Reference Checking Checklist

State:
Multi-State
Control #:
US-403EM
Format:
Word; 
Rich Text
Instant download

Understanding this form

The Reference Checking Checklist is a tool designed to help interviewers systematically check the references of a job candidate. This form ensures that important information is requested and evaluated, enabling hiring decisions to be based on thorough and effective reference checks. By using this checklist, employers can maintain consistency in their hiring processes and avoid common pitfalls that may arise from informal reference inquiries.

Key parts of this document

  • Authorization section to obtain the candidate's consent for reference checks.
  • Specific criteria for evaluating previous employment, including dates and job titles.
  • Questions to assess the candidate's work quality, attendance, and cooperation skills.
  • Guidelines for comparing reference information with the application and interview details.
  • Confidentiality measures to protect the candidate’s personal information.

When this form is needed

This form is essential during the hiring process when an employer needs to verify a job candidate's previous work experience and qualifications. It is particularly useful when a candidate progresses to the interview stage, ensuring that all references are thoroughly checked before making a hiring decision. Use this checklist to maintain structured communication with references, leading to informed decisions about potential hires.

Intended users of this form

  • Employers looking to hire new employees.
  • HR personnel responsible for the recruitment process.
  • Hiring managers conducting interviews and selecting candidates.
  • Any organization aiming to formalize their reference-checking process.

How to complete this form

  • Begin by obtaining the candidate's signature on the authorization section.
  • Fill in the candidate's details, including prior employers and roles.
  • List the specific criteria you wish to evaluate for each reference.
  • Contact each reference and document their responses based on the checklist prompts.
  • Compare the information gathered with the candidate's application and interview insights.

Is notarization required?

Notarization is generally not required for this form. However, certain states or situations might demand it. You can complete notarization online through US Legal Forms, powered by Notarize, using a verified video call available anytime.

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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

  • Failing to obtain proper authorization from the candidate before checking references.
  • Neglecting to ask specific, relevant questions tailored to the candidate's role.
  • Not documenting the responses received during the reference checks.
  • Using vague criteria that may result in inconsistent evaluations.
  • Overlooking confidentiality aspects, leading to potential legal issues.

Benefits of using this form online

  • Convenient access to a ready-to-use template that saves time in creating your own form.
  • Editability allows customization for specific needs or job roles.
  • Reliability backed by legal expertise, ensuring compliance with relevant employment laws.
  • Easy to store and share electronically, streamlining the reference-checking process.

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FAQ

Start by explaining your relationship to the candidate. How do you know 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.

Anything related to demographics or personal information. Anything related to personal health. Anything related to credit scores. Anything related to family.

Many employers check references as part of the hiring process. A reference check is when an employer contacts a job applicant's previous employers, schools, colleges, and other sources to learn more about his or her employment history, educational background, and qualifications for a job.

Can you verify the details of the candidate's employment (start and end dates, salary, position, etc.)? Why did the candidate leave the company? What is your professional relationship to the candidate and how did it begin?

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.

When did (name) work for your company? Could you confirm starting and ending employment dates? What was her/his position? Could I briefly review (name's) resume? Why did (name) leave the company? What was her/his starting and ending salary?

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.

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.

Why did the candidate leave the company? Were there any workplace conduct or ethical incidents caused by this candidate when they worked for your company? Is the candidate eligible to be re-hired and would you re-hire them? Why or why not?

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Reference Checking Checklist