How to use this template
- 1
Write the role in operational language
Capture the work location, responsibilities, required skills, expected hours, manager, and practical reason the role exists.
- 2
Separate hiring facts from regulated advice
Use the brief to organise facts and evidence, then route regulated immigration or legal questions to authorised professionals where needed.
- 3
Connect the brief to checks
Identify which right-to-work, identity, DBS, reference, qualification, and onboarding steps are relevant before the offer stage.
- 4
Carry the brief into onboarding
Use the same role record when the candidate moves into screening, contract, onboarding, and worker-readiness review.
Checklist
- The role purpose, work location, and reporting line are specific.
- The employment terms and pay assumptions can be reviewed internally.
- Candidate evidence requirements are stated before interviews begin.
- Right-to-work and sponsorship context are recorded without implying legal advice.
- The handover owner is named for checks, onboarding, payroll, and operations.
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.