Hiring Managers Guidance and Processes

Add to favourites

Navigate the full recruitment journey with clear, step‑by‑step guidance for every stage of the NHS Scotland hiring journey. From developing job descriptions to final offers, this section brings together the core processes, templates, and guidance to help you stay aligned with national standards and ensure your process is fair, consistent, and well‑supported. 


This page brings together national guidance, processes and tools to support you through every stage of recruitment. Whether you are recruiting for the first time or are an experienced hiring manager, you’ll find clear, consistent guidance aligned to Once for Scotland recruitment approaches and national standards.

Explore the sections below to access templates, process flows, and helpful tips – everything you need to recruit the right people for the right roles.


Our goal is simple: to bring together all the recruitment and support resources you need in one accessible place, to enable the delivery of fair, inclusive recruitment that widens access and provides opportunities for a broad range of people. Here you’ll find:
 

Have a question or suggestion?

If you have any questions about the information provided, or if you think additional content would be helpful, please contact the Centre for Workforce Supply at nes.cwsmarketing@nhs.scot.


Share your feedback or ideas

We’d love to hear from you! 🔗 Complete our short form to submit these instantly!

Guidance to Recruiting across NHS Scotland
Text reads: Hiring managers guide and process

Recruitment Essentials for Hiring Managers


This resource is designed to support hiring managers through every stage of the recruitment journey. Here you’ll find clear guidance, practical tools, and essential resources to help you plan, authorise, and manage vacancies effectively and in line with NHS Scotland standards.

With centralised access to essential tools, templates, and guidance on the recruitment journey, the below resources have been collated to empower hiring managers to easily navigate the recruitment process, support candidates effectively, and uphold NHS Scotland’s national standards.


This page brings together the key documents and resources used throughout the recruitment process, helping you stay on track and work consistently.

Whether you’re completing on the early stages of recruitment, creating a job description and person specification, or navigating approval processes, this guide provides step-by-step instructions and best practice advice to ensure a fair, transparent, and efficient recruitment experience.


NHS Scotland Recruitment Timeline at a Glance

Get the full picture before you begin


Before starting your recruitment activity, we recommend reviewing the Recruitment Timeline. It gives an end‑to‑end view of the process and highlights what you need to consider at each stage, helping you plan effectively and avoid delays.

Recruitment timeline graphic
Step-by-Step Recruitment Process Journey
Banner artwork, text reads: Guidance through the process.

Follow clear guidance at every stage


This section breaks the recruitment journey into manageable steps, with dedicated guidance and resources to support you through each one.


Before you start: Planning Checklist


StepOutcome
Pre-approval and planningRecruitment need confirmed
1. PlanningRole documentation prepared
2. Recruitment ApprovalVacancy approved
3. RedeploymentRedeployment requirements completed
4. Get Recruitment-ReadyRecruitment activity prepared
5. Advertise and AttractVacancy advertised
6. ShortlistInterview candidates identified
7. Interview and AssessPreferred candidate selected
8. Conditional OfferConditional offer accepted
9. Pre-employment ChecksChecks completed
10. Formal OfferAppointment confirmed
11. Onboarding and InductionNew starter successfully onboarded

Step 1: Planning


Create or review a job description


The first step in the recruitment process is to create a job description. Recruitment begins with a clear and accurate job description. This sets out the purpose of the role, key responsibilities and requirements, and helps ensure consistency and fairness from the outset. 
 
Use the links below to create or review a job description that reflects service needs and supports inclusive recruitment. You can also access the job evaluation resources, templates and supporting documents to help you get started.

Please note, while many roles use nationally agreed or harmonised job descriptions, recruitment packs and supporting information may differ between Health Boards to reflect local processes and requirements.



Develop a person specification


The person specification outlines the skills, experience and values required for the role. This helps you assess candidates consistently and fairly. Guidance is available to help you define essential and desirable criteria clearly and align them with NHS Scotland values and behaviours.


Step 2: Recruitment approval


Before progressing a vacancy, ensure the appropriate approval and authorisation processes have been completed in line with your Health Board's local procedures. This helps confirm the need for the role and ensures the necessary approvals are in place before recruitment activity begins.

Providing clear and complete information at this stage can help prevent delays later in the recruitment process.


Vacancy Approval Process


Recruitment approval processes vary by Health Board. Before progressing a vacancy, follow your local Board's recruitment approval process and complete any required workforce planning, governance, vacancy authorisation or recruitment approval documentation.

