Recruiting Technology Checklist
Evaluate whether technology supports the actual recruiting workflow.
Organization: _______________________ Owner: _______________________ Date: ______________
Your working context
Organization: wirehouse / broker-dealer / RIA / OSJ / third-party recruiting firm / other
Your role: ____________________ Responsibilities you own: ____________________
Mark practices outside your responsibility as not assessed. Identify the appropriate owner before treating them as gaps.
| Check | Evidence / gap | Owner / next review |
|---|---|---|
| Reliable, adopted system of record | ||
| Current data with source provenance | ||
| Clear permissions and tenant boundaries | ||
| Useful intelligence tied to an action | ||
| Traceable communication and follow-through | ||
| Automation with explicit review and failure handling | ||
| AI outputs reviewed against evidence | ||
| Shared pipeline and management reporting | ||
| Data portability and documented retention | ||
| Security and vendor controls appropriate to the data |
Priority action: __________________________________________________________________
Evidence we will review: ___________________________________________________________
Owner and review date: _____________________________________________________________
An HNTR working framework. No industry benchmarks, guaranteed results or proprietary advisor scoring are included.