Shortlisting

Shortlisting Options allow you to select which sections of the application form should be included in the shortlisting PDFs generated after a vacancy has closed. This enables recruiting managers to review only the relevant application information and, where applicable, helps support anonymous shortlisting.

Step 1: Access the Shortlisting Tab

When creating a new job, navigate to the Shortlisting tab.

Alternatively, locate the relevant job in the Jobs List, click the three dots under Actions, select Edit, and then navigate to the Shortlisting tab.

Step 2: Configure Shortlisting Options

Select the sections of the application form that should be included in the shortlisting PDFs.

The following sections can be selected:

• Personal Details
• Education
• Employment
• Criteria Questions
• Additional Information
• References
• Monitoring

You can select a single section or any combination of sections as required.

For example, if only Criteria Questions is selected, the generated shortlisting PDF will contain only the applicant responses provided within the Criteria Questions section. The PDF will also be anonymised and will display the applicant reference number instead of the applicant's personal details.

Step 3: Save Your Changes

Once the required shortlisting options have been selected, click Save.

Step 4: Generate Shortlisting PDFs

Shortlisting PDFs can only be generated by assigned managers and users once the vacancy has closed.

To generate the PDFs, locate the closed job in the Jobs List and click Stats.

Under the Shortlisting Forms section, click Generate Shortlist.

A batch PDF will then be generated containing all completed applications and only the application sections selected within the job's Shortlisting Options.

Step 5: Regenerate Shortlisting PDFs

If the incorrect sections were selected when the shortlist PDF was generated, the batch PDF can be recreated.

Delete the generated shortlist PDF, edit the job and update the required Shortlisting Options, then save the changes. Once updated, return to the Stats page and select Generate Shortlist again to create a new batch PDF using the revised settings.

Deleting a generated shortlist PDF only removes the PDF itself and does not affect any application data.