📌 Note: The screenshots and settings shown in this article may not match what you see in your own platform, as Rosterfy is highly customisable. If you need guidance specific to your setup, please contact our support team.

Reference checks are administered through forms, allowing administrators to seamlessly gather insights from referees across volunteer and workforce programs. Referees can easily complete their requests through a frictionless experience without needing to create an account. Reference checks can be administered using the following four forms:

User Data Collection Form: Collects reference data and stores details directly on the user's profile.
Role Offer Forms (Accept, Application Withdrawal, Reject, and Interaction): Captures referee responses at specific hiring stages, storing data against the role offer or the user.
Expression of Interest Forms (EOI and Cancel EOI): Logs Event-level reference details and interest against the user or event record.
Shift Application Form: Verifies credentials via a pop-up before a volunteer or staff member can confirm a Shift.

Submitting a referee's details through a form does not automatically send a reference check. To get started, make sure to set up your communications first. This includes creating the messages needed to send the initial request, notify admins upon completion, and deliver follow-up reminders to both referees and candidates. Once those are ready, you can configure the automations that trigger them.

See the Configuring Reference Check Communications and Configuring Reference Check Automations articles for more information.

IN THIS ARTICLE:

Add a Reference Check to a Form
Update a Reference Check on a Form
Remove a Reference Check From a Form

Add a Reference Check to a Form

💡Tip: A reference check configuration must be created before it can be added to a form. See the Configuring Reference Checks and Parental Consent article for more information.

Reference checks can be added to new or existing forms. The following instructions relate to an existing form. See the Create and Update a Form article for more information. Refer to the beginning of the article for a list of forms reference checks can be added to.

Click Forms > List.
Click the More Actions menu on the form you wish to update.
Click Update. The Form Builder appears:
Click the Actions button > Add Referees option, or click the arrow next to the User Checks field in the Available Fields section of the form.

The Referees window appears:
Enter a name for the Field Label.
Click the Check Configuration to select the User Check configuration.
(Optional) Enter a Label for reference.
Click the Update button.
Click the Save button.

💡Tip: Submitting a referee's details does not automatically trigger the reference check. Administrators must ensure the necessary automations are set up to send the initial request, notify admins upon completion, and deliver follow-up reminders to both referees and candidates. See the Configuring Reference Check Communications and Configuring Reference Check Automations articles for more information.

Update a Reference Check on a Form

To make changes to the Referee field on the form:

Click the Referee field on the form. The Referees window appears:
Edit the field, as desired.
Click the Update button.

Remove a Reference Check From a Form

Click the Referee field on the form. The Referees window appears:
Edit the field, as desired.
Click the Remove button.