Requisition Intake and Scorecard Lock (Onboarding)
A checklist with 7 steps: Convert the client's verbal role brief into a written requisition with a fixed scope boundary.
By InnovaAI ResearchPublished
What are the steps?
Requisition Intake and Scorecard Lock (Onboarding)
- 01
Convert the client's verbal role brief into a written requisition with a fixed scope boundary
Capture title, seniority band, location or remote policy, compensation range, and the three outcomes the hire must deliver in the first 90 days. A requisition without a compensation range stalls at offer stage and burns candidate goodwill.
- 02
Lock the interview scorecard before any candidate enters the pipeline
Define four to six competencies, each with a 1-to-5 behavioral anchor. Scorecards written after screening begins drift toward whoever the reviewer already liked, which is the failure mode AI screening is supposed to reduce.
- 03
Assign a named human reviewer to every automated screening stage
Platforms such as GoHire and Spark Hire can rank and score applicants at volume, but the requisition owner signs off on every rejection above the first filter. Record the reviewer's name in the requisition record.
- 04
Map the client's approval chain and decision latency in writing
Identify who can reject a candidate, who can extend an offer, and the maximum days each step may take. Agency delivery teams lose placements when a client's hiring manager sits on a shortlist for two weeks.
- 05
Confirm data handling terms for candidate records before sourcing starts
Establish where resumes and interview recordings are stored, how long they are retained, and whether the client or the agency is the data controller. This determines what the purge schedule can legally delete later.
- 06
Publish the requisition to the agreed channel set and freeze the list
A single-click multi-board post through an ATS reaches Indeed, LinkedIn, and similar boards, but adding a board mid-search changes the applicant pool and invalidates early funnel benchmarks. Freeze channels for the first 14 days.
- 07
Set the weekly pipeline review cadence with the client contact
Book a recurring 30-minute slot at intake. Retainer clients who see a weekly funnel snapshot raise fewer escalations than those who only hear from the agency at offer stage.