Checklist

A new feature has been added to the candidate profile overview, allowing you to track the tasks for individual stages of the recruitment flow. With this new functionality, you will have a complete overview and control over tasks within each stage, simplifying the recruitment flow by tracking tasks as sub-tasks within a single stage, rather than separate flow states in report and/or SLA.

How does the checklist work?

The basic mechanisms of the checklist:

• The checklist records when and in which stage a task was completed and by whom. Recording an action is done by clicking on the checkbox on the left.
• Each stage of the recruitment process may or may not have its own checklist, meaning that some stages can be without a checklist.
• As you progress through the recruitment process, checklists accumulate—tasks from previous stages are displayed in subsequent flows, along with new checklists specific to the current flow.

Each checklist item can have multiple states:

• If a task is pending in a specific flow stage, it is marked in blue.
• If a task has not been completed within the defined stages, it appears as "red." You can still complete it, but the red color indicates that it was completed after the deadline.
• On-time completed tasks, on the other hand, are grayed out and marked with a checkmark.
• You can also double-click on a task's checkbox to mark it as incomplete (marked with a cross).

Checklist Setting

You can customize your checklist settings in the Settings | Checklist section.

Within the settings, you can define multiple sets of checklists. In each set, you can add individual items (tasks) and assign them to specific recruitment stages where they should be completed.

Flow selection:

• By selecting flow stages, you indicate the recruitment stages where the task should be completed. The task will be displayed starting from the selected stages. If it remains uncompleted after the chosen recruitment stages, it will be marked as incomplete.
• A task can be assigned to multiple recruitment stages, either within a single recruitment flow or across multiple flows.
• If you select multiple steps within a single recruitment flow, it means the task should be completed in those stages. For example, if you select the first and third steps of a flow, the task should be completed in either the first or third step. From the second step onwards, it will be marked as incomplete if not completed.
• Checklist sets and individual checklist items can "overlap", meaning they can contain the same stages from the same recruitment flows.

Labels:

• "The label for the recruiter" specifies the task to be performed by the recruiter. This information is visible on the candidate's checklist card.
• "The label for the candidate" is used to inform the candidate about the stage they are currently in. (This feature is still under development and will be displayed on pages that can be shared with candidates, similar to how candidate cards can be externally shared with agencies or colleagues who do not have ATS Recruitis accounts.)
• You can edit and delete checklists and their items, and also change the order of items using the arrows on the right.

💡 Important to note

• If you repeatedly mark or unmark a task, only the last change will be recorded.
• If you define multiple checklists for a single recruitment stage, the result will be a combination of those checklists on the candidate's card.
• Task completion in the checklist is not included in reporting and SLA metrics. Currently, the checklist serves only for record-keeping purposes.

The checklist feature is available only with Premium and Enterprise licenses. To activate it, please contact support@recruitis.io.