Custom layouts for grids can save you time and money

(Erik Schuller) #1

(Approx. read time 3 minutes)

Hi CATS Community users, I wanted to give you an overview of a strategy that can be utilized to make your grid browsing a more efficient process. CATS enables you to save multiple grid column layouts and switch between them to tailor your searches to better find candidates and job orders.

To create a saved, custom layout, select the Columns dropdown at the top of the grid and select the columns you would like to have shown. Keep in mind that you can rearrange the column order by dragging and dropping the column names in the dropdown. At the bottom of the dropdown, select “Layouts” and “Save”. Here’s an example of what that would look like:

You can then set your grid to this layout at any time by selecting "Load" and hitting “Apply”. There are a lot of different applications for this feature, to help streamline your process and save you time.

If you want to be able to look through your grid and have all contact information filled out, you can easily see what ways you are able to contact each candidate. For example, you could have this kind of custom layout:

You can create a layout with certifications, title, and any other custom fields you may have to quickly check how qualified the candidates are for the job you are trying to fill, and whether or not you can offer them a competitive wage. Here is an example of what that may look like:

If you do not want all of that information on your screen at once and would prefer to just use your grid for navigating to different candidate profiles, you can create a simplified layout, which could look like this:

This feature is also available on the Job Orders grid, if you have specific fields you prefer to have available on the grid for easy access. This would enable you to have a layout that compares different jobs, salaries, and which recruiters the jobs are assigned to:

By being proactive and organizing your grids, you can save yourself a lot of time and hassle by setting up these custom layouts for different browsing situations.

Do you have any layouts saved that you find particularly useful? If you do, we would love to see how you are utilizing this feature and hear why it is helpful for your work!