Automated Reference Checker

There are several steps to successfully obtaining your candidate’s references automatically. The entire process is already set up and automated for you when creating your job posting.

Below I will explain the simple steps to take, as well as the customization options available for this feature.
NOTE: Any changes made to these settings will affect only the current Job Posting

Usage of Automated References

1. Choose the “+ Create Job post” button from either the main Dashboard or the Job Posts menu section of Discovered.
2. Follow the steps on job creation outlined in that section of the Knowledgebase
3. Step 6 in the Job Post creation process will be the Automated References section. What questions we’re asking along with who we’re willing to accept as a type of reference will be here. By default, this is set to our General questionnaire and Direct Supervisors.
4. If no changes are made, when a candidate is given the default Status “Assessments & References after interview” they will be asked to provide their reference’s contact information.
5. After providing the contact information and confirming permission to contact, that reference will be sent the aforementioned list of questions.
6. Once completed, the answers will be found in the candidate’s profile. Listed Third under their Resume and Assessment Results.
7. The Referral will be sent reminders if they do not complete the questions. They have the option to opt-out of these reminders if they want.
8. Included in the answers will be an icon to the right of the referral’s name. This indicates if the referral seems trustworthy or not. If a Red “!” Appears, it may be for the following reasons.
   • The IP Address of the reference is the same as the candidate
   • The Phone number provided is owned by/on the same phone plan as the candidate
   • The Email address listed is the same as the candidates

Customization Options

Questions: To make any changes to the questions being asked, you’ll want to…
1. choose the “Details and edit” button inside the job post.
2. Select the References tab from the sub-menu on the next page
3. Select the green Edit References button to the far right of the page.
From here you can…
1. Use the “add question” button to insert additional options.
2. Choose or change the type of answer provided. The answer types will dictate how the referral responds to the question.
3. Type in your questions using the formatting options available. Tokens are available for the candidate’s name.
NOTE: Make sure to use the green “Save Changes” Button by scrolling to the very bottom of the page.

Types of References: To make any changes to the questions being asked, you’ll want to…
1. choose the “Details and edit” button inside the job post.
2. Select the References tab from the sub-menu on the next page
3. Select the green Edit References button to the far right of the page.

Types of references will appear to the candidate as a drop-down box they’re allowed to select from when inputting their referral’s contact information. By default, it is suggested to use the “Direct supervisor” type in the majority of circumstances. However, there will be times to use all options available as well.
NOTE: Make sure to use the green “Save Changes” Button by scrolling to the very bottom of the page.

Email & Token: The token associated with reference checks will be labeled “Candidate References Link” and can be applied to most customized email options and statuses. For more information, refer to the Templates section of the knowledge base.