References submitted by applicants can provide additional insight into their skills and qualifications for the job. When references are included as part of a job template, the Name, Company, and Title will be required fields. By default, the Phone and Email fields will be set as Optional. The Account Administrator can change this to Required for all job templates and can include detailed Instructions to all applicants using the text editor. If left blank, applicants will see only the requested reference fields. To make changes, select Applicant Elements from the menu, then select System Elements and then click References.
References in a Workflow
References are a default Workflow stage. When creating a workflow, the Account Administrator can add a custom step or set references to "Don't Use". If a Workflow is in use, the references stage cannot be excluded. If references are not part of your hiring procedure, a new workflow should be created and assigned to a new or existing job template.
References in the Job Template
When creating a job template, users with permissions can activate references, assign them to Part 1 or Part 2 of the template and can select the number of references to be provided by the applicant. Users will also be required to select the reference form that will be electronically sent to the provided references.
References in the Application
When included in a job template, references will be displayed in the application. The order of applicant sections is dependent on the order of elements in the job template.
References in the Applicant File
The hiring team can review the references provided by an applicant in the Details tab of an applicant file. Clicking References on the left will display the contact information for each reference.
The hiring stages of the workflow assigned to the job will be displayed in the Stages tab of every applicant file for that job. To move an applicant to the Reference Check Stage, click the checkbox and confirm you would like to move the applicant. Once confirmed, the checkbox will be checked, and a stage entry will be placed in the Streams tab. The hiring team can then use the Reference Check step to send the assigned reference form, enter Comments, and add a score by clicking Like to rate the references element.
Note: References are included in an Applicant File only if they were required in your job posting.