Permissions:
All users have access to view the reference section on the Full Application and complete reference forms by phone or email request. All user types can edit the reference information submitted.
Only Super Admins can create reference forms to be used organization wide. All users can see the status of reference checks on the Quick View.
When candidates submit reference information on their application, users can complete references checks via phone or email and capture those results directly through Nimble. Learn how to review, edit and complete references below!
Accessing the References Section of the Full Application
Users can access references in a few different ways:
On a candidate’s Full Application, references can be found towards the bottom of the page in the section called References.
On the candidate’s quick view, a user can click the “Reference Check Not Started” link to be directed to the reference section for that candidate.
Note: If there are no references associated with that candidate the user will not see a status link in a candidate’s quick view.
For pending references, if you hover over the “Reference Check Pending” link you will see the status for each of the candidate’s references. There are 3 different statuses associated with references including Not Started, Pending and Complete.
Accessing Completed Reference Forms
All users can view all pending and completed references by clicking the “View pending & completed references” link next to the References header on a candidate’s Full Application.
This link will take the user to the References Modal, where (s)he can see a full list of submitted and pending Reference Forms.
From the Submitted References Section, users can view all Reference Forms and edit and delete any Reference Forms they have created. Users can also send a reference request via email or conduct a phone reference from this section by clicking on of the two buttons on the bottom left hand side.
To view a specific reference form, the user can click “(view)” in the reference section and the form details for that specific reference will pop up.
Editing, Adding and Deleting Reference Contacts
All users can add or edit existing Reference Contact information on a candidate’s Full Application. To add a new Reference Contact, a user must click the “+Add a Reference” link in the bottom right corner of the References section. From there, users can add all pertinent information for a Reference Contact including Name, Title, Email, Phone Number, Relationship and Years Known.
To edit existing Reference Contact information a user can click the green “Edit” link on the top right corner of the References section. Edits are made in real time and the changes are saved when the user clicks out of the References section. When a field has been edited, an information icon will become visible. If the user hovers over the information icon they can see who made the edits along with date and time the edits were made.
Users can also delete new and existing references by clicking the Trash icon in both “Add a Reference” and “Edit” mode.
Completing a Reference Check
To complete a reference, the user can navigate to the References section on a candidate’s full application and click “Select” in the Contact Method section.
If the user does not complete the phone or email reference during the initial attempt they can remove the “Phone” or Email” tag by clicking the X in the Select field.
If the user wants to conduct a phone reference they can select “Phone” in the Contact Method section. From there a Reference Form will pop-up for the user to complete while conducting the candidate’s reference check by phone. All Reference Forms are automatically saved every 10 seconds.
Once the user has entered the Reference Contact’s responses into the form they will need to click “Save Reference” at the bottom of the page.
If the user wants to request an email reference they can select “Email” in the Contact Method section. From there a reference email request form will pop-up for the user to complete.
The user will need to select an email template to generate the text for the email or the user can directly draft the message. The user must also select the Reference Form they wish to send for the Reference Contact to fill out. When the user is ready to send they will click “Send Request” in the bottom right corner of the page. This will generate an email to the Reference Contact, requesting that they complete the online Reference Form.
To send a reminder the user will need to navigate to the “view pending and complete references” section. From there the user should see all email requests that have gone out to the candidate’s Reference Contacts. If the user clicks the clock icon next to the email confirmation an email reminder will automatically send to the appropriate reference.
There is no login required to fill out Reference Forms, all completed email references will show up under “view pending and completed references.”