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Sending a reference request email from the Candidate Record

Reference checking is a vital part of the recruitment process and we are all aware that no matter how amazing a candidate may be on paper, and regardless of how impressive they may have been when you interviewed them, reference checking still needs to be done- as they so say rather safe than sorry.

To make this process a little easier Chameleon-i has the ability to send a reference request email from a candidate record, recording a note and a follow up in the same action.

How it’s done

Step 1

The user selects the candidate record and goes to the References tab

Step 2
On the References tab and for each of the referees there is an Email field with an email icon next to it where an email address is entered. Please note – the icon will NOT appear if the email address field is empty.

Step 3
The user clicks the email option next to the email address which will trigger the
Reference Request wizard popup.

Step 4

The email body will default to a wizard template called Wizard-Candidate Reference Request which the user can alter from the CMS tab in the Admin area if they have permission to do so.

 

Step 5
The wizard popup will automatically generate a Reference Request note upon completion of the wizard

Step 6.
The user can also create a follow-up/todo of the activity type Follow Up: Reference Request  by ticking the Activity tick box and setting a date and time for the follow-up

 

Step. 7.
To complete the action, the user can then click the button or if they want to cancel the action, click the  button at the bottom right of the popup.

Contact Us

Sales:

+44 (0) 1483 600370

Email:

sales@chameleoni.com

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