Manage Candidates - Request Reference Letters

The Request Reference Letter feature is available from the More drop-down on Manage Candidates and is also available from the applicant carousel.

From the Manage Candidates page, you can request references for one candidate or in bulk. From the applicant carousel, you can request references from one candidate at a time.

Pre-Step Note: A form for completing reference letters must be available in order to use the Request Reference Letter action properly. Forms are created by the administrator in the Manage Forms area of the Form Management functionality.

Submit Reference Letter Request from Manage Candidates Page

To submit a reference letter request:

  1. Navigate to Recruit > Manage Candidates.
  2. Check the box to the left of the candidate name.
  3. Select Request Reference Letter from the More drop-down. This opens the Request a Reference Letter flyout. The candidate's name appears in the Candidates list at the top of the flyout.
  4. Select a reference letter request form from the list of forms. The only forms that display are forms that are within your availability.

      Note on E-Signature Forms: Forms that include an e-signature option cannot be used for requesting reference letters via Manage Candidates.

  5. Click Submit. A confirmation message appears indicating whether the request was assigned successfully.

Submitting the form also triggers the Request References email notification, if enabled and active in Email Administration. This email lets the candidate know they have been assigned the request form.

Candidates can launch the form from their My Profile page in the career site (external or internal) or from their Application page in the Career Center (Legacy). From there, they can launch and complete the form.

Submit Reference Letter Request from Applicant Carousel

You can request references letters from one candidate at a time via the applicant carousel. To submit a reference letter request:

  1. Navigate to Recruit > Manage Candidates.
  2. Check the box to the left of the candidate name.
  3. Click View Resume. This opens the applicant carousel.
  4. Click Request Reference Letter from the options menu. This opens the Request a Reference Letter flyout. The candidate's name appears in the Candidates list at the top of the flyout.
  5. Select a reference letter request form from the list of forms. The only forms that display are forms that are within your availability.

      Note on E-Signature Forms: Forms that include an e-signature option cannot be used for requesting reference letters via Manage Candidates.

  6. Click Submit. A confirmation message appears indicating whether the request was assigned successfully.

Submitting the form also triggers the Request References email notification, if enabled and active in Email Administration. This email lets the candidate know they have been assigned the request form.

Candidates can launch the form from their My Profile page in the career site (external or internal) or from their Application page in the Career Center (Legacy). From there, they can launch and complete the form.

Reassign Reference Letter Request

Once a candidate completes a reference letter task, recruiters can reassign the task if needed. The ability to reassign reference letter requests is not available outside Manage Candidates.

Reference letter requests cannot be assigned to candidates who have a reference letter request task in progress.