Filtering & Managing Your Recruitment Pipeline

Quotas are most powerful when you use them to guide your recruitment decisions. With the ability to filter participants by quota, you can identify gaps in your current pipeline and make smart decisions to prioritize the right participants. 

In this lesson of our Quotas & Participant Targeting course, you’ll learn:

• How to filter participants by quota
• How to identify gaps in your sample
• How to prioritize the right participants

📹 Prefer watching to reading? This content is available as both an article and a video. Watch our Senior Product Manager, Claire Mai, take you through the content in the video below or keep reading to dive in!

How to filter participants by quota

To filter participants by quota:

• Go to the Participant Management section of your project builder.
• Click on Filters.
• Select your quota from the available filter options.

Filtering by quotas helps you identify gaps in your sample, focus on underrepresented groups, and approve the right participants at the right time.

How to guide approvals & prioritize underrepresented groups

As you’re monitoring your pipeline, it’s important to guide approvals and make sure you’re getting a good selection from underrepresented groups. 

To do this, compare quota progress across groups. If one quota is full and another is lagging:

• Focus on reviewing and approving participants from the underfilled group.
• Approve participants who help you close that gap.

This is where quotas shift from passive tracking to active decision-making.