Smarter Week

How to automate it

How to automate “do reference checks”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

30 min
typically, a few times a week
70%
of the time can be automated
Easy
to set up

Fix 1 of 1

Software feature

Send reference checks as an online survey instead of phone tag

Digital reference tools text and email referees a short survey, chase them automatically and return a report, usually within a day.

Typically saves about 60% of the time45 min to set up
  1. 1Pick a reference tool (SkillSurvey, Crosschq or your ATS's reference forms).
  2. 2Ask the candidate to enter referee contacts in the tool.
  3. 3Let it send reminders until complete.
  4. 4Read the report and call only if something needs a follow-up question.

Tools: SkillSurvey · Crosschq · Your ATS reference forms

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Agency / Staffing Recruiter

HourLeak · the 8-minute work audit

How many hours does this cost you?

The free 8-minute check works out where your week goes and gives you your top fixes. The team scan does the same for everyone and adds it up, so you know which leaks to fix first.

Take the free check Scan my team, $49

Answers are anonymous. Leaders only see team totals.

Other common tasks for Agency / Staffing Recruiters