ScreeningRoom » My Shortlist


My Shortlist is the list of candidates that you want to follow-up with further.

Q: Who else has access to this list?
A: This list is unique to your Username and Password. While everyone from your company who has a Username and Password can see the same Applicant List, you each have your own My Shortlist.

Q: How do I move someone to My Shortlist from the Applicant List?
A: From the Applicant List, select the candidate. At the bottom of the page, click on Add to My Shortlist.

Q: How do I delete someone from My Shortlist?
A: From My Shortlist, select the candidate and click on Delete Candidate. The candidate will only be deleted from My Shortlist. The candidate will remain on the Applicant List.

Q: What is a Private Note?
A: A Private Note is a note that only you can see. You might want to add notes to yourself such as "my sister's best friend", etc. This type of note you may not wish to share with your co-workers.

Q: How do I create a Private Note?
A: There are two ways to create, edit or view a Private Note.

  • Method 1: From My Shortlist, select the candidate and click on Edit Candidate Notes. Fill in your comments or notes in the box labelled Private Notes. Click on Save Comments.
  • Method 2: Click directly on the candidate's name to view the resumé. On the right hand side of the screen, there is a comments area. Fill in the Private Note box and click on Add/Update to Your Folder.

Q: What is a Shared Note?
A: A Shared Note is a list of notes or comments that you would want to share with your co-workers. These might include notes such as "Interviewed on Oct 3. Has very strong skills."

Q: How do I create a Shared Note?
A: There are 3 ways to create or view a Shared Note.

  • Method 1: From My Shortlist, each candidate has an icon in the Shared Notes column. Click on that icon to add or view a Shared Note. Fill in your comment in the Notes box and click on the Submit Note button.
  • Method 2: From My Shortlist, select the candidate and click on Edit Candidate Notes. Click on the Shared Notes icon on the far right of the screen. Fill in your comments in the Notes box and click on the Submit Note button.
  • Method 3: Click directly on the candidate's name to view the resumé. On the right hand side of the screen, there is a comments area. Fill in the Shared Notes box and click on the Update Shared Note button.

Q: How do I know if someone else has added a Shared Note?
A: From My Shortlist, each candidate has an icon in the Shared Notes column. If there are any Shared Notes for that candidate, the icon will contain the letters S and N. Also, if the Shared Notes have been marked as "important", the icon will be a dark red colour.

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