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6 Essential Things to Include in Your Hiring Process Checklist

by | Jan 4, 2019 | Recruiter Training, Top Echelon Blog

As a recruiter, you are a huge part of the hiring process for candidates. Because hiring can be drawn out, you need to have a top-notch hiring process checklist. Find out what you should include in your hiring process checklist below.

Hiring process checklist

Your client may develop their own hiring process checklist, or they may ask you to create one. The goal of creating a hiring process checklist is to help speed up the hiring process timeline. The faster the recruitment process, the more placements you will make.

The checklist will, of course, vary depending on the client or business. Consider including the following when planning your hiring process checklist.

Gather information

You need to gather a bit of information before the hiring process can begin.

You or your client will need to write a job description that draws the attention of potential candidates. Include information such as the job title, responsibilities, required qualifications, salary amount, and terms of employment.

Be specific about the key requirements and criteria that candidates must have to apply for the position. You do not want to waste time sifting through applications of unqualified candidates.

Post the position

Once the information is prepared, let possible candidates know about the job. Post the position online using job boards and your client’s website.

You can also utilize social media platforms, such as Twitter or Facebook, to let people know about the job opening.

Recruit and search for qualified candidates

Once candidates have applied to the job posting, screen their resumes to ensure they meet the position requirements. Using an applicant tracking system will make the process significantly easier.

You should also search for passive candidates who may not have directly applied for the position. Take the time to identify and research other possible candidates by looking through your recruiting database.

After you have sorted through applications and recruited candidates, create a list of applicants who meet your client’s criteria.

Interview candidates

One major component of the hiring process and procedure is the interview process. Interviewing is a critical part of getting to know your candidates and discussing their strengths, weaknesses, and other qualifications.

Prepare your interview materials beforehand. Create a list of questions geared toward the position. Include a mixture of experience and behavioral interview questions. Consider preparing an interview checklist to keep interviews organized.

After you prepare your interview materials, it’s time to meet your candidates. You should conduct both telephone and face-to-face interviews.

Start the interview process by conducting phone interviews with your candidates. Narrow down candidates based off of their responses and qualifications. Send a job rejection email to candidates you don’t want to move forward.

Continue interviewing the most qualified candidates with face-to-face interviews. Consistently follow up with the final candidates to let them know where you are at in the decision-making process.

Hire chosen candidate

Once you or your client selects a candidate, prepare an offer letter. Include the job title and description, compensation, terms and conditions, candidate’s name, and date.

If the candidate chooses to accept the official offer, have them sign and date the offer letter and send it back to you.

You can’t always count on a candidate accepting an offer. If a candidate does not accept the job offer, you must consider other candidates and likely start the interview process again.


When a candidate accepts an offer, the employee onboarding process begins. The candidate must complete their employee paperwork. You and your client should continue to make the candidate feel wanted before they join your client’s business.

hiring process checklist

Why you should have a hiring process checklist

A hiring process checklist lays out what you need to do during the hiring process.

Taking time to create and utilize a hiring process checklist will keep you prepared and organized for current and future candidates. A checklist may also help you onboard candidates more quickly and make more placements.

Creating a checklist is efficient for you, your client, and the candidate. Write down or type out your checklist and continue to add information to it as your process evolves.

Consider keeping a copy of your hiring process checklist in your recruiting software for easy-access and safekeeping.

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