Five Things You Must Do Before You Recruit

1. Learn Federal and State Laws and Regulations.

The hiring process is rife with lawsuit traps. If you don’t know the tricky anti-discrimination laws that apply to the hiring process, your most innocent comments—even if intended to put an applicant at ease—could form the basis for an expensive lawsuit.

2. Study Your Organization’s Rules and Policies.

If you act without reviewing company rules and policies, it’s easy to be inconsistent (always dangerous) or to overstep your bounds, making commitments that you can’t live up to (for example, flying a person 2,000 miles for an interview, only to learn that relocation isn’t authorized).

Familiarize yourself with the following areas:

Job posting and internal search requirements
Union agreements and rules
Application form and résumé management policies
Equal opportunity obligations and policies
Relocation policies
Salary, compensation, and benefits policies
Recruiting budget
Reference and background checks policy

3. Clarify Your Role.

Each employer has its own way of running the recruiting process. Some are highly centralized, with the HR department doing most of the work. Others, especially in this era of leaner management, have decentralized recruiting, putting the burden on the shoulders of the hiring manager.

Ask these questions:

Who places advertisements?
Whose budget pays recruiting costs?
Who contacts job boards, search firms, and employment agencies?
Who does résumé screening, phone screening, and testing?
Who arranges for and conducts interviews?
Who extends formal offers of employment?
Who makes and maintains records?
4. Verify the Job Opening.

Before investing time and money in interviews, make sure that the job opening is “real.” If your organization has a formal process for approving an opening for hire, make sure that all appropriate forms are signed and authorizations are obtained.

If your organization is less formal, at least send a confirming memo to involved parties, outlining your plan.

5. Identify Controls or Constraints.

There can be any number of constraints on your hiring. You’ll just waste time if you set off without knowing what they are. Ask these questions:

Who else needs to interview or meet with final candidates?
What authority do you have to set salary?
Who needs to approve your final choice for hire?
How much of a hurry are you in?
Do you have authority to relocate?
What is the budget for advertising?
What is the budget for job board, search firm, or employment agency fees?
In tomorrow's Advisor, five more prehiring necessities that help you "get real" before you recruit.