Complete Reference Letter Request Task

The Reference Letter Request page is where applicants complete the Reference Letter Request task. Here, they will enter the contact information for each reference and submit the task.

Applicants access this page by launching the task from the My Profile page. See Reference Letter Request - Pending/Completed Tasks.

Recruiter Note: The fields and instructions on the Reference Letter Request page are hard-coded and cannot be modified by the administrator or recruiter.

EMAIL NAME EMAIL DESCRIPTION ACTION TYPE
Reference Letter Request (to external references)

This email is triggered when the Reference Letter Request task is completed by an applicant in order to send a reference letter request to the external references.

When configuring this email, the email must contain the FORM.LINK tag. If the tag is not included, then referrers will not have a link in the email that opens the reference letter form from which the referrer completes and submits their reference letter. Note: The link to the reference letter form is only valid for the current applicant and cannot be reused or resubmitted for a different applicant.

The email can be sent to External Reference, Hiring Manager, Requisition Owner(s), Requisition Reviewer(s), or a specific user. When configuring this email, the External Reference email recipient must be selected. If this recipient is not selected, then the email will not be sent to the referrer.

This email can be configured as a Notification or Reminder type email. This email is active by default and can be found in the Recruitment action type section of Email Administration.

Use Case: Use this trigger to notify referrers that a reference letter has been requested of them. Reminders can also be set for this email to remind referrers to complete and submit a reference letter for the applicant.

 Recruiting

To complete the task:

  1. Click Launch from the pending task on the My Profile page.
  2. Enter the name and email address of the reference. Each field accepts up to 100 characters. At least one reference must be provided.
  3. Add up to four additional references by selecting the Add Reference icon . References can be removed by selecting the Remove Reference icon .
  4. Click Submit.

Once the references are submitted, the Reference Letter Request email is sent to the references, provided the email is configured and active in Email Administration. The task changes to Completed on the applicant's profile page. The reference cannot be modified once submitted.

Selecting Cancel returns the applicant to their My Profile page, and the task remains in a Pending status.