Procedures for Opening a New position

The Step-by-step guide for managers

Process Guide for Staff - Opening & Advertising a Position

The Procedures Guide for Opening a New Position outlines a step-by-step process for stage 1 of the recruiting and hiring process – opening and advertising a position. It helps your staff understand who's responsible for each step, and provides them with access to other ConnectsUs documents used in the the procedures for opening a new position.

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This Procedures Guide for Opening a New Position ties together the Who, What, When, Where, and Why steps to be taken before advertising and beginning a search. It tells staff in each role what’s expected of them, what to do when, how to do it, and what tools to use.  It makes them accountable, and eliminates the use of the phrase, “I didn’t know I was supposed to do that.”

The Procedures for Opening a New Position uses all the ConnectsUs documents in the Opening a New Position Kit, and gives you the option to link them and their accompanying Instructions for Staff directly from the Procedures Guide for Opening a New Position so your staff can open them while reading about them. Linking to documents right from the procedures guide eliminates questions like:

  • What documents do I need?
  • When am I supposed to use them? 
  • How do I use them?
  • Where do I find them?
  • Is this the latest version?

Why use it

Developing Procedures for Opening a New Position and taking the time up front to think through and document your process is foundational to this HR Kit, and therefore of critical importance. It provides your managers with 24/7 self-serve access to documented and clear step-by-step processes. 

  • Consistency – everyone goes through the same process and follows the same procedures when opening a new position
  • Clarity – responsibilities, accountability, and checklists are defined for each new position activity. Everyone understands the role HR and the Hiring Manager play when opening a new position 
  • Completeness – steps are not duplicated or overlooked
  • Due diligence – HR/Hiring Managers do their homework before opening a new position 
  • Professionalism – you provide the right first impression of your company
  • Compliance – you adhere to legislated requirements and employment standards

What you risk by not using it

If you don't implement Procedures for Opening a New Position:

  • HR is constantly answering the same questions about procedures relating to open a new position
  • Important steps are missed, done in the wrong order, or duplicated
  • Managers can make assumptions and take shortcuts
  • Managers are not accountable for doing their homework before a position is open
  • Managers can't find the related resources and forms they need to do their jobs
  • Your company is exposed to risks associated with perceived discriminatory practices.  

Can I preview & download this HR template?

You bet.  To preview, just click on the blue file names below

Procedures Guide for Opening a New Position

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Which HR kit is it included in?

This Procedures Guide for Opening a New Position is used with the Opening a New Position Kit, which is one of 4 ConnectsUs Hiring Process Kits.

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Procedures for Opening a New Position


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