How do I personalize the job applications list view?

Title and music.

Candidate Information is great, but it needs to be presented in a way that makes sense for each user. Let’s see how to make this happen in Recruiting. For busy recruiters and managers, the Job Applications Grid View feature helps save time when reviewing and comparing candidates without having to view too much information or drill down into individual applications.

With this feature, you can create your own lists with both custom columns and designated fields in each column. The Personalize Candidates Lists privilege is needed to use this feature.

Sign in as a user with recruiting administrator privileges.

From the Home page, click My Client Groups.

In the Apps section, click Hiring.

Click Job Requisitions.

Scroll down to Requisition 801 Sr. HR Analyst.

In the Applications column, click the 2 hyperlink to display the list of job applications.

Initially, the job applications list displays the default Summary View. Notice some columns contain more than one field of data. For example, the Candidate column contains the candidate name, ID number and location. There are two methods to use this time and space saving technique which we’ll go over a little later.

You decide to create a new efficient contact list view with just a few fields. Accessing the view drop down list shows all the available views. To start personalizing your view, select the Manage Views option.

In the View drop-down list, select Manage Views.

On the Manage Views page, click +Add. Create your view Name. Let’s call this view Quick Contact.

Click +Add.

In the View Name field, enter Quick Contact.

Next, simply start adding columns to your view. Start with the required Candidate Column. In this case, we’ll enter Candidate in the Column Header, the Candidate Name (field) is already selected by default as a field.

In the Column Header field, enter Candidate.

We’ll add another field to this same column by selecting Candidate Info as the Field Category and Candidate Number as the additional field. This column now displays two fields of information.

Click the Add Another Field hyperlink.

In the Field Category drop-down list, select Candidate Info.

In the Field drop-down list, select Candidate Number.

Let’s pause here to go over the two ways to add multiple fields to a column.

The first way just shown in our example is to simply add multiple fields when building a column. This method can be done by any user and include up to 3 fields from multiple categories. When these fields display, they are not separated by commas and cannot be reused by other users when creating lists.

Another way is for an administrator to build pre-set compound fields. These compound fields can have up to 3+ fields selected in only one category (the truncated values will determine how many fields can fit in the column). There can only be 1 compound field per column and the values are separated by a comma. Once built, compound fields can be used by any user to build new lists.

OK, back to building our Quick Contact List. This next column we’ll name Candidate Contact. In this case, the administrator has already built a Compound field for contacts including phone number, email, and location, so we’ll save time and add that to our column. Remember: A column can contain up to 3 individual fields or 1 compound field.

Click +Add Column.

In the Column Header field, enter Candidate Contact.

In the Field Category drop-down list, select Candidate Info.

In the Field drop-down list, select Candidate Contact.

You will complete this view by adding columns for Status, Experience and Education.

Click + Add Column.

In the Column Header field, enter Status.

In the Field Category drop-down list, select Application Info.

In the Field drop-down list, select Phase and State.

Click + Add Column.

In the Column Header field, enter Experience.

In the Field Category drop-down list, select Previous Employment - Previous Employment.

In the Field drop-down list, select Recent Work Experience.

Click + Add Column.

In the Column Header field, enter Education.

In the Field Category drop-down list, select Degrees - Degrees.

In the Field drop-down list, select Recent Education.

Click Save and Close.

With a total of 5 columns, you can easily see all the relevant information you need in one page view.

On the Manage Views page, you can use actions to set the view as your personal default for all future sessions

On the Manage Views page, in the Actions drop-down list, select Set as Personal Default.

Let’s take this a step further from the Administrator’s perspective. He was impressed with your new view and wants to make it available for all users.

Administrators need the Manage Candidate Job Application List privilege to create views for the whole team or for specific roles. Let’s start by copying your Quick Contact view. On the Quick Contacts view, click the ... (Actions) icon and select Copy View

On the Manage Views page, on the Quick Contact view row, in the ... (Actions) drop-down list, select Copy View.

The Administrator will tweak the list slightly by adding the word Resume to the View Name. The View Type will be Site-Level since the view will be for all users.

In the View Name field, enter Quick Contact w/ Resume.

In the View Type drop-down list, select Site level.

One last change, he’ll add the Resume link to the Candidate column.

In the Columns section, click the Add Another Field hyperlink.

In the Field Category drop-down list, select Candidate Info.

In the Field drop-down list, select Resume.

Click Save and Close.

On the Manage Views page, the new site-level list appears and can also be made the global default if desired. Notice the actions allow the administrator to make new compound fields from here as well.

On the Manage Views page, click the Actions drop down list and show the Manage Global Default Views in the options.

Click the left arrow on the Manage Views page to return to the Job Applications page.

The list now appears on the View drop down list selections.

On the Job Applications page, click the View drop down list and notice the Quick Contact w/Resume option is listed.

For more information on this topic, you can view the courses on Oracle University or reference the available guides on Oracle Help Center.

Thanks for watching.

Oracle copyright and music.

End bumper and music.