How to Create a Document Checklist Template
To create a Document Checklist Template (account Admins only):
Open the Document Checklists tab from your menu.
Click on the Create button at the top right of the page.
In the pop-up window, complete the following steps:
Enter the Template Name (this is for internal reference).
Click Add Document Item to create your first checklist item.
Enter the name of the document (e.g., "Passport", "DBS Certificate", "Proof of Address").
(Optional) You can associate the document with a specific Application Stage by selecting it from the dropdown.
To add more documents to the checklist, click Add Document Item again and repeat the process.
Once you’ve added all required items, click Create Template to save.
How to add a Document Checklist to a Job Advert (Account Admins)
To add a Document Checklist Template to a Job Advert (account Admins only):
Go to ATS page
You can attach a Document Checklist in two ways:
When creating a new job advert
When editing an existing job advert
Scroll to the bottom of the job advert form and locate the Document Checklist field.
Select the checklist template you would like to associate with this job advert from the dropdown menu.
Click on Create or Edit button to confirm you changes.
How to View and Manage a Candidate’s Document Checklist
Candidate Reviewers and Hiring managers can track and update document checklists once they are attached to a job advert.
Go to the ATS page and find the Job Advert
Click on 'Applicants' button to open list of Applicants.
In the applicant table, you will see a Documents column showing:
The name of the attached checklist
Total number of document items
Current completion status (e.g., 2/4)
Click View Checklist to open a detailed view of the candidate’s checklist.
To update a document item, click the Edit button next to it.
Change the document’s status by toggling the checkbox. You may also update the date field if needed.
Click Save to confirm your changes.