Before you begin
Use the account and records authorized for your task.
The end of your pilot should follow its written scope and agreement. Confirm the review date and participants with the person responsible for the pilot. This guide provides a decision checklist; it does not set automatic renewal, access, payment, or deletion terms.
Review the same workflow you measured
Compare accepted outputs and recruiter hours with the baseline using the same definition. Include correction time, incomplete work, and differences in job mix or staffing. Keep candidate experience and output quality in the review alongside speed.
Record unresolved issues
List missing evidence, connection problems, access questions, and any work that still needs a person to repair or verify it. Decide who owns each issue and whether it prevents a useful comparison.
Choose the next step
The owner can discuss continuing, changing the scope, extending measurement, or stopping. Record the reason and what evidence supports it. Agree any further implementation work and charges before treating an extension or wider rollout as confirmed.
Confirm the operational handover
Check which users and workflows will retain access, who maintains connections, and how outstanding work will be handled. Confirm any export, retention, or deletion arrangements against the applicable agreement and policies. Do not assume that reaching a review date changes these automatically.
Bring the decision record and remaining questions to the person coordinating your pilot. For a support issue, follow Send a useful support request.
Prepare a comparison the owner can inspect
Bring the baseline and trial periods, accepted-output counts, recruiter hours, and quality-check results. Explain any change in team composition, workload, or acceptance criteria. If the two periods are not comparable, state that limitation and identify what further measurement would be needed.
Keep operational observations separate from placement, revenue, and cost claims. A faster review workflow does not establish those outcomes without their own evidence. If records are unavailable, discuss the observed workflow changes qualitatively and leave the numerical result unconfirmed.
Record the decision and unfinished work
Name the owner for outstanding candidate work, setup issues, and any proposed continuation. Write down what was decided, what remains conditional, and which agreement controls the next period. Confirm access and data-handling arrangements with the responsible people before making changes. A review meeting can produce a proposed next step without creating an automatic renewal or a new service commitment.
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