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Free Candidate Shortlisting Checklist

Structured checklist for evaluating and shortlisting candidates.

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What the candidate shortlisting checklist covers

Resume Screening

  • Verify minimum qualification requirements
  • Check relevant work experience (years)
  • Assess skill match to JD
  • Note gaps in employment history
  • Check location / relocation willingness
  • Review projects / portfolio (if applicable)
  • Salary expectation within budget

Phone / Video Screening

  • Communicate clearly and professionally
  • Confirm interest in the role
  • Gauge cultural fit and attitude
  • Ask about notice period and availability
  • Verify key technical / functional skills
  • Assess communication skills
  • Confirm salary expectations

Technical / Domain Assessment

  • Conduct written / online test
  • Review test scores against threshold
  • Evaluate problem-solving approach
  • Check domain knowledge depth
  • Rate practical skills (coding, case study, etc.)

Final Shortlisting

  • Shortlist top candidates
  • Rank candidates by fit score
  • Get hiring manager approval
  • Schedule final interview rounds
  • Send interview invitations

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