Sending a reference check to a candidate allows you to gather insights from their chosen references, helping you make informed hiring decisions. This process can be done in bulk or individually from different pages, including the candidate's application page. After sending the request, you will review and approve the references before sending them out. You can also upload reference checks that you have collected manually.
Reference Checks use Pinpoint Credits. Please contact your account representative if you have any questions.
You can customize reference checking by adding new templates or groups of requests together from the settings >> template page.
How do I Send a Reference Check to a Candidate?
To send a reference check, you need to choose how you want to initiate the request—either in bulk or individually. Follow these steps to complete the process:
Select the Candidates
Navigate to the candidate applications, then select the three dots on the right and pick the "Request References" option.
Initiate the Reference Check
You can also send a reference check from the Reference Check tab within a candidate's application as well.
Pick A Reference Request Template
You can either select a pre-existing template or submit an ad hoc request by completing the form. Select the type of references you want to send, and if you would like to include any automatic nudge emails.
Review the Request
Take a moment to review the instructions that will be sent to the Candidate. Once ready, click the "Preview Email and Send" button to send the request to the candidate.
Approve the References
Once the candidate submits the reference information, review the details and approve the references you want to contact.
After completing these steps, you can proceed with the reference check by contacting the approved references and gathering the necessary information. This will assist you in making an informed decision regarding the candidate.
How do I Send a Reference Check in Bulk to Candidates?
You can send reference checks in bulk by going to the job, selecting a stage, picking all the candidates, and choosing the "send reference check" option.
How do I Upload Manually Collected References?
If you've gathered reference information manually, you can upload this data through the references page in the candidate's application.
FAQs and Troubleshooting
What if a candidate doesn't provide enough references?
If a candidate doesn't provide sufficient references, consider reaching out to them for additional suggestions or using alternative methods to verify their background.
Can I send reference checks to multiple candidates at once?
Yes, you can initiate reference checks in bulk for multiple candidates from the candidate management page.
How do I review the reference answers?
You can review the answers to the reference checks by going to the candidates' application page and clicking on the "references" section.