Talent Acquisition: Candidate Longlist

This feature forms part of the Sage People Y22.3 Recruit release. Before installing, make sure your org has been upgraded by Sage People with required security related changes to Profiles.

Searching for people to fill vacancies typically starts with a broad field of candidates, progressively filtered to identify the best fit. Sage People now supports a candidate longlist of prospects to fill a vacancy. The longlist is an intermediate stage between initial search results and a candidate shortlist. This feature is integrated with AI Matching.

To display the longlist for an active vacancy:

In Recruit select the Vacancies tab.
On the Vacancies home page select the Vacancy Name.
On the Vacancy page select the Longlist tab:

Sage People displays the Longlist:

The Longlist indicates candidate status. Default values are:

New
Contacted
Not interested

To customize status values, edit the Status picklist on the Vacancy Longlist object.

You can sort the Longlist by Candidate Name or by Status:

Hover on the column heading to display the sort order:

Select to change the order.

You can also display the Longlist using the link on the Candidate Search page:

To add candidates to the Longlist use the AI Matching search results page or the Candidate Search page.

To remove candidates from the Longlist select the picklist at the right of a candidate row and choose Remove from longlist:

To contact candidates using the email address held for them:

Select one or more candidates using the checkbox at the left of a candidate row to activate the Send Email button:
Select Send Email.
Select the Email Template you want to use.
Select the sender.
Select Send.