Hiring Pipeline Handoff to Client Stakeholders (Handoff)

Hiring Pipeline Handoff to Client Stakeholders (Handoff)

1. 01

   Freeze the requisition scope in writing before any candidate records move

   Capture role title, must-have criteria, compensation band, and interview panel in a single signed-off document. Changes after this point reset the shortlist clock and confuse client hiring managers.

2. 02

   Export the shortlist with scoring rationale attached to each candidate

   A ranked list without reasoning invites the client to re-screen from scratch. Include the assessment method used, whether that was AI resume matching, a one-way video screen, or a code review exercise.

3. 03

   Name the single client-side decision owner and their response window

   Shared inboxes stall hiring. Get one named hiring manager plus a backup, and agree a 48-hour feedback window per candidate batch so the retainer scope does not silently expand.

4. 04

   Transfer access credentials and revoke agency-side admin seats on the client's ATS

   Hand over recruiter-level accounts, then downgrade or remove agency admin rights. Leaving agency staff as workspace owners creates a compliance exposure the client will eventually flag in a security review.

5. 05

   Document the rejection reasons for every candidate not advanced

   Store structured reasons rather than free-text notes. This protects the client against adverse-action claims and gives the agency a defensible record if a rejected candidate disputes the process.

6. 06

   Schedule the 30-day pipeline review before the handoff call ends

   Book the date live on the call. A standing review converts a one-off placement into a recurring recruitment retainer and surfaces fill-rate problems while there is still time to adjust sourcing.

7. 07

   Confirm which candidate data the agency retains and which it deletes

   Agree retention periods in writing, then purge records the client owns. Offshore and cross-border hiring adds data residency questions, so confirm where candidate records physically sit before closing the engagement.