How to Process a Reference

To book a demo: Click Here

To complete a reference. Please follow the steps below

2. Find your Applicants Name and select their name

3. Recruiters can then either contact the current references or request a new one

i) Reject:

(1) Select the Referee Name and change status to Rejected or Inactive

(2) Confirm

4. Reference is completed online or via phone

a) Online by referee

i) Select Notify Referee – this will send an email link and change the status to “Waiting”

ii) Once completed it will be “Completed”

b) To Submit yourself whilst completing a phone call

i) Select “Submit Feedback”

ii) Complete all fields

iii) In the comments state who completed the references

iv) Save and submit

5. Review completed reference and change to approve.

a) Please review the “complete” reference by clicking “View Feedback”

b) Select the Referee Name and change the status to Approved or Rejected

6. Upload to applicants' documents by selecting the Green Icon which will turn red

7. Approve reference completely to remove from reference pending dashboard