Online References - Referee Settings

The online references feature has several dynamic settings that allow you to control:

• The minimum number of valid references required from an applicant/member

• The number of days a reference is valid for

• How, when and what notifications are set to referees

• Mapping of referee feedback as documents against a profile

• Notification message applicants view when submitting referee details

To access the referee settings please click Masters > Referee Settings

From here the referee settings screen will appear.

For further information;

• Minimum number of valid referee's for each applicant - This is the minimum of references that an applicant can complete before progressing to the next stage of Recruitment 
• Referee Validity Period (in days) - Once a reference status is completed - an applicant or member will be prompted to provide a new reference based on the validity set here.
• Applicant/member references - If ticked, an SMS or email will be automatically sent to the applicant or member's referee respectively immediately following completion of new referee details. 
• Set email/SMS notification message templates - Each template will include a unique link for referee to access the feedback form via mobile or computer - these templates can be further customised in Masters.
• Create referee - Contact number is required? - If ticked, Applicant or member MUST provide a contact number when creating a New Referee.
• Create referee - Email is required? - If ticked, Applicant or member MUST provide a Email address when creating a New Referee.
• Referee Feedback - When ticked this allows feedback received to be generated as a PDF by selecting the above icon. This form is then attached directly to the applicant or members profile undert the document types nominated in Map referee to documents