Shortlisting applicants has several potential uses:
- You are highlighting that an applicant is a potential fit for your vacancy.
- You are triggering the sharing of this applicant with the hiring manager(s) for this job (this only happens if you have the hiring manager portal enabled - see below for more information).
- The system is able to report on shortlisted applicants, including those that were later rejected. For example, instead of reviewing which sources your applicants came from you can see which sources your good (shortlisted) applicants came from.
Shortlisting applicants from the applicant list page
If you prefer to rate your applicants using the 5 star scoring method (see below)....
...then you might decide to review all the applicants and their rating in the applicant list page.
From here you can select multiple applicants and shortlist (or reject) them in one process.
Shortlisting applicants from the applicant record page
Most users will decide to shortlist applicants from the applicant record page, as from here you can see all the key information that relates to their application. The applicant's status is listed at the top of the page, just to the left of centre (see image below).
When you click on this status the dropdown list of all statuses will appear. From here you will see the option for "Shortlist".
Shortlisting applicants for hiring managers to view
Once you move applicant(s) to the status of "Shortlisted" then if you have the hiring manager portal enabled, the assigned hiring manager(s) for this job will be alerted to these new shortlisted applicants via email.