How to filter jobs by recruitment stage

Modified on Fri, 21 Nov at 4:00 PM

For: Recruiters, Hiring Managers
Feature: List of Jobs - Stage Filter Cards

 

Use stage filter cards to quickly view jobs by recruitment stage.

 

Interactive job filter cards - a faster, smarter way to manage jobs

 

Use the new stage filter cards on the List of Jobs page to quickly find jobs in Draft, Approval, Advertised, Shortlisting, Interviewing or Offer stages.


Video: Filter jobs by recruitment stage

How to filter jobs by stage (for recruiters, managers)

  1. Go to Jobs from the top navigation menu.
  2. At the top of the List of Jobs page, review the stage cards (e.g. Draft, Interviewing, Offer Stage).
  3. Select a stage card to filter jobs that match that recruitment stage.
    Note:
  • Only jobs you have permission to view will be included.
  • The selected card turns orange and shows the number of matching jobs.
  • The job list below updates instantly to show only jobs in that stage. 

 

Understand what each stage card means

 

Card name

What it includes

Draft

Jobs saved as drafts or not yet submitted for approval.

Job Approval

Jobs waiting for approval or recently approved.

Advertised

Live, advertised jobs.

Shortlisting

At least one applicant is in a shortlisting status.

Interviewing

At least one applicant is in an interviewing status.

Offer Stage

At least one applicant is in an offer stage status.


Jobs can appear in more than one stage card.
For example, a job that is live and has candidates interviewing will show under both Advertised and Interviewing.


How to review and update which stage an application status belongs to

Recruitment stage filters on the Candidate Listing and Job List pages are powered by the "Recruitment Phase" setting assigned to each Application Status.


Update a status’s recruitment phase


For Superuser / Jobtrain Administrator's only

  1. In Settings > Application Statuses, select Edit next to the status.
  2. Use the Recruitment Phase dropdown to assign the correct stage.
  3. Select Save.


Changes apply immediately to filters and stage card logic:

Video: How to review and update which stage an application status belongs to

What each recruitment phase means

Recruitment phase

Appears under filter

Typical statuses included

Application

New / Unreviewed

New, Hiring Manager Review

Shortlisting

Shortlisting

Shortlisted, Recommend Interview

Interview

Interview

Invite to First Interview, Interview Booked

Offer

Offer

Verbal Offer, Offer Accepted, Offer Declined

 

FAQs

Why don’t I see any jobs under a stage card?

You’ll only see jobs that match that recruitment stage and that you have permission to view. Try checking other stages or confirming your job access with your recruiter.

 

Why is a job not appearing in the expected stage?

Each application status is linked to a recruitment phase. If no candidates are in a status assigned to that stage, the job won’t appear in that filter.

 

Who updates which statuses belong to each stage?

Superusers / Jobtrain Administrators manage this setting. They can assign recruitment phases to each application status in Settings > Application Statuses.

 

Can I filter by multiple stages at once?

No. The stage filter cards show one stage at a time. To view jobs in another stage, select a different card.


How do I remove a selected filter?
To de-select a stage filter, simply select the same filter card again. This will remove the filter and return you to your default List of Jobs view.

 

What does it mean when a stage card says “0”?

It means there are no jobs currently in that stage (based on your access and the current application statuses).

 

Why is the same job appearing in more than one stage?

If a job has applicants in multiple statuses across different stages (e.g. some in Shortlisting, some in Interview), it may appear in multiple filters depending on your system rules.

 

What is the default display when the List of Jobs page loads?

By default, the List of Jobs page shows jobs based on the default job statuses assigned to your Security Role.

 

Superusers / Jobtrain Admins can update these defaults in:
Settings > Security Roles > Job Statuses > Default

 

You can still use Search Jobs to find jobs that aren’t included in the default view.

  

 

If you have followed the guidance notes and have some further questions, please contact our Support Team on +44(0)161 8502004.

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