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Reference Check Form

A reference check form guides a recruiter through a structured call with a candidate's former manager or colleague. It confirms the relationship and dates, asks consistent questions on performance, strengths and areas to improve, and records ratings and rehire eligibility, all with the candidate's consent.

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Preview of the form

[Highlighted] = fill in
[Company Logo][Company Name]

REFERENCE CHECK FORM

Candidate Name:
[Candidate Name]
Position Applied:
[Designation]
Checked By:
[HR Name]
Date:
[Date]
  • Candidate consent obtained on [Date] to contact the referee below

1. Referee Details

Referee Name
Designation and Company
Phone / Official Email
Relationship to Candidate (Manager / Peer / Client)
Period worked together

2. Employment Confirmation

Candidate's designation as stated by referee
Dates of employment as stated by referee
Reason for leaving as understood by referee

3. Structured Questions

  1. What were the candidate's main responsibilities? – [Notes]
  2. What were their key strengths? – [Notes]
  3. In which areas could they improve? – [Notes]
  4. How did they handle pressure and deadlines? – [Notes]
  5. How did they work with the team and seniors? – [Notes]
  6. Any concerns about integrity, attendance or conduct? – [Notes]

4. Rating by Referee (1 = Poor, 5 = Excellent)

CriteriaRating (1–5)Comments
Job knowledge
Quality of work
Reliability and attendance
Teamwork
Integrity
Would you rehire this person? (Yes / No / With conditions)

5. Recruiter Summary

  • Positive reference
  • Mixed reference – discuss with hiring manager
  • Negative reference – escalate to HR Head
Reference checked by
[HR Name]
Date: [Date]

What this template includes

  • Candidate consent confirmation before calling referees
  • Referee identity and relationship verification
  • Dates and designation confirmation
  • Structured questions asked the same way to every referee
  • Rating table with 1–5 scores and comments
  • Eligibility for rehire
  • Recruiter summary and red flags

When to use it

  • After final selection and before or alongside the offer
  • Senior or sensitive roles where judgement and integrity matter
  • When interview feedback is mixed and more evidence is needed
  • Verifying claims about leadership or achievements

How to customise this template

  1. 1Add role-specific questions, for example handling of cash or client escalations
  2. 2Decide the minimum number of references (usually two)
  3. 3Include a field for reference via email if a call is not possible
  4. 4Add a confidentiality note for referees

HR tips

  • Only contact referees the candidate has provided or approved, and never the current employer without permission
  • Verify that the referee actually worked with the candidate (check their profile or company email)
  • Ask open questions and listen for hesitation
  • Keep referee comments confidential

For HR & hiring managers

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Frequently asked questions

What questions are asked in a reference check?+

Questions cover the relationship, dates, role, key strengths, areas for improvement, teamwork, reliability, reason for leaving and whether they would rehire the candidate.

Is a reference check the same as background verification?+

No. A reference check gathers opinions from people who worked with the candidate. Background verification confirms facts such as employment, education and address.

Can a reference check be done without the candidate's consent?+

It is best practice to always take the candidate's consent before contacting referees.