Segments in Recruiterflow allow you to categorize and organize candidates based on specific criteria. This feature gives you quick access to groups of candidates you regularly work with and keeps your workflow streamlined. If you need to adjust a segment’s filters or criteria, you can easily edit and save it with updated settings.
Follow these steps to edit and save a segment on the Candidates page:
Step 1:
Head to your Candidates page by navigating to recruiterflow.com/candidates. Now click on the 'All Segments' link on the right side and click on the edit icon adjacent to the segment you want to edit.
Step 2:
You will see the filters column open up on the right side. You can now change the name, choose who you want to share the segments with OR add/remove filters.
Step 3:
Once you’ve made your changes, you have two options for saving:
Overwrite the Existing Segment:
Click Update to save the changes to the same segment. This will replace the previous criteria with your new filters, keeping the segment name and location intact.
Save as a New Segment:
If you want to keep the original segment intact and save this as a new one, click on the top arrow beside the Update button followed by Save as. Name your new segment to reflect the updated criteria, select who you want to share it with, and finally click Save.
This new segment will now appear in your Saved Segments list.
By following these steps, you can keep your segments organized, precise, and aligned with your recruiting goals.
Need More Help?
For further assistance or more tips on creating effective segments, please reach out to our support team by clicking on the 'Intercom' icon found at the bottom right corner of this page.