Recruitment and Shortlisting Training Course

Duration 5 days 10 modules · 33 contact hours
Level Intermediate Certificate on completion
Who attends HR Officers and Generalists, Talent Acquisition Specialists and others
Fee from USD 1,100 KSh 95,000 for Kenyan organisations
Where 52 cities + online See dates by city
Next start 16 Nov 2026 Course code SD-TPM-046

Before you join: Participants should understand the basic purpose of recruitment and have some exposure to vacancies, CVs, interviews or hiring decisions.

Dates & prices

Two start dates a month in every city, and live online on weekdays or weekends. Fees are per participant; classroom fees include tuition, materials, lunch and refreshments, and the certificate.

Suggest a date or city

Showing the next six months. Later dates, other cities and private deliveries for your team are available on request.

Course overview

Recruitment failures are expensive: poorly defined requirements attract unsuitable applicants, inconsistent screening creates bias and delay, and weak interviews produce decisions that cannot be defended. HR and hiring managers need a disciplined process that identifies the capabilities required, reaches suitable candidate pools, assesses evidence fairly and records decisions clearly. This course addresses the practical work between an approved vacancy and a defensible shortlist.

Participants learn to convert a business need into a job analysis, job description, person specification and selection criteria. They plan sourcing channels, write inclusive advertisements, manage applications, screen CVs against evidence-based criteria and apply structured shortlisting methods. The course also covers structured interviews, competency-based questions, scoring guides, reference checking, candidate communication, recruitment metrics and controls for bias, confidentiality and legal risk.

Teaching combines short instructor briefings with recruitment cases, job-analysis work, CV-screening simulations, interview design, panel decision-making and group review of recruitment documentation. Cases reflect common hiring situations in banking, public service, NGOs, professional services and operational roles. Participants leave with a reusable recruitment and shortlisting toolkit containing templates, scoring tools, checklists and an action plan for improving a live or anticipated recruitment process.

The course is suited to HR practitioners, recruiters, talent acquisition staff and managers who participate in hiring panels. It is particularly useful for professionals moving from informal hiring practices to structured, consistent and auditable selection decisions.

What you will be able to do

  • Define job requirements using job analysis, person specifications and measurable selection criteria
  • Draft inclusive job advertisements and sourcing plans for defined candidate markets
  • Screen applications consistently using weighted shortlisting matrices and evidence ratings
  • Design structured interviews using competency-based questions, STAR probes and scoring guides
  • Apply bias controls and legal-risk checks throughout recruitment and shortlisting decisions
  • Conduct panel calibration and document defensible selection decisions
  • Use recruitment metrics to diagnose sourcing, screening and candidate-experience issues
  • Produce a recruitment and shortlisting action plan for a current hiring need

Benefits of attending

For you

  • Write clearer role requirements before a vacancy reaches the market
  • Make shortlisting decisions using documented evidence rather than first impressions
  • Contribute confidently to structured interview panels and calibration discussions
  • Identify common sources of bias in screening and candidate assessment
  • Build a reusable set of recruitment documents for future vacancies

For your organisation

  • Improves consistency between hiring managers, recruiters and interview panels
  • Reduces unsuitable interviews through clearer criteria and evidence-based screening
  • Creates better documentation for audit, challenge and recruitment governance
  • Strengthens candidate communication and reduces avoidable process delays
  • Provides recruitment metrics for improving source quality and selection efficiency

Course modules

10 modules over 5 days

Participants can define a vacancy requirement and establish measurable criteria for selection.

  • Workforce demand translated into approved requisitions, hiring priorities and timelines
  • Job analysis methods: manager interviews, task inventories and critical incident technique
  • Distinguishing essential criteria from desirable criteria and trainable requirements
  • Person specifications built from knowledge, skills, behaviours and qualifications
  • Selection criteria aligned with job outputs, risks and stakeholder expectations
  • RACI roles for recruiters, hiring managers, panel members and approvers
  • Recruitment plans covering budget, sourcing channels, milestones and decision gates

Participants can prepare job descriptions and advertisements that attract suitable applicants.

