Employee References

With the “Employee Reference Request Email” feature enabled, navigate to the Employee profile, hover over Other, and select Reference request.

This will open a popup with the option to fill in the Recipient name and email address.
Then when you confirm, the email will be sent.
There is a default template for the email content. If you wish to customise it, just let us know  what you want to add or change and we will apply this for you.

Each email once sent, includes a unique referral link that can only be used once, preventing it from being resent or completed multiple times.

When the referral is filled in, a pdf document containing any reference data will be automatically uploaded into the corresponding employees compliance.

Within the popup, it’s also possible to see all previously sent referral requests including the status to confirm whether it was filled in or not.

Setup requirements:

In the company settings, you would need to set the Form link that you would like the client to fill in. 

It’s possible to use any public forms that support webhook results, we would recommend using NestForms.

Additionally, you must select the specific compliance requirement to which the finalised documents should be attached.

Remember, you can also customise the subject of the email.

You can also set more than one template type  if you require alternate data that gives you a fuller picture of your employees competency and background.

This module can be used for requesting different types of information including:

• References
• Reason for leaving
• Confirmation of Competency
• Quality of performance