TEMPLATE · People and HR
Reference check
A referee confirms how they know the candidate, the dates, the role, and gives an honest view of strengths, areas to develop and suitability.
You have been named as a referee. Please answer honestly; the candidate has agreed to us asking you. Your answers are kept confidential to the people deciding.
About you
- Your nametext
- Emailemail
- Job title and organizationtext
About the candidate
- Candidate's nametext
- RelationshipchoiceI managed them · We worked together · I taught or supervised them · Personal reference · Other
- Fromtext, optional
- Totext, optional
- Their roletext, optional
Your view
- StrengthstextAn example of each helps the most.
- Areas to developtext, optional
- ReliabilitychoiceExcellent · Good · Satisfactory · Poor · Cannot sayChoose “Cannot say” if you did not see it.
- Working with otherschoiceExcellent · Good · Satisfactory · Poor · Cannot say
- AgainchoiceYes · Yes · with reservations · No · Cannot say
- Anything elsetext, optionalOnly what is relevant to the role.
- This reference is accurate and given in good faith.tick box
Signature
- Referee signaturesignature
- Referee date signeddate signed
What people see
The template, the way the person you send it to fills it in.
In this template
What is on the page.
- About you: 3 fields
- About the candidate: 5 fields
- Your view: 7 fields
- Signature: 2 fields
It is your own copy in your workspace. Change any of it before you send.
Send it from code
Send the reference check template from your own code.
Make your own copy once, then send it to the person you name. A test key sends only to you.
npx docustay templates customize reference-check --name "Reference check"
# prints the new template's id; then send it as a test:
npx docustay send --test $DOCUSTAY_TEMPLATE_ID --party 'signer=Name <email>'curl -X POST "$DOCUSTAY_URL/api/v1/documents/send" \
-H "Authorization: Bearer $DOCUSTAY_API_KEY" \
-H "Idempotency-Key: $(uuidgen)" \
-H "Content-Type: application/json" \
-d '{"templateId":"$DOCUSTAY_TEMPLATE_ID","parties":[{"seat":"signer","name":"Name","email":"name@example.com"}]}'What you keep
A sealed copy and its record.
Each person who signs gets the sealed PDF with a certificate of completion, and so do you. Search them in your workspace and read each one by its own record.
Questions
Quick answers.
Who fills it in?
The person you send it to. They are the referee in this template: they type their own name and email, fill in each box and sign.
Can I send it to many people at once?
Yes. Send to a list sends your own copy to each person on it, and each person signs their own copy.
Can I change the questions?
Yes. In your workspace it is your own copy: add, remove or reword any field, then send it. The original is never changed.
Can people attach files?
17 fields make up the reference check template. Where it has a file box, people may attach a PDF or a picture, and it is stored exactly as they upload it and never converted.
Is this legal advice?
No. The reference check template is a starting point in plain words. Change what does not fit before you send it.
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