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Checklists can be used to ensure that applicants have the correct certification documents, forms, licenses, immunizations, or other supporting items required for the role. Checklists can also be used as reminders for your hiring team to send candidate materials like Zoom video interview details or other necessary steps to provide a great applicant experience.

In this article we will cover:

• Creating a New Checklist
• Editing an Existing Checklist
  
• Adding a Checklist to a Job
• Viewing a Candidate's Checklist Progress
• Related Topics

Creating a New Checklist

To create a new Checklist, click the 'Management' tab and select 'Hiring Steps' from the left navigation.

You can click the 'Checklists' tab to view your existing Checklists and select 'Create New' then pick 'Checklist' from the drop down menu. 

Enter a name for the new Checklist and use the blank fields to add the items you would like to include. To remove an item from the list, click the red trashcan icon. Click 'Save' to save your new Checklist! 

Editing an Existing Checklist

To make changes to a checklist, click 'Hiring Steps'  from the 'Management' tab in the left navigation, then click the 'Checklists' tab. On this page, you can see your checklists, the number of jobs that are using them, and the 'archive' option.

Click on a checklist name and click 'Edit'.

Modify the checklist as needed, then click 'Save'. The checklist will automatically reflect your changes for any jobs where it is in use.  

Adding a Checklist to a Job

Checklists can be added to new or open jobs. To add a checklist to a new job, click '+Create a job', choose an existing job template or build a job from scratch, then click 'Next' to advance through the job, or click the '3' to reach the Hiring Steps on the third page. 

To add a checklist to a job that's already open, click the 'Jobs' tab in the left navigation, then click the edit icon beneath the job. Click the Hiring Steps bubble in the top navigation to skip to the Hiring Steps page. 

Click '+Add hiring step' at the bottom of the page, select 'Checklist', and choose the checklist you would like to include for this job. 

If you are opening a new job, click 'Next' at the bottom of the page to complete the steps, or click 'Save & Exit' if the job is already open and no further changes are needed. 

Viewing a Candidate's Checklist Progress

To view the checklist progress for a candidate, navigate to the candidates tab. You will see an overview of the checklist progress and the number of items completed. 

Check on the checklist to view details of what has been completed or mark additional items as completed. 

Related Topics

• Updating a Job's Hiring Steps
• Customizing Your Application