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Shortlisting Candidates for a Job
Shortlisting Candidates for a Job

This article explains how to create a shortlist of candidates, which can be sent to a client, or saved for future editing.

Robin Bonass avatar
Written by Robin Bonass
Updated over 6 years ago

TIME REQUIRED: 10 MINUTES

YOU WILL NEED: 

  • Your job already added to your database

  • Your search result of candidates you want to link to the job

1.1) Perform a search using either the advanced search or the semantic search options and view the results on the main view candidate page.

1.2) Select the candidates you want to shortlist. This can be done either by selecting them individually, per page or as the entire search result.

STEP 2: SHORTLIST THE CANDIDATES AGAINST THE JOB

2.1) Choose Shortlist Management from the actions drop down and click Apply.

2.2) Name your List. Then choose a client and job by typing in the provided text boxes and selecting the correct value when it appears.

2.3) Click Submit. 

3.1) On the View Candidate page, in list view, you can see the link between the candidate and the client and job has been made.

3.2) You can add or remove a candidate from a list easily using the shortlist icon in the update column.

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