How to Create a Short List

  • Go to CRM – Candidates and run your search to create a subset of Candidates you wish to short list to a job order
  • Click on the check box next to the "First Name" on the upper left hand corner (that will select all the candidates found in your search) and click on Manage Records-->Short List
  • Select the job order you wish to short list the candidates to. You will receive a message that the candidates have been short listed
  • Next: Go to your job order and double-click on the job order to open it
  • Scroll down until you see Short Listed Candidates on the right hand side and click on Manage Short List
  • From the Short List you can Print, Add Notes, Prioritize, Send Mail etc.