Pre-start clearance checklist
Track the six clearance items a client requires for each accepted placement, with an owner for every item, so nobody starts with an item missing.
- Industry
- Staffing, Recruiting and HR Services
- Team
- HR and recruiting
- Use case
- Recruiting and hiring, Documents and evidence
- Tags
- Approval workflow Client delivery
- Includes
- 1 app
Template preview
Included items
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Dashboards
App · 2 embedded blocks: Chart: Clearance items for the two next starts (c-clearance-waffle); Progress: approval gates (progress-gates) · Requires sign-in
Overview
What this template supports
A pre-start checklist a staffing agency shares with a client's onboarding lead. It shows two accepted starts side by side with the six required items, who owns each one and which are missing, plus a callout for the missing items with the owner and the consequence. It includes a state diagram of one clearance item and the steps to a start-date decision.
- Two starts side by side in tabs
- Six-item checklist for each start
- Stats row of items received and missing
- Missing-item callout with owner and consequence
- State diagram of one clearance item
- Start-date decision steps
How to use this template
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List the items the client requires
Write the required items once, in order, and use the same list for every start.
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Record each item with a date and an owner
Mark every item received or missing, add the date it arrived and name who owns each missing one.
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Set the decision date
Agree the date the start is cleared or moved, and name the person who owns the start-date risk.
Frequently asked questions
Does the page show candidate names or personal details?
No. It identifies each start by role and shows item status only. Names, dates of birth and document numbers stay in the secure placement record.
Who clears a start?
The client's onboarding lead validates each item and authorizes clearance. The agency collects the items and chases the gaps.
What does Pre-start clearance checklist help me do?
Track the six clearance items a client requires for each accepted placement, with an owner for every item, so nobody starts with an item missing.
Who reads and maintains this page?
Client onboarding lead and the delivery director. The client onboarding lead reviews it.
When is the page ready to share with the client?
Shared only after every item for every start is marked received or missing, and each missing item has an owner and a date.
What do visitors see in the public link?
The public link opens the full page without sign-in. The live Dashboards blocks are a separate app that needs FuseBase sign-in, so a visitor without access does not see their live figures.