Checklist Hiring Process

Company Letterhead

{{company_name}}

{{company_address}}

Phone: {{phone}}

Email: {{email}}

Website: {{website}}

1. Job Requisition and Approval

Task: Define job role and responsibilities.

Field: {{job_title}}

Field: {{department}}

Field: {{reporting_to}}

Task: Create detailed job description.

Task: Obtain budgetary approval for new position.

Field: {{approving_manager_name}}

Field: {{approval_date}}

2. Candidate Sourcing and Attraction

Task: Determine appropriate recruitment channels (e.g., job boards, social media, internal referrals).

Task: Draft and post job advertisement.

Task: Set application deadline.

Field: {{application_deadline}}

3. Application Review and Shortlisting

Task: Review all submitted applications/CVs.

Task: Create a shortlist of eligible candidates.

Task: Conduct initial screening calls (if applicable).

Field: {{number_of_applicants_received}}

Field: {{number_of_candidates_shortlisted}}

4. Interview Process

Task: Schedule first-round interviews.

Task: Prepare interview questions aligned with job requirements.

Task: Conduct interviews and document feedback.

Task: Schedule second-round interviews (if necessary).

Task: Conduct psychometric assessments or technical tests (if required).

Field: {{interviewer_names}}

Field: {{interview_dates}}

5. Reference Checks and Background Verification

Task: Contact professional references provided by the candidate.

Task: Conduct criminal record checks (where legally permissible and relevant to the role).

Task: Verify educational qualifications and previous employment.

Field: {{candidate_name}}

Field: {{references_checked_date}}

Field: {{background_check_initiated_date}}

6. Offer and Negotiation

Task: Prepare a formal offer letter.

Task: Extend the job offer to the selected candidate.

Task: Negotiate salary and benefits (if applicable).

Task: Obtain signed offer letter.

Field: {{offer_extended_date}}

Field: {{salary_offered}}

Field: {{benefits_package_details}}

Field: {{acceptance_deadline}}

7. Pre-Onboarding

Task: Send new hire welcome pack.

Task: Initiate IT setup (email, software access).

Task: Prepare workspace and necessary equipment.

Task: Schedule onboarding orientation.

Field: {{start_date}}

Field: {{reporting_manager}}

8. Onboarding and Orientation

Task: Conduct comprehensive orientation covering company culture, policies, and procedures.

Task: Introduce the new employee to the team and key stakeholders.

Task: Provide training on essential systems and tools.

Task: Assign a mentor or buddy (if applicable).

Field: {{onboarding_completion_date}}

Signature Block

_________________________

{{HR_Manager_Name}}

HR Manager

Date: {{date}}

_________________________

{{Hiring_Manager_Name}}

Hiring Manager

Date: {{date}}