CANDIDATESASSESSMENT — STAFFING ASSESSMENT OPERATIONS CHECKLIST

Purpose
Use this checklist to keep a high-volume assessment project visible from the
client role brief through invitations, completion, evidence review, and the
client’s next decision. Assessments support human review; they do not make the
hiring or placement decision.

1. ROLE AND PROJECT SETUP
Client role:
Project owner:
Client decision owner:
Target hiring window:

Observable outcomes the role must deliver:
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Evidence already available:
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Important uncertainties the assessment process should help clarify:
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2. FOCUSED ASSESSMENT PLAN
For every selected assessment, record:

Assessment:
Role-relevant question:
Why the evidence matters:
What the result cannot decide:
Expected candidate steps:
Candidate support or accommodation route:

Remove an assessment when its result would not change the shortlist,
interview focus, or evidence presented to the client.

3. INVITATION BATCH READINESS
[ ] Candidate names and business-purpose email addresses checked
[ ] CSV columns and formatting checked
[ ] Duplicate candidates reviewed
[ ] Correct project and assessment set confirmed
[ ] Candidate instructions and deadline confirmed
[ ] Support and accommodation route included
[ ] Internal owner named for failed invitations

4. DELIVERY AND COMPLETION MONITORING
Record the current project state:

Invited:
Started:
Completed:
Reviewed:
Invitation delivery failures:
Candidate support issues:

Follow-up actions:
- Failed invitation owner and action:
- Candidate who has not started:
- Candidate who started but has not completed:
- Material interruption or access issue:

Do not treat a delivery failure, access problem, interruption, or missing
completion as ordinary evidence about candidate capability.

5. EVIDENCE REVIEW
Use the same headings for candidates in the same project.

Candidate:
Role-relevant evidence:
Strengths:
Trade-offs or mixed evidence:
Missing or context-sensitive evidence:
Structured interview question:
Evidence a useful answer should contain:
Recommended next human action:

6. CLIENT HANDOFF
[ ] Role outcome and assessment scope included
[ ] Like-for-like candidate comparison included
[ ] Important uncertainty made visible
[ ] Interview verification questions included
[ ] Client response route explained
[ ] Interview, hold, or decline action recorded with a reason
[ ] Recruiter follow-up owner named

7. CLOSEOUT
Client decision summary:
Candidates advancing:
Candidates on hold:
Candidates declined:
Open candidate communication:
Open client action:
Project owner:
Review date:

8. HUMAN-REVIEW AND REUSE BOUNDARY
CandidatesAssessment presents structured evidence for recruiter and client
review. Recruiters and clients remain responsible for lawful use,
accommodations, interpretation, candidate communication, and the final hiring
or placement decision.

Do not reuse, transfer, or redeploy assessment evidence across roles, clients,
or time periods without an approved product workflow covering candidate
consent, role relevance, assessment version, expiry, and access. Those controls
are planned and are not represented as live.

Product boundary at publication (26 August 2026)
Available: single and CSV bulk invitations through a durable queue, invitation
delivery health, project funnel visibility, assessment assignment, candidate
results and comparison, structured interview questions, immutable PDF output,
protected expiring or revocable client review links, client comments and
interview/hold/decline responses, and agency analytics.

Planned, not represented as live: ATS/API/webhook integrations, SMS invitations,
automated candidate decisions, candidate evidence passports or cross-client
reuse, persistent client accounts or portals, per-client white-label branding,
advanced team roles, per-link permission scoping, and a complete audit-event
history.