Shortlisting Reviews

Shortlisting reviews allow reviewers to assess applicants against the configured shortlisting questions. Reviews can be completed by Standard Users, Hiring Managers, and Managers assigned to the stage.

Step 1: Access Shortlisting

Select Shortlisting under Applicant Tracking on the admin portal.

This will display a list of jobs that currently have applicants within the Shortlisting stage. To create or manage shortlisting questions, select the three dots under the Actions column and choose Start/Resume against the required job.

Step 2: Open the Review

Select Review Now against the applicant you wish to review.

The applicant's name and applicant reference will be displayed in the top-left corner, along with options to download their application form, CV (where applicable), and any shortlisting guidance documents that have been uploaded.

The configured review questions will be displayed below.

Step 3: Complete the Review Questions

Use the Next and Previous buttons to navigate through the review questions.

For each question, reviewers must select a question outcome and score (where applicable). Reviewers can also enter comments against individual questions if required.

Once all question outcomes have been completed, any notes or additional comments can be entered and an Overall Outcome must be selected.

Step 4: Review Summary

After all required information has been been completed, the Review Summary option will become available.

Select Review Summary to display a summary of the shortlisting questions and outcomes entered during the review.

To complete the review, select Submit Review.

Step 5: Review Progress

The Review Progress section displays completed reviews for the applicant.

Selecting View will open a summary of the selected review. If multiple reviewers have completed reviews for the applicant, these will be visible to Standard Users and Hiring Managers. Managers assigned to the stage can only view their own reviews.

Step 6: Review Actions

Select the three dots under the Actions column to access additional review options.

From here, reviewers can:

• View a completed review
• Attach supporting documents, such as review notes
• Unlock a review to allow it to be completed again if required.

Step 7: Record a Panel Outcome

Standard Users and Hiring Managers can record a panel outcome once reviews have been completed.

Select the checkbox beside the applicant's name, then select Actions > Application Outcome.

Choose either Pass or Fail, then select Save to record the panel outcome.