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Home»News»15 Steps to Conduct Successful Reference Checks While Hiring
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15 Steps to Conduct Successful Reference Checks While Hiring

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By Bella K. Swan on November 17, 2023 News
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Every piece in the recruitment puzzle plays a vital role, and reference checks are no exception. By providing a third-party perspective, reference checks can unveil aspects of candidates that might not be immediately apparent from resumes or interviews alone. Let’s deep dive into the 15 critical steps to ensure your reference checks are both thorough and effective.

  • Understand the Objective

Before diving into the process, clarify your goals. What do you hope to achieve with this reference check? Ideally, it’s about validating the candidate’s professional history and assessing cultural fit. It provides a comprehensive understanding of their strengths and areas for improvement. It’s not just a routine task, but a crucial insight tool. A clear objective ensures targeted questions and more actionable feedback. Remember, a well-executed reference check can be the final seal of approval.

  • Secure Candidate Consent

It’s not just about professional courtesy but also about legal necessity. Before contacting any references, ensure the candidate is aware and agrees. This builds trust and transparency in the hiring process. Candidates usually prepare their references, ensuring they provide pertinent and timely information. Jumping the gun without consent can sour potential relations. It’s essential to tread carefully, respecting the candidate’s current employment situation. Consent ensures a smoother process for all involved. Once this is done, you can go ahead with doing the reference or background check. 

  • Select the Right References

A balanced view is imperative. While candidates usually provide references they believe will vouch for them, diversifying the list is key. Seek a mix of managers, peers, and subordinates if possible. Each offers a unique vantage point into the candidate’s professional behavior. Managers can assess leadership and responsibility. Peers can provide insights into teamwork and collaboration. Subordinates reveal leadership and mentoring qualities. A well-rounded perspective paints a holistic picture.

  • Prepare Structured Questions

Go beyond generic questions like “How was it working with the candidate?” Instead, have a set of structured, relevant questions ready. This ensures consistency across all reference checks. Tailor questions to delve deeper into specific experiences or skills mentioned during the interview. Having a guideline ensures you extract maximum value from each call. It minimizes ambiguity and leads to clearer insights. Remember, the right questions can uncover a goldmine of information.

  • Establish Rapport with the Reference

Begin the call with a brief introduction and a thank you for their time. Setting a friendly yet professional tone can make the reference more comfortable and willing to share. Understand their relationship with the candidate to contextualize the feedback. Was their interaction brief or extensive? Were they in the same department or in different teams? Laying the groundwork ensures a more fruitful conversation. Building rapport ensures more candid, comprehensive feedback.

  • Seek Specific Examples

General feedback might not provide the depth you need. Encourage references to share specific instances or stories that exemplify their points. Instead of just hearing a candidate is “good with deadlines,” perhaps you’ll learn about the time they successfully managed a high-stakes project under tight constraints. Specific anecdotes offer a clearer picture of performance. It helps translate often vague qualities into tangible actions. Real-world examples make the candidate’s attributes come alive.

  • Listen Actively

While you guide the conversation, give references ample space to share. Listen for nuances in their responses. Sometimes, what’s left unsaid can be as revealing as the feedback itself. Pauses, hesitations, or tonal changes can provide insights. Active listening goes beyond hearing words—it’s about discerning the underlying sentiments. By tuning in attentively, you might pick up on subtle but crucial details. Every piece of feedback, overt or covert, contributes to the bigger picture.

  • Inquire About Re-hire Potential

One telling question to pose is whether the reference would re-hire the candidate if given a chance. This straightforward query can reveal volumes. A hesitant “maybe” and an enthusiastic “absolutely” can convey different levels of confidence in the candidate’s abilities. This question often provides a summative view of the candidate’s impact and performance. It encapsulates the essence of the candidate’s professional demeanor. It’s a litmus test for the candidate’s real-world value.

  • Compare Feedback with Interview Insights

Once the reference check is complete, juxtapose the feedback with your interview observations. Look for alignment and discrepancies. Consistent feedback across references can validate specific strengths or weaknesses. On the other hand, discrepancies might warrant further investigation. The goal is to paint a holistic picture of the candidate. Cross-referencing ensures a multi-dimensional understanding.

  • Respect Confidentiality

It’s paramount to handle feedback with discretion. Respect the confidentiality of the information shared. This establishes trust with both the reference and the candidate. Sharing sensitive feedback indiscriminately can jeopardize professional relationships. Ensure that only pertinent stakeholders have access to the insights. Remember, with great information comes great responsibility. Safeguarding it ensures integrity in the recruitment process.

  • Keep It Time-Bound

Value the reference’s time. Aim to keep the conversation concise yet informative. By sticking to structured questions and being mindful of the clock, you ensure efficiency. If the reference is short on time, prioritize your most crucial questions. Being respectful and efficient can also increase the likelihood of the reference providing candid feedback. Time management reflects professionalism and courtesy.

  • Seek Feedback on Improvement Areas

Beyond strengths and achievements, inquire about areas where the candidate could improve. Everyone has growth areas, and understanding these can help set expectations and future training. This feedback isn’t about finding flaws but about understanding the full spectrum of the candidate’s profile. It provides a roadmap for their potential development within your organization. Constructive insights can be invaluable for long-term success.

  • Be Wary of Overly Negative Feedback

While most references will provide balanced feedback, be cautious if someone is excessively negative. Consider the context and relationship dynamics. Sometimes personal biases can cloud professional judgment. It’s essential to discern between objective feedback and personal grievances. Cross-checking with other references can help validate or refute such claims. Always seek a well-rounded view before drawing conclusions.

  • Document Everything

Ensure you capture all insights shared during the call. Detailed notes help in reviewing and comparing feedback later. Documentation provides a reference point for future discussions or decisions. Whether it’s specific anecdotes, general feedback, or observed nuances, jot it down. Maintaining records streamlines the hiring process. It ensures informed, data-backed decision-making.

  • Thank Your References

At the end of the conversation, express gratitude for the reference’s time and insights. A little courtesy goes a long way. It reinforces a positive image of your company and may facilitate future interactions. Remember, today’s reference could be tomorrow’s candidate or client. Leaving a positive impression paves the way for future engagements. Every interaction is an opportunity to strengthen professional ties.

In the grand tapestry of recruitment, reference checks are invaluable threads that add depth and authenticity. They offer an external perspective, balancing out the recruiter’s observations. By meticulously following these 15 steps, recruiters can ensure that their reference checks are not mere formalities but powerful tools that drive insightful, informed hiring decisions.

Author Bio

Recruit CRM is on a mission to help recruiters across the world streamline their recruiting process using our intuitive and easy-to-use cloud-based ATS + CRM software. Check out our ebook “101 recruiting power boosters to ace your hiring in 2023” for expert recruiting tips and advice.

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I'm Bella K. Swan, and I'm absolutely delighted to welcome you to the vibrant avian world here at Birdswave.com. I'll share my experience about blogging for news, business and many more.

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