How to use this template
- 1
Define the hiring need
Record the role, location, manager, start date, employment type, pay assumptions, and why the role is needed before sourcing starts.
- 2
Map the evidence
List the right-to-work, identity, DBS, qualification, reference, training, and site-access evidence that may be needed for the role.
- 3
Assign owners
Name who owns role approval, screening, onboarding, payroll handover, site access, and final ready-to-start review.
- 4
Review blockers early
Check what could delay the start date before candidates are promised a timeline.
Checklist
- Role title, work location, reporting manager, and planned start date are recorded.
- Salary, hours, employment type, and pay assumptions are clear enough for review.
- Role-specific checks are mapped before candidate outreach begins.
- Document, contract, and onboarding requirements are visible to the hiring owner.
- Escalation routes are known for legal, immigration, tax, safeguarding, or sector advice.
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.