References

The References page of the staff registration will allow staff to add multiple referee details and then the system will automatically chase these referees to supply a reference.

Automatic Reference process

The process is as follows

• On the References page of the registration, staff will be asked to add their referee details
  
  • You can change the minimum references required in Settings > Manage the registration form > References > Edit
    
• Staff will then be presented with the following dialogue upon pressing + Add referee details
  
  • Staff can now add the following details for their referee:
    • Type
      • Personal (e.g. doctor, lawyer, magistrate, priest etc.)
      • Academic (e.g. teacher or lecturer)
      • Professional (employer)
    • Name
    • Email
      • The email address has a verification checker to ensure it is legitimate 
    • Phone
    • I can confirm that this referee can be contacted for a reference
      • This must be ticked to submit a referee 
• Once added you can edit or remove the referee details already added or add another reference
  
• Upon pressing submit an email will be sent to this referee asking for a reference
  • You can determine the reminder email frequency to the referee in Settings > Staff registration > Manage the registration form > References > Edit until a reference is submitted or until the system stops reminding the referee, ie, the referee may have chosen not to give a reference
    
    • In this example
      • We have set the next email reminder to be sent in 4 days from the initial submission in the registration form. 
      • We have said to stop sending reminders after 14 days
      • We have said to chase every 2 after the first reminder and up until the 14-day reminder limit
• The referee will receive an email similar to this
  
  • There will be a link in the email to view the form to add the reference. Please see the reference forms for each type of referee at the end of this article.
  • You can manage the email templates used during this process in Settings > Messaging Options > Manage the email templates
    
    • These three templates can be managed by clicking on Edit. Please do not remove any tags added to the body of the templates
    • Note that staff are also sent a reminder at the same time that the referee is sent their reminder thus prompting staff to follow up with the referee as well
• You can view the submitted references in the Staff profile > References tab
  
  • Click on the button in the View column to review the details of the submitted reference
  • Click on Action >
    • Edit to amend the details of a referee
    • Delete to remove the referee and the reference
    • Request to send out a reminder to the referee
      • This might be used if a previous reference link has expired or you have updated the email address of the referee

Reference request forms

This is the reference form for a Personal or Academic referee-type

This is the reference form for a Previous employer referee-type