Shortlist Views
Within the Shortlists menu when accessing a record, there is now a new version of the Shortlist form which can be utilised in various ways. As a result, this provides the information required for Consultants to make key decisions without having to leave the Applicant record:
The new form contains features that can still be individually accessed via other menus, eg. Hot Lists, via the Hot Lists option on the main sitemap.
Any additions and updates made outside of the Shortlist form will eventually update, therefore ensuring a strong data loop of being able to keep track of a Candidate's progress from multiple channels.
More information
The shortlist record contains all of the audit history that is actioned between the Vacancy and a particular candidate.
It is where a lot of useful reports can be built to log activity, such as how many CVs were submitted in the last X period. All of this data is stored within this record.
When viewing the Candidates tab in the Vacancy, it is displaying all of the individual shortlist records.
How can I access Shortlist records?
The Shortlist record has its own menu option.
Within this menu are standard system views, which provide useful lists of candidates and at what stage they are in the recruitment cycle:
The Shortlist can also be accessed from the Contact record or the Vacancy.
Contact record
Candidate tab > Shortlists
Double-click on the row of the Vacancy to view the linked Shortlist
Vacancy record
Candidates tab > Shortlists
Double-click on the row of the Candidate to view their linked Shortlist
Shortlist record - Adding Feedback
General tab > Latest Feedback field
Latest Feedback is also visible as a field within the Candidate record, under the Candidate tab > Shortlists
Details tab > Details section
There are fields where comments can be added from the Client and from the Candidate, as they progress throughout the recruitment process.
The Shortlist record also contains information on the Shortlist Method, the Shortlist Source, the furthest status of the Shortlist, the Latest Interviews details and any Rejection Reason comments (all under the Details tab).
Financials
It does list the currency for that Vacancy and if it's a contract or temporary Vacancy, the frequency that the pay will be applied.
The Contract Financials section will be blank, until running Submit CV and filling in the financial details. If the fields are not entered when submitting the CV then they can be entered when actioning Accept Offer. The benefit of entering them at the earlier stage of Submit, is that this can be used for forecasting or estimates.
Contract Vacancy Financials
Run Submit CV from Vacancy record > Candidates tab > Shortlists > select Candidate > Progress Candidate > Submit
Completed Financials:
Permanent Vacancies give the same option but with Salary, Fee and Fee Based On.
Permanent Vacancy Financials
Auditing
The Audit tab is very useful. It contains each date of progress for that candidate.
Progressing the Candidate
This can also be done from the Shortlist record:
Or from the Shortlist menu: