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Candidate Reward Points Filter and Reset

Control how reward points are used across candidate records by filtering candidates based on reward points and resetting points using a selected cutoff date. This helps identify relevant candidates more efficiently and ensures older points are cleared when no longer needed.

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Reset Reward Points

Remove previously earned reward points based on a selected cutoff date.

Step 1: Log in to your agent dashboard and click on Candidates in the navigation bar.


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Step 2: Click on the candidate whose reward points you want to reset. 

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Step 3: Click the Rewards tab from the available tabs.

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Step 4: Click the Reset Reward Points option to expand its details.

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Step 5: Click the box as shown in the screenshot below to open the date picker.

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Step 6: Select the Cutoff Date from the date picker.

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Step 7: Click the Reset Reward Points button. 

Points earned before the selected date will be removed, while points earned after the selected date will be kept. 

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Use Reward Points to Filter

Filter candidates based on reward point values using Advanced Search. 

Step 1: In the Candidates section, click the Search and Filter Tools icon.
  
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Step 2: Click the Advance Search icon as shown in the screenshot below.

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Step 3: Click the box next to the Where field to open the dropdown list.

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Step 4: Select the Reward Points option from the dropdown list.

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Step 5: Select the operator to filter candidates according to your requirements. 

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Step 6: Enter the input value to complete your filter condition, then click the Search button to proceed. 

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Candidates will be filtered according to the set filter condition, that is, those who have 80 reward points in their profile.

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