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Candidate ID, right to work and employer setup, from one link.

Every placement waits on right to work checks, references and bank details, and one late reply costs the start date. Docsroom gives each person their own link and chases whoever has not replied.

8 templates80 requestsWritten for recruitment agencies

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Eight templates for recruitment agencies

Open a template to see every request in the order it is asked, and watch it written in and answered.

Employer starter checklistfor new hiring companies · before we take on their vacancies12 requests12 requests
Employer starter checklistAshworth Packaging · new employer9 of 12 back
  • The company
  • FormCompany details6 questionsAssigned to MSMark Sutcliffe, directorFrom Jessin 2 daysComplete
  • QuestionVAT numberor say noneAssigned to MSMark Sutcliffe, directorFrom Jessin 2 daysComplete
  • QuestionWho pays our invoicesname and emailAssigned to MSMark Sutcliffe, directorFrom Jessin 3 daysReady to check
  • QuestionPurchase order neededyes or noAssigned to MSMark Sutcliffe, directorFrom Jessin 3 daysReady to check
  • Working together
  • DecisionService you needtemp, permanent or bothAssigned to MSMark Sutcliffe, directorFrom Jessin 4 daysComplete
  • ApprovalTerms of businessread and approveAssigned to MSMark Sutcliffe, directorFrom Jessin 4 daysAwaiting reply
  • TableTrade referencestwo suppliersAssigned to MSMark Sutcliffe, directorFrom Jessin 5 daysReminder sent
  • UploadEmployer’s liabilitycurrent certificateAssigned to MSMark Sutcliffe, directorFrom Jessin 5 daysComplete
  • On your site
  • UploadHealth and safety policyif you have oneAssigned to MSMark Sutcliffe, directorFrom Jessin 6 days1 file sent
  • QuestionSite rules for tempshours, PPE, inductionAssigned to MSMark Sutcliffe, directorFrom Jessin 6 daysReady to check
  • QuestionWho approves timesheetsname and emailAssigned to MSMark Sutcliffe, directorFrom Jessin 5 daysComplete
  • QuestionPay for your own stafffor temps after 12 weeksAssigned to MSMark Sutcliffe, directorFrom Jessin 6 daysAwaiting reply
Staff starter checklistfor new consultants · before their first day11 requests11 requests
Staff starter checklistOlivia Bennett · consultant9 of 11 back
  • Checks before you start
  • QuestionRight to work share codenine charactersAssigned to OBOlivia Bennett, consultantFrom Jessin 3 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to OBOlivia Bennett, consultantFrom Jessin 3 daysComplete
  • UploadProof of addresslast three monthsAssigned to OBOlivia Bennett, consultantFrom Jessin 4 days1 file sent
  • TableTwo refereesnames and numbersAssigned to OBOlivia Bennett, consultantFrom Jessin 5 daysReady to check
  • Pay and contract
  • FormBank and tax details6 questionsAssigned to OBOlivia Bennett, consultantFrom Jessin 4 daysComplete
  • ApprovalEmployment contractread and approveAssigned to OBOlivia Bennett, consultantFrom Jessin 5 daysAwaiting reply
  • ApprovalCommission planread and approveAssigned to OBOlivia Bennett, consultantFrom Jessin 6 daysReminder sent
  • ApprovalRestrictive covenantsread and approveAssigned to OBOlivia Bennett, consultantFrom Jessin 6 daysComplete
  • Recruiting rules
  • ApprovalData protection policyread and approveAssigned to OBOlivia Bennett, consultantFrom Jessin 6 daysReady to check
  • UploadData protection trainingif you have a certificateAssigned to OBOlivia Bennett, consultantFrom Jessin 7 days2 files sent
  • UploadRecruitment qualificationREC or similarAssigned to OBOlivia Bennett, consultantFrom Jessin 7 daysComplete
Candidate registration packfor new candidates · before we put you forward12 requests12 requests
Candidate registration packDaniel Hargreaves · registration9 of 12 back
  • About you
  • FormPersonal details8 questionsAssigned to DHDaniel Hargreaves, candidateFrom Jessin 2 daysComplete
  • UploadYour CVlatest versionAssigned to DHDaniel Hargreaves, candidateFrom Jessin 2 daysComplete
  • FormWork preferences6 questionsAssigned to DHDaniel Hargreaves, candidateFrom Jessin 3 daysReady to check
