Free hiring checklists

Practical, copy-ready checklists for every stage of hiring — from writing the job post to onboarding a new hire.

Get the full hiring checklist pack — editable + printable

All five checklists in one editable, printable pack, emailed straight to you. Use them with your team or import them into your ATS workflow.

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End-to-end hiring process checklist

  • Define the role, scorecard, and must-have vs nice-to-have criteria
  • Get budget and headcount approval (raise a requisition)
  • Write a clear, inclusive job description
  • Post to the right job boards and your careers page
  • Source passive candidates to supplement inbound applicants
  • Screen resumes against the scorecard consistently
  • Run a structured phone screen, then structured interviews
  • Check references and run background checks where required
  • Make a timely, competitive offer
  • Plan onboarding before day one

Job posting checklist

  • Use a clear, searchable job title (avoid internal jargon)
  • Lead with impact: what the person will own and achieve
  • List genuine must-have requirements only (over-listing deters good applicants)
  • Include a salary range — it improves application rates
  • Describe the team, mission, and what makes the role appealing
  • State location and remote/hybrid policy explicitly
  • Add an inclusive equal-opportunity statement
  • Keep the application short and mobile-friendly
  • Distribute to multiple boards and track source performance

Interview preparation checklist

  • Align the panel on the scorecard and who assesses what
  • Prepare structured, role-relevant questions in advance
  • Use the same core questions for every candidate (fair comparison)
  • Brief interviewers on bias and legally off-limits topics
  • Share the candidate's resume and context beforehand
  • Block enough time and a quiet space (or stable video link)
  • Plan to sell the role, not just evaluate
  • Collect written, criteria-based feedback right after

Candidate screening checklist

  • Score every applicant against the same defined criteria
  • Use knockout questions for non-negotiable requirements
  • Look for evidence of outcomes, not just responsibilities
  • Verify must-have credentials, licenses, or certifications
  • Keep notes attached to the candidate record for an audit trail
  • Move qualified candidates forward quickly to avoid drop-off
  • Send timely, respectful updates to everyone who applied

New-hire onboarding checklist

  • Send the offer, contract, and welcome details promptly
  • Provision accounts, hardware, and access before day one
  • Share a first-week schedule and clear 30/60/90-day goals
  • Assign a buddy or mentor
  • Schedule role, team, and tooling introductions
  • Confirm payroll, benefits, and compliance paperwork
  • Check in at the end of week one and month one
FAQ

Hiring checklists — FAQs

What should a hiring process checklist include? +
A complete hiring checklist covers defining the role and scorecard, approval, writing the job description, posting and sourcing, consistent screening, structured interviews, reference and background checks, a timely offer, and onboarding planned before day one.
Why use a checklist for hiring? +
Checklists make hiring consistent and fair, reduce missed steps and compliance gaps, speed up the process so strong candidates don't drop off, and give every applicant the same structured, criteria-based evaluation.
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