A recruiter's checklist is a structured list of tasks, questions, or actions that recruiters follow systematically during the hiring process. Its primary purpose is to ensure consistency, thoroughness, and efficiency in recruiting activities.
Configure Checklist
To navigate to the Checklist, follow these steps:
- Click on the Profile picture and select Administrator from the drop-down menu.
- Click on Master Data from the left navigation panel.
- Select Checklist under the Job Masters.
Administrator - Master Data - Job - Checklist
- Click on the (+) button on the top to add a checklist.
- You see two options, one to Create Checklist and Create Checklist Group.
- Select Create Checklist and enter the details in the respective fields.
Note: The Related To field specifically relates the checklist to a specific Job Workflow, Job, Industry, Position, etc.
- Click on the (+) button at the bottom to add task(s) to the checklist.
- Add task(s) and select any one or all the option to get the response.
Note: Required Response as a Free Text: This means that the task requires to provide a text-based response. It could involve typing out answers, comments, or notes relevant to the task. This response is typically free form, allowing flexibility in what information the recruiter inputs.
Required Attachment: This option requires to attach a document or file as part of completing the task. It could be a resume, portfolio, assessment report, or any other document necessary for evaluating the candidate or completing the task.
Mark as Mandatory: It indicates that the task is crucial and must be completed for the recruitment process to progress. Typically, this is visually highlighted or flagged to ensure recruiters prioritise and complete these tasks promptly.
Create Checklist - Add Task - Select Options
Impact on the Job Action Window
- On the Job Action window, the Checklist button appears at the top and is clickable, opening the Checklist screen in a pop-up.
- The denominator now represents the total number of mandatory tasks for all mapped checklists, and the numerator shows the pending mandatory tasks.
- This checklist is user-specific, displaying the selected candidate's name on the pop-up. The Close button will close the pop-up.
- If multiple candidates are selected, only the selected candidate's mandatory checklist number will display.
- The Mark as Done column has been added to the existing checkbox column. Checking this box marks the checklist as completed, updating the number on the top right task box.
- Required tasks in each checklist are indicated with a red asterisk.
Job Action - Checklist - Pop-up
Information: To read more details on the Job Action window, click here: Job Action.