Position Information Checklist

Position Information Checklist

explore alternatives for each
new position or vacancy

Position Information Checklist

Asking your hiring managers to complete a Position Information Checklist for all open positions, not only helps you to determine the status of those positions, but also ensures that all hiring alternatives and costs have been explored when a new position or job description is created.

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Approving a new position without rigorous due diligence is all too common and the future costs to your business are significant. Using a Position Information Checklist template helps to determine the status of the position and supports the justification to hire process - which is one of the most important business cases you can put forward.

Even more frequently overlooked is applying the same rigorous justification process for existing positions that become vacant.  It's also recommended that this Position Information Checklist be used for any existing position that becomes vacant to ensure that the position is thoroughly reviewed before giving the green light to proceed with the search. This important step is an opportunity to review and optimize the position to reflect additional skills or changes now required to support your business or department. For example, you may find that a full time regular position can now be deemed a part time contract position due to changes in the business landscape.



How it's used

Once this Position Information Checklist template has been modified for your company, it will be used by:

  • Hiring managers and HR, who will review and complete the checklist for each open position.    
  • Finance and senior management, who will review the completed checklist as an addendum to the Approval to Hire Form, and provide the green light to begin the recruiting process.

Why use a Position Information Checklist?

  • Ensures that hiring managers explore alternatives to the status of the position and can justify the status selected
  • Encourages a culture of due diligence and accountability for decisions, fiscal responsibility, creativity, and critical thinking 

What you risk by not using it

  • You may end up taking on the financial responsibility of another full-time employee without exploring other more cost-effective or creative alternatives

  • Why it's a good idea to re-evaluate every open position

Can I preview it?

You bet.  
Click on the blue text link(s) below

Position Information Checklist  |  Accompanying Instructions for Managers 

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Which HR kit is it included in?

The Position Information Checklist can be used on its own as a stand-alone tool, or as part of the Opening & Advertising a Position Kit for Managers, which is one of 4 ConnectsUs Recruiting & Hiring Kits.


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