When candidates submit reference information on their application, users can complete references checks by phone or use the automated email reference check feature. Learn how to review, edit and complete references below!

Users can access references in a few different ways. On a candidate’s full application, references can be found toward the bottom of the page in the section called References.

On the candidate’s quick view, a user can click the Reference Check Not Started link to be directed to the reference section for that candidate.

Note: If there are no references associated with that candidate the user will not see a status link in a candidate’s quick view.

For pending references, if you hover over the Reference Check Pending link you will see the status for each of the candidate’s references. There are 3 different statuses associated with references, including Not Started, Pending and Complete. A pending reference means that the reference request has been sent via email but it has not yet been completed.

All users can view all pending and completed references by clicking the View pending & completed references link next to the references header on a candidate’s full application.

This link will take the user to the references modal, where you can see a full list of submitted and pending reference forms.

From the submitted references section, you can view all reference forms and edit and delete any reference forms that have been created.

You can also send a reference request via email or conduct a phone reference from this section by clicking on one of the two buttons on the bottom right hand side.

To view a completed reference form, you can click Complete (view) in the reference section, from there you will see the reference responses outlined on the existing form.

All users can add or edit existing reference contact information on a candidate’s full application. To add a new reference contact, a user must click the +Add a Reference link in the bottom right corner of the references section. From there, users can add all pertinent information for a reference contact including name, title, email, phone number, relationship and years known.

To edit existing reference contact information a user can click the Edit link on the top right corner of the references section. Edits are made in real time and the changes are saved when the user clicks out of the references section or hits enter/return. When a field has been edited, an information icon will become visible. If the user hovers over the information icon they can see who made the edits along with date and time the edits were made.

Users can also delete new and existing references by clicking the trash icon in both Add reference and Edit mode.

To complete a reference check, the user can navigate to the references section on a candidate’s full application and click Select in the contact method section.

If the user does not complete the phone or email reference during the initial attempt they can remove the Phone or Email tag by clicking the X in the Select field.

If the user wants to conduct a phone reference they can select Phone in the contact method section. From there, a reference form will pop-up for the user to complete while conducting the candidate’s reference check by phone. All reference forms are automatically saved every 10 seconds.

Once the user has entered the reference contact’s responses, they will need to click Complete & Submit button at the bottom of the page.

If the user wants to request an email reference they can select Email in the contact method section. From there a reference email request form will pop-up for the user to complete.

The user will need to select the reference form they wish to send for the reference contact to fill out. The user must also select an email template to generate the text for the email or they can directly draft the message. Once the user is ready to send the reference request, they will click Send Request in the bottom right corner of the page. This will generate an email to the reference contact, requesting that they complete the online reference form. A link to fill out the reference form will be included at the bottom of the email.

To send a reference reminder, the user will need to click View pending and complete references (the link at the top of the references section of the full application). From there, the user should see all email requests that have gone out to the candidate’s reference contacts. If the user clicks the clock icon next to the email confirmation an email reminder will automatically send to the appropriate reference.

There is no login required to fill out reference forms, and again, all completed email references will show up under the View pending and completed references section.

Users can set an email notification to be sent out when a reference is completed for certain candidates at varying points in the process. notifications can be sent out immediately, daily or on a weekly basis. To learn more about reference notifications, click here.