How to use this template
- 1
Start at offer risk
Decide which checks must be complete before offer, before start date, and before site access or scheduling.
- 2
Track evidence status
Record whether each check is requested, received, reviewed, blocked, expired, or ready.
- 3
Keep notes with the candidate
Add reviewer notes, expiry dates, exceptions, and next actions to the same record instead of email threads.
- 4
Confirm readiness
Do not hand the candidate into onboarding or scheduling until blockers and owner actions are visible.
Checklist
- Right-to-work evidence has a status, reviewer, and expiry date where relevant.
- DBS, references, qualifications, and role-specific checks are tracked separately.
- Consent and identity evidence are stored against the candidate record.
- Failed, delayed, or unclear checks have an owner and next action.
- The final ready-to-start status is visible before onboarding completes.
What this should prevent
Unclear ownership
Each action should have a named owner before the next hiring stage begins.
Late blockers
Missing documents, checks, signatures, or approvals should be visible before the start date.
Weak handovers
Recruitment, HR, operations, compliance, and payroll should work from the same record.
Poor audit evidence
A later reviewer should be able to see what was checked, when, and by whom.