References submitted by applicants can provide additional insight into their skills and qualifications for the job. When references are included as part of a job template, the Name, Company, and Title will be required fields. By default, the Phone and Email fields will be set as Optional. The Account Administrator can change this to Required for all job templates and can include detailed Instructions to all applicants using the text editor. If left blank, applicants will see only the requested reference fields. To make changes, select Applicant Elements from the menu, then select System Elements, and then click References.
References in a Workflow
References are a default Workflow stage. When creating a workflow, the Account Administrator can add a custom step or set references to "Don't Use". If a Workflow is in use, the references stage cannot be excluded. If references are not part of your hiring procedure, a new workflow should be created and assigned to a new or existing job template. See more about creating a workflow.
References in the Job Template
When creating a job template, users with permissions can assign references to Part 1 or Part 2 of the template and can select the number of references to be provided by the applicant.
References in the Application
When included in a job template, references will be displayed in the application. The order of applicant sections is dependent on the order of elements in the job template.
References in the Applicant File
The hiring team can review the references provided by an applicant in the Details tab of an applicant file. Clicking References on the left will display the contact information for each reference.