Excel Shortlisting Matrix for Download Now
Hire the Best With This Shortlisting Matrix
You can use this Excel shortlisting matrix to compare candidates across a selection of critical performance criteria including, education, qualifications, experience, knowledge, and skills, and choose the best candidate based on merit in a legally justifiable way. The shortlisting matrix enables you to rate each candidate and provides a score. The shortlisitngmatrix allows you to add greater weighting to more important criteria and also provides a weighted total score. This objective candidate scores can be used for short-listing and making a final selection decision. It’s GDPR friendly too as the personal data is stored on your machine, not the cloud.
  |
|
FEATURES
Compare candidates across a selection of critical job suitability criteria including, education, qualifications, experience, knowledge, and skills.- Fully customizable job suitability criteria
- Allows you to numerically rate each candidate against critical job suitability criteria.
- Allows you to weight performance criteria according to relative importance.
- Provides a total performance score for each candidate reflecting their job suitability.
- Provides a weighted total performance score for each candidate reflecting their job suitability.
- Objective candidate scores reflect job suitability and can be used for short-listing and making a final selection
- Multiple users can view and update the file simultaneously
BENEFITS
- Can be used for short-listing and making a final selection
- Choose the best candidates in an objective way
- GDPR friendly too as the personal data is stored on your machine not the cloud.
VIDEO DEMO
PRODUCT DETAIL
As soon as you have downloaded our Shortlisting Matrix you can get started with your candidate assessment. Save a spare copy of the file, just in case you make a mistake in your working file.
Using The Shortlisting Matrix
1:) Enter each candidate’s name in the first column
2:) Modify the existing job suitability master criteria in the top row of the table if needed, which are: Education, Skills, Knowledge, Experience and Behaviours.
3:) Include the job-specific suitability criteria under the appropriate master criteria headings. For example, if a degree is a key criterion for this role, include it under the ‘Education 1’ column, so it can be rated. If they also need an MBA, put this under ‘Education 2’ column. If they need presentation skills, put this under ‘Essentials Skills 1’ and so on.
4:) If certain criteria are more important, you can modify the weightings in the green row. For example, if an MBA is more important than a degree but a degree is more important than presentation skills, you might weight these, 3, 2, and 1 respectively.
5:) Rate each candidate from 1 to 3 with the rating system shown below.
3. Exceeds Requirements – Excellent
2. Meets Requirements – Good
1. Partially Meets Requirements – Acceptable
Certificates, CV data, interview data, and references can all be used as evidence and justification for these ratings.
6:) The total suitability score for each candidate is shown at the end in column ‘Y’. If you incorporated weightings then check out ‘Column Z’ for total weighted scores.
7:) You can sort and rank this data using the filter in the cell named ‘total weighted score’ at the top of column Z. This data can now be sued to shortlist candidates for interview or to make a final selection decision.
CUSTOMERS who bought our HR products
A sample of businesses using our excel HR products.
 |
 |
 |
 |
 |
 |
|
|
