Creating a reference check

Before you start

You need a credit balance of at least one. You can check your balance on the dashboard. If you have zero credits, you'll see a prompt to buy credits.

You also need the candidate's full name, email address and role or job title.

Raising a check

1. Go to your dashboard and click Raise a check.
2. Enter the candidate's full name, email and role or job title.
3. Choose how many references you need (default 2, maximum 10).
4. Add an optional reference number (external_ref) of your own.
5. Optionally add a message to the candidate (up to 1,000 characters).
6. Select a question set for the competency questions the referees will see (only shown if you have more than one set).
7. Choose who provides the referees: the candidate (default) or you.
8. Confirm — the check uses one credit and the candidate is emailed for consent.

What happens next

The candidate receives an email asking them to consent. Nothing is sent to any referee until the candidate gives their consent.

Closing date

Once the candidate consents, the check has a closing date of 14 days. All referees need to respond by then. If the closing date passes with fewer than the required number of responses, the report still ships — you get the credit back only if zero referees responded.