Pre-Employment Checklist Setup

Use this option to configure a checklist for Human Resources staff members to complete before an applicant can be hired. For example, your pre-employment checklist might include verifying prior employment, completing reference checks, and conducting testing, among other tasks.

A different checklist can be set up for each Position Type defined in Payroll's Position Types table.

You can access a checklist for an applicant using the Pre-Employment Checklist link in the Application (Links) section of the Applicant Details page. For information, refer to Application Section - Pre-Employment Checklist.

Menu Path

From the System Administration menu, select Administration. From the Recruitment System Configuration menu, select Pre-Employment Checklist Setup.

Add a New Checklist

On the Pre-Employment Checklist Setup page, select a Position Type.
Click the Add New icon to display a new line to add a task to the checklist.
In the Order column, an integer defaults in sequential order for each task added, beginning with 1 for the first task.
You can change the entries in this column to determine the order tasks will display on the checklist. The tasks will appear in the proper order the next time the checklist displays.
Enter a Description of the task.
If a task must be completed before the checklist is considered completed, select the Required checkbox.
If the task will be used to initiate the eEmployment questionnaire, select the eEmployment checkbox.
Only one task per Position Type can be designated as eEmployment.
Repeat the steps for each additional task.
Click Save.

Edit a Checklist

On the Pre-Employment Checklist Setup page, select a Position Type.
Change the checklist's tasks as needed.
Click Save.

Delete Tasks from a Checklist

On the Pre-Employment Checklist Setup page, select a Position Type.
Click the Delete icon.
In the confirmation dialog, click OK to delete the task.
Repeat the steps for each additional task you want to delete.
- To delete similar tasks from other checklists, select a different Position Type.
- To delete an entire checklist, delete all of its tasks.

Fields and Descriptions

Field	Description
Position Type	Select the Position Type for the pre-employment checklist. These records are defined in Payroll's Position Types table. One pre-employment checklist can be defined for each Position Type.
Order	Integer indicating the order of the task in the checklist. You may change the system-generated number as needed. If you delete a task, its number will be deleted. Skipping numbers has no effect on how the checklist displays when you access it from the Applicant Details page. You cannot use duplicate numbers.
Description	Description of the task. The limit is 300 characters.
Required	Checkbox indicating whether the task is required to be marked Approved or Rejected before the checklist can be completed.
eEmployment	Checkbox indicating that the task will be used to initiate the eEmployment questionnaire. This questionnaire will be sent to the email address an applicant enters in response to a question defined with the response type of Work History. Only one task per Position Type can be designated as eEmployment.