Tips to Help You Prepare for an Employee Intake Meeting

Employee Intake Meeting

If you’re an HR manager, you know that preparing for an employee intake meeting is essential. This meeting is where you introduce yourself to the hiring manager and discuss questions that help you hire a suitable candidate for the company.

Here are some tips that can help make the meeting go more smoothly.

Set Goals For The Recruiting Process

When meeting with the hiring manager, setting some goals for the recruiting process is important. This information will help you prioritize which candidates to meet and interview.

Some sample goals might include:

  • Hiring a minimum of five employees in the next six months.
  • Filling every available position within two weeks.
  • Narrowing down the pool of candidates to three finalists by Friday morning.

To prepare for an employee intake meeting, it is helpful to have a few key pieces of information about each candidate:

Prepare for Pre-Screening Questions

One of the most important parts is preparing for what you will ask the candidate. During this part of the meeting, you will likely discuss a few pre-screening questions to the hiring manager about what they are actually looking for in the candidate.

Some questions to ask potential employees during the screening process might be:

  • Tell me about a time when you had to take charge and lead a team.
  • What is your strongest skill?
  • What do you know about our company’s mission, values, goals, etc.?

Discuss the Interview Process

The recruiter needs to discuss the entire interview process with the hiring manager, which will make the hiring process more streamlined. There are many factors that go into the interview process, and it is important to have a general idea of the process.

The first round of interviews is usually a phone conversation, the second round is usually an in-person or video call interview, and The third round is a panel interview.

In order to make the best decision for the company, it is important to discuss the current hiring framework. The framework encompasses the entire hiring process, from initial contact and screening to onboarding paperwork.

Questions to Ask the Hiring Manager During Intake Meetings

The primary motive of the intake meeting is to find out what the hiring manager’s needs, goals, and expectations are. Questions to ask during intake meetings might be:

  • What are your top three requirements for the position?
  • What challenges have you faced in previous roles, and how did you handle them?
  • What skill set and qualification are you looking for in employees?
  • What is your ideal candidate profile?

Steps to Take After an Intake Meeting

Some steps you might take after an intake meeting would be to:

  • Compile a list of potential candidates based on the hiring manager’s requirements.
  • Schedule an in-person or video call interview with a few potential candidates.
  • Invite the top three candidates to join the team for a final round of interviews.
  • Make a decision about the candidate after the final interview.


Now that you have seen the tips we discussed above, it should be easier for you to handle your employee intake meetings.

Being confident is one of the biggest assets when it comes to discussing with the hiring manager.

If you use the tips we mentioned above, you will be able to explain why it is important for your company’s growth and how it can contribute towards its achievement.

This way, hiring managers will surely choose people with great potential who will add value to their business in no time!

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