Shortlisted Applicants

To view Shortlisted applicants for a job post, click on the Shortlisted tab in the ATS:

The Shortlisted stage will display the following information for the selected job post:

• Number of applicants shortlisted
• List of applicants
• Details of the job post
• Job description

 

 

See More functionality for further details of general functionality available on this screen.

 

Auto-shortlisted Candidates

Depending on the original set-up of the Questionnaire, as part of the advertising process, shortlisted candidates may have been automatically processed into your Shortlisted tab.  This is because the recruiter determined what their minimum standards are, in terms of applicants question answers, and based on a specific score they requested candidates above that specific threshold to be shortlisted.  For more information please see – https://support.tribepad.com/manual/document/creating-a-pre-screening-questionnaire/

Likewise, the recruiter can determine that candidates are automatically rejected if they score below the specified threshold, and will therefore be found in your Rejected Candidates pool.

 

Applicant List

The list of applicants will display all applicants that have been shortlisted.  Applicants are ordered by time/date of shortlisting.

Applicant Details

The following applicant details will be displayed:

• Name
• Location, if stated
• Previous experience, if stated

Hover the mouse over the applicant’s name and previous experience to display more details:

Click on the applicant’s name to display their Candidate Overview.

 

Process Questionnaires

Icons for Shortlisting and CV Feedback questionnaires will be displayed in the Shortlisted stage.  Hover the mouse over the questionnaire icons to view the process questionnaires assigned to the job post.  Red questionnaire icons are displayed for questionnaires that have not been completed.  The status will be displayed as Pending when the mouse is hovered over the icon.  If the questionnaire has been saved in a partially completed state, the mouse-over text will also include ‘answered by’ details:

Green questionnaire icons are displayed for questionnaires that have been completed.  The status will be displayed as Complete when the mouse is hovered over the icon.  Details of the user and date/time of completion will also be displayed:

If a tick appears next to the questionnaire icon it has been submitted to a recruiter for review.  Details of the user and date/time of submission will be displayed in the mouse-over details:

Black questionnaire icons with a tick are displayed for questionnaires that have been submitted to a recruiter for review in an incomplete state.  The status will be displayed as Pending when the mouse is hovered over the text.  Details of the user and date/time of submission will also be displayed.  If the questionnaire has been partially completed, the mouse-over text will also include ‘answered by’ details:

To view or complete a questionnaire simply click on the icon.  See Complete Questionnaires for more details.

 

Status

Each shortlisted applicant will be assigned the status of In Process.

 

Markers

The following markers may be displayed:

		Internal Candidate
		Agency user	– click on the icon to view the agency user
		Passive Candidate
		Referred Candidate	– click on the icon to view the referrer’s profile
		Notes	– click on the icon to view the Candidate Overview
		CV sent
		Selection Method

Labels, and in some cases further information, will be displayed by hovering the mouse over the marker icons.

 

Pre-screening Questionnaire

If a pre-screening questionnaire is assigned to the job post, one of the following icons will be present for each applicant:

		Questionnaire complete: passed	– the number denotes the applicant’s score
		Questionnaire complete: failed	– the number denotes the applicant’s score
		Questionnaire incomplete

If the CV is complete, click on the icon to view the questionnaire.  The following information will be displayed:

• the applicant’s answers
• the total score
• the score for each question
• if any killer questions were failed

Click the PDF button if you want to download the completed questionnaire as a .pdf:

Click X or Close to close.

 

Applicant Profile

Click on the Profile button to display the applicant’s profile:

Depending on the details submitted by the applicant, the profile may include the following information:

• Name and contact details
• Profile details
• Personal summary
• Education
• Pre-screening questionnaire answers
• CV

It is possible to process the applicant from within the profile using the Option menu.  To open the menu, hover the mouse over the icon.  To view additional options, hover the mouse over Other Options:

You can then select the appropriate option to process the applicant.  For more details, see Processing Applicants below.

The buttons at the bottom of the profile can be used to download a copy of the applicant’s CV.  The applicant’s original CV can be downloaded or a CV can be generated using the information stored on the applicant:

Note:  If a applicant has not uploaded their CV the Download original CV button will not be present.

Click on the arrow buttons located on the top left/right of the profile to view the next applicant’s profile:

Click X to close the profile.

 

Processing Applicants

Select the applicant(s) you wish to process (see More functionality for further details on selecting applicants).

This will enable the Options menu.  Hover the mouse over the Options menu icon to view the menu.  For additional options, hover the mouse over Other Options:

You can then select one of the following options:

• Email – see Send an email to a jobseeker for more details
• Add to shortlist – move your applicants into your shortlist area
• Add note – see Add a note to job seeker for more details
• Reject – applicant(s) will be rejected, see Rejected Applicants for more details
• Confirmation of interview – see Confirmation of interview for more details
• Invitation to book interview – see Invitation to Book an interview for more details
• Mark as withdrawn – applicant(s) will be withdrawn, see Withdrawn Applicants for more details
• Invite to Tribepad Video Interview (if you have this integration)
• Mark as accepted – applicant(s) status will be set to ‘Accepted’, see Accepted Offers for more details
• Add to shortlist – applicant(s) will be shortlisted, see Shortlisted Applicants for more details *
• Hire – applicant(s) status will be set to ‘Hired’, see Applicants Hired for more details
• Offer job – applicant(s) status will be set to ‘Offered’, see Job Offers for more details
• Email CV – see Email a CV for more details
• Request offer approval – see Request approval for a job offer for more details
• View/Set Selection Method – see View and set a selection method for more details
• Add to In-Review – applicant(s) status will be set to ‘In-Review’, see Applicants In-Review for more details *

* Note:  If multiple applicants are selected, you will be asked to confirm the selection before proceeding with the action:

Click on an applicant name to view their Candidate Overview.

To remove an applicant, click on the X alongside their name.

Click Yes, continue to confirm or click Cancel or X to cancel and exit.

When confirming the action, a review pane will be displayed:

Click on an applicant name to view their Candidate Overview.

Click Close to close the review pane.

 

Submitting Questionnaires for Review

CV Feedback and Shortlisted questionnaires can be submitted to recruiters for review.  To do this, click on the Submit CV Feedback or Submit Shortlist button.

The recruiter will then receive an email informing them that questionnaires are ready for review.  Note that the recruiter will be able to see the questionnaire before officially being submitted, the submission is for auditing and alerting purposes only.  Once the review request has been submitted for a questionnaire type, all questionnaire icons of that type will be marked with a tick.

See CV feedback questionnaires or Shortlisting questionnaires for more details on reviewing questionnaires.

 

Applicant Filter

You can choose to filter applicants using the following criteria:

• Completed and passed killer questions
• Incomplete Applications
• Failed Killer Question
• Score
• Pre-screening questionnaire question
• Pre-screening questionnaire answer
• Skills
• Location
• Interview Stage

To set the filters, click on the ‘Filter’ button:

This will open the filter options panel.

When you have selected the options you wish to filter by, click the Apply Filters button.

All applicants that match the filter(s) will be listed below the filter options panel.

To reset the filters, click the x button:

Note: once the filters have been set they will be applied to all stages in the ATS until they are reset.

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