Customizing the Pre-Hire Checklist

Customizing the Pre-Hire Checklist

The Pre-Hire Checklist can be customized to reflect the forms, documents, and uploaded or scanned items your company wants to track during the pre-hire process.

Add or Remove Forms and Documents

1. From the Home Page, select Settings.

2. Select Pre-Hire Checklist from the left menu.

3. Click Edit.

4. Under Active Forms and Documents (Standard and Custom), review the available forms and documents.

5. Select a checkbox to add a form or document to the checklist.

6. Clear a checkbox to remove a form or document from the checklist.

Uploaded or Scanned Items

The Uploaded/Scanned items to be added to Checklist section allows additional document requirements, such as Driver's License – Front and Driver's License – Back, to be included in the Pre-Hire Checklist.

Use this section to manage the uploaded or scanned items your company wants included in its pre-hire requirements.

Save Your Changes

After making your selections or changes, click Save to update the Pre-Hire Checklist.