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Home > Guides > User Guide > Managing Applicants

Managing Applicants

Page Location: Applicant > Find Applicant

Use the options provided to find the applicant based on the options provide.  If the applicant needs to be found using something other than the options provided, use one of the Search options instead. 

Text-box options do not have to be full descriptions; enter in just a letter or two to expand a search criteria (for example, instead of entering Smith, enter S).  Entering in more and more criteria will narrow the resulting records.

Field Searches Where 
Last Name Applicant's Last Name on the Demographics page
First Name Applicant's First Name on the Demographics page
Email  Applicants Home Email OR Work Email on the Demographics page.
This option searches either email address field but only the email designated as the "Primary" is shown in the search results.
Applicant # Applicant Number on the Status/History page
This option ignores all other criteria entered because there is only one number per applicant.
SSN  Applicant's SSN on the Demographics page
This number must be entered completely to find a match.
Range Date range values which will be used to narrow down the values based on the Date option selected.  If a date is in the future (for example if the current date is September 1, 2011 but the Application date listed is December 1, 2011, the applicant will not be found).
   Date Used "Original Application Date" will return applicants based on Application Date on the Status/History Page
"Last Assign Date" will return applicants based on the most recent date on the Assign Date on the Activity > Assigned Reqs page
Status Status of the applicant based on the status filter selected; only one can be used as a filter.  If the status is not currently being used, but was used in the past, it will be displayed under the ---Inactive--- heading.
Status Used "Overall Status" will filter based on the Status on the Status/History page
"Req Status" will filter based on the current status assigned on the Activity > Assigned Reqs page

See also