Document Checklist

The Document Checklist allows you to define documents candidates must submit during the hiring process.

Accessing Document Checklist

• Go to the left sidebar
• Click Settings
• Select Document Checklist
• Click + Add Your First Document to begin

Adding a Document

• Click Add Document
• The Add Document pop-up will appear
• Fill in:

• Document Name*
• Client / LOB / Department*
• Description (Optional)

Setting When to Request

• Choose when the document is required:
  

• Before Offer – before sending the offer
• After Offer – after sending the offer

Document Rules

• Candidates must upload the document
• Enable Mandatory if submission is required to proceed

Save

• Click Add Document to save
• Click Cancel to discard
• The document will now be added to the checklist

Value for You

• Standardize document collection across hiring workflows
• Ensure candidates submit required documents at the right stage
• Reduce manual follow-ups and save recruiter time
• Improve document tracking and verification efficiency
• Helps streamline document collection and reduce administrative effort during hiring