This list is for Candidates that are potentially suitable for Client interviews. On this tab, reference letters from multiple referees are gathered for submission to the Client. Then Candidates' Resumes and Reference letters are emailed to the Hiring Manager.
Presented Candidates List
1.The Presented Candidates list (or short list) summarizes the Candidate names that are to be or have been presented to the Hiring Manager or Client. This uses the same tracking procedure as for Considered Candidates.
2.When there are multiple open Positions for a Job Order, each Candidate in the Presented list should be allocated to one of the open Positions. To do this, select the Candidate then select the Position Number using the drop down list called Presented for Position. Repeat this process for each candidate.
3.To record the names and comments of References aka Referees, click the Candidate References... button. Comments are captured in Word templates that ask all the right questions.
4.To add a new Referee and associated reference document in the Working with Candidate References window, click the Blue Plus icon called Add New Reference Record, search for and select a referee (or add a new one), click the New Reference Document button and then edit and save the new reference document. Repeat for each Referee for each Candidate.
5.Check off appropriate boxes in the Candidate Credentials section of the Presented tab.
6.To forward Candidates' names to the Hiring Manager, click the email icon above the Candidates Presented list, check the radio button called Send Selected Candidates Resumes, then click OK. Since each candidate may have multiple Resumes, select the appropriate Resume to send out for each Candidate.
7.To forward Candidates of interest to the Client Interview stage, select each Candidate by using CTRL + Click in the very left column beside the names of choice, then click the Move Candidate to List for Client Interview icon.
Example: Presented Candidates List
Example: Candidate References aka Referees
Example: Candidate Reference Template
