Report and shortlist link
Each candidate's deliverable for the client, what it needs to be generated and the page where the client sees it.
In Spanish: Reporte and Link de shortlist.
What it is
| What it is | |
|---|---|
| Report | A candidate's deliverable for the client: the recommendation and why, the requirements they meet, their evaluation and the considerations |
| Shortlist link | A page for the client, with no account, with the candidates you present and each one's report |
What it's for
The report is what the client reads to decide who to move forward with. The link is how you get it to them: you copy it, send it, and they see it without signing up.
Where you see it
| Where | |
|---|---|
| Report | The candidate's Report tab, in the ATS, with Generate report |
| Shortlist link | The Shortlist link section of the job post settings, or Share shortlist in the ATS |
| To generate the report you need | Where it's done |
|---|---|
| An interview with its transcript | The Interviews tab |
| Every evaluation criterion scored | The Evaluation tab |
| The considerations reviewed, each confirmed or dismissed | The Evaluation tab |
When the client opens the link, the job post's subscribers get a notification. The step by step is in The client report.
What it gets mixed up with
| Mixed up with | The difference |
|---|---|
| The shortlist | It's the pipeline stage. The shortlist link is the page that shows it to the client. See Longlist and shortlist |
| The evaluation | It's what your team writes, and it fills in over time. The report takes it when you generate it, and it's what the client sees |
| The careers page | It's public and it's for applicants. The shortlist link is for your client, and only whoever has it gets in |
Why it works this way
The report is built from what's already confirmed. Generating it doesn't use AI: it brings together what your team reviewed. Nobody makes up what the client reads at the last minute.
The client never sees the Match score. It's our inference about a profile, to rank the search. What the client sees are the requirements, verified, and your evaluation.
A link and not an account, so the client doesn't have to sign up for anything. That's why the link can be revoked at any time, and given an expiry date.