Shortlisting Matrix Template

Guide
This matrix should be used to methodically work through all applications to provide a record of
the selection panel member’s decisions. Shortlisting decisions must be based on the agreed
Essential and Desirable criteria to ensure that all decisions are objective and not subjective,
upholding the principles of equality, diversity and inclusion at all times. Prior to shortlisting all
panel members should read EDI guidance for recruitment panels. The shortlisting outcome and
reasons for not shortlisting candidates must be recorded for statutory monitoring and legal
purposes.
Prescreening question responses Selection criteria
Drop-down lists are provided for completion of the pre-screening questions. You can add your
own options using data validation, and adding to the validation lists in columns AM to AR.
(Candidate type) Enter a score for each applicant using the folllowing: 4 – Exceeds

Are you
Are you a Do you Which best
Passed minimum currently
current student When could Have you currently have describes your
eligibility criteria (refer working for
Candidate type at the you start worked for the right to current
Role ID Candidate ID to the job application [organisation
(Internal/External) [organisation this role? us before? work in the employment
questions) name] in another
name]? (All) (External) UK? situation?
(Y/N) capacity?
(External) (All) (Internal)
(External)

E1: ADD IN CRITERIA DESCRIPTORS E2: E3: E4: E5:

 Selection criteria (E = Essential, D = Desirable)
Total scores
pplicant using the folllowing: 4 – Exceeds criterion, 3 – Meets criterion, 2 – Almost meets criterion, 1 – Criterion not met

Select outcome

DESIRABLE CRITERIA TOTAL

ESSENTIAL CRITERIA TOTAL

TOTAL SCORE
E6: E7: E8: E9: E10: D1: D2: D3: D4: D5: D6: D7:

0 0 0

0 0 0

0 0 0

0 0 0

0 0 0

0 0 0

0 0 0

0 0 0

0 0 0

0 0 0

0 0 0

0 0 0

0 0 0

0 0 0

0 0 0

0 0 0

0 0 0
 When could you start this role? Do you currently have the right to work in the UK?
Outcome reasons Column1 Candidate type (I (All) (All)
Invite to interview Y Internal 3 months notice Yes, I have ongoing right to work
Rejected: Near miss candidate - met all criteria but stronger candidates N External 2 months notice Yes, but it is a time limited right to work
Rejected: Qualifications below minimum requirement Ex employee 1 months notice No, I don't currently have the right to work
Rejected: Qualifications adequate but not best Within 2 weeks notice
Rejected: Knowledge, skills and experience adequate but not best Available immediately
Rejected: Knowledge, skills and experience below minimum requirement
Rejected: Incomplete application
Rejected: Failed minimum eligibility criteria

Rejected: Inviting for another role

Which best describes your current employment situation?
(Internal applicants)
Expiring contract (e.g. Fixed-term) or currently serving notice
Permanent contract