Remote hiring worksheets for small teams
Use these practical companions to the existing wiki guides. Each plain-text worksheet opens in a text editor or can be pasted into your own document. No signup is needed.
These are original planning aids, not validated hiring instruments or legal contracts. Examples are hypothetical. Adapt them to the role and keep completed records in your approved business systems.
Candidate scorecard
Define job outcomes, collect comparable work-sample evidence, record rating reasons and review essential requirements before making a decision.
- Agree the role outcomes and essential requirements before interviews.
- Adapt the example rating anchors to a representative task.
- Record missing evidence separately from a low score.
Preview the worksheet · Read the structured assessment guide
Onboarding checklist
Assign owners for setup, access, reviewed practice tasks, feedback and handover. Expand responsibility when observed work supports it.
- Set a first-week plan and a named contact for questions.
- Give access for defined tasks and review the first outputs.
- Set milestones appropriate to the role rather than a universal ramp deadline.
Pilot and service review
Agree scope, metric definitions, client dependencies and a review decision. Track supervision effort alongside delivery and provider charges.
- Specify included work, volume, owners and the pilot period.
- Define numerators, denominators and exceptions before collecting results.
- Decide what to change, continue or stop using observed evidence.
Preview the worksheet · Read the performance measurement guide
Connect the worksheets to your hiring decision
Before the pilot, compare staff augmentation and BPO to clarify who manages the work. Use the cost worksheet for the budget.
For a concrete role brief, start with hiring a virtual assistant or evaluating a software developer.