Account managers
Clarify client expectations before handing the role to delivery.
Recruiter intake checklist
Job Order Intake Checklist for Recruiters
A job order intake checklist should capture role requirements, must-have criteria, compensation, urgency, decision process, hiring team expectations, submission rules, and risks before recruiters begin sourcing.
Use this checklist to prevent weak job intake from creating poor searches, rejected submissions, and unclear client expectations later in the hiring process.
Who it helps
Use this before accepting a role into the pipeline
The checklist helps recruiters decide whether the role is workable, urgent, clear, and worth delivery capacity.
Delivery recruiters
Start sourcing with decision criteria instead of vague job-description language.
Agency leaders
Prioritize roles based on fee value, urgency, exclusivity, and fill probability.
Checklist
Capture job-order details that affect fill quality
Use these questions during intake calls, intake forms, or role qualification meetings.
1
Role and candidate profile
Define what a qualified candidate must prove.
Confirm role title, team, reporting line, work model, location, salary range, and start date.
Separate must-have experience, preferred skills, trainable skills, and deal breakers.
Ask why the role is open, what success looks like, and why previous searches failed.
Capture candidate motivators the recruiter can use during outreach.
2
Client process and commercial terms
Clarify whether the agency can actually fill the role efficiently.
Confirm hiring stages, interview owners, feedback timing, offer approval path, and target decision date.
Document fee terms, exclusivity, replacement period, submission limits, and ownership rules.
Define how many candidates the client expects and what format submissions should follow.
Score the job by urgency, clarity, compensation fit, client responsiveness, and competition level.
ATZ CRM workflow
Turn intake answers into recruiter action
ATZ CRM keeps job order details, client contacts, criteria, activities, and candidate pipeline connected.
1
Create the job record
Store criteria, compensation, client contacts, and hiring stages in the job workspace.
2
Prioritize the role
Use priority scoring to decide sourcing effort and recruiter assignment.
3
Launch the workflow
Move from intake to sourcing, screening, submission, and client feedback with consistent steps.
Common mistakes
Job intake mistakes that damage delivery
A weak intake call usually becomes a weak shortlist, slow feedback, and low recruiter confidence.
Accepting vague requirements
Recruiters cannot search effectively when must-haves and preferences are blended together.
Ignoring client responsiveness
A high-fee role can still waste time if feedback and interviews are slow.
Missing submission rules
Unclear ownership or format expectations create disputes after candidates are sent.
Helpful next steps
Related pages for stronger role qualification
Connect job order intake with client intake forms, job priority scoring, job posting, and sourcing.
FAQ
Job order intake checklist questions
What should recruiters ask during a job intake call?
Ask about required skills, flexible criteria, compensation, urgency, hiring process, feedback timing, decision owners, submission rules, and why the role is open.
How does job intake affect candidate sourcing?
Clear intake gives recruiters better search terms, stronger outreach angles, realistic compensation context, and fewer rejected submissions.