  • Right to work
  • UploadPhoto IDpassport or licenceAssigned to DHDaniel Hargreaves, candidateFrom Jessin 3 days2 files sent
  • QuestionRight to work share codenine charactersAssigned to DHDaniel Hargreaves, candidateFrom Jessin 3 daysComplete
  • UploadProof of addresslast three monthsAssigned to DHDaniel Hargreaves, candidateFrom Jessin 4 daysAwaiting reply
  • Work history
  • TableJobs you have heldlast five yearsAssigned to DHDaniel Hargreaves, candidateFrom Jessin 4 daysReminder sent
  • QuestionGaps in work historydates and reasonsAssigned to DHDaniel Hargreaves, candidateFrom Jessin 4 daysComplete
  • TableTwo refereesnames and numbersAssigned to DHDaniel Hargreaves, candidateFrom Jessin 5 daysReady to check
  • UploadCertificates and ticketsif the job needs themAssigned to DHDaniel Hargreaves, candidateFrom Jessin 5 days2 files sent
  • Terms
  • ApprovalTerms of registrationread and approveAssigned to DHDaniel Hargreaves, candidateFrom Jessin 5 daysComplete
  • ApprovalPrivacy noticeread and approveAssigned to DHDaniel Hargreaves, candidateFrom Jessin 5 daysAwaiting reply
Temp worker starter packfor new temp workers · before their first shift10 requests10 requests
Temp worker starter packAdaeze Okafor · warehouse temp8 of 10 back
  • Pay
  • FormBank and tax details6 questionsAssigned to AOAdaeze Okafor, temp workerFrom Jessin 2 daysComplete
  • UploadP45 from your last jobif you have oneAssigned to AOAdaeze Okafor, temp workerFrom Jessin 2 daysComplete
  • DecisionHow you want to be paidPAYE or umbrella companyAssigned to AOAdaeze Okafor, temp workerFrom Jessin 3 daysReady to check
  • QuestionUmbrella company nameif you chose oneAssigned to AOAdaeze Okafor, temp workerFrom Jessin 3 daysReady to check
  • Your terms
  • ApprovalAgency worker termsread and approveAssigned to AOAdaeze Okafor, temp workerFrom Jessin 3 daysComplete
  • ApprovalKey information documentread and approveAssigned to AOAdaeze Okafor, temp workerFrom Jessin 3 daysAwaiting reply
  • DecisionWorking time choiceopt out or notAssigned to AOAdaeze Okafor, temp workerFrom Jessin 4 daysReminder sent
  • On site
  • QuestionBoot and hi-vis sizesif the site needs themAssigned to AOAdaeze Okafor, temp workerFrom Jessin 4 daysComplete
  • UploadTickets and licencesforklift or food hygieneAssigned to AOAdaeze Okafor, temp workerFrom Jessin 5 days1 file sent
  • QuestionEmergency contactname and numberAssigned to AOAdaeze Okafor, temp workerFrom Jessin 4 daysReady to check
Reference requestfor referees · when a candidate gives your name9 requests9 requests
Reference requestIan Mercer · Daniel Hargreaves reference7 of 9 back
  • About the job
  • FormJob title and dates5 questionsAssigned to IMIan Mercer, line managerFrom Jessin 3 daysComplete
  • QuestionHow you know themline manager or colleagueAssigned to IMIan Mercer, line managerFrom Jessin 3 daysComplete
  • QuestionReason for leavingas far as you knowAssigned to IMIan Mercer, line managerFrom Jessin 3 daysReady to check
  • How they worked
  • QuestionTime keeping and attendancea short commentAssigned to IMIan Mercer, line managerFrom Jessin 4 daysReady to check
  • QuestionPerformance and conducta short commentAssigned to IMIan Mercer, line managerFrom Jessin 4 daysComplete
  • DecisionWould you rehire themyes, no or maybeAssigned to IMIan Mercer, line managerFrom Jessin 4 daysAwaiting reply
  • QuestionAny concernsyes or no, then detailsAssigned to IMIan Mercer, line managerFrom Jessin 4 daysReminder sent
  • Your details
  • UploadYour own reference letterif your firm uses oneAssigned to IMIan Mercer, line managerFrom Jessin 5 daysComplete
  • ApprovalConfirm your referenceread and approveAssigned to IMIan Mercer, line managerFrom Jessin 5 daysReady to check
Vacancy briefing packfor hiring managers · before we start advertising9 requests9 requests
Vacancy briefing packRachel Owen · warehouse supervisor7 of 9 back
  • The role
  • FormVacancy details8 questionsAssigned to RORachel Owen, hiring managerFrom Jessin 2 daysComplete
  • UploadJob descriptionif you have oneAssigned to RORachel Owen, hiring managerFrom Jessin 2 daysComplete
