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Doing a Reference Check: A Step-by-Step Walkthrough

“It is wiser to find out than to suppose.”

- Mark Twain, American Writer

As an employer, there might be different facets to the hiring process that you might be responsible for. However, one of the most important objectives of all those activities is to find the best employees possible. A part of accomplishing that is research. You need to do a little homework on who they are, where they came from, the kind of work they do and so on. This is where a good old reference check comes in handy!

Many companies and employers alike use reference checking as a tool to dive into the work history of candidates to see if they fit the role. However, there is a lot more to it than just checking someone’s resume. If you know what to ask, who to ask and how to go about it, a reference check can work wonders for your end recruitment result. In this blog, we will cover a step-by-step reference check that will give you the best results possible. Before we dive into it, you need to remember these are only the core steps that we are going to cover. You might need to add or modify steps according to your specific needs or circumstances.

The first item on the agenda when conducting a reference check process; verify that the candidate is who they claim to be. Yes, this may seem quite obvious in hindsight, but you never know if you will be able to weed out the dishonest candidates in the batch. 

When you are reaching out to the previous employer, make sure to ask very specific questions. Ask about the candidate’s name, title at the previous company, dates of employment and whatever else basic information you require. Think of this as the background verification part of the process to make sure that this candidate is qualified to undergo the recruitment process. You don’t want to waste all your company’s time and resources taking them through the recruitment steps, only to find out that they didn’t even work at the capacity they claimed in the first place.

Reference Check credibility
The words of the reference carry only as much weight as the credibility of the reference themselves.

Reference Check Step #2: Verify the Reference's Relationship with the Candidate

Typically speaking, one would have to deal with professional references. This is what candidates would usually provide. However, in today’s changing job market and cultural fit requirements, even personal references are sometimes taken into consideration. With this being the case, the scope for error and false information grows. It is up to you to verify who these references are. Ask them how they know the candidate in question.

Once you know their relationship to the candidate, you can easily cross-verify the authenticity of the reference provided. This adds value and weight to the information the reference provides concerning the candidate. All these factors make this an important junction in the reference check process.

Reference Check Step #3: Gauge the Candidate's Fit

Now onto the whole point of this reference check– to find out if the candidate is a good fit for the company. Use your time wisely, especially if you are talking with references over the phone. Not many will be inclined to talk to you, and even fewer might be inclined to give you all the answers you need. So, every question has to be geared towards finding out if the candidate is a good fit for your company.

Explain the scope of the job to the reference and ask if they think the candidate is a good fit for that role. If they give you vague answers or hesitate, then it may be an indicator that the candidate might not be the one you are looking for. Remember, silence speaks volumes in the face of an investigation.

"Research is to see what everybody else has seen, and to think what nobody else has thought."

- Albert Szent-Gyrogyi, Hungarian Biochemist

Reference Check Step #4: Ask the Reference to Rank the Candidate

No doubt you will have to have a variety of questions ready for the reference check conversation. Some questions may be more open-ended than others, but the essential idea is to get an understanding of the person behind the resume. Having said that, one of the best ways to get an idea is to ask the references to rank the candidate on a scale of 1 to 10.

Asking them to rank candidates this way forces them to think more deeply about the number as it will represent a lot of what they have to say about the person. Now don’t be fooled when someone ranks someone a 10 out of 10. No one is that perfect, nor can they be. If they rank them suspiciously high, ask some follow up questions as to why they would claim that number. The same applies if references rank candidates very low.

Reference Check Step #5: Find out about Strengths and Weaknesses

Here is where you cut straight to the chase. At this point, you want to point-blank ask for reference about the candidate’s strengths and weaknesses. At the end of the day, you need to know if this person will fit into the company dynamic. Being straightforward with this will give you clear cut answers that you can use to determine the final verdict. This is more about identifying growth opportunities than anything else, with the added benefit of knowing your possible future employee better.

A candidate's work character is just as important as their work history.

Reference check candidate personalities

Reference Check Step #6: Don't Overlook Behaviour

Here is where you cut straight to the chase. At this point, you want to point-blank ask for reference about the candidate’s strengths and weaknesses. At the end of the day, you need to know if this person will fit into the company dynamic. Being straightforward with this will give you clear cut answers that you can use to determine the final verdict. This is more about identifying growth opportunities than anything else, with the added benefit of knowing your possible future employee better.