References

Key Features:

• Custom Reference Form Builder: Build tailored forms using multiple choice questions, Likert rating scales, and short/long answer questions.

• Streamlined Applicant Workflow: Applicants receive an authorization request and a unique, shareable link to distribute directly to their references.

• Two-Factor Reference Verification: References self-identify and verify their identity with a one-time passcode (via SMS or email). No account creation needed.

• Built-in Integrity Controls: Automatic rejection of applicant self-submissions (email match) and automatic flagging of shared IP addresses.

• Role-Based Permissions: Granular control over which users can view reference responses.

Step-by-Step Workflow:

Create the Reference Form(s)

• Begin in the SETTINGS Menu.

• Open Reference Forms.

• Click New Reference Form.

• Name the form and click Create and Go To Setup.

• Build your Reference Form

  • Customize the Reference Authorization language - authorization to be completed by the applicant.

  • Customize the Reference Disclosure language - disclosure to be presented to the reference.

  • Create reference form questions by using the Create New Question button or selecting from previously created questions using the + and - . Standardized question types are available including scoring and auto-disqualification:

    • Open-Ended Feedback

    • Yes/No

    • Multiple Choice selection

    • Likert / Rating Scales

    • and more

Initiate a Reference Check on an Application

• Open the application record.

• Open the References tab.

• Select the appropriate Reference Form from the menu.

• Select the target completion count - Required and Maximum.

• Click Start Reference Checking.

• Contact References provided in the application.

• Use the More Options menu to:

Track Reference Progress

• On the References tab of the application record the Reference Check Status provides real time information on the status.

• Automated Summaries: Automated notifications keep users informed of new submissions and pending requirements for each applicant.

Reviewing Reference Feedback and Integrity Indicators

• Integrity Flags:

User Permissions and Visibility

• To safeguard sensitive feedback and maintain compliance, answer visibility is governed by ATS user roles.

• Candidates only receive progress notifications (e.g., "1 of 2 references completed"). All reference answers and scores remain strictly confidential to authorized internal users.

Still need help? Submit a support request and our team will get back to you.