Recruitment Checklist

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Outline of a recruitment checklist

This checklist gives a brief overview of the steps to follow in recruiting a


candidate. Employers can adapt this template to their needs. Find out
more about hiring someone at www.acas.org.uk/hiring-someone.

Find more template checklists at www.acas.org.uk/templates-for-


employers.

Name of vacancy/new job (delete as appropriate):

Number of vacancies/new jobs in the particular role (delete as


appropriate):
Planned start date/s of new recruit/s (delete as appropriate):

Step 1 - Plan Task done by Date Notes


Identify staff needed:
Where, why and plan
for the future

Step 2 - Prepare Task done by Date Notes


Consider whether
any of the aims of
the job have
changed, and how
this may affect
factors such as the
skills required and
work flow

Compile documents
for the vacancy:
 Job description
 Person specification
 Job application form
 Equality & diversity
monitoring form
 Job offer letter
template /Written
Statement of Terms
and Conditions of
Employment
 Information about
the employer

Decide whether
candidates will be
asked for references
and at what point –
the shortlist stage or
when offered the job

Make sure you


understand the rules
about hiring someone
from outside the UK
– these changed on 1
January 2021
Step 3 - Advertise Task done by Date Notes
Before drawing up
the job ad, decide
factors such as how
candidates should
apply, who will sift
applications and the
rate of pay

Choose where to
advertise in at least
two different
channels

Compile the job ad,


carefully ensuring the
wording is not
discriminatory

Step 4 – Handle Task done by Date Notes


applications
Send ‘application
pack’ to applicants –
this would usually
include:
 application form
 job description
 person specification
 equality & diversity
monitoring form
 information pack
about organisation

Using the job


description, person
specification and
application forms, at
least two people
trained for the task
should objectively
draw up a shortlist of
candidates for
interview and/or
further assessment

Invite shortlisted
candidates for
interview/
assessment, and ask
whether they need
any ‘reasonable
adjustments’, often
called ‘access
requirements’, for
any part of the
recruitment process

Get ready for the


interviews, to be
conducted by more
than one person
trained for the
task:
 plan questions to
probe skills and
qualities essential
for the job
 decide how
candidates’
answers will be
scored
 anticipate
candidates’
questions and
have the info
ready
 plan any selection
tests/
presentations etc
and how they will
be scored
 let the candidates
know what they’ll
be asked to do,
and if they need
to prepare
anything before
the test or
interview
 book a private
room which will
not be interrupted
by telephone calls
or visitors

Conduct the
interview:
• welcome the
candidate and give
them a little time to
get their own
materials to hand
 briefly outline the
job and the
organisation, then
move to the first
question
 ask questions which
cannot be answered
‘yes’ or ‘no’. They
usually begin with
‘what’, ‘why’, ‘when’
or ‘how’
 do not ask for
personal
information or
personal views
irrelevant to the
job, or potentially
discriminatory
questions
 do not ask health-
related questions
before making a job
offer
 listen and make
brief notes on key
points
 keep to the time
frame for the
interview, but allow
for the candidate’s
questions
 tell the candidate
when they can
expect to hear from
the organisation
 explain that a job
offer to the
successful candidate
will be subject to
pre-employment
checks – including
immigration checks
 ask the candidate if
they have any
questions about the
job

Select the best


candidate for the job
using the scoring
method decided
earlier in Step 4

Step 5 – Complete Task done by Date Notes


final details
Send the successful
candidate a job offer
letter and explain
pre-employment
checks will have to
be made

Make pre-
employment checks
such as the
candidate’s right to
work in the UK and
references. See the
template, Outline of a
pre-employment
checklist

Resolve any
employment contract
queries

Before the recruit


starts their new job:

 give them their


Written Statement
of Terms and
Conditions of
Employment
 remind them where
to find out about
the organisation’s
procedures and
policies

Write to unsuccessful
candidates and give
carefully considered
feedback if requested

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