Recruitment and hiring checklist template
Hire consistently and fairly. Each candidate pipeline follows the same steps, with approvals for the role and the offer.
- 9 steps
- 2 approval steps
- Rename, reorder or remove any step
The 9 steps
- 1
Job request approval Approval
The budget owner approves opening the role.
- 2
Job description
Responsibilities, requirements, salary range and benefits.
- 3
Post the role
Publish on job boards, the careers page and social channels.
- 4
Screen applicants
Short-list candidates against the requirements.
- 5
Interviews
Structured interviews with the same questions for everyone.
- 6
Reference checks
Speak with previous managers or clients.
- 7
Offer approval Approval
Approve the salary and terms before making the offer.
- 8
Offer accepted
Signed offer letter received.
- 9
Onboarding preparation
Equipment, accounts and a first-week plan ready.