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Automated Reference Checking — Step by Step
Automated Reference Checking Software
Reference checking software that handles questionnaires, consent, email delivery, and AI analysis in three steps—so you get structured referee feedback without chasing phone calls.
STEP 01
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
STEP 02
Send Automated Emails
Our system handles the entire email workflow. First, your candidate receives a consent request. If you chose to let the candidate provide their own references, they'll add them during this step. Once they approve, reference emails are automatically sent to all contacts.
- Privacy-focused candidate consent process
- Professional branded emails
- Secure, unique links for each reference
- Track email delivery and opens
STEP 03
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
- Fraud detection: IP address tracking & verification
- Export to PDF for professional reports
- Export to CSV for data analysis
End-to-end flow
Complete Reference Checking Workflow
See the full automated process from start to finish. Scroll the row or use the arrows to explore each step.
Built for Efficient Automated Reference Checks
Enterprise-grade reference checking software—without enterprise pricing. Compare alternatives
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
Team Collaboration
Invite your team to share credits and manage reference checks together in one workspace
Autofill Details
Autofill references and customised questions using candidate's resume or job application for faster reference checks
Sentiment Analysis
Analyse the sentiment and risks of the reference check with our AI assistant
Ready to Automate Your Reference Checks?
Start streamlining your employment verification process today. Get 3 free reference checks to experience our automated system.