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How to Shortlist a Candidate
How to Shortlist a Candidate

The many ways to shortlist a candidate in Vincere

Jason avatar
Written by Jason
Updated over 8 months ago

How to Shortlist a Candidate in Vincere? πŸ€”

Let's take a closer look right below together πŸ‘‡

Click on the link ⏬ to skip to the section you're interested in:

Additional information:

  • Find Similar Candidates to shortlist (click HERE)

  • Find Candidates for a job with auto-match (click HERE)

  • How to remove Candidates from a Shortlist (click HERE)

1. Shortlist from Candidate Table View

Here's one method for shortlisting candidates: go to your candidate table view.

πŸ‘‰ Select as many candidates as you want, and the actions bar will appear. From there, you can choose 'Shortlist'

This image showing how to Shortlist from Candidate Table View  Here's one method for shortlisting candidates: go to your candidate table view.  πŸ‘‰ Select as many candidates as you want, and the actions bar will appear. From there, you can choose 'Shortlist'

You will then be shown a list of your open jobs. Select the job(s) you want to shortlist these candidates to and click shortlist candidate(s) to Job(s).

This image showing 'You will then be shown a list of your open jobs. Select the job(s) you want to shortlist these candidates to and click shortlist candidate(s) to Job(s).'

Note: You cannot select jobs that are closed. Please check the headcount and Sourcing closed date of the job and update them.

Now you're all set and you can see these candidates shortlisted under the jobs you previously chose.

Please refer to the video below for visual guidance ⏬

This gif showing how to Shortlist from Candidate Table View  Here's one method for shortlisting candidates: go to your candidate table view.  πŸ‘‰ Select as many candidates as you want, and the actions bar will appear. From there, you can choose 'Shortlist' as a instruction video

2. Shortlist from Candidate Quick View

  • Maybe you're reading through a candidate's quick view and you realize a job that would be perfect for them. No problem! Go to Actions in the upper right and select Shortlist.

this gif showing how to Shortlist from Candidate Quick View  Maybe you're reading through a candidate's quick view and you realize a job that would be perfect for them. No problem! Go to Actions in the upper right and select Shortlist.

You will then be shown a list of your open jobs. Select the job(s) you want to shortlist this candidate to and click shortlist candidate(s) to Job(s).

πŸ‘‰ Now you're all set and can see this candidate shortlisted under the jobs you previously chose.

3. Shortlist from Candidate Profile

You can even shortlist a candidate from their profile. Once in a candidate profile, you can click 'Actions' in the upper right and then select 'Shortlist'.

This gif showing how to Shortlist from Candidate Profile  You can even shortlist a candidate from their profile. Once in a candidate profile, you can click 'Actions' in the upper right and then select 'Shortlist'


Happy Recruiting! #TheVincereWay πŸ™Œ

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