# Candidate Search decision sheet

Worked example companion. Fictional scenario; no measured results.

A shortlist is more useful when the recruiter can see both the reason for a match and the evidence still missing.

## How to use this sheet

Replace the example rules with your own. Keep each acceptance decision linked to its owner and evidence. Use the blank CSV to record your actual process; the example CSV contains teaching material.

| Situation to test | Expected behavior | Review and ownership |
| --- | --- | --- |
| Required skill | Evidence in the source record | Recruiter confirms the requirement |
| Missing criterion | An explicit gap beside the result | Recruiter decides whether to investigate |
| Duplicate profile | One reconciled candidate record | Owner verifies identity before writeback |

## Workflow

1. **Capture brief** (Recruiter): Separate requirements from preferences.
2. **Review criteria** (Recruiter): Confirm the interpreted search conditions.
3. **Rank evidence** (Search application): Show matched and missing criteria.
4. **Build shortlist** (Recruiter): Select candidates and review source records.

Exception: If the brief contains no supported criteria, ask for clarification. Missing evidence should not be treated as a confirmed skill.

## Measurement

Evaluate relevance with recruiter-reviewed sample briefs, including weak matches and missing data. Measure shortlist preparation time separately from hiring outcomes; no improvement is claimed here.

## Limitations

- This sample searches a small fictional dataset using keyword matching. It does not call an AI model, search external profiles, or write to a CRM.
- Implementation depends on source data, access rules, and policies agreed with the responsible team.

Source page: https://www.opsautomators.com/work/candidate-search
Prepared September 16, 2026.