Is there a way to filter candidates by their answers to questions on the application?

Yes! With auto-tagging, you can set up rules so that, based on a candidate's answer to a question, they will automatically be assigned a certain tag.  This will allow you to then filter the list of candidates by tag to view candidates who answered questions a certain way.

For example, for the question, "What cities are you available to work in?", you can configure auto-tagging such that candidates who answer "Boston" are automatically tagged with something like "Available for Boston".  Via the Candidates tab, you'll then be able to filter the list of candidates by the tag "Available for Boston" to effectively view only those candidates who indicated that they are available to work in Boston.

Important note: auto-tagging can only be configured for questions of the following type:

  • Yes/No
  • Single Select
  • Multi Select

Here are the steps to set this up:

First, create new tags if they don't already exist:

  • Click Configure
  • Click Custom Options
  • Click Candidate Tags
  • Click the Create New Candidate Tag button 

 

 

Next, edit the job post to include a new custom question:

  • Navigate to a specific job
  • Click the Job Setup tab
  • Click Job Post
  • Click Edit
  • Scroll down the page, and click Add Custom Question
  • To be able to set up auto-tagging, you need to select one of the following:
    • Yes/No
    • Single select
    • Multi select
  • Click Done
  • Scroll to the bottom to click Preview, and then click Save 

 

 

Last, configure the auto-tag rules:

  • While still viewing the job post, click Auto-Tag Candidates in the additional menu option drop-down

 

From there:

  • Click Add Rule button
  • To set up a new rule, you'll choose how candidates will be tagged when they select a certain answer, then click the Add button
  • Repeat the above step to make sure you have tags for each answer
  • When finished, click the Save button

 

 

 

From there, you'll be able to go to the Candidates tab to filter by "Tag" to effectively view candidates based on their answers.

 

Keywords: /people, people, candidates, candidates tab

Have more questions? Submit a request

Comments

  • Avatar
    Jennifer Ho

    If there is a question that apply to every single job, is there way to mass-apply the tag to a question? Or do we have to manually go into every single job in order to add a tag to a question?

  • Avatar
    Jenny Kong

    Hi Jennifer,

    Great question. There isn't a way to mass-apply a tag to already-existing questions; however, once you've set up the job post with an auto-tag question/rules, you can copy from that job the next time you go to create a new job to ensure the auto-tagged question/rule is included.

    Hope that helps!

    Best,
    Jenny

  • Avatar
    Caitlin Klitz

    Is there a way to auto-reject someone based on an answer to an application question?

  • Avatar
    Murphy

    Hi Caitlin,

    You can't automatically reject them, but if you follow these steps to auto-tag people, you can quickly filter by a specific tag, then mass reject via the candidates tab.

    Let me know if you have any other questions!

    Thanks,
    Murphy

  • Avatar
    Jeffrey Stukuls

    I would like to support Jennifer & Caitlin's suggestions for mass-apply &/or auto-reject. I hope that the GH engineers could add those ideas to their list of great potential features!

  • Avatar
    Harvey Alcabes

    I would like to add my support to an auto-reject. A reasonable alternative would be a way to automatically move someone to a different stage (e.g. "To be rejected") based on their answer to a question.

  • Avatar
    Karen Situ

    Hi Harvey,

    Thanks for reaching out regarding an auto-reject feature! At this time, this isn't something on our product roadmap in hopes of granting every candidate the fair consideration of their applications.

    However, we're always welcome to feedback and we thank you for the suggestion! Please feel free to write in anytime!

    All the best,
    Karen

  • Avatar
    Harvey Alcabes

    Karen,

    As noted above, a very reasonable alternative to auto-reject would be a way to automatically move someone to a different stage (e.g. "To be rejected") based on their answer to a question.

    --Harvey

  • Avatar
    Karen Situ

    Hi Harvey,

    Thanks for following up! Currently we don't have the feature to automatically move someone to a different stage based on their answer to a question - since this could skew reporting very easily. However, I believe Murphy's alternative above may also assist with your needs. By auto-tagging candidates based off their responses, you can later filter by these candidates under the Candidates tab and reject them as you wish.

    Hope that helps and please let me know if you have any other questions!

    All the best,
    Karen

  • Avatar
    Sabine Schürer

    Will there be a feature for auto-tagging, that is not based on a candidate's answer to a question in the application, but based on the job they are applying to?

    Example:
    You have 10 open jobs and 3 of them are for a special project, so you might want to add the name of the project as a tag to all candidates who apply for these jobs.

  • Avatar
    Lucia Hoang

    Hi Sabine,

    Thanks for reaching out!

    We haven't heard this feedback from other users before, so I'm happy to forward this feedback along to our product team! Thank you so much for your feedback. It really provides us with valuable insights on how we can improve Greenhouse for our users!

    Kind regards,
    Lucia Hoang

Powered by Zendesk