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Completing References

Within the Dashboard please click References Pending

 Legend for Recruitment Dashboard - References Pending

 

1

Referee Name

Selecting referee name will show pop-up of referee details for internal staff to alter if required/change to inactive if reference is unsatisfactory

 

 

2

Applicant/Member Name

Selecting these will show applicant or members complete list of references (visual available on subsequent page)

 

3

Send Feedback Reminder

This will send email with hyperlink to reference form for referee to complete

4

 Send Email

customised email may be sent via this option

5

Send SMS

Customised SMS may be sent via this option

 View of Applicant / Members References Details

Legend for Contact Status of Reference

NEW

Referee has not yet been sent notified by SMS or email of nomination

WAITING

Referee has been notified by email and/or SMS of request to complete reference

COMPLETE

Reference has been completed by referee or internal staff on behalf of referee

 INACTIVE

Referee was made inactive by internal staff due to no response/does not met company requirements for reference

  1. Find your Applicants Name and select their name

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

    1. Reject:

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

      2. Confirm

3. Reference is completed online or via phone

a)      Online by referee

i)       Select Notify Referee – this will send a 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 comments state who completed the references

iv)    Save and submit

  1. Review completed reference and change to approve.

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

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

  1. Upload to applicants' document by selecting the Green Icon which will turn red

 

  1. Approve reference completely to remove from reference pending dashboard

 

 

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