How to Use Auto-Referencing in Righteo

Chasing candidates for referee details and then chasing referees for their responses is one of the more repetitive parts of conducting reference checks. Righteo's Auto-Referencing feature takes that follow-up off your plate, automatically sending referee details requests and reference check surveys as soon as a candidate is added. Here's how it works.

What Auto-Referencing Does

Auto-referencing is a convenient feature in Righteo that simplifies the process of sending referee details requests and reference check requests to candidates and their nominated referees. Once it's switched on, most of the manual back and forth around reference checks happens automatically.

Please note: Account Admins are the ones who can access System Settings to enable Auto-Referencing for the account.

Key Benefits

• Streamlines the process of requesting and collecting referee details
• Automates the sending of reference check requests to nominated referees
• Enhances efficiency in conducting reference checks

How to Use Auto-Referencing

1. Enable It in System Settings

An Account Admin needs to turn on Auto-Referencing in System Settings first. From there, it can also be set to turn on by default for every new candidate added going forward.

2. Add a New Candidate

When you add a new candidate and Auto-Referencing is enabled in System Settings, the toggle on the Start New Reference Check form will already be switched on by default. You'll still need to fill in the candidate's email, phone number, the role they're applying for, and the number of references required.

3. Choose a Template

With Auto-Referencing turned on, select the corresponding template to be sent to the candidate's referees, for example a role-specific reference check template. This is what determines the questions referees will be asked once they're contacted.

4. Click Continue

Once the template is selected, click Continue to set the process in motion for that candidate.

What Happens Next

If Auto-Referencing is selected for the candidate, Righteo automatically sends the referee details request to the candidate's provided email address. Once the candidate submits their referee details, Righteo automatically sends reference check requests to the nominated referees, without anyone on your team needing to follow up manually at either step.

Final Thoughts

Auto-Referencing is most useful for teams running reference checks at volume, where manually requesting referee details and following up with each referee individually adds up quickly. Turning it on once in System Settings means every new candidate gets the same consistent, automated process from the moment they're added.