1. Click the  Recruitment menu.
2. Click the Jobs tab.
3. Click the role you wish to verify references for.
   
4. Click the Reference Check tab.
5. Click the Lets Go button.
   
6. Complete the Number of Referees Required field.

7. 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 have requested a reference and have received the referee list back from the employee, you can contact the referee. You have 2 options:

• The email option:
  1. Click the Email button under Communication mode.
  2. The Edit Referee Questionnaire modal will appear.
  3. You can select a pre-made reference check template in the Select template (Optional) field.

  4. Alternatively, you can create your own questionnaire under the Questions section

     Helpful Hint

     You can select what kind of answer should be given to each question using the Question type dropdown menu. Short-answer questions allow up to 150 characters, while long-answer questions allow up to 1000 characters.

  5. When you have finished creating the questions, click Save.
  6. Once complete, click the ellipsis   button, under Actions.
  7. Click the Send Email button.
• The call option:
  1. Connect your account to Calendly.
  2. Then follow the on-screen instructions.

• 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.
  

1. Click the  Recruitment menu.
2. Click the Jobs tab.
3. Click the role you wish to verify references for.
   
4. Click the Reference Check tab.
5. Click the View ‌button.
   

If a reference check link sent to a candidate has expired, you have two ways to resolve this:

Option 1: Candidate self-service

The simplest path forward is to tell the candidate to go back to the original email and click the expired link. When they click the link, they will see:

• A clear message explaining the link has expired.
• A "Send me a new link" button. Clicking this immediately sends a fresh link (valid for 7 days) to their email, with no need to contact the recruiter at all.

Option 2: Recruiter to resend the request from the reference checking screen

1. Log in to Employment Hero.
2. Click on Recruitment from the left-hand side navigation.
3. Click on Jobs.
4. Click the role you want to verify references for.
5. Select the candidate from the pipeline and click the Reference check tab on their profile.
6. Click Continue from the reference section of the candidate's profile, then click Continue again.
7. Click on Actions and select the resend email request.

1. Click the Settings menu.
2. Under Recruitment & Onboarding, click Recruitment.
3. Click the Reference Check Templates tab.
   • If you cannot see the Reference Check Templates tab, click the downward arrow beside the last tab you can see to reveal more options.
4. Click the Add a template button.
5. Fill in the Template name field.
6. Fill in the Question field.
7. Click the Select question type dropdown button and choose one of the following:
   • Short Answer.
   • Long Answer.
   • Date.
   • Number.
   • Yes/No.
   • Dropdown.
   • Multiple Choice.
8. Click the Add a question button to add more questions for the reference check.
9. To delete questions, click the trash bin icon along the question number line.
10. Click the Save button.
    

1. Click the Settings menu.
2. Under Recruitment & Onboarding, click Recruitment.
3. Click the Reference Check Templates tab.
4. Click the three dots button for the reference check template you want to edit.
5. Click the Edit button.
   
6. Make the changes you need.
7. Click the Save button.
   

1. Click the Settings menu.
2. Under Recruitment & Onboarding, click Recruitment.
3. Click the Reference Check Templates tab.
4. Click the three dots button for the reference check template you want to delete.
5. Click the Delete button.
   
6. In the confirmation pop up, click the Delete button.
   

Sending a referee request emails the candidate a link to submit their referee's contact details directly.

1. Log in to Employment Hero.

2. Click on Recruitment from the left-hand side navigation.

3. Click on Jobs.

4. Click the role you want to verify references for.

5. Select the candidate from the pipeline and click the Reference check tab on their profile.

6. Click Let's go! to start the reference check process.

7. In the Number of referees required field, select how many references you need from this candidate.

8. Click Send Request.

The Contact Referees table includes a Source column that shows how each referee's details were provided.