Describe the request.
- Candidate inquiry, application handoff or client staffing request.
- The missing context or repeated staff task.
- The job or client reference that should follow it.
Prepare a useful first change for the recruiting team.
Use this checklist to define the website or staff task before choosing a broader system replacement.
List systems and owners.
- The website, applicant-tracking and customer tools.
- Supported vendor interfaces and account owners.
- The staff member who responds to an unassigned request.
Agree on information requirements.
Your agency approves fields, document handling and intended audiences. Keep initial requests proportionate and use fictional data during development checks. Hiring and selection decisions stay with the agency and client.
Choose the checks.
- A complete request reaches the right staff record.
- Closed or changed jobs show an appropriate next step.
- Missing context and repeated requests are handled clearly.
- Phone and keyboard use remain practical.
Plan the handover.
Assign job maintenance, connection care and unanswered-request follow-up. Agree on training and ongoing support.