This guide outlines the candidate and referee journey during the employment screening process, providing a step-by-step look at the SMS and email communications, consent capture, and data collection workflows powered by Referoo.
Candidate flow
Step 1: Candidate SMS and email
After a package of background checks is triggered, the candidate receives both an SMS and an email from Referoo requesting the candidate provide details required to complete the employment checks.
Step 2: Capture candidate consent
Upon clicking on the link from Step 1, the candidate is presented a series of forms, beginning with a consent form which they must electronically sign.
Step 3: Capture candidate details
Next the candidate confirms their name, contact details, and role they are applying for.
Step 4: Capture referee details
Next the candidate is prompted for details for two referees. After these details are captured, emails and SMS messages are sent to the nominated referees in order to capture their responses to reference questions.
Referee flow
Step 1: Referee email and SMS
After a candidate nominates a referee, the referee receives both an SMS and an email from Referoo requesting they provide details required to complete the employment checks.
Step 2: Capture referee consent
Upon clicking on the link from Step 1, the referee is presented a series of forms, beginning with a consent form which they must electronically sign.
Step 3: Capture referee details
Next the referee confirms their name, contact details and details around their work relationship and the period they worked with the candidate.
Step 4: Capture reference questions
Next the referee fills out the response to the reference questions applicable for the employment check package and submits their response.