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Referee Questionnaire Process

Human Resources | Recruitment | Applicant Details | Applicants | Referees tab

Summary

This process explains:

  • How to record the questions and answers gained from an interview with a referee supplied by an applicant for a vacancy in an organisation.

Before you start
  • Create a record in the Recruitment Centres entity for the vacancy.
  • Create applicant records in the Applicants entity for each applicant for whom you will conduct a referee interview.
  • Attach applicant records to the recruitment centre created above.
  • Create a questionnaire in the Recruitment Questionnaires entity to use for the referee interview.
  • Complete the actual interview with the referees.

Procedure

Navigate to the recruitment centre record for the vacancy.

Applicants

  1. Select the Applicants tab page.
  2. Click Edit.
  3. Highlight the first record that you want to record the results of a referee for and press Ctrl+Enter to reach the View Applicants form.
  4. Select the Referees tab page.
  5. Click Edit.
  6. Press Insert to reach the Add Applicant Referees window.
  7. In the Details tab, complete the necessary contact information for the first referee.
  8. Click Save, then Edit.

Questionnaires

  1. Select the Questionnaires tab.
  2. Press Insert to reach the Add Applicant Referee Questionnaires form.
  3. Select the Questionnaire Code for the questionnaire that you will use for this referee interview. Click Save.
  4. The following Confirm box appears:

    "Do you wish to set up question response records for all questions in questionnaire?".

    Select Yes. This action brings through the questions contained in the questionnaire that you have selected to the Question Responses tab page.

  5. Select the Question Responses tab. Click Edit.
  6. Highlight the first question record, and then press Enter to reach the View Applicant Referee Questions form.
  7. Select the Answer tab. Click Edit.
  8. Enter the answer that was given by the referee to the first question. Click Save.
  9. Click the Next button then click Edit and enter the answer to the next question. Click Save.

Repeat Step 9 until all answers are recorded.

  1. Click Close to reach the Edit Applicant Referee Questionnaires form.
  2. Click Save + Close to reach the Edit Applicant Referees form.
  3. To add the results of a second referee interview for this applicant, click Save, then Add.
  4. Repeat the necessary steps 8 to record the results of a second referee interview.
  5. Click Save + Close to reach the Edit Applicants form.
  6. Highlight the next applicant that you want to record the results of a referee interview for.
  7. Repeat the necessary steps until all applicant referee results are recorded.
  8. Click Save + Close to return to the Grid.

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