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Administrator Guide
Last Updated: 2023-06-23
Create Reference Templates

Create Reference Templates

Security: The
Set Up: External References
 domain on the Recruiting and Talent Pipeline functional areas.
You can create reference templates to assign to different job requisitions. The reference templates enable you to add questionnaires in the reference.
  1. Access the
    Create Reference Template
     task.
  2. As you complete this task, consider:
    Option Description
    Inactive
    Select this check box if you want to use the template in the future. You can also select this check box for an existing template that you no longer want to use.
    Minimum
    The minimum number of references you'd like to collect for the job requisition.
    Maximum
    The maximum number of references you'd like to collect for the job requisition.
    Help Text to Candidate
    Instructions to help guide candidates on which referees they need to submit.
    Default Questionnaire
    The questionnaire you configured for this type of reference.
    Referee Relationship Type
    Select the referee relationship types that can submit a reference. Example:
    • Coworker
    • Customer
    • Employee
    • Friend
    • Manager
    • Mentor
    Default Questionnaire Override
    You can override the default questionnaire and assign different questionnaires for the referee relationship types.
You have a template for the references you want to collect.
Assign the external reference template to the desired job requisition. You can also create more templates to cater to specific job requisitions.