Keeping your hiring on track with a process checklist (with template)

December 13, 2023

You know the importance of a strong mission statement and core values — but how do you actually create those? If you’re asking yourself this question, you’re in luck: Next week’s “Inside the Process” goes into a deep dive of how to define your company, mission, and values with Trainual’s very own CMO Jonathan Ronzio! It’s all happening next Wednesday, December 20 at 9 a.m. PST/12 p.m. EST. Register for the Zoom here!

Hot off the SMB press this week: 

  • A checklist template to standardize your hiring process.
  • The benefits of spending a little extra time when hiring new employees.
  • Why Trainual’s switch from collections to groups makes things easier for your business.
  • Everything you need to know about your business’ Facebook account.


Template of the week: Hiring Process Checklist

Trainual Hiring Process Checklist template banner

Whether you’re just starting out, or caught in the whirlwind of a fast-growing business, having the right team around you is essential for success. Teamwork really does make the dream work — and that means finding talented, hardworking, and innovative employees who understand your company’s vision and are committed to smashing goals.

So, take a good, long look at your hiring process. The job listings you post, the interview questions you ask, and the communications you send out are all critical to finding the right people to join your team. And that process isn’t something you want to improvise every time you need a new customer service rep, sales manager, or director.

Meaning, you need a standardized process that not only keeps your hiring team accountable, but also gives them confidence that you’ll find and hire good candidates time and time again.

👉 And you know we’ll never leave you hanging — which is why we’re sharing this Hiring Process Checklist template! Set your team up for success with this comprehensive list of everything they need to do to find some amazing new team members. Just customize the template for your business’ unique needs, and it’s ready to share with your team!

Want more templates to help you build your business playbook? Check out our entire template archive of free, multimedia-enhanced, and customizable policy, process, and role starters. New to Trainual? Get a demo.


Why a longer hiring process might be better for your business

"Well, what's taking so long?"

When you need help fast…
…it can seem like a good idea to hire the first job candidate with the right experience and good vibes. If you’re looking for a sales representative, and someone comes knocking on your door with three years of sales experience under their belt, they’ll probably be a good fit, right?

Not necessarily. We all know that a good hire is a lot more than their work experience. It’s just as important — if not more so — that they’re interested in what the business is doing and that they can fit well in your company culture

And hiring the wrong people costs money.
According to the Society for Human Resource Management (SHRM), the average cost per new hire is $4.7K. And many employers think it can cost even more, especially if department leaders and managers invest a lot of their time in the hiring process.

So, if you hire someone quickly, only to lose them for one reason or another, you’re back to square one — having spent a few grand for nothing.

So a longer hiring process might be the best move.
We’re not advocating for a three-month-long search for every job opening — that in itself is a waste of time and resources. But, taking a few weeks to go through multiple interviews, get second opinions, and really evaluate a candidate’s ability to do the job can go a long way to ensuring you’re getting the right person for the role.

Here are a few other reasons why a longer hiring process is a good thing for your company:

  1. The wrong hire could negatively affect your results. A new hire is meant to make everyone’s lives easier — supposedly. If you hire the wrong person, your other employees will have to spend time making up for their poor performance and mistakes — taking them away from the good work they’re supposed to be doing. (That's almost as bad as not documenting your processes and leaving your seasoned employees to fend against new hires' neverending questions!)
  2. Bad hires take time to replace. Getting rid of a bad hire is not a straight-forward process — and if your business is growing and changing quickly, you may find you don’t have the time or resources to actually replace a bad hire right away.

👉 Learn more about the benefits of a longer hiring process.


How to organize your policies & processes into folders. (Hint: Use groups!)

OMG! We have folders for our policies and processes now!?
Got that right. For those of you who remember, Trainual used to have collections, which were folders that stored your processes.

Why Trainual groups are way better than collections

But those days are over because now you’ve got groups, which give you ultimate flexibility for content organization. They’re way better than collections, and here are the top three reasons why:

  • You can organize all content types using groups. You can use groups to view compilations of company subjects, policies, and processes.
  • Groups organize more than content. They organize your people, too! So you can connect employees, the groups they’re a part of, and the content they need — all together. 
  • Subjects can live in more than one group. Remember having to pick just one collection for each subject? Those days are over! Because you can sort subjects into as many groups as you’d like. LFG.

So what happened to my collections?
In case you missed our heads-up emails and posts in Trainual Insiders, your collections migrated over to groups on Dec. 7 (AKA, they turned into groups). You’ll find all of your new groups on the Groups page under the “Other” section on the far right. 

What do I need to do next?
Here’s everything you’ll want to do with your groups:

  1. Right now, your old collections are in the “Other” group category. So, move groups as needed to the other group types: role, department, location, or team. 
  2. Make sure you’ve added content to your groups.
    🔥 Tip: Add people, descriptions, and responsibilities to this group, too! This will auto-assign the content to everyone who needs it, as well as link it to explanatory info and accountability measures for the group.
  3. Head to the Content page and view your subjects by any group type. (What are those? #Folders.)

👉 Head to the Groups page and check out your new collections now! (New to Trainual? Get a demo.)


2.91B reasons you need a Facebook presence

You read that right. There are 2.91B monthly Meta users who are ready to scroll and click their way to your products and services. Needless to say, small to medium businesses and organizations can leverage this platform to promote their services, increase customer support, and boost sales and recognition.

And the two biggest strengths are: 1) the free Facebook Business Page, and B) the paid campaigns and advertisements that allow you to target specific audiences. 

Why you should create a Facebook Business Page (if you haven’t already):
Well first, it’s free. Second, it’s a super speedy process. So the better question is: Why not?

He said, "It's fo' free." And I said, "Sure."

Posting company info on Facebook is a free way to gain more brand awareness and website traffic (duh) — but did you know you get access to audience demographics, too? A bunch of analytics are free, while others are inexpensive adds. 

Plus, when people go searching for a problem your company can solve and land on your Facebook Business Page, they’ll immediately get access to your information like your address, phone number, and website. Nailed it.

On top of this, you’re engaging prospects, new customers, and your longtime customers — keeping them in the know on all things happening in your business: new products and services, deals, behind-the-scenes action, and whatever else you want them to see! 

Why you should consider Facebook ads and boosted posts:
Boosted posts are ones you pay to post to a target audience that’s likely to be interested in your products or services. You can use either boosted posts or regular ads (that offer more functionality and placement choices) to lead people to your Facebook Business Page, site, and more.

👉 Tips for using Facebook ads, boosted posts, and pages.

Organize the chaos
of your small business