Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR classic plans: Standard, Premium, Platinum
Available for the following User Access level: Admin
The Recruitment Management feature allows you to manage your candidate references in platform. First up you select the candidate, and how many references you need from them, then the platform will send them a link to complete these details. Lastly, you then have the choice to email and/or call these references from within the HR platform and mark how you found their input.
Getting started
Helpful Hint
Candidates must create a Swag Jobs profile in order for them to provide referee details. This is especially useful to note, as candidates can be added manually, without having a Swag Jobs profile.
- Click the Recruitment menu.
- Click the Jobs tab.
- Click the role that needs a candidates references checked.
- Click the Reference Check tab.
- Click the Lets Go button.
- Complete the Number of Referees Required field.
- Click the Send Request button.
Helpful Hint
Clicking the Send Request button will send an email out to the candidate to complete their reference details. You can send your potential candidate the following article if they are having trouble completing this information for you.
- Once you get the referee list back from the employee, choose either:
- The email option:
- Complete the pop-up modal details.
- Once complete, click the button.
- Click the Send Email button.
- The call option:
- Connect your account to Calendly.
- Then follow the on-screen instructions.
Helpful Hint
Clicking the Email button will send an email to the referee asking them to complete the questions you provided. You can send the referee the following article if they are having trouble completing this information for you.
- The email option:
- Once the referee completes the request, you can click the Mark as Done button.
Helpful Hint
Click the View button to see the answers provided and the Notes button to add any comments.
- Next up, choose one of the following options on how your rate the reference:
- Positive.
- Negative.
- Neutral.
- Click the Submit button.
- Click the Done button.
Daily activities
- Click the Recruitment menu.
- Click the Jobs tab.
- Click the role that needs a candidates references viewed.
- Click the Reference Check tab.
- Click the View button.
Explore related content
- How do I manage my organisation's hiring processes? This feature allows you to create a new hiring process you can customise to your organisation's needs.
- How do I manage my organisation's job board integrations?This allows you to connect to a Job Board platform, where you can then post your job openings.
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