Free Checklist Templates for Recruiting

Recruiting

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OR

E-commerce Recruitment Checklist

Role Definition and Job Posting

Define role scope and channel ownership

Set the comp band against e-commerce benchmarks

Draft the job description with platform requirements

Post to e-commerce-specific job boards

Share the posting in DTC operator communities

Screening and Shortlisting

Filter applicants in the ATS

Run a 20-minute phone screen

Send the role-specific skills assessment

Review portfolio or account performance samples

Build the shortlist for panel interviews

Interview Process

Schedule the interview panel

Prepare structured scorecards by competency

Run a paid working session or case study

Collect panel feedback in the ATS

Make the hire decision

Offer and Onboarding

Run reference checks with prior managers

Review reference concerns with the hiring manager

Extend the verbal offer

Send the written offer letter and at-will agreement

Initiate the background check

Provision SaaS access for Day 1

Schedule first-week onboarding sessions

View Workflow Use Workflow

Hiring Checklist

Requisition and Job Description

Confirm requisition approval and headcount budget

Draft the job description with level and comp band

Confirm posting jurisdictions for pay transparency

Add the salary range to the posting

Publish the requisition in the ATS

Sourcing and Screening

Review inbound applicants in the ATS

Conduct recruiter phone screens

Schedule the hiring manager screen

Run the interview loop with structured scorecards

Hold the debrief and capture hire decision

References and Background Check

Conduct two reference calls

Send FCRA disclosure and authorization

Initiate the background check via Checkr or Sterling

Review background check results

Send pre-adverse action notice

Run the individualized assessment

Offer and Acceptance

Prepare the offer letter and at-will language

Get offer approval from finance and the comp partner

Extend the verbal offer

Send the written offer for e-signature

Confirm start date with the candidate

Pre-Boarding and Day-1 Handoff

Send I-9 Section 1 link and new-hire forms

Assign state-mandated harassment training

Notify the manager and IT of the start date

Verify I-9 Section 2 documents on Day 1

Hand off to the onboarding workflow

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Job Interview Checklist for Employers

Requisition and Interview Plan

Confirm the req scope with the hiring manager

Build the structured interview plan

Draft role-specific scorecard rubrics

Train the panel on bias and legal limits

Posting and Candidate Outreach

Confirm pay range disclosure on the posting

Screen resumes against the rubric

Schedule the interview loop in the ATS

Send candidate prep materials

Conduct the Interview Loop

Run the recruiter phone screen

Run the hiring manager screen

Run the panel or on-site loop

Collect panel scorecards in the ATS

Debrief and Hiring Decision

Hold the structured panel debrief

Calibrate against the bar and prior loops

Record the final hiring decision

Post-Decision Actions

Initiate the FCRA-compliant background check

Schedule a follow-up panel session

Send rejection notices to non-selected candidates

Capture loop retrospective and metrics

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Recruiting Remote Workers Checklist

Hiring Need and Approval

Confirm the requisition is approved and funded

Set the role's level and comp band

Identify approved hiring states for the role

Classify the role under FLSA

Job Description and Posting Compliance

Draft the remote-specific job description

Add the pay range to the posting

Confirm ADA accommodation language

Get hiring manager and HRBP sign-off

Sourcing and Job Posting

Open the requisition in the ATS

Post to job boards and remote-specific sites

Brief the sourcing team on the ICP

Send the internal posting and referral notice

Screening and Evaluation

Build the interview loop and scoring rubric

Prepare the take-home work sample

Run the recruiter phone screen

Hold the hiring panel debrief

Offer and Onboarding Handoff

Conduct reference checks on the finalist

Initiate the FCRA-compliant background check

Send the FCRA pre-adverse-action notice

Extend the offer to the finalist

Hand off the new hire to onboarding

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Recruitment Checklist

Requisition and Job Posting

Confirm requisition approval and headcount

Run intake meeting with hiring manager

Finalize JD and FLSA classification

Add pay range to the posting

Publish the requisition in the ATS

Activate sourcing channels

Application Screening

Review inbound applications against scorecard

Run recruiter phone screens

Submit shortlist to hiring manager

Interview Loop

Schedule the interview panel

Run the on-site or virtual loop

Hold the debrief and hire decision

Offer and Pre-Employment Checks

Confirm comp recommendation against band

Initiate background check via Checkr

Complete reference checks

Issue the FCRA pre-adverse-action notice

Extend the verbal offer

Send written offer for e-signature

Hand off to onboarding

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Software Engineer Hiring Checklist

Role Definition & Sourcing

Draft the JD with a level-specific rubric

Define the interview loop and scorecards

Publish the listing across sourcing channels

Resume Screen & Recruiter Call

Screen inbound applications against the rubric

Hold the 30-minute recruiter phone screen

Technical Screen

Send the take-home or schedule the pairing screen

Score the technical screen against the rubric

Onsite Interview Loop

Schedule the four-panel onsite loop

Run the system design interview

Run the pair-programming coding interview

Run the behavioral and values interview

Run the hiring manager interview

Debrief & Decision

Collect written panel feedback in the ATS

Hold the hiring committee debrief

Complete reference checks on the finalist

Offer & Handoff

Extend the written offer through the ATS

Initiate background check and I-9 verification

Hand off to engineering onboarding

View Workflow Use Workflow

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