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Filter Candidates in Hire Pipeline

Summary

This article explains how to use the candidate filtering feature in the Plumm Hire pipeline. It covers how to apply customisable filters by status, tags, sources, and more, including the use of AND/OR logic to refine your search results.


In this article

  • Before you begin
  • Step 1: Apply Filters
  •  Step 2: View Filtered Candidates
  • Frequently Asked Questions (FAQ)

In this article
• Before you begin
• Step 1: Open the Filter Panel
• Step 2: Apply Candidate Filters
• Step 3: Use AND/OR Logic for Advanced Filtering
• Frequently Asked Questions (FAQ)

Before you begin
You must have access to the Hire module in Plumm and appropriate recruiter permissions to view and filter candidates in the pipeline.

You can filter candidates by:

  • Stage (e.g. Screening, Interview, Offer)

  • Tags

  • Sources

  • Added by

  • Added on

  • Candidate email

  • Status (using "Is" or "Is Not")

Step 1. Open the Filter Panel

  1. Navigate to the Hire module and open any job role.

  2. In the pipeline view, click the Filter button near the top right of the screen.

  3. The Filter panel will open, displaying filter options.

Step 2. Apply Candidate Filters

  1. Click the dropdown to choose a filter type (e.g., Screening, Interview, Tags, etc.).

  2. Select a condition (Is or Is Not).

  3. Choose the value that applies (e.g., “Interview Completed”, “Offer Signed”).

  4. Click Apply to filter the candidates based on your selection.

You can add multiple filters by clicking the + Add Filter button.

Step 3. Use AND/OR Logic for Advanced Filtering

  1. When multiple filters are added, you can define the logic between them:

    • Use AND to show candidates who match all filter conditions.

    • Use OR to show candidates who match any of the filter conditions.

  2. Click the logic toggle to switch between AND and OR mode.

  3. Click Apply to view the filtered list.

Frequently Asked Questions (FAQ)

Can I filter by multiple stages at once?
Yes. You can apply filters to show candidates across multiple stages using the OR condition.

What does the 'Is' and 'Is Not' condition mean?
‘Is’ shows candidates that match the selected status or tag. ‘Is Not’ excludes them from the results.

Can I save my filters for future use?
At this time, saving filters is not available. You’ll need to reapply filters when you return to the pipeline.

What happens when I apply multiple filters?
Plumm will show only those candidates who match your specified conditions, depending on whether you’ve selected AND or OR logic.

Can I combine tags and stages in my filter?
Yes. You can combine any available filter types, such as Tags, Stages, and Sources, for a more refined search.

Why am I not seeing any results after applying filters?
Make sure your filter values are correct. Try adjusting the conditions or logic (AND/OR) if no candidates appear.