How to Shortlist Candidates

Shortlisting candidates involves selecting top candidates for engagement and adding them to a list. This list is used for launching email campaigns. Findem provides multiple ways to shortlist candidates based on your sourcing workflow including:

1. Manually shortlisting a candidate
2. Bulk shortlisting candidates
3. Shortlisting a candidate directly from the Findem Chrome Extension

This article covers the first two options. Check out How to shortlist a candidate directly from the Findem Chrome extension article.

How to bulk shortlist candidates

1. Go to the search from which you want to shortlist candidates.
2. Navigate to the External Sourcing Tab.
3. Click the Bulk Shortlist button.
   
   
   
   
4. Select the number of candidates you wish to bulk shortlist. You can also provide any custom value between 1 - 500. Click the Custom option and provide your value in the space provided.
   
   
   
   
5. Click Shortlist Only to begin bulk shortlisting. If you wish to create or choose a campaign for these bulk shortlisted candidates click Shortlist & Choose Campaign.

Note: Findem shortlists candidates in the order they appear in the search results. For example, if you have chosen to bulk shortlist 100 candidates, the first 100 matching candidates will be shortlisted.

How to manually shortlist a candidate

1. Go to the search from which you want to shortlist candidates.
2. Navigate to the External Sourcing Tab.
3. Click the shortlist button next to the candidate you wish to shortlist.

You can also shortlist a candidate directly from the enriched profile by clicking the shortlist icon. 

Click here to see how to remove a shortlisted candidate from the shortlist page.