Skip to content
English
Contact us Customer portal Sign in
Go to main page
  • There are no suggestions because the search field is empty.

Enable or Disable Automated Reference Checks

Allow references to receive an automated reference check request by email or SMS as soon as a candidate submits their information. When this feature is enabled, the system instantly sends the reference check form to the contacts the candidate provides—saving your time and ensuring checks are collected without delay. If you prefer to send reference requests manually, you can turn this automation off at any time. This documentation will guide you through enabling or disabling the automated reference checks option in the candidate profile.

Let’s get started 🚀

Step 1: Log in to your agent dashboard, then navigate to More > Application & Profile Builder, as shown in the screenshot below.

Step 2: Locate the Candidate Profile in the list of all the builders and click it to open it.


Step 3: Locate the References field and click the arrow icon, as shown in the screenshot below, to expand its details.

Step 4: Check the Send Reference Check Form to Reference Automatically checkbox to proceed.


Step 5: In the Send when candidate status is changed to field, select the status that should trigger the automatic reference check. For example, Application Approved.


Step 6: In the Select Email Template field, choose the email template you want to use for sending the reference check request.


Step 7: Click the Save button to apply the changes.

 

Tip
Learn how to create the reference check email template so these checks will automatically send.

 

Tip:
Remind References to complete the check.

 

Tip:
Learn how to connect reference questions to reference sections.

 

Note:
Why to Use Automated Reference Checks

 

If this doesn't answer your questions you can always contact us by clicking here