  • Job descriptions separating purpose, accountabilities, outputs, authority and working relationships
  • Plain-language advertising that states requirements without unnecessary exclusionary wording
  • Inclusive language checks for gendered terms, jargon and cultural assumptions
  • Employee value proposition translated into credible vacancy messaging and candidate information
  • Pay, location, working arrangements and benefits presented with appropriate clarity
  • Application instructions specifying evidence, deadlines, eligibility and selection stages
  • Advertisement approval checks against organisational policy and local legal requirements

Participants can select and manage sourcing channels for different vacancy types.

  • Sourcing strategy matched to labour-market availability, role scarcity and hiring volume
  • Internal recruitment, redeployment and succession pools assessed before external advertising
  • Direct sourcing through professional networks, talent communities and referral programmes
  • Recruitment agencies briefed using service levels, candidate criteria and fee terms
  • Job boards and social media selected against target candidate behaviour
  • Diversity sourcing plans built from underrepresented talent pools and partnerships
  • Source-of-hire data used to compare quality, speed and recruitment cost

Participants can manage applications securely and communicate consistently with candidates.

  • Applicant tracking workflows configured for receipt, screening, decisions and communications
  • Data minimisation applied to application forms, CVs and selection records
  • Acknowledgement messages setting realistic timelines, process stages and contact points
  • Reasonable adjustment requests handled confidentially through documented arrangements
  • Candidate communications scheduled for screening outcomes, interviews and final decisions
  • Recruitment records retained according to policy, privacy obligations and audit needs
  • Escalation routes defined for conflicts, complaints and suspected process irregularities

Participants can screen applications against consistent criteria and produce a defensible shortlist.

  • Minimum eligibility checks completed before comparative assessment of applications
  • Weighted shortlisting matrix built from essential and desirable selection criteria
  • CV evidence rated using anchored scales rather than unsupported assumptions
  • Employment history reviewed for relevant scope, progression and transferable experience
  • Application forms assessed consistently against published evidence requirements
  • Blind screening options considered for names, addresses and demographic indicators
  • Shortlist rationales recorded with scores, evidence notes and reviewer identities
  • Tie-break decisions resolved through pre-agreed criteria and panel calibration

Participants can identify and reduce bias, inconsistency and legal risk in selection processes.

  • Affinity bias, confirmation bias and halo effects recognised during candidate assessment
  • Structured criteria reduce subjective comparison and shifting recruitment standards
  • Adverse impact monitored using selection-rate comparisons and the four-fifths rule
  • Conflicts of interest declared before reviewing applications or joining panels
  • Reasonable adjustments separated from assessment of job-related capability
  • Selection decisions based on job-related evidence and documented criteria
  • Confidentiality controls applied to candidate data, panel notes and references

Participants can design structured interviews that collect comparable evidence from candidates.

  • Competency framework translated into observable behaviours and interview assessment criteria
  • Behavioural questions developed from critical incidents and past performance evidence
  • Situational questions designed around realistic job dilemmas and decision requirements
  • STAR probing techniques elicit situation, task, action and result details
  • Interview guides sequence introductions, questions, probes, scoring and candidate questions
  • BARS scoring anchors distinguish insufficient, acceptable and strong evidence
  • Question wording checked for relevance, fairness and prohibited personal information
  • Panel roles assigned for chairing, questioning, note-taking and score recording

Participants can run panel assessments and reach evidence-based selection decisions.

  • Pre-interview panel briefings align criteria, scoring standards and candidate information
  • Independent scoring completed before panel discussion and consensus decisions
  • Calibration discussions compare evidence notes rather than personality impressions
  • Panel chairs manage time, candidate experience and consistent question delivery
  • Selection meetings distinguish strongest evidence from familiarity and personal preference
  • Decision records capture scores, rationale, reservations and approval requirements
  • Unsuccessful candidate feedback prepared from evidence, policy and respectful language

Participants can select supplementary assessments and complete proportionate pre-employment checks.

  • Work-sample tests matched to critical tasks, conditions and scoring criteria
  • Assessment centres combine simulations, assessors, observation forms and standardised scoring
  • Psychometric assessments interpreted only by trained users within validated purposes
  • Reference checks verify employment facts, performance evidence and rehire eligibility
  • Background checks proportionate to role risk, consent requirements and local law
  • Conditional offers specify outstanding checks, documentation and approval conditions
  • Assessment results integrated through pre-defined decision rules and evidence weights

Participants can evaluate recruitment performance and plan targeted process improvements.

