Guidelines for Performing Reference Checks

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Multi-State
Control #:
US-174EM
Format:
Word; 
Rich Text
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About this form

The Guidelines for Performing Reference Checks is a legal form that provides essential guidelines for employers conducting reference checks when hiring new employees. This form helps ensure that the reference checking process is consistent and legally compliant, distinguishing it from other hiring documents by focusing specifically on how to gather and evaluate references effectively.

Key parts of this document

  • Standardized procedures for conducting reference checks.
  • Documentation of conversations, including dates and details discussed.
  • Verification of applicant-provided information such as employment dates and roles.
  • Methods for obtaining objective evaluations of applicants.
  • Guidelines for addressing potential negative comments from references.
  • Specific questions to ask references regarding workplace violence tendencies.

Common use cases

This form is used during the hiring process when an employer needs to verify the qualifications and background of a prospective employee. It is particularly useful when making hiring decisions, as it provides a structured approach to ensure that references are checked thoroughly and objectively before an offer is made.

Intended users of this form

  • Employers hiring new employees.
  • Human resources professionals responsible for screening applicants.
  • Hiring managers involved in the recruitment process.

Instructions for completing this form

  • Decide on a standardized set of questions for all references.
  • Document the names and contact details of each reference contacted.
  • Verify the candidate's information as stated in their application.
  • Ask references to rate the applicant on relevant job-related criteria.
  • Carefully consider any negative feedback in context.
  • Ensure you document the reasons for any hiring decisions made based on reference feedback.

Is notarization required?

In most cases, this form does not require notarization. However, some jurisdictions or signing circumstances might. US Legal Forms offers online notarization powered by Notarize, accessible 24/7 for a quick, remote process.

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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.

Mistakes to watch out for

  • Failing to document reference conversations properly.
  • Asking leading or irrelevant questions.
  • Relying solely on one reference instead of gathering multiple opinions.
  • Neglecting to consider the context of negative feedback.
  • Not following up on inconsistencies found during the reference check.

Advantages of online completion

  • Easy access and instant download of standardized guidelines.
  • Editable format allows customization to fit specific hiring needs.
  • Reduces the risk of legal issues by providing a documented reference check process.
  • Convenient to store and retrieve for future hiring needs.

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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