Sourcing & Shortlisting Candidates

🎯 Objective:

To ensure a structured and efficient process for identifying, tracking, and shortlisting suitable candidates for open roles at Cashkr.

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👥 Roles & Responsibilities:

Role	Responsibility
HR Executive / Talent Acquisition	Sources and shortlists candidates as per JD
Department Head	Engaged after shortlisting for interview rounds
CEO	Involved for leadership or strategic hires (if needed)

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🛠️ Tools Required:

• WorkIndia – For sourcing applicants

• Google Sheets – Hiring Tracker

• Slack / Email – For internal coordination

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📅 Step-by-Step Process:

✅ Step 1: Access JD and Role Requirements

• Get the approved JD from the hiring tracker

• Review required:

  • Skills

  • Minimum experience

  • Location preference

  • Role type (on-site, remote, intern, etc.)

✅ Step 2: Source Candidates

• Log in to WorkIndia

• Use filters to search profiles based on:

  • Job title

  • Relevant skills/keywords

  • City/Location

  • Experience range

You may also repost the job listing or boost it if visibility is low.

✅ Step 3: Add Candidates to Hiring Tracker

Create a row in the tracker for each sourced candidate:

Column	Entry
Name	Candidate Full Name
Role Applied	From JD
Source	WorkIndia
Experience	In years
Skills Match	Yes/Partial/No
Location Fit	Yes/No
Status	“Sourced”, “Shortlisted”, “Rejected”
Notes	Custom tags (e.g. “Call scheduled”, “Pending response”)

✅ Step 4: Screen and Shortlist

HR checks profiles based on:

• JD Match – Alignment with job responsibilities

• Skills – Required tools or domain expertise

• Experience – Meets minimum threshold

• Location – Fits on-site/remote/hybrid need

❌ Skip candidates lacking minimum criteria — no further steps required

✅ Step 5: Mark Shortlisted Profiles

• Update their status as “Shortlisted – Pending Interview”

• Notify department head to begin next stage (interviews or test if applicable)

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✅ Notes:

• No formal screening test or questionnaire is used at this stage

• Shortlisting should happen within 48 hours of sourcing

• Maintain only relevant & active candidates in the tracker — archive outdated entries