Candidate shortlist record form template
Our Candidate Shortlist Record Form template documents the shortlisting process, ensuring consistency and transparency in candidate selection during recruitment.
- 1 page / 215 words.
- Last updated 10/02/2025.
- Designed for United Kingdom use.
- Suitable for use in other territories; check local laws first.
- Instantly download as Word / PDF / plain text, or send by email.
- Includes 12 months’ access, with all updates to this page provided free of charge and notified to you.
Candidate shortlist record form
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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.
It should be actioned as and when required.
Compliance
Compliance
This Candidate shortlist record form template incorporates relevant UK laws and HR standards, including those listed below:
All members of the interview panel should normally be involved in the short-listing process.
Each panel member is to read and rate independently each application on the short-listing form.
When completed, the panel should meet to reach consensus on those applications to be pursued.
Flowchart
Flowchart
Check which resources should be implemeted before and/or after the Candidate shortlist record form template, to understand the workflow.
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Frequently Asked Questions
Frequently Asked Questions
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Can I use this template in my small business?
Yes. The Candidate shortlist record form template is designed to be flexible and suitable for organisations of all sizes, including small businesses and charities. It follows UK employment law best practice, so even if you don't have an in-house HR team, you can confidently apply it.
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Is this template compliant with 2025 UK employment law?
Absolutely. All of our templates are drafted with the latest ACAS guidance and UK employment legislation in mind. We review and update them regularly, so you can be confident they remain compliant.
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Can I customise it for my organisation?
Yes, we highlight the areas 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.
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Do I get instant access?
Yes. Once purchased, you'll be able to download it instantly. Templates are provided in editable Word or Excel format so you can customise them easily, and in PDF format for easy sharing.
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What if I need more help, not just this template?
If you're looking for broader support, we also offer toolkits and library bundles that include this template, along with other HR templates and policies for fully managing your situation. These may be more cost-effective if you need deeper advice.
