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Sending Reference Requests Simplified

November 8, 2017 by Alina Majeed

A good reference can instantly add points to a candidate’s profile. If references are an important part of your decision-making process in finalizing candidates, you are probably aware of the ordeal of getting verified testimonials backing candidate profiles. Reaching out to candidates to furnish a reference, getting them to complete the referee’s information on the portal and contacting the referee for a verification can be a pain. Manually tracking the progress and sending reminders can be both time-consuming and tedious for recruiters.

Solution? Automate it all, of course.

With Talentera’s recent enhancement,  recruiters can send reference requests to candidates directly from their portal’s CV view. The upgrade also makes it easy for candidates to be notified of the request and take action on it by adding a reference’s details. If the recruiters have enabled Auto Send Email, the referee is automatically notified about their addition as the candidate’s reference and they can verify or decline the request directly from their email. The one-click procedure makes it easy for recruiters, candidates, and referees to get the task done in minimum time which keeps profiles rich making it easy for recruiters to get to candidate shortlisting.

Here’s a step by step guide to using this feature:

1. Request a Reference from a candidate by clicking the “Request References” action located in the actions header of the CV View:

2. Confirm your request:

3. The candidate is notified via e-mail (their system inbox as well) of the Reference Request:

4. The candidate follows the link to his/her References section of their CV, and starts adding references:

5. Once the candidate adds a reference, it’s status is set to Pending Confirmation:

6. If Auto Send E-mail is enabled (from the SMS settings), the reference added will be notified via e-mail that they have been added as a reference. References can verify or decline the request straight from their e-mail using our E-mail Workflow:

7. Recruiters can track references by checking the References section of a candidate’s CV. References can be Pending Confirmation, Verified, or Declined:

8. Reference activities and updates are logged in the CV Activities log:

10. Recruiters can send a daily reminder to a certain reference by clicking on “Send Reminder” next to that reference in the CV View:

11. Recruiters can also manually verify or decline a “Pending Confirmation” reference when viewing a candidate’s CV:

With this simple, guided method of Reference collection, recruiters stand to save time from the tedious back and forth between candidates and their referees whilst candidates and referees are provided the comfort of being able to complete their tasks directly from their emails.


This enhancement is available for access to all Talentera customers upon request after enabling the SMS feature. If you wish to learn more about this feature, please get in touch with your account manager as they will be happy to help.

If you’d like to speak to an expert to learn how Talentera can improve your company’s recruiting processes, please get in touch.

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