Reference check form

Ask former managers the same job-related questions for every finalist, and record the answers.

Use it on screen
Reference check formSetupQuestionsNotesCandidate name and role.📞
How to use itGet the candidate’s consent, call at least two references, ask the same questions and record answers factually.

Who it is for and when to use it

Reference calls confirm what you heard in interviews and sometimes reveal something you did not. Consistent questions make the answers comparable.

Many companies only confirm dates and title. Respect that, and do not treat a limited reference as negative.

13 items. Fill it in on screen or print a copy.

Setup

Questions

Notes

Putting the reference check form to work

  1. Ask consent first.
  2. Call, do not just email.
  3. Ask open questions.
  4. Record facts, not impressions.
  5. Keep notes confidential.

The reference check form in practice

For a shift lead finalist, two former managers confirm strong reliability; one mentions she trained new hires. The hiring manager adds that to the onboarding plan.

Why a reference check form matters

Checking references helps confirm what a candidate said about past roles and reliability before you hand over keys, cash or customer accounts. Recording consent and factual answers keeps the check consistent between candidates and limits the use of hearsay or protected information in the decision.

Filled-in sample

Candidate and role Aisha, assistant manager candidate, Corner Market, Albuquerque
Consent obtained Yes, signed April 3
Reference Tom, former store manager, Mesa Mini Mart
Dates worked together 2021 to 2024
Reliability and attendance Never missed an opening; covered sick calls
Would you rehire? Yes, without hesitation
Overall Supports hire

Answers are written as the reference said them, and the rehire question is recorded word for word because it is often the most telling answer on the call.

Common mistakes to avoid

Variations for different teams

First-job candidatesAccept a teacher, coach or volunteer supervisor as a reference and ask about punctuality and follow-through.
Roles handling cash or keysAsk specifically about trust and handling money, and record exact words used.
Quick winAsk the reference what kind of manager brings out the best in this person. The answer helps you onboard them, not just decide.

Questions about the reference check form

How many references?

Two or three.

Can references say anything?

Many give limited information by policy.

Is consent required?

It is good practice; some checks legally require it.

What if references are bad?

Weigh them with everything else and stay consistent.

What questions are off limits on a reference call?

Avoid asking about health, disability, family plans, religion, age, national origin or other protected traits, the same topics that are off limits in interviews. Ask about job duties, attendance, reliability and how the person worked with others instead. If a reference volunteers protected information, do not write it on the form.

What should I do if a reference only confirms dates?

Many employers have policies to confirm only dates of employment and title. Record that as the answer and mark the overall result as inconclusive rather than as a concern. Ask the candidate for another reference, such as a former shift lead or a coworker who now works elsewhere.

Keep going

More for the same job

Related guides and tools

Know who worked when

Use the reference check form for the record you need today. To see who clocked in, and when, book a demo of EZTime.

Disclaimer: This template is general information, not legal advice. Employment rules differ by state and city and change over time. Have a qualified employment attorney or HR professional review it before you use it.