How to Review & Shortlist Applicants

The step-by-step Guide for managers & HR

Reviewing Applications Guide

A guide to help HR, Managers and Staff to understand how to review and shortlist job applicants and apply a standard and consistent method of reviewing and screening applications and resumes submitted by job applicants.

Preview & Download
this template for free


How to review and shortlist job applicants. This guide describes a process for reviewing and sorting applications for a posted position.  It provides helpful guidance to any Company employee undertaking this task and ensures consistency in the approach and outcomes.

This Reviewing Applicants Guide is used by those involved in reviewing applicants for the purpose of shortlisting or disqualifying job applicants for a posted position. The guide outlines procedures for preparing, reviewing and sorting applicants to what to do once you have a short list or if you end up with limited or no suitable candidates identified.

Screening & shortlisting job applicants quickly and efficiently is task that has it’s challenges. The Reviewing Applicants Guide will help solve any talent acquisition bottlenecks that arise by providing step by step instructions on how to efficiently, accurately and effectively review and shortlist applicants to move forward in your recruitment process.

If you’re looking for a perfect candidate, you probably won’t succeed. It’s simply not realistic to expect candidates to rank high on every single skill and trait you have on your wish list. Before you start the reviewing applicants, its important that you’re clear about what you must have and what would be nice-to-have.

Why use it

Learn how to review and shortlist job applicants to: 

  • Educate your staff on how to review applications and resumes submitted by job applicants, instead of assuming they know how to do it.
  • Introduce consistency across managers in your company.
  • Help ensure a better end result and top talent is hired.

What you risk by not using it

If you don't provide guidance for how to review and shortlist job applicants:

  • Good potential candidates are screened out for the wrong reasons and you go through the whole recruiting process with fewer candidates than necessary.
  • Poor candidates are not screened out and time is wasted interviewing the wrong people.
  • Everybody does it differently.

Can I preview & download this HR template?

You bet.  To preview, just click on the blue link below.

Guide - How to Review & Shortlist Job Applicants

Download it for FREE!
Limited Time Bonus.  Get an additional 5 of our most popular HR Templates for free!

Which HR kit is it included in?

This Guide for for how to review and shortlist job applicants can be used on its own as a stand-alone tool, or as part of the Tracking Applicants Kit for Managers, which is one of 4 ConnectsUs Hiring Process Kits.


Click image to view full size
Guide for how to review and shortlist job applicants



  • "...We needed a starting point for everything from policies to manager resources and got so much more."

    Karen Buchanan | Office Manager, BCTIA (BC Technologies Industry Association)
  • "...I wish I had this product years ago! It is an invaluable tool for time and resource-strapped HR departments to quickly turn out quality HR practices and procedures..."

    Coleen Hunter | National Director, Human Resources, PharmaSave
  • “…We were constantly “reinventing” the wheel when it came to establishing even the most basic administrative policies, procedures and templates (we were constantly “borrowing” examples from our sister organizations).  Your product provides us with virtually everything we were looking for in one nice, neat customizable package.”

    Brenda Taillefer | Executive Assistant, Athabasca Watershed Council
  • "As a fresh start up with big growth plans, ConnectsUs products were the perfect tools for establishing our HR baseline. It's truly invaluable.”

    Bill Tam | CEO, EQO Communications
  • "...My partner and I will be forever grateful to ConnectsUs HR toolkits for helping us get our personnel back on track with clear policies and procedures. Getting on board with the product was a piece of cake..."

    Sherrita Magalde | Co-Owner, Amigo Travel | Salt Lake City, UT
  • I just wanted to write to say that ConnectsUs HR™ for Consultants is truly a gift. I've been searching for this type of support with other service providers with no luck. The templates and Resource Center you have created are so helpful, and provide a comprehensive menu of topics, best practices and well-written content that would have taken months to create from scratch. In most cases, my clients don't want to wait long to see results. I am very thankful to have found your product that makes me look so good!

    Thank you again!

    A new and thankful customer

    Stacey Messner | Principle Consultant |