REFERENCE CHECK — CALL SCRIPT & FORM
Candidate: [Candidate name] (to fill in) Role applied for: [Role they applied for] (to fill in), [Your company] (to fill in) Referee: [Referee name] (to fill in), [Referee job title] (to fill in), [Referee's company (where they worked together)] (to fill in) Relationship: their line manager Checked by: [Checked by] (to fill in) · Date: [Date] (to fill in) Consent: candidate's written consent on file
Opening: "Thank you for taking the time. [Candidate name] (to fill in) has applied for a [Role they applied for] (to fill in) role with us and gave your name. Everything you say stays confidential and is used only for this decision. Is now still a good time?"
PART 1 — CONFIRM THE FACTS 1. Can you confirm [Candidate name] (to fill in)'s job title and the dates they worked with you? Candidate told us: [Title the candidate gave] (to fill in), [Dates the candidate gave] (to fill in) Answer: ____________________ 2. How did you work together, and for how long did you work with them directly? Answer: ____________________ 3. What were their main responsibilities? Did they manage people or a budget? Answer: ____________________ 4. Why did they leave? Answer: ____________________ 5. Would you hire or work with them again? (Yes / No / With conditions — please explain) Answer: ____________________
PART 2 — HOW THEY WORK 6. What are they best at? Can you give an example? Answer: ____________________ 7. What is one area where they could improve, or where they needed the most support? Answer: ____________________ 8. How do they handle pressure, tight deadlines or changing priorities? Answer: ____________________ 9. How did they work in a team with colleagues of different nationalities and backgrounds? Answer: ____________________ 10. How reliable were they on attendance, punctuality and following through? Answer: ____________________
CLOSING • Is there anything else we should know to help [Candidate name] (to fill in) succeed in this role? Answer: ____________________
RATING (1 = poor, 5 = excellent) Quality of work: 1 2 3 4 5 Reliability: 1 2 3 4 5 Teamwork: 1 2 3 4 5 Communication: 1 2 3 4 5 Would rehire: Yes / No / With conditions
CHECKER'S NOTES Dates and title match what the candidate told us: Yes / No — details: ____________________ Concerns or follow-ups: ____________________ Overall: Proceed / Proceed with caution / Do not proceed
Signed: [Checked by] (to fill in) Date: [Date] (to fill in)
Get the candidate's written consent first and store the notes securely — they are personal data. This is a template, not legal advice.