job Pages
Setup
The Setup score reads Exceptional, Strong, or Incomplete. Search shows each item that is filled, or Not Added.
Title & Company
Role Title: Selected from the library of Loxo Source titles
Display name: The name your team internally will use (optional)
Hiring Company
Location
In-person
Remote
Hybrid
Candidate Location(s)
Job Description
Candidate Criteria
Years of Experience
Skills
Industries
Company Stages
Security Clearance
Tenure
Target Company Ranking
Target Company Size
Target School
Degree
Graduation Year
Target School Ranking
Candidate Intake Agent
This section appears when an intake exists, reading either Intake in progress, or Completed by [hiring manager] and [recruiter] with the date.Ideal Candidate Profiles: Adding one or more candidate urls here can help refine Loxo Source and Longlist & Shortlist results.
Activity
Your team's notes and activities from candidates are documented here. You can see a subset of those activities based on types, search by keyword, or filter by specific activities, owners, and/or date ranges.
Settings
Scorecard: See more here
Publish to Job Boards: Turn it on to edit Published Name, Publish Start, Publish End, Custom Questions, and Hide Hiring Company. This is required to generate a publicly accessible link to the job posting on your Careers Page, or to connect to most Job Boards. See more here.
Billing & Invoices: See more here.
Target Companies: Set companies to refine the Loxo Source and Longlist & Shortlist results.
Hiring Company Contacts: Set contacts for the job such as Hiring Manager, Billing, etc.
Salary Range & Commitment: Set Salary Range, Bonus, Equity, and/or Commitment
Hiring Target: Set the number of hires you need to make for this role (if applicable)
Job Owners: Add any colleagues who may be working on this job with you
Custom Fields: Enter values for custom dynamic fields you've built for jobs. See more here.
Attachments: Add any attachments specific to this job such as contracts or NDAs
Forms: Attach forms you may want to include in the job application process. See more here.
Advanced Settings
Project Tags
Open Date
Filled Date
Status
Fee Override
Visibility
Clear Changes and Save Changes appear after an edit on Setup or Settings.