| Work trigger | An approved hiring process needs interview scheduling, candidate reminders, ATS cleanup, resume fact tags, or panel preparation. | A recurring team routine needs task-board upkeep, meeting actions, follow-up queues, handoff checks, or a weekly summary. | Does the next reviewable record belong to a candidate journey or a shared operating rhythm? |
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| Approved source | Hiring stages, approved interview slots, ATS-field rules, message templates, and recruiter instructions. | A shared task board, recurring checklist, meeting notes, owner list, and manager instructions. | Stop if the source cannot support the next status, owner, date, or follow-up. |
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| Prepared output | An interview schedule, approved reminder, clean candidate record, panel packet, missing-detail list, or pipeline report. | A maintained board, action list, follow-up queue, handoff check, blocker note, or weekly summary for review. | The reviewer should be able to verify the source, held action, and next review without rebuilding the record. |
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| Messages and access | Uses named accounts, MFA, limited ATS fields, and approved logistical reminders; routes candidate questions and outcome communication. | Uses named, limited access to internal boards and current documents to prepare follow-up and source-backed summaries. | An authorized owner approves permissions, message rules, and any candidate or operating change. |
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| Held actions | Stops for evaluation, ranking, selection, rejections, compensation, offers, employment terms, sensitive HR records, or broad HRIS access. | Stops for priorities, tradeoffs, staffing, budget, scope, deadlines, client commitments, vendor terms, access changes, and final operating decisions. | Preparation work does not carry hiring, commercial, access, or operating-decision authority. |
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| Early evidence | Accurate records, correct slots and time zones, approved reminders, complete packets, and routed exceptions. | Named owners, real due dates, current links, blocker notes, follow-up records, and weekly summaries. | Add work only when the owner can see what was prepared, held, and routed. |
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