Reference preparation
Collect manager, peer, client, or project references with accurate contact details.
Use this form before reference checks so recruiters have accurate referee details and do not contact someone too early or without permission.
When to use it
This form prevents awkward reference outreach by clarifying who can be contacted, when they can be contacted, and what relationship they had with the candidate.
Collect manager, peer, client, or project references with accurate contact details.
Mark references that should not be contacted until the candidate gives final approval.
Prepare referee details before the client needs a quick final check.
Form fields
The form should make the timing and permission status as clear as the contact details.
Collect complete information for each reference.
Referee name, job title, company, email, phone, location, and preferred contact method.
Relationship to candidate, dates worked together, reporting line, and project or role context.
Type of reference, such as manager, colleague, client, academic, or professional contact.
Best time to contact and any availability constraints the recruiter should respect.
Avoid contacting the wrong person at the wrong time.
Candidate permission status for each referee and whether separate confirmation is required before contact.
Current employer sensitivity, confidentiality notes, or references that should wait until offer stage.
Questions or context the candidate wants the recruiter to understand before calling.
Acknowledgement that referee information is accurate and shared for recruitment purposes.
Recruiter workflow
Use the request form before the actual reference check form so recruiters start with clean contact data.
Request references who can speak to the role-relevant experience the client needs verified.
Do not contact current employers or confidential references before the candidate gives explicit approval.
Use the collected referee details to complete a structured reference check.
Common mistakes
Reference requests go wrong when candidates list people casually and recruiters do not confirm permission or relationship strength.
A referee’s usefulness depends on whether they managed, worked with, or only knew the candidate briefly.
This can damage candidate trust and create employment risk.
Missing phone, email, or availability details slows final-stage verification.
ATZ CRM workflow
ATZ CRM helps recruiters store reference contacts, permission notes, and reference check activity on the candidate record.
FAQ
Quick answers for using the candidate reference request form in a live recruiting process.
It collects clean referee details and permission timing before the recruiter begins the actual reference check.
That depends on the role and client requirement, but recruiters commonly ask for manager references plus relevant professional contacts.
Yes, especially when a referee is a current employer, confidential contact, or someone who should only be contacted after offer stage.