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title: Setup and customization checklist description: Trigger setup, placeholders, policy decisions and the behaviour that must never be removed.

Setup and customization checklist

1. Trigger setup

Two triggers. A new role fires a full intake. A stalled search fires rewrite mode. Reference triggers:

A new role needs briefing: [role].

Load and follow the <Hiring intake brief> skill.

Context for this run:
- Role: [ATS link or ID, or "new"]
- Hiring manager: [name]
- Intake notes or recording: [link, if the call has happened]

The search for [role] has stalled.

Load and follow the <Hiring intake brief> skill in Rewrite mode.

Context for this run:
- Current brief: [version and link]
- What has happened so far: [candidates, drop-off reasons, feedback]

• {{ATS}} or {{DOCS}} holds past job descriptions and briefs for similar seats.
• {{REVIEW_CHANNEL}} exists and every sign-off holder reads it.

2. Placeholders

• {{ATS}}, {{CRM}}, {{DOCS}}, {{NOTES_TOOL}}, {{REVIEW_CHANNEL}}, {{HIRING_MANAGER}}, {{PAY_BENCHMARK}}, {{CURRENCY}} all filled, or the optional ones deleted.
• {{PAY_BENCHMARK}} names its source and the date it was checked, for every seat you hire. See hireability-check.md for what it should cover.

3. Policy decisions

• Start in trial mode for the first two roles.
• Feedback limits. Adopt the tiers in process-contract.md or set your own, and name who chases them.
• Sign-off. Decide who must sign every brief, by seat level.
• Must-have cap. Three by default. Change it deliberately, not by drift.
• Requirement language. Review for proxies of protected attributes before the first brief.

4. Behaviour that must never be removed

• The twelve-month outcomes question opens every intake.
• The five skipped questions are asked on every intake.
• Must-haves are capped and each one passes the substitution test.
• Every pay figure names its source. Missing data is named, never estimated.
• The hireability check runs before approval.
• Any blocking flag the hiring manager overrules gets a dated tripwire and an agreed fallback brief.
• Signed briefs are versioned, never edited in place, and candidates in process are re-checked on every change.
• Nothing is advertised, sourced or sent before a human approves the brief.
• When a rival is at final stage, candidate generation starts the same day.
• Every write is read back, and failures are reported on the brief.