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 'Hiring Steps' tab in the top, left of your Hireology account.
You can click the 'Checklists' tab to view your existing Checklists.
To create a new Checklist, click 'Create New' and select 'Checklist'. Note: You do not have to be in the Checklists tab to select this option.
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' in the top, left of your Hireology account, 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 '+Open a job', choose a new or existing job template, 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 top, left of your Hireology account, 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 a candidate's profile and click the 'Checklist' tab. Completed items will indicate who marked the item as complete and the timestamp to provide clear visibility into the process.