Shortlist and promote candidates

Shortlisting saves a candidate to one job without putting them in your process. Promoting moves them in. Both need the member role or higher in the workspace.

​

Shortlist a candidate

• Click the bookmark icon on a row in the Scouting tab, or choose Shortlist from its Candidate actions (…) menu.
• Open a search result and click + Shortlist on its profile panel.
• Select several rows with the checkboxes, then click Shortlist in the bar that appears.
• Ask the agent in the job’s chat: “shortlist the top 5.” In Ask permission mode, it confirms first.

​

Where shortlisted candidates live

In the Shortlist group at the top of the job’s Scouting tab, and in your workspace’s Talent pool. They don’t appear on the Candidates tab, and they don’t count as candidates, until you promote them.

​

Remove someone from the shortlist

Click the filled bookmark again, or choose Remove from shortlist from the row menu. There’s no confirmation. You can shortlist them again at any time. Removing someone doesn’t block them.

​

Promote candidates into your pipeline

• Promote, on the Shortlist group’s header, promotes the whole shortlist at once. There’s no partial option from this button. It’s disabled with a tooltip, Shortlist someone first or Position is closed, when there’s nobody to promote or the job’s closed.
• Promote to candidate, from a row’s Candidate actions menu or from the bar that appears once you select rows, promotes one or more specific people.
• In chat, ask the agent to promote people. In Ask permission mode it confirms first: for the whole shortlist, “I’d like to promote everyone on the shortlist into the Candidates pipeline. Heads-up: this freezes an application snapshot for each — irreversible for the candidate.” For a subset, “I’d like to promote N candidate(s) into the Candidates pipeline.”

​

What happens when you promote someone

For each candidate promoted:

1. Staffer saves a copy of their profile as it is now, for this application. Later changes to their live profile don’t change what you reviewed.
2. A private application link is created for them.
3. The job’s process steps are set up for their candidacy.
4. They move to In review.

​

If a promotion fails

If Staffer can’t promote someone, for example because they’re blocked in your workspace, they stay on the shortlist. The message shows a count, not names: “N candidate(s) could not be promoted and stayed in the shortlist”. Check the Shortlist group to see who’s left. A blocked candidate shows a Blocked label.

​

Closed jobs

A closed job refuses new candidates entirely: “This position is closed and takes no new candidates.” Reopen it first. See Close, reopen or delete a job.

​

No confirmation dialog

Promote and Promote to candidate act as soon as you click. There’s no confirmation dialog. Only the agent asks first, and only in Ask permission mode.

​

Common questions