For guidance on local approval routes, forms and support arrangements, refer to your Board-specific resources.


Recruitment Process Checklist


Once a vacancy has been approved, use the Hiring Managers Checklist below to support the recruitment process through each stage of recruitment.

The checklist provides practical guidance covering vacancy preparation, advertising, shortlisting, interviews, pre-employment checks, appointment and onboarding, helping hiring managers deliver recruitment activity consistently and in line with NHS Scotland policies and best practice.



Step 3: Redeployment


Before advertising a vacancy, you should consider whether the role can be filled through redeployment in line with local Health Board policies and workforce procedures.

Redeployment supports organisational change, helps retain valuable skills and experience, and ensures employees affected by organisational change are considered for suitable opportunities before wider recruitment activity takes place.

If a suitable redeployee is identified, the vacancy may be filled without progressing to advertisement. Where no suitable match is available, recruitment can proceed through the next stages of the process.

Refer to your Health Board's local HR or recruitment team for Board-specific redeployment procedures and operational processes.


Step 4: Get Recruitment-Ready


Once approval has been secured and redeployment requirements have been considered, the next step is to prepare for recruitment.

This includes finalising recruitment documentation, confirming the recruitment timeline, identifying panel members, and ensuring all information required for advertising the vacancy is ready for upload to Jobtrain.

Taking time to prepare at this stage can help avoid delays later in the recruitment process and supports a smooth experience for candidates and panel members alike.



Finalise your recruitment activity


Before progressing to appointment, review all elements of your recruitment activity. This includes checking adverts, confirming interview outcomes and preparing to issue offers. 

Clear guidance is available to support you through these final checks and next steps.



Step 5: Advertise and Attract


Promote your vacancy to potential candidates. Once your recruitment documentation has been finalised and uploaded, the next step is to advertise the vacancy and attract suitable candidates.

Vacancies are typically advertised through NHS Scotland Jobs and may also be promoted through local recruitment channels, social media activity, professional networks and other approved advertising routes.

The resources below provide guidance on vacancy advertising, recruitment marketing and attracting diverse, high-quality applicants.

Please note that advertising arrangements and support available may vary between Health Boards.



Step 6: Shortlist


Shortlisting is the process of assessing applications against the person specification. This supports fair, objective and transparent decision making and helps identify candidates who best meet the requirements of the role.

When undertaking shortlisting activity, you should follow local recruitment procedures and ensure all applicants are considered consistently using agreed criteria.

The guidance and resources below will help you complete shortlisting, apply the Job Interview Guarantee Scheme (JIG) where appropriate, and record decisions accurately within Jobtrain.



Step 7: Interview and Assess


This step focuses on preparing the documents and materials needed for interviews and assessments. You’ll find guidance on drafting interview questions, selecting appropriate assessment methods and ensuring a values‑based approach that supports inclusive and fair selection.

Interviews and assessments provide an opportunity to evaluate candidates against the requirements of the role, assess values and behaviours, and determine who is best suited to the position.

A well-planned interview process helps ensure recruitment decisions are fair, objective and evidence based. This may include interviews, presentations, practical assessments or other selection methods appropriate to the role.

The resources below provide guidance on conducting interviews, using assessment methods, recording outcomes and making appointment recommendations.


Pre-Interview Checklist for Managers


Before conducting interviews, ensure:

  • Finalise Questions: Interview questions and scoring criteria have been agreed.
  • Review Adjustments: Reasonable adjustment requests have been reviewed and arrangements put in place.
  • ID and Documentation: Right to Work and identification documentation requirements have been prepared.
  • Panel Competence: Panel members have completed the appropriate recruitment and selection training. All panel members understand their responsibilities under the Equality Act 2010.


Step 8: Conditional Offer


Confirm your preferred candidate. Following completion of interviews and assessments, the preferred candidate may be identified and a conditional offer progressed in accordance with local procedures.

A conditional offer is subject to the satisfactory completion of relevant pre-employment checks and does not constitute formal appointment.

The guidance below outlines manager responsibilities, candidate communications and the next steps in progressing an offer.



Step 9: Pre-employment Checks


Complete recruitment and safety checks. Before a candidate can be formally appointed, pre-employment checks must be completed in line with NHS Scotland recruitment policies and employment legislation.

Depending on the role, checks may include Right to Work verification, references, Occupational Health clearance, professional registration checks, qualifications verification and Disclosure or PVG checks.

