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How to add a reference check to onboarding
How to add a reference check to onboarding

employment, personal or character reference

Irina Zadrutskaya avatar
Written by Irina Zadrutskaya
Updated over a year ago

You can add our references feature to the staff member onboarding process, our automated references can transform your compliance managers productivity by making use of our system automation of referee notifications and chasing.
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  1. Open the 'Organisation Settings' tab

  2. Select the 'Onboarding' tab and click 'Edit'.

3. Onboarding constructor will open. Then click the '+ Add New Step' button and select 'Reference check'.

4. You may want to change its name. Also, configure the roles applicable for this step.

5. Click 'Save Draft' and then 'Publish'.

Now you have the reference check step in your onboarding.

How to configure reference form?

If you haven't configured a reference form for a role, please see below how to do it.

To change the reference form click 'Edit'.

Credentially note: We automatically add the following fields to a reference form: 

  • Referee full name

  • Referee email

  • Staff Member's full name

  • Job start and end date

  • Organisation name

If you add reference check to the onboarding and configure reference forms for each role, the following will happen:

  • Candidates will see the step asking them to provide their referees' names and emails (and, if you set that, phone numbers) while onboarding.

  • Credentially will send reference requests to referees automatically. 

Please be aware that depending on whether you have your company logo on Credentially, your candidates' referees receive the standard or the co-branded reference request notification. If the organisation's logo is uploaded, Referee notifications will include the co-branded referee email with your organisation's logo and the "Powered by Credentially" sign next to it:

image9.png

  • Referees don't need to register at Credentially to submit a reference. Referees can either upload a file with the reference or fill in the reference form you have configured.

Reference request frequency

Credentially will send automatic reminders to referees after days 1, 3, 5, and 7 if they haven't responded to the reference request. In addition, if particular referees do not provide their references after day 7, you may send them additional reminders by clicking on the 'Remind' button next to the necessary reference request.

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