Checklists
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Checklists
What a new person is asked for, assembled automatically instead of built by hand each time.
Preview a combination
Exactly what would be created, in order, for this pairing — using the unsaved edits on this page.
Everyone the core — applies to every person
Identity and consent. These come first in every checklist.
By engagement type how the person is engaged
Contracts, payroll, insurances — whatever follows from the working relationship.
By role what they’re registered to practise
Registrations and qualifications. Leave a role empty if it needs none — Admin is empty on purpose.
Documents the offer letter and the agreements
What goes out at Offer (the letter, with the draft agreement behind it) and at Contract (the agreement to sign). Each is composed on the candidate’s page from the template for their engagement type, edited there, and issued as a PDF.
Write in plain text: # Title, ## Clause, ### Sub-clause, - item (two spaces in front for a nested item), [[pagebreak]], and > a note to yourself — notes show while drafting and never in the PDF, and a document can’t be issued while one remains.
Fields: .
Reference questions asked of every referee on the phone
One question per line, in the order you ask them. Each referee check a candidate triggers carries this list; Admin ticks the ones they ask on the call and types the answers. The first is always required. Saved separately from the checklists above.