Online References Module - X, X1 and X2

Recruitment Dashboard (References Pending)

Previous Functionality

Existing Applicants with References Pending

Existing applicants in References Pending stage prior to Professional X migration will be accessible in a link in the footer called Old References.

Here, References can be viewed in the old format and 'Save and Continue' may be selected to transition applicant from pending to complete.

Existing Members with References in Previous Format

Similarly, existing members previous references can be viewed under Member Profile>Recruitment>References. EntireHR recommend utilising the new references module following it’s release, however the old references functionality will continue to operate if this method is preferred.

New References Functionality

Online References features include:

tracking of applicant or members references at any stage
instantaneous notifications to referees once nominated by applicant¹
customised reference forms based on industry and qualification specific requirements²
references completion updated in real-time and is visible to applicant and internal staff

1 If activated in Masters Settings

2 If activated in Masters Settings

expiry of outdated references
bulk customisable email reminders

Create Referee

Important to Note:

Minimum number of fields have been flagged as mandatory to reduce possibility that an applicant (or member) will enter inaccurate contact details.

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