How Our Email Reference Checking Works

Automate your entire employment reference verification process in just 3 simple steps. From questionnaire creation to response collection—all handled automatically.

1

Create Your Questionnaire

Build a custom reference check questionnaire with our easy-to-use form builder. Choose from 5 question types: short text, long text, rating scales, multiple choice, and yes/no questions.

  • Use pre-built templates for common roles
  • Customize questions for specific positions
  • Save templates for future use
  • Add up to 21 questions per check
Flexible Question Builder
Create professional questionnaires tailored to your hiring needs
Automated Email Workflow
Emails are sent automatically after candidate consent
2

Send Automated Emails

Our system handles the entire email workflow. First, your candidate receives a consent request. Once they approve, reference emails are automatically sent to all designated contacts.

  • Privacy-focused candidate consent process
  • Professional branded emails
  • Secure, unique links for each reference
  • Track email delivery and opens
3

Review & Export Responses

Access all reference responses in your dashboard. Review individual answers, compare responses, and export comprehensive reports for your hiring records.

  • Real-time response tracking
  • AI analysis: sentiment, risks & values
  • Export to PDF for professional reports
  • Export to CSV for data analysis
Professional Reports
Export and share reference check results easily

Complete Reference Checking Workflow

See the full automated process from start to finish

1
Enter Candidate Information
Add candidate details: name, email, position, and any relevant notes
2
Add Reference Contacts
List all professional references with their email addresses and relationships
3
Build or Select Questionnaire
Create new questions or use a saved template with role-specific questions
4
Candidate Consent Email Sent
System automatically emails candidate requesting permission to contact references
5
Candidate Provides Consent
Candidate clicks secure link in email to approve reference checks
6
Reference Emails Sent Automatically
Once consent received, questionnaires sent to all references with unique secure links
7
References Complete Questionnaire
References answer questions through simple online form (no login required)
8
Completion Notification
You're notified when references submit responses. Track progress in dashboard
9
Review and Export Results
Access responses in dashboard, get AI insights on sentiment and risks, compare feedback, export to PDF or CSV

Built for Efficiency and Security

Enterprise-grade features for professional reference checking

Automated Email Delivery
System handles all email sending, follow-ups, and notifications automatically
Privacy-Focused & Secure
Data protection built-in. Candidate consent always required
Real-Time Tracking
Monitor reference response status in real-time from your dashboard
Template Library
Save and reuse questionnaires for different roles and departments
Multiple Export Formats
Download reports as PDF for sharing or CSV for data analysis
No Software Required
References complete forms via email link—no accounts or logins needed

Ready to Automate Your Reference Checks?

Start streamlining your employment verification process today. Get 3 free reference checks to experience our automated system.