Requisition
Define the opening before recruiting starts.
Capture the approved role, department, location, hiring manager, target date, interview plan, and approval status.
- Role and budget approval.
- Posting channels and hiring timeline.
Describe the role, stages, owners, and start-date requirements. Makeform turns them into a hiring checklist that tracks recruiting decisions, preboarding, equipment, orientation, and early follow-ups through the first month.
Route hiring updates to Slack, Google Sheets, and Zapier.
Sample prompts for the builder
Choose a prompt, adapt it, or send it into the builder. These structures are examples, not live AI results.
Audience
HR managers coordinating a cross-functional hire
Format
Stage-based checklist with owners and target dates
Prompt size
309 chars
Example checklist structure
Stage-based checklist with owners and target dates
Role, department, hiring manager, and target start date
Which hiring stage is this task in?
Task owner and due date
Current task status
Completion notes or blocker
Suggested routing tags
Recruiting
Preboarding
First month
Assign every task an owner and due date. Prepare laptop works only when IT knows the employee and deadline.
Step 1
Approve
role, budget, panel, and target date
Step 2
Select
screen, interview, evaluate, and decide
Step 3
Prepare
offer, documents, equipment, and access
Step 4
Onboard
orient, train, introduce, and follow up
Why a hiring checklist
Recruiting, HR, IT, payroll, and managers own different steps. A shared checklist turns reminders into named, dated tasks.
Group work from requisition through first-month follow-up so HR can spot what is waiting.
Assign recruiting, the manager, IT, payroll, facilities, or the employee.
Record prerequisites, such as a confirmed start date before equipment ships.
Built around the hire
Keep the same accountability model while changing the tasks, owners, and timing for the role and working arrangement.
Track a structured interview panel, feedback deadlines, approval, offer negotiation, equipment, and a role-specific first-week plan.
Repeat the checklist for each candidate and location while keeping interviews, offer responses, orientations, and first shifts easy to scan.
Add shipping, delivery, account provisioning, remote guidance, virtual introductions, and time-zone-aware meeting dates.
Skip irrelevant candidate steps and focus on approvals, access changes, knowledge transfer, introductions, and new role expectations.
Checklist workflow
Use your real stages, then give every item an owner, date, status, and blocker field.
Provide the role, location, start date, approvals, and responsible teams.
Remove irrelevant steps, add role-specific work, and set owners and dates.
Use conditional paths for remote hires, equipment needs, background screening, location access, or internal transfers, keeping each person's view focused.
Send completed entries to the people coordinating the hire and review submissions in one place to find overdue work, dependencies, and unresolved blockers.
Workflow vs document
A static list can explain the process, but an operating checklist also captures who owns the next action and whether it happened.
Field guide
Treat the checklist as a sequence of decisions and handoffs, not a generic list of HR chores. These six sections cover the work from opening a role through early retention check-ins.
Requisition
Capture the approved role, department, location, hiring manager, target date, interview plan, and approval status.
Candidate review
Track screening, scheduling, panel assignments, feedback, and the decision at each stage.
Offer
Record the approver, send date, response deadline, confirmed start date, and follow-up.
Preboarding
Turn the accepted offer into tasks for payroll, HR, IT, facilities, and the manager.
First week
Plan orientation, manager time, introductions, learning, role context, and an initial assignment.
Follow-up
Schedule milestone conversations and capture questions, missing access, training needs, and actions.
Related tools
Use focused tools for applications, scheduling, interview feedback, employee details, onboarding, and training alongside the checklist.
Collect consistent candidate details before screening begins.
Open toolGather availability and coordinate candidate interview times.
Open toolStructure panel feedback and selection notes after interviews.
Open toolCollect the employee details needed for internal setup.
Open toolCreate a dedicated task list for the preboarding and first-week stages.
Open toolOrganize learning assignments and record training completion updates.
Open toolFAQ
Practical answers for HR managers coordinating recruiting and employee onboarding.
It is a structured list of tasks, owners, and dates that moves a role and candidate through approval, selection, offer, preboarding, and onboarding. HR can see the current stage and next action without reconstructing email threads.
Include role approval, posting, application review, screening, interviews, feedback, selection, offer, preboarding, first day, first week, and early follow-up. Add shipping for remote hires or knowledge transfer for internal moves.
Give each item one owner, due date, status, and blocker field. Add dependencies to explain waiting work, and split broad activities into clear handoffs for HR, managers, IT, payroll, and facilities.
Yes. Separate them into stages and use the accepted offer and confirmed start date as the handoff. This gives HR one journey while keeping each team's view relevant.
Start with a core path, then show conditional sections for remote work, location, equipment, shift orientation, employment type, or internal transfers. Each hire sees only relevant tasks.
Yes. Makeform supports unlimited free forms and responses, so you can generate, edit, publish, and reuse your hiring checklist without a response cap. The paid tier removes the Makeform badge.
Create sections for HR, the manager, IT, payroll, facilities, and the new hire. Route updates to the coordinator and include a hire identifier so every submission connects to the right person.
Continue through first-week training, access checks, role expectations, introductions, an initial deliverable, and milestone conversations. Record questions, training needs, next actions, owners, and follow-up dates.
Turn every handoff into an owned task.