Perform Reference Checks

Automate and manage candidate reference checks directly in your pipeline.

Overview

Reference checks are a critical part of the hiring process, helping you validate a candidate’s experience, qualifications, and cultural fit. With Discovered, you can attach a Reference Check automation to a specific status in your pipeline. When a candidate is moved into that status, they are automatically prompted (if a message is included) to provide references, and your team can collect structured feedback through customizable questionnaires.

How to Perform Reference Checks:

 

 

1. Open a Status in the Processing Tab

Go to your job posting, navigate to the Processing tab, and click on the status where you’d like to add the one-way interview.

2. Add the Reference Check Automation

  • Scroll to the automation options and click Add Reference Check.
  • A default questionnaire will appear, pre-configured from your Find and Evaluate Talent tab.

3. Review and Customize the Questionnaire

  • Edit the default questions as needed.
  • Use existing templates to save time and ensure consistency.

4. (Optional) Add a Candidate Message

To notify candidates, create a message in the status and include the reference link token. Without a message, candidates will be assigned the reference task but will not be informed automatically.

5. Assign the Status to a Candidate and Verify Assignment

  • Once set up, move a candidate into the reference check status. The task will automatically be added to their profile.
  • Open the candidate’s profile and confirm the reference check is listed in the Reference Check section.

Why This Matters:

Automating reference checks ensures consistency, saves time, and prevents important hiring steps from being missed. With structured questionnaires and optional candidate messaging, you can:

  • Collect relevant, comparable feedback from references.
  • Ensure reference requests are triggered automatically at the right stage.
  • Provide a professional candidate experience by clearly communicating expectations.

Use Cases:

  • Recruiters: Quickly request references once candidates pass the interview stage.
  • Hiring Managers: Gain structured, role-specific insights before making a final offer.
  • Agencies: Standardize the reference check process across multiple clients.
  • Small Teams: Automate reference requests without extra administrative effort.

Best Practices:

  • Use templates for consistency and efficiency across jobs.
  • Always add a candidate message so they are notified and can provide references promptly.
  • Review and update your reference questions periodically to align with evolving job requirements.
  • Verify reference assignments in the candidate profile to avoid delays in decision-making.

What Happens Next:

Once a candidate is assigned the reference check status:

  • The reference check questionnaire is automatically attached to their profile.
  • If a message is included, candidates are prompted with a link to provide references.
  • Your team can monitor responses in the Reference Check section and use them to inform final hiring decisions.

With automated reference checks, you can maintain a structured, efficient, and professional evaluation process without adding extra manual work.