setup-customization-checklist.md
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
The skill fires when an interview round closes for a candidate, or on demand ("debrief the panel for [candidate]"). Reference trigger:
Interview round [n] has closed for [candidate], [role].
Load and follow the <Panel debrief alignment> skill in full.
Context for this run:
- Candidate and role: [ATS link or ID]
- Interviewers this round: [names]
- Group debrief time, if one happened: [time]
- Who holds the candidate relationship: [name]
-
{{ATS}}is connected and returns per-interviewer feedback with timestamps. The contamination check depends on the timestamps. - Interviewers submit feedback in
{{ATS}}before any group debrief. If your team debriefs verbally, change that first. The skill can flag contamination; it cannot remove it. - Someone owns getting the candidate's read within 24 hours of the final interview.
-
{{REVIEW_CHANNEL}}exists and{{HIRING_MANAGER}}actually reads it.
2. Placeholders
-
{{ATS}},{{NOTES_TOOL}},{{REVIEW_CHANNEL}},{{HIRING_MANAGER}},{{COMPLIANCE_OWNER}},{{DRIFT_WINDOW}}all filled, or the optional ones deleted. - If you do not record interviews, delete
{{NOTES_TOOL}}and its line in Step 1. - Map "advance" to your own stage names in
{{ATS}}.
3. Policy decisions
- Start in trial mode for the first three roles. ATS writes off, cards marked TRIAL.
- Drift window. 48 hours is the default. Shorter for SDR and high-volume roles, longer only if your process genuinely needs it.
- Who sees bias flags. Decide who
{{COMPLIANCE_OWNER}}is before the first flag appears, not after. - Work samples. Decide now whether you pay for them and the maximum time you will ask of a candidate. Never use a free strategy project.
- Brokering log. Decide where resolved concerns are logged so the library compounds across roles.
4. Behaviour that must never be removed
- BLIND rows are worked before DIVERGENT rows.
- Panel and candidate interest are rated separately, each with a quote.
- Feedback written after a group discussion is tagged and cannot make a row ALIGNED on its own.
- Missing inputs are named at the top of the card, never inferred.
- Interviewer words are never passed to the candidate verbatim.
- Protected-attribute comments are excluded from the decision and routed to
{{COMPLIANCE_OWNER}}. - No stage change, rejection or offer without a human Yes.
- Every ATS write is read back, and a failed write is reported on the card.