Compiling a shortlist

Whether finding candidates through ‘traditional’ methods – e.g. advertising, agencies – or through online activities, particularly the growing use of social media, there are still tried-and-trusted routes to follow when applications arrive.

After requesting CVs or application forms you will need to sift through them to shortlist candidates for selection by interview based on the job and person specification or competency framework (see article 25). Ideally, two people should carry out the sifting process, e.g. the line manager as well as someone with HR responsibility. Recruitment agencies will often carry out this initial sift.

Score candidates according to the job and person specifications or competency framework, allowing some flexibility to ensure that a good candidate who does not quite tick all the boxes is not screened out. The sifting process should also enable you to evaluate the effectiveness of your recruiting strategy, advertising and any application form.