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Status Current Direction
Created by Mark Evans
Created on Jul 30, 2020

referee functionality - update referee module

a few suggestions

ability to select how many referees are requested on a particular application form (currently system standard only e.g. 3)

option to make some optional instead of all mandatory on a given form

control over the referee type pick list

ability to send a heads up message in advance of the actual referee distribution. i.e. companies have spam filters - send an email without links to let the referee know it is coming and be in a position to respond if they do not get the actual referee email

ability to send a reminder after a certain number of days

in the online reference check form - allow conditional questions

once completed - send the referee a copy of what they submitted (with a controllable message template)

improve capacity of platform to process bulk reference requests - currently try to keep it to ten or less applicants to stop platform falling over

Update Recruitment Process so that an application status can be linked to a referee form (this is already possible) but have a custom communication template

rather than the system standard.

What is the business process you are trying to achieve?

improve Referee functionality to minimise rework and improve overall functionality

Our thanks for providing referee email validation recently - this has helped significantly

  • Attach files
  • Mark Evans
    Reply
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    Dec 15, 2023

    Rebecca - any update on this??

  • Emily Nguyen
    Reply
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    Jan 10, 2023

    We are also very interested in having more flexibility around collecting referee information! The ability to choose how many referees are required for a given job/on a given application form would be especially useful.

    I think that other methods for communicating with referees (e.g., the ability to send ad-hoc emails or send a confirmation notification upon submission of the reference check form) would also be helpful.

  • Mark Evans
    Reply
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    Jul 13, 2021

    Have the Applicant's name appear in the Online Reference check form " You are completing an Online Reference Request for firstname lastname"

    the amount of referees who complete a form for a different applicant is quite surprising

  • Mark Evans
    Reply
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    Feb 22, 2021

    Yes - I am liking the referee enhancements coming - I have seen it.

    - email reminders and ability to unlock a referee response to allow changes- GOLD

    If we could get the ability to set a custom Communication template when an applicant is moved to a status associated with a referee trigger it would be very useful

  • Admin
    Rebecca Achilleos
    Reply
    |
    Feb 22, 2021

    Thank you for your feedback Mark. I am moving this item into the status of 'aligned -current direction' as the team have commenced working on enhancements to our Online Reference Check functionality. Although our initial scope does not include all the suggestions you have made, I wanted to make you aware of the changes in our initial release. As always, happy to hear your feedback https://knowledgeportal.pageuppeople.com/article/product-development/#reference-check-enhancements-being-worked-on

    1 reply
  • Mark Evans
    Reply
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    Aug 7, 2020

    set rules that if a certain number or all reference are complete to move the applicant to a new status e.g. reference complete

    the platform can already detect all references are complete