This lesson gives you an overview of the Shortlist and how to use it.
1. Currently, you're looking at the card view of the shortlist. It's a more visual perspective containing less detail than the List view (we'll get to that). To start using the shortlist, click the drop down arrow for the candidate you want to take action with.
2. Here you can select Workflow to send resumes, arrange interviews and more.
3. You can also assign the candidate to another job here, add them to a sendlist or find similar candidates elsewhere in the system.
4. Scrolling down, you can open the candidate's separate record or resume as well.
5. This also has their placement record available to open.
6. If you simply want to send the candidate an email or form from this area, click the Send Message option.
7. If you're looking to perform a bulk action / activity with these two candidates, click their profile picture. For example, click here on Andy's.
8. Now select Ben's.
9. Now an action button will appear for you to perform an activity in bulk.
10. You will notice the bulk action list is nearly identical to the individual action menu's that we just walked through.
11. Moving on, we have an Auto Action button off to the right here (if you don't see this, please connect with your system Administrator). Toggling this on will make it so any time you drag a candidate forward in the shortlist, it will automatically remind you to complete the activity associated.
12. For example, if I drag Andy Jones to Client Submittal, an action menu will appear.
13. This action menu is telling me I need to complete the Client Submittal for Andy before moving on.
14. Over here on the right we have our Shortlist Filters.
15. We have a color coded option, Newest Added Candidates, who the candidate was shortlisted by if you're working on a job with multiple recruiters, when they were added to the shortlist, their type (biweekly or weekly candidate), or a Search name/resume option.
16. Groups refers to the shortlist cards you are viewing on your screen.
17. List will change this layout from the card view to a list view, allowing you to add columns with more details about the candidates. Some people prefer this view instead (You can also set your jobs up to automatically display in the List View vs Card View if you would like).
18. See here, this is the list view. You can click columns to add or remove what you see on screen.
19. You can also drag and drop the column headings around if you want to rearrange the order.
20. Click "Placement" to view the Candidate's Placement Details (such as dates & fees, placement owner etc.)
21. You can also add additional notes or other details on the placement record.
22. Lastly, let's go back to our Card View.
23. You can also open the placement record from this screen by clicking on the blue icon.
