Adding candidates to a job’s Long List can be done from a search or manually
To add people to a Longlist manually
From within the Job record, go to the Longlist tab
- Click the green plus (+) button on the right hand side
- Click on the candidate name to add from the list
Use the search field at the top of the window to help find the candidate.
You can Flag multiple candidates using the Flag checkbox on the right
The candidate is added to the Longlist with a default Progress of ‘Targeted’
To add people to a Longlist from a search
Create a list of people to add to the Longlist by using a Search or by flagging records in People... List View
- Click the Functions…. button at the top of the list
- Select Add to Longlist
- Select All to add all candidates in the list
- Selected to add all flagged records in the list
- Click on the Job from the Jobs List
Use the filter box at the top to find a job quickly by entering the job title or company name
The candidate is added to the Longlist with a default Progress of ‘Targeted’
To manually add Candidates to a Shortlist
Ensure you are on the Longlist tab on the desired Job
NOTE: Sending a CV from the Longlist (see seperate guide) will move the candidate to the shortlist with the Progress 'CV Sent'
- Click the dropdown under Progress and select 'Shortlisted'
This will change the progress to 'Shortlisted'
- Click the Shortlist radio button to view the candidates in the Shortlist
This will show you all candidates in the Shortlist, with a Progress of 'Shortlisted'
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