Organizing/Tracking Multiple Location Data within Subaccount

To retroactively assign tags for certain locations based on existing applications and ensure future applicants are correctly categorized, follow these steps:

Setting Up Location Tags for New Applicants

1. Enable Hidden Fields for Locations:
   • For each job application page, add a hidden field for the candidate location.
   • Set the hidden value to the corresponding location (e.g., “Charlotte” for Matthews location, “Triad” for Kernersville location).
   • Save and update the changes.
2. Update Workflow Automation:
   • Navigate to the Automation section.
   • Ensure the Application Add Location Tags add-on is enabled.
   • Update the workflow branches to check for candidate locations:
     • Branch 1: Candidate location contains “Charlotte” -> Add Charlotte tag.
     • Branch 2: Candidate location contains “Triad” -> Add Triad tag.
   • If more locations are added, duplicate and modify the branches as needed.
   • Save and update the workflow.

Retroactively Assigning Tags to Existing Applicants

1. Filter Applicants by Source:
   • Go to the Applicants view.
   • Use the More Filters option to filter applicants by the source name.
     • For Matthews (Charlotte): Source is or contains “Matthews.”
     • For Kernersville (Triad): Source is or contains “Kernersville.”
   • Apply the filters to identify applicants from each location.
2. Assign Tags to Filtered Applicants:
   • Select all filtered applicants.
   • Add the appropriate location tag (e.g., “Charlotte” for Matthews, “Triad” for Kernersville).
   • Confirm the tags are correctly applied to all selected applicants.

Updating Dashboard Views

1. Create Widgets for Location-Based Data:
   • Navigate to the Dashboard.
   • Add new widgets to display data based on tags.
     • Example: Create a widget for “Candidates by Tag” and set conditions to filter by “Charlotte” and “Triad.”
   • Configure each widget to display relevant data (e.g., total applicants, interview status).
2. Customize Widget Settings:
   • Edit the widget settings to ensure the data is displayed in a useful format (e.g., bar graph, pie chart).
   • Adjust the conditions and settings for each widget to accurately reflect the data for each location.

Detailed Steps for Retrofitting Tags

1. Filter and Tag Charlotte Applicants:
   • Filter: Source contains “Matthews.”
   • Select all applicants.
   • Add the “Charlotte” tag.
   • Save and confirm updates.
2. Filter and Tag Triad Applicants:
   • Filter: Source contains “Kernersville.”
   • Select all applicants.
   • Add the “Triad” tag.
   • Save and confirm updates.
3. Verify Tagging:
   • Ensure the tags “Charlotte” and “Triad” are correctly applied to the respective applicants.
   • Check the applicants’ profiles to confirm the tags are visible.

Setting Up Dashboard Widgets

1. Create and Configure Widgets:
   • Add a new widget for “Candidates by Tag.”
   • Set the condition to filter by “Charlotte.”
   • Save and place the widget on the dashboard.
2. Duplicate and Modify Widgets:
   • Duplicate the widget and modify the condition to filter by “Triad.”
   • Save and place the modified widget next to the original.
3. Adjust Widget Display Settings:
   • Choose the appropriate display format (e.g., bar graph, pie chart).
   • Ensure the data is clearly presented and easy to interpret.

Final Steps

1. Review and Test Changes:
   • Review the dashboard to ensure all widgets display the correct data.
   • Test the filtering and tagging process to confirm accuracy.
2. Communicate Updates:
   • Inform relevant team members about the new tagging system and dashboard updates.
   • Provide training or documentation if necessary to ensure smooth adoption.

By following these steps, you can effectively manage applicant data across multiple locations, ensuring consistency and accuracy in your recruitment process. This approach streamlines tracking and reporting, making it easier to analyze and manage applicant information based on their location.