Checklist

Candidate notice readiness checklist

Use this checklist to evaluate whether your current workflow can show which notice was sent, when it was sent, which template version was used, and what delivery record exists.

What the checklist reviews

Tool inventory

Which automated hiring tools are used, where they appear in the workflow, and which candidate stages they affect.

Notice templates

Where approved templates are stored, who approves them, and how prior versions are preserved.

Candidate data handling

Which candidate fields are required to prepare and route notices, and whether unnecessary data is excluded.

Delivery tracking

Whether delivery events are captured from the email provider and tied back to the notice record.

Event history

Whether notice-related activity is preserved in a structured, append-only record.

Evidence exports

Whether the organization can export a usable packet showing notice version, candidate reference, timestamps, delivery status, and related activity.

Use this before building or buying

The checklist is designed to help teams identify operational gaps before selecting software, rebuilding workflows, or relying on manual records. It does not determine legal obligations or provide legal advice.

Checklist form

Start the Checklist

Use the readiness checklist to review templates, candidate data handling, delivery tracking, event history, and evidence exports.

Next step

After completing the checklist, review where notice language, candidate data, delivery events, event history, and exports are currently disconnected.