Settings - Ref. Requests

• Reference relationships - There are 21 relationships by default added to all accounts.
  • If selected, you can choose to delete or edit the some of the options available.

• Number of references - set to 1 on by default.
  • Set the default number of references a candidate is requested to complete.

• Reference Review Configuration
  • Choose to review the candidate's reference information before sending out the request to the reference.

• Candidate Authorization Checkbox
  • Choose to display an extra authorization checkbox with customizable guidelines for consent from candidate
    • If toggled on, the message can be edited using the "pages" menu.

• Ask For References Consent To Share Results - For Staffing and Recruiting Companies:
  • Choose to allow references the option to hide their results from candidates or clients. Toggled off by default unless selected
    • Warning note will be displayed on reports.

• References Can Decline The Request
  • Choose to allow references the option to decline reference requests

• Call Me Instead
  • Choose to allow references the option to receive a call from the recruiter instead.

• Reference Dates
  • Choose to ask the candidate to fill out their employment dates.
    • The reference has the opportunity to update the employment dates if incorrect when filling out the reference request.

• Show Reference Score - toggled on by default
  • Choose to display the average score a reference gave a candidate on pages and reports
    • When toggled on, downloaded reports would reflect the average rating score given to a candidate by a reference.

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    • When toggled off, the average rating score would not be included.

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• Specialty Required
  • Choose to require references to provide their specialty

• Reference Address
  • Choose to enable or disable the reference(s) address
    • If toggled on, you can opt to have it required than optional

• Candidate Position Held
  • Choose to ask for the reference to provide the candidates job title for the position they held

• Candidate Job Title
  • Choose to add the candidate's job title in quick request or candidate creation before sending out the reference request.
  • Enabling this will also enable a job title filter on the candidates list page when you press the Filter icon button

• Reassign User Upon Reference Request
  • When enabled, adds a checkbox to the popup when triggering another Reference Request for the candidate that will re-assign the candidate to yourself. It will be checked by default, but can be turned off manually.

• Allow Personal Email References
  • When enabled, allow candidates to add references with emails from common personal email domains (e.g. gmail.com, yahoo.com, shaw.ca)
  • When disabled, references will only be able to be submitted if an email that is not from a common email domain is provided. This is to avoid having personal email addresses being used for references, and to instead use work emails which provide better credibility. Please note that turning this setting off may impact the response time for candidates and references, as candidates may only have a personal email for a reference.