References

You can record Referee and In Case of Emergency (ICE) contact details within candidate records via the Personal / Financial button

Within the ICE / Referees tab you can review and add details of Referees and ICE contacts:

Click add :

	Type will offer a dropdown for recording the type of contact you are recording
	Title* - offer a dropdown of Title(s) to select
	Forename - text field
	Surname - text field / optional facility to lookup a contact to record and link the referee to. You can also create a contact from the details, see Convert to Contact
	Relationship - text field
	Company - text field
	Job Title - text field
	Address Line 1 - text / number field
	Address Line 2 - text / number field
	Address Line 3 - text / number field
	Town - text field
	County - text field
	Postcode - text / number field, Address button available with Address Lookup licence, this will autofill Address fields above
	Country* - select from the dropdown list
	Mobile - text / number field
	Landline - text / number field
	Email - text / number field
	Notes - text / number field
	Checked - tick box and date (default to today), this can be used in conjunction with business rules (Perm / Contract / Fixed Term)
	References - count of number of references that are attached, use paperclip to attach reference documents or fulfil the attachment process
*See Reference Data fields to customise / manage dropdown lists

Grid View

You can customise the referees grid, see grid view for more details

On completion of adding employer referee you can also use the Convert to Contact button

Step 1 - Select Contact

Use the radio button to either find and look for the contact already present within the system (you will be able to Finish & Link to Contact as all other details will autopopulate) or Create New Contact:

NB:- it is recommended that you use the find to check if the contact is already present

Step 2 - Select Company

Use the radio button to either find and look for the Company already present within the system or Create New Company:

NB:- it is recommended that you use the find to check if the company is already present

Step 3 - Select Location

Use radio button to either find and look for the location already recorded within an existing Company record or Create New Location:

NB:- it is recommended that you use the find to check if the location is already present

Linked contacts will have restricted editing, these fields will need to be edited from the contact record, except for the relationship, landline and notes field, along with the Reference Checked and attachment area:

You can click on the email address hyperlink which will automatically open a Outlook email with auto-populated To email address and subject line (with system generated RF code):

Complete the email message and send. Ensure you keep the RF code intact, when the recipient responds to the reference request and assuming the RF code is left in place, the system will log and record against the candidate record.

When receiving the reference you can access the event and define if the email or the attachment is the reference.

	Select the Referee from the dropdown
	Update "Checked" field - tick and record the date
	Use radio button to define the email or attachment as the reference document
	If selecting attachment, you will be able to define which document

This will complete the process and ensure the reference is then recorded within the reference area.

If you require further assistance please contact Voyager on :

Visit our website for future events and clinics www.voyagersoftware.com

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