Shortlisting criteria template 2026

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  1. Click ‘Get Form’ to open the shortlisting criteria template in the editor.
  2. Begin by entering the candidate's name at the top of the form. This personalizes the document and ensures clarity.
  3. Review each scoring criterion listed under 'Essential Criteria'. For each criterion, mark '0' for not met, '1' for met, or '2' for exceeded based on your assessment of the candidate's qualifications.
  4. Carefully evaluate the candidate’s experience in a Higher Education setting and their qualifications in Counselling Supervision. Ensure you provide accurate scores reflecting their capabilities.
  5. Continue through the list, assessing each essential and desirable criterion. Use our platform’s commenting feature to add notes or justifications for your scores if needed.
  6. Once all fields are completed, review your entries for accuracy before saving or sharing the document directly from our editor.

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Also known as a candidate scorecard, interview scoring sheet, rating guide, interview rubric, or recruitment scorecard, an interview scorecard is part of an interview guide, which contains the information an interviewer needs to conduct a structured interview for a specific position.
The shortlisting matrix provides you, as the recruiting manager, with an easy way of recording your reasons for either shortlisting or not shortlisting an application.
Lets look at how you can easily identify the most suitable applicants for your vacancy and create a shortlist that allows you to find the ideal candidate. Ensure you have a clear job description. Establish your criteria. Create a candidate scorecard. Reduce bias. Select your top performers. Notify candidates.
Shortlisting criteria should be based on the job description and person specification. Common criteria include qualifications, relevant experience, skills, and competencies required for the role.
Create a shortlist scorecard By way of example, if you are hiring someone for a retail sales role, your scorecard might include: education level, retail experience, customer service experience and communication skills, where you would provide a score of say 1-3 based on how well they fit a particular criteria.

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A candidate scorecard (also called an interview scorecard, hiring scorecard, interview evaluation form, or candidate score sheet) is a tool used by hiring teams to score job candidates in a way thats consistent, fair, and considers the most important criteria for the role.
Create a candidate shortlisting scorecard This scorecard will consider your essential and desirable criteria so that you can assign a numerical rating for each criterion for all screened candidates. For example, lets say youre hiring for a trainee buying position. Your scorecard might include: Education level.

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