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Recruitment Checklists

How to create Recruitment Checklists, attach Checklists to Job Adverts and manage candidates through them

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Written by Iryna Milchynska
Updated over a week ago

Note: Checklists are not visible to candidates. They are simply to help Hiring Managers ensure that all checks, documents etc have been collected/recorded against a candidate who is being progressed through the recruitment pipeline. To request candidates to submit information as part of the recruitment process, use the 'Additional Forms' feature.

How to Create a Checklist Template

To create a Checklist Template (account Admins only):

  1. Open the Recruitment Checklists tab from your menu.

  2. Click on the Create button at the top right of the page.

  3. In the pop-up window, complete the following steps:

    • Enter the Template Name (this is for internal reference).

    • Click Add Item to create your first checklist item.

    • Enter the name of the item (e.g., "Passport Check", "DBS Certificate Check", "Proof of Address Check").

    • (Optional) You can associate each Item with a specific Application Stage by selecting it from the dropdown.

  4. To add more items to the Checklist, click Add Item again and repeat the process.

  5. Once you’ve added all required items, click Create Template to save.

How to add a Checklist to a Job Advert (Account Admins)

To add a Checklist to a Job Advert (account Admins only):

  1. Go to the ATS page

  2. You can attach a Checklist in two ways:

    • When creating a new job advert

    • When editing an existing job advert

  3. Scroll to the bottom of the job advert form and locate the Recruitment Checklists field. NOTE: If the Organisation does not have any Recruitment Checklists setup, then this field will NOT appear in the Advert Creation form.

  4. Select the Checklist template you would like to associate with this job advert from the dropdown menu.

  5. Click on the Create or Edit button to confirm your changes.

How to View and Manage a Candidate’s Checklist

Candidate Reviewers and Hiring Managers can track and update Checklists once they are attached to a job advert.

  1. Go to the ATS page and find the Job Advert

  2. Click on 'Applicants' button to open the list of Applicants.

  3. In the Applicants table, you will see a Checklist column showing:

    1. The name of the attached checklist

    2. Total number of items

    3. Current completion status (e.g., 2/4)
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  4. Click View Checklist to open a detailed view of the candidate’s Checklist.

  5. To update an item, click the Edit button next to it.
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  6. Change the document’s status by toggling the checkbox. You may also update the date field if needed.

  7. Click Save to confirm your changes.

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