Tool inventory
Which automated hiring tools are used, where they appear in the workflow, and which candidate stages they affect.
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.
Which automated hiring tools are used, where they appear in the workflow, and which candidate stages they affect.
Where approved templates are stored, who approves them, and how prior versions are preserved.
Which candidate fields are required to prepare and route notices, and whether unnecessary data is excluded.
Whether delivery events are captured from the email provider and tied back to the notice record.
Whether notice-related activity is preserved in a structured, append-only record.
Whether the organization can export a usable packet showing notice version, candidate reference, timestamps, delivery status, and related activity.
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.
Use the readiness checklist to review templates, candidate data handling, delivery tracking, event history, and evidence exports.
After completing the checklist, review where notice language, candidate data, delivery events, event history, and exports are currently disconnected.