In this article, you will find a checklist to ensure that your settings for candidate management have been set up correctly.

Checklist: Required settings

• The access rights and notifications for individual recruiting roles have been configured coherently.
  
  
• Each position has a Responsible assigned.

Tip
Learn more about why these settings are important in Recruiting role access rights and what they mean.

Checklist: Optional settings

• You have created all the phases that candidates need to go through during the application process. The maximum number of days that a candidate should spend in each phase should also be specified. 
  
  Further information: You can find further information on this topic in Set up recruiting phases.
  
  
• You have created all the interview types that you would like to plan in Personio.
  
  Further information: You can find further information on this topic in Create interview types.
  
  
• You have created custom email templates for the application process.
  
  Further information: You can find further information on this topic in Create email templates.
  
  
• You have configured evaluation forms that will ensure a standardized evaluation process. 
  
  Further information: You can find further information on this topic in Create candidate evaluation forms and Best practice: Candidate evaluation forms.

Congratulations 🎉
You have finalized your setup and can move on to invite your employees.