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. Dive into this article to discover how you can effortlessly adjust and filter your tables, saving both time and resources.
The following are the options available to customize your Table View.
If you would like to jump to a specific section please click ⏬ below:
Smart View (Saved table Views)
⭕ 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.
💡 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 is existing or 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.
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!
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...
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, 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.
💡 PRO TIP: Take advantage of the built-in system Smart Views for each tab. If it's close but not perfect you can adjust it a little and save it under a new name!
📌 Click HERE for a Smart View used for compliance management where document expirations are in the front of your view!
👉 Click HERE for specific information on your Company Table View
👉 Click HERE for Specific information on your Candidate Table View
Customize your experience #TheVincereWay 🤩