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Home/Templates/Recruiting operations/Candidate screening checklist
Template & guide

Candidate screening checklist

A pre-submission verification checklist for recruiters: skills evidence, logistics, compensation alignment, motivation, and references β€” so every candidate you present survives client scrutiny.

  • Made forRecruiters
  • Reading time~2 min
  • What's includedA complete, professionally written document you can adapt to your team.
Sign up to customize & send

The template

Every candidate you submit is a claim about your judgment. This checklist is the gate between "looks promising" and "ready to present": run it after your screening call and before the profile reaches the client. A submission that fails a client's first question costs more credibility than no submission at all.

1. Skills and experience evidence

  • Each must-have from the intake brief is matched to concrete evidence β€” a project, an outcome, a work sample β€” not just a keyword on the resume.
  • Claimed titles and dates are consistent across the resume, public profiles, and what the candidate said live. Gaps or overlaps have an explanation you can repeat.
  • You asked at least one depth question per critical skill and heard specifics: numbers, trade-offs, what they personally did versus what the team did.
  • Portfolio, code, writing, or other work product has been reviewed where the role produces reviewable output.
  • Certifications or degrees that matter for the role are stated precisely and can be verified if the client asks.

2. Logistics

  • Location and work authorization fit the role, and any relocation or visa question is answered, not assumed.
  • Time-zone overlap with the client team meets the requirement from intake.
  • Notice period is confirmed in weeks, and the earliest realistic start date is on record.
  • Availability for the client's interview process over the next two to three weeks is confirmed.
  • Remote setup, travel expectations, or on-site days have been discussed and accepted.

3. Compensation alignment

  • The candidate stated a number or range β€” you did not guess one β€” and it fits inside the client's approved band.
  • Total-package expectations (variable, equity, benefits) are captured, not just base.
  • Current compensation context is understood where relevant and lawful to discuss.
  • You have flagged any gap between expectation and band to the client before submission, not after the final interview.

4. Motivation and competing processes

  • The candidate can say in their own words why this role and company interest them β€” and it survives the question "why not stay where you are?"
  • Push factors (leaving something) and pull factors (moving toward something) are both understood.
  • Active processes, pending offers, and likely counteroffer pressure are on record with rough timelines.
  • The candidate has explicitly authorized submission to this client for this role.

5. References and verification

  • At least two relevant references are identified β€” ideally former managers β€” with the candidate's consent to contact them at the right stage.
  • Any background, credential, or right-to-work checks the client requires have been explained to the candidate.
  • Nothing in publicly available professional information contradicts the profile you are about to send.

6. The submission package

  • The resume is current, clean, and formatted for this client; your summary states role fit, evidence highlights, compensation expectation, notice period, and location in the first five lines.
  • Your assessment is honest about gaps: one stated weakness with context beats a flawless pitch the interview will contradict.
  • The candidate knows what happens next and when they will hear from you.

Red flags that stop a submission

  • Evasive or inconsistent answers about dates, titles, or reasons for leaving.
  • Compensation expectations that moved materially between conversations.
  • Refusal to explain a verifiable claim, or hostility toward reasonable checks.
  • Motivation that is entirely about escaping the current employer.

Not legal advice

This template is provided for general informational purposes only and is not legal advice. Laws differ by jurisdiction and change over time β€” have a qualified professional review any document before you rely on it.

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