Automatically assign all responded applicants to your review panel

You don’t need to assign applicants to reviewers one at a time. You can set up a rule once, and Shortlister will then put each applicant in front of your reviewers as soon as they complete their interview.

Why use it

• Reviewers only see completed interviews. Applicants who are still awaiting response stay out of their view, so their screen stays clear.
• Reviewed applicants drop out of view. Once an applicant has been reviewed, they’re removed from everyone’s list, so nobody reviews the same person twice.
• Set it once. The rule keeps running in the background. You only need to come back to it if you add new reviewers.

How to set it up

1. Open the interview and go to the Review panel.
2. Add your reviewers if you haven’t already.
3. Click Assign to reviewers.
4. Choose Distribute automatically. It’s selected by default, but check that it’s ticked.
5. Click Continue.
6. Tick Assign all matching participants to all reviewers. This is the important step. It creates the rule that takes every applicant at a certain status and adds them to the reviewers you pick next.
7. Select Not yet reviewed as the status. This picks up applicants who have completed the interview but haven’t been reviewed yet.
8. Click Continue.
9. Select the reviewers this should apply to. You’ll usually want all of them, so you can just use Select all.
10. Check the reviewer permissions, then click Distribute and apply.

That’s it. The rule is now live, and new applicants will go to your reviewers as they complete the interview.

Adding reviewers later

If you add new reviewers after the rule is running, repeat the steps above and include the new reviewers when you choose who to apply it to. The rule will then apply to them as well.

Need a hand? Get in touch with your Customer Success Manager or our support team and we’ll be happy to help.