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Our Candidate Shortlist Record Form template documents the shortlisting process, ensuring consistency and transparency in candidate selection during recruitment.
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Consider each candidate against the criteria set out in the Person Specification and note how well they meet them and whether they should be short-listed.
Scoring
Use columns 1 to 8 to list the criteria as listed in the Person Specification (education, knowledge, relevant experience, skills/abilities
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The purpose of this template is to provide a structured and organised format for recording essential details about shortlisted candidates in the recruitment process
By documenting qualifications, experience, skills, and diversity factors, it ensures fair and transparent decision-making.
This form serves as a concise reference, aiding recruiters in justifying selections while adhering to data protection regulations.
Related HR resources and workflow
Explore the HR resources that may be relevant before and / or after using the Candidate shortlist record form, helping you understand the wider process, maintain appropriate documentation and follow a consistent approach.
Our Interview Record (with Guidance Notes) Form Template ensures accurate documentation, guiding interviewers to capture key insights effectively.
Our offer of employment letter template ensures clear communication of job offers, outlining terms and expectations for new hires, streamlining the hiring process.
Yes. This template has been designed for organisations of all sizes, including small businesses, charities and growing employers. It follows UK employment law best practice and can be adapted to suit your organisation.
Our templates are developed with UK employment legislation, Acas guidance and HR best practice in mind and are reviewed and updated as relevant requirements change. However, every employment situation is different, so the template should be adapted to the circumstances and checked against the employee's contract and your organisation's procedures before use.
Yes, we highlight the areas of the document that you need to update with your own details, and where you need to make decisions to suit your situation. This saves you time and ensures that you meet best practice.
Yes. Once purchased, you'll be able to download it instantly. Templates are provided in editable format (such as .doc or .xls) so you can customise them easily, and in PDF format for easy sharing.
If you're looking for broader support, we also offer toolkits and library bundles that include the Candidate shortlist record form template, along with other HR templates and policies for fully managing your situation. These may be more cost-effective if you need deeper advice.
AI can produce a document quickly, but effective HR documentation needs to be more than well-written words. It needs to reflect relevant UK employment law, HR best practice, practical considerations and the circumstances in which it will be used. These resources have been professionally developed around that wider HR context, drawing on extensive practical experience, rather than simply generating a generic document from a prompt.
How this content is developed and reviewed
The Candidate shortlist record form template is developed using a practical HR methodology that considers current UK employment legislation, ACAS guidance, CIPD good practice and the real-world HR process it supports. Templates are regularly reviewed and updated, with additional reviews triggered by significant changes to legislation, guidance or established HR practice, helping ensure each document remains practical, relevant and suitable for UK employers.
Darryl Horn, Chartered HR Director
Darryl is a Chartered HR professional with over 25 years' experience in senior HR and employee relations roles.
He has extensive practical experience of managing job interview processes and founded hrdocbox to provide businesses with practical, professionally developed HR resources grounded in UK employment law and best practice.
HRDocBox has been creating practical UK HR documents since 2009.
"Darryl provides support and advice with excellent judgement, and has a strong understanding of people, policies and UK employment legislation."
"He is someone I trust; consistent, dependable, and committed to doing things properly."
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