Sample checklist
Step 1
Approve the role
Confirm business need, budget, classification, location, reporting line, essential duties, and decision owner.
Step 2
Build the role brief
Define must-have outcomes and skills. Review the job description for accessibility, clarity, and unnecessary barriers.
Step 3
Plan sourcing
Choose job boards, referrals, community partners, and outreach. Record where applicants came from.
Step 4
Use a structured interview
Ask the same role-related core questions, document job-related evidence, and avoid medical, family-status, age, or other protected-topic questions.
Step 5
Complete human review
Have accountable people compare evidence to the stated requirements. Do not use AI to score or make the decision.
Step 6
Verify and offer
Complete lawful checks and approvals, send the written offer, and avoid promises that conflict with policy or local law.
Step 7
Hand off to onboarding
Assign pre-start tasks, equipment, access, training, manager check-ins, and a role-specific 30/60/90 plan.
Document these handoffs
Role owner
Who approves the opening and final selection?
Evidence
Which job-related facts support the decision?
Candidate communication
Who sends updates, offers, and close-out notices—and when?