AI workflows for references and offers.

Checking references, preparing the offer and the conversation that makes it, and handing the confirmed hire to HR.

Who does this work

  • Recruiter
  • Talent acquisition manager
  • HR coordinator

1 workflow template ready to adapt, and 4 workflows identified.

Updated

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Examples of the workflows identified
  1. Plan reference checks
  2. Draft the offer letterIllustrative
  3. Hand the confirmed hire over to HRIllustrative
  4. Prepare the offer conversationIllustrative

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Plan reference checksPlans short reference calls aimed at what the panel could not establish, with a note sheet for each agreed referee.Workflow template
Draft the offer letterDrafts the offer from approved compensation, role and start arrangements, marking fields still unresolved.Illustrative · not built yet
Hand the confirmed hire over to HRRecords the agreed terms, start details and remaining conditions so HR can take over onboarding.Illustrative · not built yet
Prepare the offer conversationCompares the approved terms with the candidate's stated questions and requested changes before the package is discussed.Illustrative · not built yet

Workflow templates

Reference check question planAfter the interviews, the recruiter gets short reference calls aimed only at what the panel still could not establish, put to the referees the candidate named and agreed to, with a note sheet for each call that keeps the referee's own words. It gives no view on the candidate.Workflow template

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Where to go next

All of recruiting and hiringEvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

Other areas of recruiting and hiring