How do anonymized and removed filters work?

Modified on Tue, 5 May at 4:52 PM

Audience: All Honey users

Purpose: Explain how anonymized and removed filters work in Honey and how to use them with candidate status filters.


TABLE OF CONTENTS


How do anonymized and removed filters work?

Archive-related filters help you find candidates that have been marked as Anonymized or Removed in Honey.


These options may appear near status filters, but they work differently from standard candidate statuses. Instead of replacing the candidate’s status, they are applied as additional flags on the candidate record.


This means a candidate can still have a candidate status and be marked as anonymized or removed.


How are archive flags different from statuses?

Candidate statuses describe where the candidate is in the recruitment flow, such as In phone assessment, In site assessment, Consented, Enrolled, or Disqualified.


Archive-related values work alongside those statuses. For example, a candidate can be:

  • In Phone Assessment - New and marked as Removed
  • Consented and marked as Anonymized
  • Included or excluded from results depending on the filters selected


Because these values work as flags, filtering for archive-related options alone may return results differently than filtering for a standard status.


How should I use these filters?

Use archive-related filters when you want to include or find candidates that you can't locate in one or more of the standard recruitment statuses.


For the clearest results, combine archive-related filters with status filters when needed.


What should I check?

If your results do not match what you expected, confirm:

  • Whether you are filtering by a candidate status, an archive flag, or both
  • Whether you want Removed candidates, Anonymized candidates, or both
  • Whether the candidates you expect to see also match another selected status filter
  • Whether your other filters, such as study, site, date, or referrer, are narrowing the results
  • Whether candidates exist in the dataset for the selected filter combination


Good to know: Archive-related filters do not replace status filters. They work alongside them.

Still need help?

If you are unsure which filter combination to use, contact Trialbee Support. Use the Help button in Honey or email support@trialbee.com


Please include:

  • The study name
  • The filters you selected
  • What results you expected to see
  • What results appeared instead
  • A screenshot, if available (please remove any identifiable information before sharing)

Honey's candidate status definitions

Honey Glossary

Why is the candidate list empty?


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