References will include the reference entries for the selected employee. If the employee was hired through the Applicant Tracking Portal, the references they entered during the application process will carry over into the employee references. An administrator also has the ability to delete any existing references from the References screen.

Information can be added by the employee at any time if they have been granted access to the References link from the menu by going to Setup > Setup Properties > Employee Portal > Quick Links.

If they have not been granted access to the References Quick Link the information will need to be entered by an administrator.

The "References" page will have columns for:

• Name - The name of the reference. Clicking the name will allow you to edit the reference.
• Company - The company associated with the reference.
• Job Title - The job title of the reference.
• Phone - The phone number to contact the reference.
• Email - The email to contact the reference.
• Type - If the reference is a Professional or a Personal reference.

The Actions drop-down menu allows you to:

• Add New
• Delete

Adding/Editing a Reference

• Click Add New from the Actions drop-down menu to create a new reference or the name of an existing reference to update it.

  

• Enter all required reference information. A reference must have a phone number or email to contact them. Required fields will be shown in RED.

  

  • Name
  • Reference Type
  • Years Known - If "Years Known" is not entered, it will default to 0.
  • Company
  • Job Title
  • Email
  • Work Phone
  • Cell Phone
  • Home Phone
• Click Save when finished.

Deleting a Reference

• Use the checkbox towards the right of a reference to select it.

  

• Click Delete from the Actions drop-down menu.

  

• Confirm the deletion.