| Role intake checklist | Role requirements, must-have criteria, approval status, hiring manager details and sourcing notes | Structured checklist | Discovery and setup | Job description, hiring priorities and evaluation criteria |
| Candidate sourcing list | Profile links, experience notes, location, source, screening flags and recruiter review status | Spreadsheet or ATS list | Sourcing | Search criteria, target geography and approved sourcing channels |
| Application triage report | Candidate categories, basic eligibility notes, missing information and reviewer recommendations | Report or ATS view | Screening support | Application access and screening rubric |
| Interview coordination tracker | Candidate availability, interviewer slots, reminders, confirmations and rescheduling notes | Tracker and calendar records | Coordination | Interviewer availability and communication templates |
| ATS hygiene update | Stage corrections, missing field updates, duplicate flags, source fields and note consistency | ATS records and issue log | Ongoing operations | ATS permissions and data standards |
| Shortlist handoff pack | Candidate summary, relevant evidence, screening notes, role fit observations and next-step recommendations | Document or ATS note pack | Recruiter review | Final review criteria and recruiter approval process |
| Candidate communication support | Approved email drafts, follow-up reminders, status update queues and communication log | Templates and log | Candidate engagement | Approved messaging and brand tone |
| Recruitment dashboard | Requisition status, pipeline volume, stage aging, scheduling progress and pending actions | Dashboard or weekly report | Reporting | Reporting definitions and ATS data |
| Quality checklist | Process controls for data accuracy, communication review, candidate handling and access management | Checklist | Quality assurance | Security requirements and workflow rules |
| Handover documentation | Process map, role ownership, tool usage notes, unresolved actions and improvement recommendations | Handover guide | Transition or ongoing support | Client review and ownership confirmation |