The resources below provide guidance and supporting information to help you complete these requirements and ensure safe recruitment practices.



Step 10: Formal Offer


Confirm the appointment. Once all pre-employment checks have been successfully completed, a formal offer of employment can be issued.

At this stage, arrangements should be made to confirm the candidate's appointment, agree a start date and support any final onboarding requirements.

The resources below provide guidance on appointment processes, employment documentation and preparing for a successful start.



Step 11: Onboarding and Induction


Support a successful start. Effective onboarding and induction help new employees settle into their role, understand organisational expectations and begin contributing as quickly as possible.

Hiring managers play an important role in ensuring new starters receive the information, access and support they need during their first weeks in post.

The resources below provide guidance on induction, mandatory training, system access, local orientation processes and manager responsibilities for welcoming new employees into NHS Scotland.


Senior and Executive Recruitment

Additional guidance for senior and executive roles


For senior and executive roles, additional guidance is available to reflect the specific requirements and approvals involved. This includes tailored advice and supporting documentation to help you manage these appointments appropriately.
Compliance and Key Considerations

Meeting national standards


Recruitment activity within NHS Scotland must follow national workforce policies and UK legal requirements to ensure fair, safe and compliant hiring practices. This includes completing the appropriate pre-employment checks, verifying candidate eligibility, and ensuring all decisions are based on objective, non-discriminatory criteria.

Key areas to consider


AreaWhat this means for hiring managersFurther guidance
Right to work checksAll candidates must have their legal right to work in the UK verified before starting employment. This check must be carried out consistently for every applicant and includes any required identity and in-person document verification, to ensure compliance with legal requirements and avoid discrimination.Right to Work Checks Standard
Employment checks and pre-employment screeningA range of checks are required to confirm a candidate’s suitability. This may include identity verification, PVG/disclosure checks, occupational health screening, and professional registration where relevant.NHS Scotland Employment Checks Policy
Visa and immigration requirementsCandidates from outside the UK may require a visa or sponsorship. Hiring managers should be aware of relevant routes, such as the Health and Care Worker visa, and follow the correct processes.Working in Scotland – International Recruitment
Fair and inclusive recruitmentRecruitment decisions must align with equality legislation, ensuring all candidates are treated fairly and consistently. Assumptions about eligibility or suitability must not be based on personal characteristics.
International Recruitment Guidance

NHS Scotland is committed to attracting and retaining talented people from across the world to support a skilled, diverse and sustainable workforce. International recruitment can play an important role in meeting workforce needs and widening access to talent across a range of professions and services.

This section brings together national guidance, policies and resources to support hiring managers involved in the recruitment of international candidates. Whether you are considering visa sponsorship, reviewing eligibility to work requirements, or ensuring your recruitment process aligns with ethical recruitment standards, these resources will help you recruit fairly, consistently and in line with NHS Scotland policy.


You'll find information on international recruitment processes, visa sponsorship, right-to-work requirements, ethical recruitment principles and and key considerations for hiring managers to help you make informed recruitment decisions and provide a positive experience for candidates throughout the recruitment journey, ensuring recruitment processes are fair, compliant and aligned with national policy.


ResourceDescriptionFurther Guidance
Scottish Code of Practice for the International Recruitment of Health and Social Care PersonnelNational guidance setting out the standards, principles and requirements for ethical international recruitment within NHS Scotland.Scottish Code of Practice
NHS Scotland Careers International Recruitment Hub
Information and guidance to support international recruitment, including ethical recruitment principles, visa and immigration requirements, professional registration, and resources for overseas candidates considering a career in NHS Scotland.
International Recruitment Hub
NHS Scotland Employment Checks PolicyNational guidance covering right-to-work checks, identity verification and pre-employment checks for all candidates, including international recruits.Employment Checks Policy
Scotland's Migration Service
A Scottish Government-funded service providing guidance and support for employers recruiting international workers. The service offers information on sponsor licences, visa routes, immigration requirements and workforce planning, alongside free access to immigration advice for employers based in Scotland.
Scotland's Migration Service
Ongoing Support
Hiring managers are supported throughout the recruitment process and beyond. This includes access to national guidance, tools and templates, local HR and recruitment teams, and system support such as Jobtrain and eESS. 

Ongoing advice is also available on interview and selection, onboarding, reasonable adjustments, and employment checks - helping you manage recruitment confidently and consistently across NHS Scotland.