Shortlist and Decline

Shortlist and Decline let your team sort AI Sourcing results as you review them. After you shortlist 3 profiles for a job, the profiles you haven't reviewed yet are reordered to show more people like the ones you shortlisted and fewer like the ones you declined. Neither action costs a credit.

The four tabs

Every search has four tabs, each with a count:

• Pending Review: profiles nobody has acted on yet, best fit first.
• Shortlisted: profiles your team wants to keep, not yet recruited.
• Declined: profiles your team passed on.
• Recruited: people in this search your company has recruited.

The tabs are shared across your company, so your whole team works the same list for a job.

How to shortlist or decline

1. Open a search from Source (use View Past Searches for older ones).
2. In Pending Review, click Shortlist or Decline on a profile. The buttons are also in the quick preview and the full profile.
3. To act on several at once, tick their boxes and use Shortlist or Decline above the table.

After each action, a message appears with Undo. When you decline, you can also pick an optional reason: Wrong level, Wrong firm type, Location or Other.

Changing your mind

• In Shortlisted, click Back to Pending or Decline.
• In Declined, click Restore to move a profile back to Pending Review, or Shortlist.

How it shapes your results

Once 3 profiles are shortlisted for a job, a note reads "Ranking Pending Review by what your team shortlisted," and the order changes. When you load more candidates, which can use up to 3 credits, the next batch also comes in that order.

It learns only from job-related details: title and seniority, type of firm, specialty, years of experience, certifications and skills. It never learns from names, photos, schools or graduation years. It changes the order only; no scores are shown.

What you teach applies to one job and every search linked to it. Each new job starts fresh. A search with no job learns only from itself.

Declined profiles don't come back in that job's later batches. Declining is specific to the job, so the same person can still appear in your searches for other jobs.

Recruiting

Click Recruit Candidate on a profile in Pending Review or Shortlisted to reach out (1 credit). Recruited profiles move to the Recruited tab.

Exporting

Click Download CSV and choose Shortlisted or All results. To export specific profiles, tick their boxes and click Download CSV above the table.

Questions? Ask the in-app assistant or email support@getcherrypicker.com.