Ontario candidate document checklist
Ontario candidate document checklist
Standard screening items
| Document | Required for | Notes |
|---|---|---|
| Résumé / CV | All placements | Current version |
| Government photo ID | All | Agency review |
| Work authorization | Non-citizens | Work permit, PR card, etc. |
| SIN verification | Hired workers | After offer — not initial screen |
| Certifications / licences | Role-specific | Trade certs, WHMIS, etc. |
| References | Most placements | 2+ professional |
| Background check consent | Pre-screen | Written consent — PIPEDA |
| Vulnerable sector check | Regulated roles | Where required |
| Skills assessment | Client requirement | As specified |
| Direct deposit / tax forms | Post-offer | TD1, void cheque |
Why a checklist beats a PDF list
A static list in email does not track completion. A hivi-x checklist shows submitted, approved, and missing items per candidate — and exports a PDF when ready.
Free PDF starting point
Download the lead-magnet checklist at hivi-x.ca/recruitment/ontario-candidate-document-checklist, then build your tracked version in hivi-x.
General operational information for Ontario recruiters and staffing agencies — not employment law, immigration, or HR compliance advice.
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 the minimum document set before submitting a candidate to a client?
- Varies by client and role — commonly résumé, ID, work authorization where applicable, references, and any required consent. Confirm with your client and counsel.
- Is there a pre-built staffing checklist in hivi-x?
- Not in the app library yet. Build from your agency workflow or the free PDF at /recruitment/ontario-candidate-document-checklist.
- When should SIN be collected?
- Generally after offer for payroll onboarding — not at initial screening. Confirm timing with HR and privacy counsel.
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.
More Recruitment guides
- Email is not document collectionOntario recruiters lose placements chasing résumés, work permits, and consent forms through email threads. A checklist-first workflow keeps candidate files complete.
- Missing documents cost recruiters placementsIncomplete candidate files delay client submissions and weaken placement revenue for Ontario staffing agencies.
- Better candidate document collectionCandidate experience affects placement success. Clear screening checklists help candidates feel guided and make your agency look prepared.
- Stop chasing résumés in emailRésumés buried in inboxes slow Ontario recruitment workflows. Centralize CV collection with checklist tracking.
- ATS vs document collection for staffing agenciesATS platforms manage pipeline; document collection assembles the screening package ATS attachment fields were not designed to track.
- Right-to-work verification in Ontario staffingWhat Ontario staffing agencies collect for work authorization — and what document collection software can and cannot verify.
- Bill 27 staffing agency licensing recordsWhat Ontario THA/recruiter licensing means for document organization — fee, bond, and record-keeping context.
- Temp worker compliance documents in OntarioAssignment records, hour documentation, and OHSA safety orientation for Ontario temporary help agencies.
- Pre-employment screening documentsDocuments and consents collected before offer — background checks, references, credentials, and skills tests.
- Background check consent collectionCollect written background-check consent securely for Ontario recruitment — PIPEDA timing and portal uploads.
- Recruitment agency client intakeEmployer-client onboarding documents — service agreements, job descriptions, WSIB, and licence verification.
- Placement document workflowEnd-to-end placement file process — client intake through candidate screen to exportable package.
- New hire document package in OntarioPost-offer paperwork for placed workers — TD1, direct deposit, emergency contact, policy acknowledgments.
- Staffing agency onboarding documentsAgency-level compliance file — THA licence, surety bond, insurance, and internal policies.
- Candidate résumé and CV package workflowStandardize résumé versions, cover letters, and skills summaries in one screening file.
- Client candidate submission workflowAssemble and export screening packages for client review without email attachments.
- Temp staffing onboarding checklistDay-one and assignment-start documents for temporary workers placed in Ontario.
- Co-agent workflow for recruitment teamsLoop coordinators and secondary recruiters into candidate files with scoped access.
- Exportable PDF package for placement filesGenerate checklist PDF reports for placement records, client handoff, and internal archives.
- Canadian-hosted document collection for recruitersPIPEDA-aligned collection on Canadian servers with self-hosted AI — not US-hosted ATS attachments.
- Secure candidate portal for recruitmentCandidates upload screening documents through the encrypted my-id.ca portal.
- Voice notes for recruitment screening callsRecord screening call recaps and attach them to the candidate file.
- AI summaries for candidate filesSelf-hosted AI summaries on voice notes — candidate data not sent to third-party AI.
- Small staffing agency document standardizationBoutique agencies with 1–10 staff benefit from one screening standard across recruiters.
- Coordinator document collection workflowAdmin and coordinator roles — chasing documents without stealing recruiter sourcing time.
- Foreign national recruitment EPFNA recordsEPFNA disclosures and seven-year record retention for foreign-national recruiter files.
- Bill 27 audit-ready placement filesOrganize placement documentation for ESA inspection prep — not a compliance guarantee.
- SharePoint vs checklist candidate trackingWhy folder hierarchies break down at 20+ active candidate files.
- DocuSign vs document collection for recruitersSigning tools and document collection solve different problems in recruitment workflows.