Reference check template free

Give the respondent: A brief letter of introduction Contact information for questions A return-by date — if the form is submitted through the mail, give the respondent a week or so to return the form 5. Create the form The structure of the form will differ by phone, mail and email. Responding by phone: Create a PDF with fields that can be filled in. The person conducting the phone call will benefit from a short script to introduce themselves to the respondent.

Responding by mail: Reference checklists should be no longer than one page and include a brief letter of introduction.

Leave space below each question for the respondent to write their answer. Responding by email: Send a link to an online form through email. Many online services build forms that populate an easy-to-review spreadsheet. Include an introductory paragraph in the body of the email before the link to the online reference checklist form.

Sincerely, [your name] [your position] Name: Relationship to the applicant: Contact information: Did the applicant work at this company? Why did the applicant leave the company? Would you rehire this applicant?

Is there anything else we should know? What are their strengths and weaknesses? How well did they take direction and feedback? Did they have any behaviors or habits that got in the way of their work? How well did the applicant handle stressful situations? What was a major accomplishment the candidate had with your company? What skills do you think the candidate could use to improve their performance? What type of environment does the applicant thrive in? Do you think the candidate can handle the position we have open?

What would I need to know about the applicant to manage them well? Is there anyone else you feel I should contact about the applicant? Was the applicant stronger working alone or working as part of a team? Did they earn any promotions while working for you? Cancel Sign In. Please purchase a SHRM membership before saving bookmarks.

OK Join. An error has occurred. From Email. To Email. Send Cancel Close. Post a Job See All Jobs. Background Checks. HR Daily Newsletter News, trends and analysis, as well as breaking news alerts, to help HR professionals do their jobs better each business day. Contact Us SHRM Page Information Page Properties. Choose current clients and tailor the vendor references to the specific industry of the potential client. List the best references first and verify that the contact listed has enough information on the purpose of the reference to provide a positive, informative recommendation.

The template provides contact information, but more importantly, there is also space to highlight details of the products and services provided, project dates, and any relevant information the vendor identifies as important for the client to know before contacting the reference. Employers, college admissions committees, and volunteer organizations sometimes ask for character or personal references as part of the application or interview process.

A character reference list is a formal business document. Like a professional reference list, it should match your resume and cover letter formatting but be saved as a separate document. Do not submit a personal character reference list with an application unless asked to do so. The difference between the professional and personal reference list template is the type of contact listed.

Instead of using professional references and highlighting their credentials, list personal references who can vouch for your character outside of work. You can use teachers, coaches, church officials, counselors, or mentors to create your character reference list. Use this template to provides information about your character references. Businesses provide references to banks and investors to establish its creditworthiness.

A credit reference template lists contacts from banks, companies, and investors that will attest to your solvency and financial accountability. List the strongest, most relevant credit references in descending order. Select credit references that are current and represent a positive, ongoing financial relationship.

This template provides banks, lenders, and employers with a list of references to contact when determining your creditworthiness and accountability. There is space to include details about the financial relationship and information on the type of organization, account representatives, payment terms, the account tenure, etc.

The purpose of a trade or business reference list is to organize contacts that vouch for a businesses creditworthiness and performance. Lenders and business-to-business B2B suppliers within the same industry use trade references to vet a business before supplying their products and services on credit terms.

The information they might obtain from the references on your list includes overall customer experience with the company, the length of the relationship, sales with the business, type of credit terms for example, Net 30 , and any history of late payments or legal action against the company.

Build your trade reference list with current suppliers that can attest to the status of your account and verify your ability to meet payment terms. List your best trade references first in order of the longest to shortest tenured relationships.

The trade reference list is similar to a credit reference list and is sometimes used to verify creditworthiness of a business. This template is formatted to highlight trade relationships and provide information on accounts payable contacts, payment terms, and credit limits. High-paying medical jobs are competitive, and the doctors, nurses, pharmacists, and medical professionals vying for these jobs need to find a competitive advantage.

Having a thorough, updated medical professional reference list is one way to do so. Provide character and educational references related to your program of study and the reference letter contacts you used for a medical school application.

This template is formatted to highlight the research activities, volunteer projects, education credentials, career, or classroom successes that relate to the contact provided. List colleagues, professors, teacher assistants, administrators, and research partners that will help you stand out from the competition.

You can modify this medical professional template to serve as a college reference list. A professional reference sheet is a list of professional contacts for example former or current coworkers or supervisors who can vouch for your skills and qualifications for a specific job.