A Reference Checking Checklist
Overview of this form
This Reference-Checking Checklist is a tool designed to assist employers in verifying the references of job applicants. Its purpose is to ensure that an applicant is the right fit for the organization by gathering vital information about their previous employment. Unlike generic references or recommendation letters, this form provides a structured approach to facilitate meaningful conversations with references.
What’s included in this form
- Name of the person providing the reference
- Position of the person in the company
- Company address and contact information
- Key questions regarding the applicantâs job performance, strengths, and weaknesses
- Information about the applicant's employment dates and role
Situations where this form applies
This checklist should be used during the hiring process, specifically when you are considering a candidate for a position. It is essential to verify the accuracy of information provided by the applicant and gauge their suitability based on feedback from previous employers. This can help prevent hiring mishaps and ensure that you are making informed decisions about potential employees.
Who should use this form
- Employers conducting background checks on potential hires
- Human resources professionals involved in the hiring process
- Recruiters who are verifying candidate credentials
- Anyone responsible for making hiring decisions within an organization
Instructions for completing this form
- Fill out the name and position of the reference provider.
- Include the company address and telephone number for contact purposes.
- List the applicant's name along with their employment dates.
- Ask a series of predetermined questions about the applicant's job performance and role.
- Document the responses in a clear and organized manner.
Does this document require notarization?
Notarization is not commonly needed for this form. However, certain documents or local rules may make it necessary. Our notarization service, powered by Notarize, allows you to finalize it securely online anytime, day or night.
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Make edits, fill in missing information, and update formatting in US Legal Forms—just like you would in MS Word.
Download a copy, print it, send it by email, or mail it via USPS—whatever works best for your next step.
Sign and collect signatures with our SignNow integration. Send to multiple recipients, set reminders, and more. Go Premium to unlock E-Sign.
If this form requires notarization, complete it online through a secure video call—no need to meet a notary in person or wait for an appointment.
We protect your documents and personal data by following strict security and privacy standards.
Avoid these common issues
- Failing to verify all references provided by the applicant.
- Not asking open-ended questions that encourage detailed responses.
- Overlooking the importance of contacting previous employers directly.
- Ignoring inconsistencies in the applicant's claims versus reference responses.
Benefits of using this form online
- Convenient access to a structured format that saves time during the hiring process.
- Easy to edit and customize according to specific hiring needs.
- Reliable records of reference checks that can be stored for future reference.
Legal use & context
- Using this checklist can help provide a legally defensible rationale for hiring decisions.
- Employers should remain aware of anti-discrimination laws while interpreting reference feedback.
- It is advisable to comply with federal and state regulations regarding privacy and employment verification during the reference-checking process.
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FAQ
Instead of listing a candidate's skills, describe how those skills were reflected in the person's actions. Give specific examples of how the candidate used their expertise to solve a problem or improve their workplace. You may be asked to do so directly, or asked a more general question that you can elaborate on.
Identify yourself, your title, organization name and tell them you are calling about a reference for a candidate you are considering. Ask if now is a good time to talk or whether they would rather schedule a call at a later time.
Start by explaining your relationship to the candidate. Include long you've known the candidate. Add positive personal qualities with specific examples. Close with a statement of recommendation. Offer your contact information.
Business name. Reference's name. Reference's position or title. Reference's contact information. Relationship to the candidate (e.g., supervisor, manager, owner). Date range of employment. Candidate's position or title. Job responsibilities.
Name. Current Job/Position. Company. Phone Number. Email Address. Reference Description: Write one sentence explaining how you know or have worked with this person, where, when, and for how long.
Hi, I'm doing a reference check for insert name and would like to ask you a few questions. Oh no, you think to yourself. Can I tell them the truth? Getting rid of this person was the best thing I ever did.
