Onboarding an Applicant
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      Completing References

      Within the Dashboard please click References Pending

       

       Legend for Recruitment Dashboard - References Pending

       

      1

      Referee Name

      Selecting referee name will show pop-up of referee details for internal staff to alter if required/change to inactive if reference is unsatisfactory

       

       

      2

      Applicant/Member Name

      Selecting these will show applicant or members complete list of references (visual available on subsequent page)

       

      3

      Send Feedback Reminder

      This will send email with hyperlink to reference form for referee to complete

      4

       Send Email

      customised email may be sent via this option

      5

      Send SMS

      Customised SMS may be sent via this option
       

       View of Applicant / Members References Details

       

      Legend for Contact Status of Reference

      NEW -

      Referee has not yet been sent notified by SMS or email of nomination.

      WAITING

      Referee has been notified by email and/or SMS of request to complete reference

      COMPLETE

      Reference has been completed by referee or internal staff on behalf of referee

      INACTIVE

      Referee was made inactive by internal staff due to no response/does not met company requirements for reference.

      APPROVED

      The recruiter has approved the reference.

      REJECTED

      The recruiter has rejected the reference.
       

      1. Find your Applicants Name and select their name

         

      2. Recruiters can then either contact the current references or request a new one

        1. Reject:

          1. Select the Referee Name and change status to Rejected or Inactive

          2. Confirm

      3. Reference is completed online or via phone

      a)      Online by referee

      i)       Select Notify Referee – this will send a email link and change the status to “Waiting”

      ii)      Once completed it will be “Completed”

      b)     To Submit yourself whilst completing a phone call

      i)       Select “Submit Feedback”

      ii)      Complete all fields

      iii)    In comments state who completed the references

      iv)    Save and submit

       

      4. Review completed reference and change to approve.


      a)      Please review the “complete” reference by clicking “View Feedback”

      b)     Select the Referee Name and change status to Approved or Rejected

      5. Upload to applicants' document by selecting the Green Icon which will turn red


      6. Approve reference completely to remove from reference pending dashboard