How To Manually Send a Ref Check
Dilara Almeida|17 August 20261 min read
Send the reference check to the candidate's referees. Make sure to choose the corresponding template for the specific job role. You can even add a custom message to be sent along with the email request.
1. Open the Candidate List
Go to the Candidate List by clicking the second icon on the left sidebar menu.
2. Send the Ref Check for All Referees
Select the Candidate Profile and click on Send Ref Check for All.
3. Select Referees and a Template
Select the Referees you will send the reference check to. You can select multiple referees at once. Make sure to choose the corresponding template for the specific job role, or click Create New Template if one doesn't exist yet. You can also add a custom message to send along with the email request.
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4. Send the Ref Check
Click Email Ref Check Form to send the request. Referees will receive an email prompting them to complete the reference check, and you can track their responses from the candidate's profile.
Final Thoughts
Sending a reference check manually gives you full control over who receives it, which template applies, and what message goes out alongside it, so every referee gets a request tailored to the role they're being asked about.