Introduction
The referee dashboard in the EntireHR assists the staff to verify the details submitted by the applicant from the applicant’s referees. The applicant has to fill in the referee’s name, mobile number, email address, work contact number, and place & time worked with the applicant.
How to Access Online Referees?
To access Online Referees:
Go to Recruitments Quick link.
Click Referee Reference Pending.
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3. From the List of Pending Referees, click the required Applicant/Member link to view all the online referees submitted by the member.
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4. View all the referees submitted by the applicant.
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How to Create Referees?
To create referees:
Click the Create New Referee to generate a new referee for the applicant.
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Field Name | Description |
|---|---|
Name | Mention the name of the referee. |
Qualification | Select the referee’s qualification from the drop-down dialogue box. |
Position | Mention the position of the referee in his/her current company. |
Organization Name | Specify the company’s name of the referee. |
Length of the Time Worked | Mention the number of years that the applicant has worked with the referee. |
Contact Email | Mention the email address of the referee. |
Contact Numbers | Input the work, home or the personal number of the referee. |
Reference Contact Priority | Set the Priority to low, medium or high as per requirement. |
How to Edit Referees?
To edit referees:
Click the name under Referee Name.
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Field Name | Description |
|---|---|
Name | Mention the name of the referee. |
Qualification | Select the referee’s qualification from the drop-down dialogue box. |
Position | Mention the position of the referee in his/her current company. |
Organisation Name | Specify the company’s name of the referee. |
Length of the Time Worked | Mention the number of years that the applicant has worked with the referee. |
Contact Email | Mention the email address of the referee. |
Contact Numbers | Input the work, home or the personal number of the referee. |
Reference Contact Priority | Set it to low, medium or high according to the requirement. In Referee Status, select the options from the drop-down dialogue box as New, Waiting, Completed, Inactive, Rejected, and Approved. Created by/on: mentions the staff ID with the date and time when it was created. Updated by/on: mentions the staff ID with date and time when it was last updated. |
How to Notify Members to Submit New References?
To notify members to submit new references:
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Field Name | Description |
|---|---|
Email Template | Select from the drop-down dialogue box to whom you want to send the email. |
Email From | This mention the sender of the email. |
Email To | This mention to whom you want to send the email. |
Email CC/ Email BCC | Specify the person’s email ID to whom you want to send the email’s copy/ carbon copy |
Email Subject | Briefly mention the email context in a subject. |
Body | Write in detail about notifying members to submit the new references. |
How to Approve the Referee’s Feedback?
To approve the referee’s feedback:
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