Guidelines for Performing Reference Checks

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Multi-State
Control #:
US-174EM
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Word; 
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Overview of this form

The Guidelines for Performing Reference Checks form provides essential strategies for conducting thorough reference checks when hiring new employees. This form differs from standard employment application forms as it emphasizes the systematic approach to verifying candidate information and assessing their suitability for a position. By following these guidelines, employers can ensure a fair hiring process while minimizing potential legal liability associated with negligent hiring.

Key parts of this document

  • Uniform reference check procedures
  • Documentation of conversations with references
  • Verification of applicant information
  • Objective performance evaluations
  • Guidance on handling negative feedback
  • Legal considerations regarding workplace violence

When to use this form

This form is vital when you are in the process of hiring new employees. It offers guidance on how to perform reference checks to ensure candidates meet company standards. Use this form when you want to standardize your hiring practices, minimize potential liabilities, and gather objective insights into applicants' past performances.

Who should use this form

  • Human resources professionals
  • Hiring managers in various industries
  • Small business owners conducting their own hiring
  • Recruiters seeking uniformity in candidate assessments

Instructions for completing this form

  • Establish consistent procedures for conducting reference checks.
  • Document details such as whom you spoke with and the date of the conversation.
  • Verify the applicant's information, including job title and employment dates.
  • Ask references to provide objective ratings on relevant job-related factors.
  • Consider negative feedback carefully and confirm if it was discussed with the candidate.

Notarization requirements for this form

This form does not typically require notarization to be legally valid. However, some jurisdictions or document types may still require it. US Legal Forms provides secure online notarization powered by Notarize, available 24/7 for added convenience.

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Download a copy, print it, send it by email, or mail it via USPS—whatever works best for your next step.

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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.

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We protect your documents and personal data by following strict security and privacy standards.

Common mistakes to avoid

  • Failing to document reference check details.
  • Asking leading or subjective questions instead of objective assessments.
  • Neglecting to contact multiple previous employers.
  • Disregarding legal considerations regarding defamation.

Benefits of completing this form online

  • Easy access to legally vetted guidelines from licensed attorneys.
  • Convenience of downloading and customizing templates as needed.
  • Improves reliability and consistency in the reference checking process.
  • Eliminates confusion with clear instructions and structured steps.

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FAQ

Verify the candidate's name. Confirm how they know the candidate. Ask what makes the candidate a good fit. Have the reference rank the candidate. Find out the candidate's strengths and weaknesses. Ask about the candidate's behavior. Take the process seriously. Conduct two verbal checks.

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.

What is/was your working relationship with the candidate? How long have you known the candidate? How would you describe the candidate's performance? What do you think are the candidate's strengths? In what areas do you believe the candidate could improve?

Create a word document that contains the reference check questions to attach to the email. Leave adequate space for the reference to provide a response. Personalize the questions to include the candidate's name and any details the reference might need to know to assist them in his/her response.

The highest praise you can give in a reference check is saying something like, 'I would hire this person in a heartbeat. This is a person I want on my team. ' Sometimes reference checkers ask about a candidate's weaknesses or press you to rank the candidate based on other employees.

A reference check can include several steps. The employer could simply verify dates of employment and job titles and dates of attendance at college and the degree attained.In the case of an in-depth check, your references can expect questions similar to those asked of job applicants during an interview.

Prior to An OfferEmployers will reach out to your references prior to offering a job so generally near the end of the hiring process. However, doing a reference check does not imply you will be receiving an offer.

Once you've identified the top two or three candidates through resume screenings and initial interviews, conduct the reference check before offering anyone the position. If the references confirm a candidate's skills, experience, and ability, then conduct a follow-up interview armed with that knowledge.

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Guidelines for Performing Reference Checks