Using Checklists to Better Organize Your Hiring Process

Adding a Checklist Hiring Step

Checklists are a great hiring step to include as part of your overall hiring process. They can be used to ensure your applicants have the correct certification documents, forms, licenses, immunizations, or other specific requirements you know someone will need to be successful in your new role. They can also serve as reminders to your team to send candidate materials like zoom video interview details or other required steps to provide a great applicant experience.

In this article, we’ll cover how to create a new Checklist hiring step, saving it as a template your team can use, and how to add this as a step to existing or new jobs for your team. We will also show you how to quickly view and update checklist progress for your candidates to keep your process moving.

Creating a New Checklist

To create a new checklist hiring step, first visit Hiring Steps from your main Hireology menu bar. From Hiring Steps, you’ll notice a new Checklists section. Clicking into this section will show any existing templates your team has created, or give you the ability to Create a Checklist.

Clicking Create a Checklist brings you to the checklist builder. Pick a name for your checklist and use the blank fields below to add any steps you’d like to save as part of your template. If you make a mistake, click the red trash icons to remove an item from the list.

Click Save at any time to commit any progress you make.


Editing an Existing Checklist

To modify an existing template, visit the Checklist section of Hiring Steps and select the template from the list you’d like to edit. You can also choose to archive a checklist if you no longer need to use and see how many jobs are currently using each checklist.

Selecting an existing checklist will take you to the checklist builder. From here, you can rename the Checklist and edit, delete, or add additional checklist items. Clicking Save will update the checklist for all users and jobs currently using the checklist as a hiring step.


Adding a Checklist to a New Job

Start to open a new job in Hireology filling out the details and description. One the third step, Hiring Steps, click “Add Hiring Steps” at the bottom of the list. Select Checklists and pick an existing checklist from the list or choose “New” to build one from scratch. Move forward to the Preview step to make sure your job looks good and select Save/Exit to open the job.


Adding a Checklist to an Existing Job

Edit an existing job and navigate to the Hiring Steps. Click “Add Hiring Steps” at the bottom of the list. Select Checklists and pick an existing checklist from the list or choose “New” to build one from scratch. Move forward to the Preview step to make sure your job looks good and select Save/Exit to save the changes for the job.


Viewing Candidate Checklist Progress

To view existing checklist progress, open any candidate checklist to view the new checklist section. This section will show the total number of checklist items completed. Clicking on this section will expand to show the full checklist.

Here, you can see outstanding items and items that have been completed. Each completed item will also show details on the hiring manager who marked the item as complete as well as the timestamp when the step was completed to provide more visibility into the process.

We hope you can leverage the new checklist feature to keep your team even more organized to collect critical candidate documents and follow your hiring process across the entire team to provide a great candidate experience.



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