  • QuestionLocation and hourssite, shifts and parkingAssigned to RORachel Owen, hiring managerFrom Jessin 3 daysReady to check
  • QuestionPay and benefitsrange and extrasAssigned to RORachel Owen, hiring managerFrom Jessin 3 daysReady to check
  • QuestionMust havesskills and licencesAssigned to RORachel Owen, hiring managerFrom Jessin 3 daysComplete
  • The hiring process
  • TableInterview panelnames and rolesAssigned to RORachel Owen, hiring managerFrom Jessin 4 daysAwaiting reply
  • DecisionInterview stageshow many roundsAssigned to RORachel Owen, hiring managerFrom Jessin 4 daysReminder sent
  • QuestionStart datehow soon you need themAssigned to RORachel Owen, hiring managerFrom Jessin 4 daysComplete
  • Before we advertise
  • ApprovalAdvert wordingread and approveAssigned to RORachel Owen, hiring managerFrom Jessin 5 daysReady to check
Permanent placement packfor candidates with an offer · when an employer makes an offer8 requests8 requests
Permanent placement packPriyanka Desai · finance manager offer6 of 8 back
  • The offer
  • DecisionYour answeraccept, decline or talkAssigned to PDPriyanka Desai, candidateFrom Jessin 2 daysComplete
  • ApprovalOffer letterread and approveAssigned to PDPriyanka Desai, candidateFrom Jessin 2 daysComplete
  • QuestionNotice periodand when you can startAssigned to PDPriyanka Desai, candidateFrom Jessin 2 daysReady to check
  • Before you start
  • UploadProfessional certificatesfor the employerAssigned to PDPriyanka Desai, candidateFrom Jessin 5 days2 files sent
  • UploadBasic DBS certificateif the job needs oneAssigned to PDPriyanka Desai, candidateFrom Jessin 6 daysComplete
  • QuestionHoliday already bookeddates, if anyAssigned to PDPriyanka Desai, candidateFrom Jessin 5 daysAwaiting reply
  • After you start
  • UploadP45 from your current jobonce you have leftAssigned to PDPriyanka Desai, candidateFrom Jessin 10 daysReminder sent
  • QuestionWeek one check-inhow it is goingAssigned to PDPriyanka Desai, candidateFrom Jessin 12 daysComplete
Yearly licences and coverfor the agency · each year, before renewal9 requests9 requests
Yearly licences and coverAshcroft Recruitment · yearly pack7 of 9 back
  • Licences and membership
  • UploadGLAA licencefarm, food or packing workAssigned to SKSarah Kendall, compliance leadFrom Jessin 7 daysComplete
  • UploadTrade body membershipREC or APSCoAssigned to SKSarah Kendall, compliance leadFrom Jessin 7 daysComplete
  • UploadData protection feeICO certificateAssigned to SKSarah Kendall, compliance leadFrom Jessin 8 days1 file sent
  • Insurance
  • UploadProfessional indemnitypolicy scheduleAssigned to SKSarah Kendall, compliance leadFrom Jessin 8 days2 files sent
  • UploadEmployer’s liabilitycurrent certificateAssigned to SKSarah Kendall, compliance leadFrom Jessin 10 daysComplete
  • UploadPublic liabilitycurrent certificateAssigned to SKSarah Kendall, compliance leadFrom Jessin 10 daysAwaiting reply
  • Checks and records
  • TableRight to work spot checksname, date, checked byAssigned to SKSarah Kendall, compliance leadFrom Jessin 12 daysReminder sent
  • TableUmbrella companies we usename, number, last checkedAssigned to SKSarah Kendall, compliance leadFrom Jessin 12 daysComplete
  • ApprovalData protection policyread and approveAssigned to SKSarah Kendall, compliance leadFrom Jessin 14 daysReady to check

Written for recruitment agencies. The names are made up. The replies coming in are an illustration. Build any of these in Docsroom and save it as your own template.

Why it helps

What changes for you

A link for every candidate and referee

Candidates, referees and hiring managers each open their own link on a phone, with no account, no password and no CV lost in an email chain.

Right to work papers dated on file

Share codes, passports and DBS certificates arrive against each candidate’s name, with the day each one came in.

Chasing goes on while you take calls

Docsroom chases whoever is late until they reply, so a start date is not lost for want of a form.

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