How many table views does Vincere have in the system?
Each entity will have sets of table views and configuration- This will allow you to add or remove columns for viewing purposes.
Optimize your Table Views to fit your workflow seamlessly. Whether you're managing Candidates, Contacts, Companies, or Jobs, customize your views for efficiency and savings.
Click on the links ⬇️ to skip to the section you're interested in:
Smart View (Saved table Views)
3.1 How to Create a Smart View?
3.2 How to edit existing Smart View?
⭕ Filters
Click on the filters icon to filter with the 4 following options available:
💼 Filter by Jobs:
Here, you can choose whose jobs you wish to view, whether it's your entire team's or just your own.
👉 Filter by job type and status to tailor your view to suit your specific needs.
💡Pro Tip:
You can also filter by Company and Contact here, which is especially useful when managing specific accounts.
👨💻 Filter by Candidates:
When working in a team, you can choose 'My Team’s Candidates' to view candidates owned by your entire team.
Alternatively, select 'My Candidates' to see only those you own. These filters provide a personalized view.
📋 Note: 'My Team’s Candidates' is accessible to users designated as Team Managers in group tags and location settings - So make sure you've already been tagged to the team in the group.
To check this, please navigate to Settings > Group, Tags & Locations > click on Group > find the team you're in charge of > select your name in the drop-down menu of the Manager field > Once done, click on save.
Please refer to the video below for your visual guidance:
💡 PRO TIP: If you want to see archived (once deleted candidates) candidates scroll to the bottom and unselect Hide archived Candidates. This will load archived candidates into your table view!
📂 Filter by Applications:
Here, you can filter actions that occurred more than 5 calendar years ago since the candidate was added to Vincere.
🏢 Filter by Companies:
Here, you can choose whose company you wish to view, whether it's all companies or just your own.
👉 You can also check if the company exists or is new.
⭕ Columns
Columns are available to customize in all Tabs such as Candidates, Jobs, Companies, and Contacts.
The list of columns will come with boxes next to them and if you want to see them in your table view simply tick the box.
Each Tab involves different information so the available columns will change.
You have the option to “Select all” columns, “Deselect all” columns, or even “Reset” to your original smart view if you didn't like the changes you've made.
Customize table View
To customize your table view even further you can drag and drop columns into a more desired position.
👉 This will let you see the most important columns first! Please look below to see how it's done!
🙌 Most columns can be customized even further!
😉 FYI:
You are able to select more than one option when filtering columns! Use keywords and a small built-in search to customize further. Some available keywords are “contains” “starts with” “is equal to” and “is not equal to”. Play with the available options to increase your efficiency when searching:
⭕ Smart Views
Whether you're recruiting for permanent positions, seeking exceptional contractors, or handling retained roles, each recruitment process demands unique insights.
With Smart Views, you can save multiple custom table views tailored to your specific needs, putting the right information at your fingertips.
👉 With Vincere's custom table view, you can sift and sort through hundreds of columns and decide what's important for you to see...
How to create a Smart View?
To create a Smart View, please follow the steps below:
Head to columns and choose the columns you would like to see > Then select the Smart View tab to give it a name e.g.
Default, Contract or Perm, etc, and then click the Save icon and you're good to go:
👉 You can create unlimited Smart Views and switch between them, which is perfect for managing different job types.
Set a default view to see it each time you log in, but you can easily change it or revert to the system default by selecting a different view or deselecting the current one.
How to edit the existing Smart View?
You can easily edit existing smart views without needing to create new ones directly from the columns settings.
Simply make your changes and hit Save, this will overwrite your current smart view.
The "Save as" allows you to make changes and create a new smart view (thus not overwriting the current view)
📌 Note: Smart view owners can define who has permission to edit the columns within a shared smart view, ensuring controlled access and consistency.
Benefits and use cases 👇
Effortless Updates: Modify the columns of a SmartView in use without having to recreate it from scratch.
Controlled Sharing: Share SmartViews while setting permissions for who can make edits, ensuring important views remain consistent.
Change Tracking: Easily track who made the latest modifications to shared SmartViews for better collaboration and accountability.
📌 Click HERE for a Smart View used for compliance management where document expirations are in the front of your view!
Happy Recruitment #TheVincereWay 🤩