Product Update: Introducing Hireology Checklists

Our team is excited to announce that checklists are now available to add to any hiring process as a custom hiring step. Checklists will be great to use to keep teams organized throughout the hiring process to ensure you are collecting proper documentation from candidates – including immunization records, certifications, licenses, and other critical role-specific information.

You can create checklists for specific roles, hiring managers or locations to drive organization across your entire team. And since Hireology shows you details on who marks checklist items as completed and when the action took place, you’ll also drive transparency and keep your hiring process moving.

Checking Off All Your Organizational Boxes

Beyond documents, checklists can be great to keep your team organized to track internal steps, like sharing processes about video interviews, PPE policies or other critical candidate information.

Any hiring manager with a Hireology account can create checklists and save them as templates to use across the team. Checklists can be added as a hiring step for new jobs or existing roles already open.

Hireology users can easily track progress of checklist completion by visiting the candidate report card. The new checklist section will show how many checklist items have been completed. Clicking into this section will expand to show the entire checklist, including outstanding items, completed steps, and details on when steps have been completed and the hiring manager who marked the step as complete to give better visibility into the hiring process.

Using Checklists in Your Hireology Account

Checklists are now available in Hireology to all users. We hope that you can begin using them to better organize your hiring process to track candidate progress, giving you a better understanding of the applicants that will be the best fit for your open roles. To add a checklist, find an existing role (or create a new one) and click the Hiring Steps tab. At the bottom, click the plus button to add a new step, and select Checklist. Clicking into the checklist will allow you to make and save your checklist to be included with this role, or save it as a template to use with other jobs or members of your team. Learn more about the feature and what you can do by reading our Checklist product documentation.

Sample Checklists to Get You Started

Take a look below at a few samples other customers like you are using to manage their hiring process and connect with their best candidates.

General hiring process checklist items:
  • Valid Driver’s License
  • Proof of Vehicle Insurance
  • Video Interview Details Shared with Candidate
  • PPE Policies Shared with Candidate
  • Finance/manager approval to send an offer
Healthcare hiring process checklist items:
  • CNA License
  • RN License
  • CPR Certification
  • First Aid Certification
  • TB Test Results
  • Immunization Records
  • Physical Exam Results
  • Proof of Vehicle Insurance
  • Proof of Medical Liability Insurance

We hope you’re excited to start using checklists as part of your hiring process, and can’t wait to see how they’re helping you stay organized.



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