Contents

Exportable PDF package for placement files

Exportable PDF package for placement files

Overview

Generate checklist PDF reports for placement records, client handoff, and internal archives.

When the screening checklist is complete, export a PDF summary of items and status for the placement record. Upload to your ATS or send to the client as your agency prefers.

How Ontario recruiters use hivi-x

  1. Build a checklist — screening, client intake, or assignment file (you create templates; no pre-seeded staffing library in app yet).
  2. Open a candidate or client record — attach the checklist to the file your team manages.
  3. Share and collect — candidates upload via a secure guest link (no account needed) or the my-id.ca portal.
  4. Track gaps — see completed vs outstanding items; approve or reject uploads.
  5. Export — PDF package for placement record, client handoff, or archive.

Honest v1 limits

  • Secure guest link — no account needed (email OTP verification)
  • No automated email reminders for missing items yet
  • No IRCC or government work-authorization verification
  • No AI auto-match of uploads to checklist items (voice-note summaries only)
  • Not an ATS — no job posting or pipeline CRM

Trust

Canadian hosting, AES-256-GCM at rest, TLS in transit, self-hosted AI. Candidate data is not sent to third-party AI providers.

General operational information for Ontario recruiters and staffing agencies — not employment law, immigration, or HR compliance advice.

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Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

What is included in a hivi-x PDF export?
Checklist items with completion status — designed for placement records and handoff. Exact layout follows your checklist structure.
Does hivi-x replace our ATS?
No. hivi-x is a document-collection layer alongside Bullhorn, Greenhouse, or similar tools for pipeline management.
Is this legal or compliance advice?
No. These guides describe operational document workflows. Confirm requirements with qualified counsel and current Ontario law.

Collect complete candidate screening files without the chase

Hivi-X helps Ontario recruiters and staffing agencies collect screening documents with reusable checklists, the my-id.ca candidate portal, self-hosted AI summaries, and exportable PDF packages — alongside Bullhorn, Greenhouse, or your ATS.

Exportable PDF package for placement files | hivi-x Docs