  • Time-to-fill, time-to-hire and vacancy ageing calculated from recruitment milestones
  • Cost-per-hire analysed across advertising, agency fees, assessments and staff time
  • Quality-of-hire indicators linked to performance, retention and manager feedback
  • Funnel conversion rates identify losses between application, shortlist, interview and offer
  • Candidate experience feedback analysed for communication, fairness and process clarity
  • Recruitment dashboards distinguish operational measures from strategic talent indicators
  • Ninety-day improvement plans assign actions, owners, milestones and review measures

Exercises and examples are adapted to each cohort's sectors and roles.

What you take back to work

  1. Job analysis and person specification template
  2. Recruitment sourcing plan template
  3. Weighted shortlisting matrix
  4. Structured interview guide with STAR probes
  5. Behaviourally anchored rating scale
  6. Ninety-day recruitment improvement plan

Who should attend

  • HR Officers and Generalists — responsible for managing vacancy and selection processes
  • Talent Acquisition Specialists — needing consistent sourcing and shortlisting methods
  • Recruiters and Resourcing Advisors — seeking evidence-based screening and candidate assessment
  • Hiring Managers — accountable for defining requirements and selecting suitable candidates
  • HR Business Partners — advising managers on fair and defensible recruitment decisions
  • New Interview Panel Members — requiring a structured approach to candidate evaluation

Skills and tools covered

Job analysisCandidate sourcingCV shortlistingStructured interviewingSelection decision-makingRecruitment analytics

Tools and standards

ISO 30405:2016 Human resource management — Guidelines on recruitment, STAR interview technique, Behaviourally Anchored Rating Scales (BARS), Four-fifths rule

How the course runs

Training methodology

The course uses short briefings to introduce recruitment methods, followed by case work based on realistic vacancies and applicant pools. Participants analyse job requirements, draft selection criteria, compare CV evidence, build interview questions and score candidate responses using structured tools. Group exercises examine panel calibration, bias risks, candidate communications and disputed selection decisions. Simulations allow participants to practise shortlisting and interview-panel discussions. Individual application planning connects the methods to current recruitment responsibilities and organisational procedures.

Requirements and prerequisites

Participants should understand the basic purpose of recruitment and have some exposure to vacancies, CVs, interviews or hiring decisions. Experience as an HR practitioner, recruiter, hiring manager or interview panel member is helpful. Participants should be comfortable reading job descriptions and comparing candidate information against role requirements. No prior formal recruitment qualification is required. The course does not require specialist psychometric training, advanced employment-law knowledge, statistical expertise or experience using a particular applicant tracking system. Local legal requirements should be checked against organisational policy and qualified advice.

A typical training day

08:30 – 10:30First session
10:30 – 10:45Refreshment break
10:45 – 12:30Second session
12:30 – 13:30Lunch and networking
13:30 – 15:00Third session
15:00 – 15:15Refreshment break
15:15 – 16:30Workshop and daily review

Live online deliveries follow the same structure in East Africa Time, with shorter screen blocks and longer breaks.

What the fee includes

  • Instruction by a practitioner facilitator
  • Full course workbook and materials
  • Exercise files, templates and case studies
  • Refreshments and lunch on classroom deliveries
  • Certificate of completion
  • Post-course application plan

Frequently asked questions

Participants should have basic familiarity with recruitment, vacancies or hiring decisions. Prior HR qualifications, psychometric training and specialist legal knowledge are not required.

Participants may bring an anonymised job description, vacancy brief or recruitment challenge they are working on. They do not need to bring candidate data, confidential CVs or access to an applicant tracking system.

The course is designed for HR practitioners, recruiters, talent acquisition staff and hiring managers. It also suits managers who join interview panels but need a consistent assessment method.

Interview skills courses focus mainly on conducting candidate interviews. This course covers the full process from role definition and sourcing through application management, shortlisting, interviews, checks and recruitment metrics.

Participants can use the job-analysis template, shortlisting matrix, interview guide and scoring scale on upcoming vacancies. The action plan helps them identify process changes, owners and review measures.

Each training day runs from 08:30 to 16:30 and provides about 6.5 contact hours. Time is divided between instructor briefings, case analysis, screening and interview simulations, group discussions and application planning.

Questions about this course?

Ask about dates, fees, group bookings or running it for your team. Our training team replies by email.