Official skill · Hiring

Role intake and scorecard

Runs the hiring-manager intake and turns it into a role scorecard: mission, measurable outcomes, 5 or fewer must-haves, level, deal breakers, loop and sourcing plan. Use it when A manager asks to hire for a new role or a backfill.

AI skill

Have your AI turn a hiring manager's wishes into a clear role

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14 days free · No card needed

Works in Claude, ChatGPT, and coding agents. On Team and Business, the official skill in your pod updates itself when we improve it.

When to use it

What you give it

What you get

A role scorecard with outcomes, must-haves, job-related deal breakers, competencies mapped to interview stages, sourcing plan and timeline.

How it works

  1. Run the meeting with a fixed agenda
  2. Write the mission in one sentence
  3. Turn duties into 3 to 5 outcomes
  4. Cut the must-haves to 5 or fewer
  5. Set the level and deal breakers
  6. Pick 4 to 6 competencies for the interviews
  7. Design the loop and sourcing plan
  8. Get sign-off

Example

What you give it

Dev Patel, VP Customer at Lumen Ledger (bookkeeping software, 70 people, London). "We need an onboarding manager. Customers take 60 days to go live, that's killing expansion. Someone who's done SaaS onboarding, can run projects, talks to accountants. Must have 5 years experience, a finance degree, and be a young energetic type who fits in. Budget £55–65k. Start in 8 weeks. Interviews: me, Sofia from support, a case study.

What you get back (the start of it)

Role scorecard — Customer Onboarding Manager, Customer team

Hiring manager: Dev Patel · Recruiter: [name] · Signed off: pending Why now: new role; go-live takes 60 days and slows expansion Level: individual contributor, reports to VP Customer, manages no one · Location: London (hybrid) [assumption] · Pay range: £55,000–£65,000

Mission

Get new customers live fast enough that they expand in their first year.

Outcomes

#OutcomeMeasureBy
1Own every new customer's onboarding plan100% of new accounts have a dated planMonth 2
2Cut time to go-live60 days to 30Month 9
3Build a repeatable onboarding playbookUsed by support for all accountsMonth 6
4Raise first-year expansion[measure to agree]Month 12

The rest of this output, the full steps and the checks the AI runs before it answers are in your pod once you add the skill.

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Changelog

Sources

  1. Hiring Manager-recruiter Intake Meeting Questions [+Answers] (Workable) (read 2026-11-04)
  2. A guide to structured interviewing for better hiring practices - Google re:Work (read 2026-11-04)
  3. Prohibited Employment Policies/Practices | U.S. Equal Employment Opportunity Commission (read 2026-11-04)
  4. Advertising a job – Recruitment (Acas) (read 2026-11-04)
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