Sample shortlist pack
What our recruiters send you for each shortlisted candidate. Every detail below is an illustrative example: no real names or personal data.
Print-ready PDF, three pages. Illustrative, not a real candidate.
1. Profile
Candidate A: Accountant
- Qualification
- ACCA part-qualified
- UK practice work
- 4 years of UK practice work
- Software
- Xero, IRIS, QuickBooks
- Work handled
- VAT, year-end accounts, payroll
- Notice period
- Two weeks’ notice
2. Scorecard
Screening and technical test
| Stage | Result |
|---|---|
| Recruiter screening | Passed |
| Technical test: UK bookkeeping | 22 / 25 |
| Technical test: Reconciliations | 21 / 25 |
| Technical test: VAT | 22 / 25 |
| Technical test: Software (Xero) | 21 / 25 |
| Technical test total | 86 / 100 |
| Communication check | Passed |
Every technical test is reviewed by a qualified accountant.
3. Reviewer note
From the qualified accountant who marked the test
Accurate bank and control-account reconciliations, and correct VAT treatment throughout. One review point on accruals in the year-end exercise, which Candidate A explained clearly when asked. Suitable for limited-company year-end work with normal review.
4. Communication assessment
How Candidate A communicates
- Written English: clear, concise query emails that state what is missing and why it matters.
- Spoken English: confident and easy to follow on a video call.
- Explaining work: walked through a reconciliation step by step without prompting.
5. Next step
Your interview
You interview Candidate A on a video call at a time that suits you. You decide whether to go ahead. Nobody starts without your say-so.