Note – For information on opening the Vacancy Record, see Vacancy Record Details page.

The Shortlist tab displays the progress of candidates against the current vacancy. The candidates appear here based on the shortlist process in Criteria Search results.
(Every active candidate in this shortlist will have its own shortlist that includes details of this vacancy so that you can use the system from the perspective of both the vacancy and the candidate.)
This page contains colour coded icons that indicate the progress of candidates for this vacancy. Clicking someone in one of these sections displays a set of options to the right.  The following are the colour coded icons:
SHORTLISTED (yellow) – Candidates here have been earmarked as potentially suitable for this vacancy. This creates a reminder in the shortlist tab of the Diary page of the consultant.
SUBMITTED (orange) – Candidates here have had their CV submitted to the client contact for this vacancy. This creates a reminder in the CV followup tab of the Diary page of the consultant.

INTERVIEWING (red) –  Candidates here are waiting for an interview with the contact of this vacancy. A reminder is created in the Interview sections of the Diary page of the consultant.

UNDER OFFER (light green) – Offer for the candidates in this section is made to fill this vacancy and a decision is being awaited. A reminder is created in the Offer section of the Diary page of the consultant until the Accept Offer button has been clicked.

ACCEPTED (dark green) – Candidates here have accepted the offer and are yet to start work. A reminder is created in the Conclusion section of the Diary page of the consultant until the Show or No Show buttons have been clicked.

PLACED (dark green) – Candidates have shown up and started work with the client for this vacancy and a reminder is created in the Conclusion section of the Diary page of the consultant until the Client Satisfied button has been clicked.

DECLINED (blue) –  Candidates here have declined this vacancy at some point.

REJECTED (grey) – Candidates here have been rejected for this vacancy.
For more information on the Consultant’s Diary page, see here.
Each colour coded sections have an Auto Mailer icon EmailIcon_ContactRecord . Click to send all these vacancy contacts in that section to the Auto Mailer.
Clicking a candidate in any colour coded section displays a box (coloured according to the section) containing information about the Candidate, Vacancy, Client, and Contact with the following.
View CV – Click to view the CV if it is attached to the candidate.
Submit CV – If there is a CV attached to the candidate, click to forward the CV and the vacancy contact to the auto mailer.
No CV Attached – If this appears, click to attach a CV by using the Browse window.
Decline Job – Click to decline the vacancy at anytime in the shortlist process. The vacancy then appears in the DECLINED section.
Click Reinstate to move the vacancy to the previous state.
Reject Candidate – Click to reject this candidate for the vacancy at anytime in the shortlist process.
Click Reinstate to move the candidate to the previous state.
Interview Request  – At most points it is possible to request an interview. This will show the known interview schedule of the candidate and the contact, and allow you to book an interview request against both parties.
The Interview Date window appears where you can select the required interview date and time for the selected contact and this candidate.
Confirm Interview – Click to confirm the interview request.
Cancel Interview – Click to cancel the interview request. This also effectively deletes an interview request.
Reschedule Interview –  Click to reschedule an interview request.  The Interview Date window appears where you can change the date and/or time of the existing interview request.
Make Offer – If the contact likes the candidate and wants to give the offer, click this and enter the offer details such as Salary and Package in the Offer window.
Revise Offer – Click to revise the offer salary and package.
Accept Offer – Click if the candidate likes the and wants to accept it. The Placement window appears where you need to enter the first day of joining.
Placement Revise – Click to open the Placement window where you can edit the date of joining.
Show – Click if the candidate has turned up for work at the agreed time and date.
No Show – Click if the candidate failed to turn up for work at the agreed time and date. Considered a declination.
Client Satisfied – Click if the contact is satisfied with the performance of the candidate and the vacancy can be invoiced.
Client Unsatisfied – Click if the contact is not satisfied with the performance of the candidate and rejects the candidate.
Add Shortlisted Note – Click to add any notes to the shortlisting process.
Send Job Details – Click to send the vacancy information to Auto Mailer.

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