Using data grids

In all modules of RecruitBPM, users can find data grids or data listings that show the lists of user added data related to job orders, candidates or company etc. These data grids include multiple functions that help users to access required details or apply actions to  This guide is to show you the different parts of the data grid and how to customize and use them.

Search and Filters

On any data listing whether related candidates, pipeline or jobs, user can run search and apply multiple filters across the listing to find specific data.  User need to type search terms in the Search boxes above each listing against each column and press Enter key to get the results. It will return a list of records matching to the term typed in search box. User can enter more than one fields in different search boxes to narrow down the required list of results.

For example, if you type a status and city in the respective search fields, it will return the list of candidates, contacts or jobs associated to specified status and city.

Along with these search filters, RecruitBPM also offers more filters in each module of the system. All the system modules have Status filter that lets the user to select or deselect the statuses (‘Active’, ‘Inactive’, ‘Lead’, ‘Passive’ etc.) in a dropdown at top right of each listing.

Furthermore, you can also utilize particular filters for Job orders. Where you can filter the records from open and closed jobs or published and unpublished jobs from the top dropdowns shown in the screenshots below.

Results

On applying searching filters, users get number of records displayed in the data grid, both prior and after a search. You can see the number of results near the bottom right corner in the pagination section.

Record Sorting

In each data listing, the records are sorted by default with relevancy. If user want to sort the grid by any of the displayed columns, he can click on the arrows shown with each column to sort in ascending/descending order.

Pagination

In all data grids or search results of system modules, there are number of rows than displayed on one page for which we have used pagination to let the users view the results easily. To go from page to page, click the Previous, Next or click on the page number near the result count area of the data grid to directly jump to the desired page.

Preview

To preview a record from the grid, click the spectacle icon next on second place in the record listings.

Rows

To set the number of rows, click the Rows drop-down near the top right portion of the grid and select the number of rows you want visible at a time.

Selecting records

Each record in the data grid of RecruitBPM have a checkbox next to it for selection. You can click on each record to select or select the top checkbox to select all the records at once to save time.

This is done to make it quicker to perform actions on multiple records, as covered in the next section.

Quick Actions

Another amazing feature that RecruitBPM offers is ‘quick actions’ that help users to apply required action such as view resume, view details or contact candidate/contact through email or phone no without opening the records. Users just need to click on the given on the left side each listing.

The first three dotted icon at the extreme left of all listings opens up a sliding window on the right that contains several other quick actions that user can apply on each record of the listing.

Bulk Actions

To perform actions such as merge duplicate, emails/bulk emails, adding notes, Internal/contact submission, delete user can select all or few records and click one of highlighted icons. Each data grid have different options in bulk actions, so users need to be sure to check the menu for what is available.

Bulk Edit

RecruitBPM offers Bulk Edit option that allows users to make quick edits in multiple records at a time. To make bulk edit in any module listing, select more than one records from the listing and click on the Pencil icon from top menu. It will show two options, Bulk Edit and Merge Duplicates. Click Bulk Edit to open the window with all the common fields of the records which can be edited collectively.

Here, we are sharing two examples with you to explain how the bulk edit works.  For instance, if you need to change the common fields of a few records in Candidate section. Select the number of records and go to bulk edit where you will find mutually common fields of the candidates records including status, country, state, city, travel preferences, nationality , pay type, available date, employee type and owner. The changes you will make in these fields will apply on all the selected records.

Similarly in jobs listing, you can select the desired records which you want to edit collectively. Open the Bulk Edit section and make changes in the fields of company and contact related to job openings, status of the jobs, job priority and EEO category you want to select, jobs owners and industry along with the job status as open or close. These edits will take effect on all the job orders selected in the listing.

 

Bulk edits not only save your time but also simplify the process of records management. In the same way you can make edits in all the listings of different modules of the system such as contacts, companies etc. But the bulk edit fields will be different in every module as the mutual attribute may differ.

Reorder Columns

To reorder or change the columns and column order displayed on the each data grid, user should click the Columns icon at the top right section of the grid.

Clicking on the icon will open a sliding window from right to let the user select/deselect the given options. User can also drag/drop the checked columns to reorder the display of the grid. Note that grid customizations apply on overall data grid display rather than each record in the list.

Delete and Trash

In RecruitBPM application, users can delete the records, appointments, tasks etc. which are temporarily added in the Trash section. You can access the trash from the left panel menu. It lets you view the recently deleted items from the system. Any data that is in the trash module for more than 30 days, it automatically gets deleted. You can always access and apply multiple actions on the records from the trash section.

Apart from the normal listing layout as any other listing in the system, trash gives you following options:
Restore: User can restore an item from the trash folder or module to the original module of the application. Click on the restor icon given against each record to apply the action. It will open up a dialogue box with 2 options, cancel and restore. Click on desired one to complete the action.

 

  • Restore Multiple: You can also restore multiple records at once by selecting all or few records from the check boxes and hit restore multiple from the restore icon given on top right. It will open a pop-up to confirm the restore action, choose ‘Yes, Restore’ to get all the records restored at their original positions in the database.

 

 

  • Delete Multiple: Similarly as multiple restore action, trash lets you delete multiple selected items from the listing of the records. Select the items and click on the ‘Delete Multiple’ icon on top right corner to remove the desired records permanently from the trash module.

 

  • Empty Trash: You can altogether empty the trash bin at once rather then selecting each record. Just click the ‘Empty Trash’ button on extreme top left to remove all the records in one click.

 

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