Creating your first reference request

Step-by-Step Guide to Create a Request:

1. Log in to your RefNow account.
   at https://app.refnow.co

2. Select New Request.
   This can be found in the top right of your screen.
   
   

3. Enter the candidate’s contact details.
   You will be prompted to input the candidates full name, phone number and email address - this is what will be used to contact them about the reference request. 
   You can also add the proposed job title and a personalised message to the candidate if you wish to; this may be useful to remind them to provide a reference from a specific employer or organisation.
   
   

4. Choose a Question Profile.
   Next, choose a Question Profile. 
   'Question Profiles' determine the questions that will be sent to referees. If this is your first request, you can use the Default question profile, to configure different profile visit: How to create a customised Question Profile.
   
   

   You can preview the questions in a question profile before sending at any time by clicking the eye icon ().
   
   

5. Specify how many Required References.
   Choose the amount of references that the candidate must supply to complete their references check. This can be up to 10.
   
   

6. Add A Digital ID check.
   If you question profile doesn't already contain one, use the check box to add a Digital ID check to the reference request.
   Define the type of Digital ID verification you would like to implement, from the dropdown list.
   Adding this will cost you 1 Right to Work ID Credit. If the Question Profile you select already has the Digital ID request included you do not need to do this and it will be displayed at the bottom of the request in the credit breakdown.

   

7. Edit Reminders.You can adjust the reminder schedule by selecting Edit Reminders. This allows you to customise how frequently reminder emails are sent to candidates or referees who have not yet completed the reference. Our standard reminder pattern sends 5 emails in a 1
    day, 2 day, 2 day, 2 day pattern. You can edit this to reflect your own urgency as desired.
   
   
   

8. Send the Request!
   When you are ready, click Send Request. 
   The candidate will then receive an email asking them to submit their referee details. Once submitted, RefNow will automatically contact each referee and ask them to complete the questions included in your selected question profile. You will receive an email notification each time a reference is completed. Completed references can be viewed or downloaded as a report directly from the RefNow portal.