Reference Check Setup Guide: Part One

Rosterfy facilitates reference checks, enabling administrators to gather essential information from referees for their volunteer and workforce programs. This article will take you through Part One: Enabling the Reference Check Module.

Reference Check Module Setup Guide

The Rosterfy Reference check module allows administrators to request information from referees for their volunteer and workforce programs.

Administrators can create custom questions for the reference check, and referees are able to complete the reference check without the need to create a Rosterfy account.

There are a number of steps that need to be completed for the reference check module, check out the Reference Check - Overview article for more information. 

In this article we will be going through enabling the Reference Check module.

Part One: Enabling the Reference Check Module

To enable the module, follow these simple steps:

1. Navigate to Settings > Integrations in Rosterfy.
2. Search for Reference Check and select Enable.
3. The update screen will be displayed, complete the fields:  
   Number of references required: The number of referees required to be supplied.
   Success threshold: The number of completed references for the reference check to be successful.
   Days until reference check expires: The reference check will automatically be marked as Unavailable, once this threshold is met, if not completed prior.
   Contact method: Choose whether the referee will be contacted via automatic email or have the option to contact them either via automatic email or manually by phone.
   Custom fields: Create custom fields which will act as the questions to obtain the reference information.
4. Once you have completed all the fields, select Enable.

Enabling the Reference Check Module (Video Guide)

Here is a video example of the steps above, to setup the Reference Check Module.

Check out the Reference Check - Overview article for more information and next steps.