Selecting Applicants from the side menu will open the Applicant List page. This page displays all the applicants that you are permitted to view and that match the filters set above the list.

Open

The applicant list displays any applicants that match the filters set above the list. For each applicant, the following core details are shown:

• Full Name – Selecting this will open the corresponding Applicant Summary.

• Tags – Selecting the label icon will expand a list of Tags attached to the applicant. You can select the X within a tag to remove it, or select the + icon to add new tags.

• Status – If one has been added, the sub-status will also be shown here.

Optional Fields

As well as the core applicant details, selecting the list icon will open a window where you can tick optional fields to display for each applicant in the list. After you have made your choices, select Save to refresh the page and add the chosen optional fields.

Open

The following optional fields are available:

• Available to Start – This displays the date after which the applicant is available to start their programme.

• Email – Selecting this will open a new email to the applicant in your email client.

• Employer – Selecting this will open the Organisation Summary for the organisation set as the applicant’s Employer.

• Phone number

• Qualification Plan – This shows the Qualification Plan set for the applicant.

• Recruited By – Selecting this will open the Officer Summary for the officer named in the applicant’s Recruited By field in their Programme tab.

• Recruitment Agency – Selecting this will open the Organisation Summary for the organisation set as the applicant’s Recruitment Agency in their Programme tab.

• Risk Band – Risk band is indicated with a coloured circle by the applicant name, with red for high risk, yellow for medium and green for low.

• Training Adviser – Selecting this will open the Officer Summary for the officer that is named as the Training Adviser in their Programme tab.

Filtering the Applicant List

The following searching and filtering options are available by default above the list. Once you have entered the necessary details, press Enter or select the Search icon to run the search and apply your filters.

• Sort By – Here you can use the drop-down menu to choose how the list is ordered.

• Search – Here you can search by applicant name.

• Tags – Selecting the Search... box will open a drop-down menu where you can add multiple Tags to search by. The following search options are available:

  • Any – This will filter the list to records that contain at least one of the specified tags.

  • All – This will filter the list to records that contain every specified tag.

  • None – This will filter the list to records that do not have any of the specified tags.

• Number of records – Here you can use the drop-down menu to choose how many results are displayed per page.

Along with these, additional fields can be added by selecting More. Choosing a field will add it to the top bar, where it works like the filters explained above. The following fields are available:

• Status

• Risk

• Employer

• Site

• SOC

• Sector Subject Area

• Occupational Area

• Qualification

• Is New

Exporting the Applicant List

Selecting More also shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.

Applicant Actions

Selecting Create above the applicant list will open a window where you can Create a New Applicant.

Selecting the ... icon by an applicant in the list will open a menu with the following options:

• Summary – This will open the Applicant Summary in a new page.

• Edit – This will open a window where you can Edit the Applicant.

• Delete – You will be prompted to confirm that you want to delete the applicant.