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Ari Meisel’s How to Streamline the Hiring Process Guide

Ari Meisel’s How to Streamline the Hiring Process Guide

Use this process to streamline your hiring process via automations. After setting up the automations, run a checklist whenever you want to hire new candidates quickly and effectively.
1
Introduction:
2
The application:
3
Consider if you've built these Zaps before
4
Set up the job application form on Wufoo
5
Require applicants to record a YouTube video
6
Set up Trello account
7
Create a specific Slack channel for applicant information
8
Make a Zap to automate the application
9
The test:
10
Set up HireSelect
11
Create a "HireSelect offered" Trello list
12
Make a Zap to contact the applicant with a HireSelect link
13
Create an "Interview offered list" Trello board
14
Make a Zap to schedule an interview with the applicant
15
The interview:
16
Prepare for the interview
17
The background check:
18
Set up Onfido
19
Create a "Background check" Trello list
20
Make a Zap for Onfido
21
Signing documents:
22
Create a "Documents sent" Trello list
23
Make a Zap to send RightSignature link
24
Create a "Documents sent-onboarded" Trello list
25
Set up Dropbox
26
Make a Zap to move applicant's card between Trello lists
27
Training:
28
Create a Trello board with training materials
29
Send trainees an email regarding training
30
Set up a Slack "Training" channel
31
Add trainees to "Training" channel
32
Assign tasks to trainees
33
Extras:
34
Make a Zap for applicant card archival
35
Generate a Trello card to remove former workers
36
Sources:
37
Related checklists: