Who it is for. An owner, admin, or hiring manager asking a candidate for references.
- Confirm an owner or admin has accepted the terms under Settings, then References. Until then, Request references stays hidden.
- Open the candidate. They need an email or a mobile number on file.
- Choose Request references. Set how many (1 to 5), whether a manager is required, and the question set. The set in this release is General questions.
- Send the request. The candidate gets an email with a private link and chooses who to ask. You can copy the link once if the email does not arrive.
One open request at a time
The candidate can replace up to two people when a reference declines, the email bounces, or the link expires. References are emailed. They are not texted. The candidate may still get a text under the same rules as a check invite.
If the candidate has not started, reminders go at 24 hours and 72 hours. Each reference gets the invite plus reminders at 48 hours and 5 days, and then the emails stop. Three emails is the cap, including the invite. You can send a reminder from the candidate page until that cap. The request closes on the date you set, from 7 to 30 days.
When someone finishes, owners, admins, and hiring managers get an in-app note. When every requested reference is in, they also get an email. Read the answers on the candidate page. See reference checks.