After your interviews, it’s best to update the status of your applications - move the unsuccessful applicants to Unsuccessful so your reports will show the outcome of the interview process.
Once you’re ready to request references for an applicant, click on their name in the Application List to load their application record.
Click the References button (1) to see the referees the applicant has provided (2).
The table of references shows:
Name: the name of the referees
Position Held: their job title
Name of organisation: their employer
Last chased: the last time a reference was requested from the referee.
Allow contact: if the applicant has said the reference can be contacted before interview this will show as Yes - otherwise it’ll be No.
Chase history button: click to see the dates on which the reference has been emailed for a reference.
To request a reference, select the referees you want to contact and click Contact references on the toolbar. This will load the contact screen - choose a template suitable for asking for references.
Once a reference has been received, click the name of the referee and scroll to the bottom - you’ll see a date box where you can fill in the date received for reporting purposes.