Who can do this: Everyone in your company · Product: Candidate Search AI · Where: All candidates → Candidate Shortlists
A shortlist is your working set of candidates for a role or client in Candidate Search AI. Shortlists live in Candidately and are separate from Bullhorn tearsheets and lists.
How do I add one candidate to a shortlist?
On a Candidate Search AI result card, click Add to shortlist (heart icon). The Add to shortlist dialog opens.
Select an existing shortlist, or click Create new shortlist.
How do I add several candidates at once?
Hover the result cards and select the checkboxes on the left.
Click Bulk actions, then select Add to Shortlist.
Select a shortlist, or create a new one.
See Bulk actions.
How do I open my shortlists?
At the top right of the Candidates page, click Candidate Shortlists. The Your shortlists list opens with Create new shortlist and Show all shortlists.
Click a shortlist to open it, or click Show all shortlists to see the Candidate Shortlists page.
How do I share a shortlist with my team?
Open the shortlist.
Next to Available to, select who can see the shortlist: Myself only, My team or Everyone.
The shortlist page also shows who owns it under Owned by.
Who can see the shortlist
Available to sits in the shortlist header, next to the owner.
How do I send a shortlist to Bullhorn or a list?
Open the shortlist.
Click Add to, then select List, Bullhorn Job or Tearsheet.
Complete the dialog that opens.
Bullhorn Job and Tearsheet write to Bullhorn and need the Bullhorn integration. List stays in Candidately. See Add candidates to a Bullhorn job, tearsheet or list.
How do I duplicate or delete a shortlist?
Open the shortlist.
Click More.
Select Duplicate shortlist or Delete shortlist.
You can also delete a shortlist from its row on the Candidate Shortlists page.
The More menu on a shortlist
More holds Duplicate shortlist and Delete shortlist.
Should I use a shortlist or a Bullhorn action?
Shortlist: you're still deciding. A personal or team pipeline per role.
Submit to Bullhorn job: the candidate is going into the process.
Tearsheet: you want the set in Bullhorn for outreach or a campaign.
List: a longer-term pool in Candidately, for example "Java seniors DACH".
Pro tip: Set Available to to My team when colleagues work the same role, so everyone sees the same shortlist.
We are always here for you if you need us.
Our whole team is around almost 24/7 to support you. Click the chat icon at the bottom right to start chatting with us. Our team is happy to help.