Skip to main content

Shortlisting & rejecting

Two of the most common pipeline actions are shortlisting candidates you want to advance and rejecting those who aren't a fit. Doing both consistently keeps your pipeline clean and your reports accurate.

Shortlisting​

Shortlisting marks a candidate as one you want to progress.

  1. Open the candidate (or select several in the applicant list).
  2. Select Shortlist (or move them to the relevant stage/status).
  3. Optionally add a note explaining why.

Shortlisted candidates are easy to filter and are typically the pool you schedule interviews for.

🖼️ Screenshot: An applicant list with the "Shortlist" and "Reject" actions available on selected candidates.

Rejecting​

Rejecting removes a candidate from active consideration for a vacancy (they remain in your Talent Pool for future roles).

  1. Open the candidate (or select several).
  2. Select Reject.
  3. Choose a rejection reason — for example Skills mismatch, Salary expectations, Withdrew, Position filled.
  4. Optionally send a rejection email using a template.
  5. Confirm.

:::tip Always record a reason Rejection reasons power your reports (e.g. why candidates drop out at each stage) and help you improve sourcing and screening over time. :::

:::caution Rejection emails If you choose to send a rejection email, it goes to the candidate immediately. Review the template and recipient before confirming. See Email. :::

Bulk actions​

After a screening round you can shortlist or reject many candidates at once using the checkboxes and bulk actions in the applicant list.