Executive Summary
Custom dashboards with filters in PyjamaHR empower you to quickly sort, segment, and review large volumes of candidates based on your unique hiring criteria—without repetitive manual work. This guide shows you how to use filters effectively, highlights current limitations, and provides actionable solutions to streamline your daily candidate screening process.
Detailed Overview
What Are Custom Dashboards with Filters?
In PyjamaHR, dashboards and filters allow you to view, segment, and manage candidates based on specific attributes such as resume match score, answers to screening questions, experience, and more. By applying filters, you can focus on the most relevant candidates for each stage of your hiring process.
Why Use Filters?
- Save Time: Instantly narrow down large candidate pools (e.g., 1,400+ applicants) to those who meet your criteria.
- Consistency: Apply the same screening logic every day.
- Transparency: Clearly see why candidates are included or excluded.
- Manual Screening: Since PyjamaHR does not currently offer full automation for moving candidates between stages, filters are essential for efficient manual review.
Integration with Other Features:
- AI Recruiter: Generates fitment scores and interview summaries, which can be used as filter criteria.
- Screening Questions: Candidate responses can be filtered (with current limitations).
- Assessments: Filter candidates based on test scores (where available).
Business Impact:
- Reduces manual effort for recruiters and hiring managers.
- Ensures only the best-fit candidates advance to human interviews.
- Helps manage high-volume hiring efficiently.
Step-by-Step Guide: Using Filters to Build Your Custom Candidate Dashboard
Prerequisites
Access to PyjamaHR with permission to view candidate pipelines.
Screening questions and/or assessments set up in your job postings.
(Optional) AI Recruiter enabled for advanced scoring.
1. Navigate to Your Job Pipeline
Log in to PyjamaHR.
Go to the Jobs section and select the relevant job opening.
Click on the Candidates tab to view all applicants for that job.
2. Access the Filter Panel
Locate the Filters button or panel (usually on the left or top of the candidate list).
Click to expand available filter options.
3. Apply Filters
Common Filter Options:
- Resume Match Score: Filter candidates above a certain AI score threshold.
- Screening Questions: Filter based on candidate answers (see limitations below).
- Experience: Enter minimum/maximum years of experience.
- Assessment/Test Scores: Filter by test results (if assessments are used).
How to Apply:
- Select the filter category (e.g., Resume Match Score).
- Set your criteria (e.g., “Above 80%”).
- Repeat for additional filters as needed.
Note: As of now, filters must be applied manually each time you log in. There is no “Save Filter” or “Saved Views” feature yet.
4. Review Filtered Candidates
The candidate list will update in real time as you apply filters.
Review the count of candidates after each filter is applied (see troubleshooting for known issues).
Click into candidate profiles for deeper review.
5. Take Action
Select candidates to move to the next stage, reject, or send communications.
Actions must be performed manually; there is no automation to move candidates based on filter results.
Screenshot Callouts:
- [Screenshot: Candidate list with filter panel open]
- [Screenshot: Applying Resume Match Score filter]
- [Screenshot: Filtering by Screening Question answer]
Advanced Usage & Best Practices
Power User Tips
Batch Actions: After filtering, use bulk select to move or reject multiple candidates at once.
Daily Workflow: Keep a checklist of your filter criteria to reapply each day for consistency.
Combine Filters: Use multiple filters (e.g., Resume Score + Screening Question + Experience) to zero in on top candidates.
Optimization Strategies
Design Screening Questions for Filtering: Use clear, objective questions (e.g., Yes/No, specific ranges) to make filtering easier.
Leverage AI Recruiter Scores: Use AI-generated fitment and communication scores as part of your filter logic.
Do’s and Don’ts
Do:
- Double-check filter results before taking bulk actions.
- Regularly review your screening questions to ensure they align with your filtering needs.
Don’t:
- Don’t expect filters to save automatically—reapply them each session.
- Don’t rely on filters for automation; manual review and action are still required.
Troubleshooting & Common Issues
Known Issues (from Customer Conversations)
Filters Not Updating Candidate Count
- Symptom: Applying additional filters does not update the candidate count.
- Solution: Refresh the page and reapply filters. If the issue persists, contact support.Experience Filter Not Working
- Symptom: Entering values in the Experience filter does not reduce the candidate list.
- Solution: Ensure experience data is present in candidate profiles. If still not working, report to support.Missing Screening Questions in Filters
- Symptom: Only some screening questions appear as filter options.
- Solution: Currently, only certain question types (e.g., not Single Choice) are available for filtering. This is a known limitation.AND vs. OR Logic in Multiple Choice Filters
- Symptom: Filtering for multiple selections applies AND logic instead of OR.
- Solution: This is a current system behavior. For OR logic, apply filters one at a time and combine results manually.Single Choice Questions Not Filterable
- Symptom: Single Choice screening questions do not appear in filter options.
- Solution: This is a known limitation. Consider using other question types for filterable responses.
What If Scenarios
What if I have 1,400+ candidates and can’t filter by screening answers?
Use available filters (e.g., Resume Score) to reduce the list, then manually review remaining candidates. Contact support to request filter enhancements.
What if my filters don’t save?
Currently, filters must be reapplied each session. Keep a record of your filter criteria for efficiency.
What if I need to filter using criteria not available?
Submit a feature request to support. Consider adjusting your screening process to use filterable question types.
Comprehensive FAQ
Can I save a set of filters to reuse daily?
- No, PyjamaHR does not currently support saving filter configurations. Filters must be manually reapplied each session.Can candidates be automatically moved to the next stage based on filter criteria?
- No, all candidate movement between stages is manual, even after filtering.Which screening question types are filterable?
- Not all types are filterable. Single Choice questions are currently not available as filter options.Why do only some of my screening questions appear in the filter list?
- Only certain question types are supported for filtering. This is a known limitation.Why does the candidate count not update when I apply multiple filters?
- This is a known bug. Try refreshing the page or reapplying filters.How do I filter by AI Recruiter scores?
- Use the Resume Match Score or Job Fitment Score filters if available.Can I apply OR logic to filter candidates who selected any of several options?
- Currently, filters apply AND logic. For OR logic, filter separately and combine results manually.Can I filter by assessment/test scores?
- If assessments are used, test score filters may be available.How do I filter by experience?
- Use the Experience filter, but note current issues with this feature.What should I do if filters are not working as expected?
Refresh, reapply, and if issues persist, contact support with details and screenshots.
Will these filter limitations be fixed soon?
Feature requests are under review, but no timeline is available.
Is there a way to automate candidate rejection based on filters?
No, all actions must be performed manually after filtering.
Related Features & Next Steps
AI Recruiter: Use AI-generated scores as filter criteria.
Screening Questions: Design questions for optimal filtering.
Bulk Actions: Move or reject filtered candidates in batches.
Assessments: Incorporate test scores into your filter logic.
Recommended Next Steps:
- Review your screening questions to maximize filterability.
- Keep a checklist of your daily filter criteria.
- Submit feature requests for “Saved Filters” or automation if these are critical to your workflow.
Related Help Articles:
- [How to Design Effective Screening Questions in PyjamaHR]
- [Using AI Recruiter Scores for Candidate Screening]
- [Bulk Actions: Moving and Rejecting Candidates Efficiently]
- [Troubleshooting Candidate Filters in PyjamaHR]
Still need help?
If you encounter issues not covered here, contact PyjamaHR Support with detailed descriptions and screenshots for faster resolution.
This article is based on real customer feedback and current PyjamaHR capabilities as of June 2024. We are committed to improving your experience and will update this guide as new features become available.