Hiring Process

Template

Pipefy’s Free Hiring Process Template is a step by step guide to streamline your company’s hiring process: from gathering all the necessary documentation, drafting and signing contracts, formalizing the hire and onboarding the new team member.

 

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Hiring

Get to work, determine who’s in charge of this hiring and provide the necessary information to keep the process going!

  • 1. Responsible

  • 2. Start date

  • 3. Marital status

    • Single
    • Married
    • Cohabiting
    • Civil Union
    • Domestic Partnership
    • Separated
    • Divorced
    • Widowed
  • 4. Job title

  • 5. Department

  • 6. Starting salary

  • 7. Work schedule

Documentation

Gather all the necessary documentation to formalize the hiring! Use the checklist to make sure you don’t forget anything!

  • 1. Use automated emails to request the necessary documents:

  • 2. Documentation checklist

    • Proof of identity
    • Proof of eligibility to work
    • Proof of address
    • I-9 Form
    • W-4 Form
  • 3. Additional Information

  • 4. Documents

Contracts

Time to deal with the papers: gather the necessary signatures and hand in the contracts!

  • 1. Checklist

    • Contract of employment - employer's signature
    • Contract of employment - employee's signature
    • Deliver the employee's copies of the contract
    • Receive the necessary documents
    • Make copies of the documents
    • Return the employee's documents
  • 2. Main transportation to work

    • Own vehicle
    • Public transportation
    • Bicycle
    • Walk
    • Home-office
  • 3. Driver's license?

  • 4. Driver's license number

Onboarding

Welcome the new employee to the team! Don’t forget to show him/her around and give all the basic instructions!

  • 1. Time limit

  • 2. Responsible for onboarding

  • 3. Checklist

    • Register the new employee on the payment system
    • Register the new employee on all internal systems (email, intranet, etc.)
    • Instruct the employee on the company's philosophy and code of conduct
    • Instruct the employee on payment dates
    • Instruct the employee on working hours
    • Introduce the employee to the company's physical structure
    • Introduce the employee to his/her colleagues
    • Instruct the employee on how to clock in/out
    • Introduce the employee to the main company managers

Done

All set up, new team member in the house!

Archived

Old and dusty things…

Welcome aboard

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