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Pre-hire checklist

Index » Manage Applicants and Openings

Applies to: Recruiters | Advisory Services

General information

Module: Manage Applicants and Openings
Page name:  Pre-Hire Checklist
Purpose: Using this page is optional. It provides a checklist of documents that you may need to upload as part of the offer. The list covers both faculty and staff. You can use this checklist as follows:


  • Use the checklist in a formal manner. In this case, update the Briefing Status and Status Date fields as you upload each document.
  • Use the checklist in a less formal manner. In this case, use the list as a reminder, but don’t record what you’ve upload.
Primary user: Recruiter
Workflow: None on this page
Used for staff:  Yes
Used for faculty: Yes

Applicant information

Field Auto
Checklist Date Y Y This field defaults to today’s date.
Responsible ID   Y The employee ID of the person responsible for the checklist (usually the recruiter). Click the magnifying glass to search by name.
Comment   Y Enter any comments regarding the pre-hire checklist for the applicant.

Checklist item

Field Auto
Sequence Y   The checklist is predefined. Each item in the checklist is numbered sequentially. You don’t normally need to do anything with this column.
Item Code Y   Each checklist item is identified by a unique code. You don’t normally need to do anything with this column.
Description Y   Each checklist item has a description. You don’t normally need to do anything with this column.
Briefing Status   Y Use this column to record the status of each checklist item. Status options include Uploaded, Requested, Initiated, and N/A (not applicable).
Plus and Minus Icons   Y Use these icons to add or remove checklist items.

Hyperlinks and buttons

Hyperlink/Button  Description
Save Click this button to save your updates to the checklist.
Cancel Click this button to cancel what you were doing on the Pre-Hire Checklist page. If you had changes in progress, you will be asked to save or abandon them.
Return to Previous Page Click this hyperlink to return to the Manage Applicants page.

Other helpful resources

Updated July 2014
UBC Crest The official logo of the University of British Columbia. Urgent Message An exclamation mark in a speech bubble. Caret An arrowhead indicating direction. Arrow An arrow indicating direction. Arrow in Circle An arrow indicating direction. Arrow in Circle An arrow indicating direction. Time A clock. Chats Two speech clouds. E-commerce Cart A shopping cart. Facebook The logo for the Facebook social media service. Home A house in silhouette. Information The letter 'i' in a circle. Instagram The logo for the Instagram social media service. Linkedin The logo for the LinkedIn social media service. Location Pin A map location pin. Locked A locked padlock. Mail An envelope. Menu Three horizontal lines indicating a menu. Minus A minus sign. Pencil A pencil indicating that this is editable. Telephone An antique telephone. Play A media play button. Plus A plus symbol indicating more or the ability to add. Search A magnifying glass. Settings A single gear. Speech Bubble A speech bubble. Star An outline of a star. Twitter The logo for the Twitter social media service. Unlocked An unlocked padlock. User A silhouette of a person. Vimeo The logo for the Vimeo video sharing service. Youtube The logo for the YouTube video sharing service.