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How do I add candidates and referees to a project in Refapp?

In Refapp, you can add candidates and referees manually directly in the system. Follow this guide to learn how.

Add candidates

Enter your projects and click Add candidate. You'll be asked to provide the candidate's name, email address, and language.

To add the candidate, choose one of the following options:

  • Add: Adds the candidate and, depending on your project settings, automatically requests referees.
  • Add without automation: Adds the candidate without sending any requests, allowing you to add referees manually.

Once you added your candidate, you'll end up on the candidate profile in Refapp. If you'd like to add a referee manually, chose the option Add Referee. 

After clicking Add referee, enter the referee's details, including their name, email address or mobile phone number, language, and their relationship with the candidate. If you provide the relationship details, the referee will be asked to confirm or update them when completing the reference check.

Click Add to save the referee and automatically send the reference check invitation. If you want to add the referee without sending the invitation immediately, click Add without automation.

Tip: Use Add without automation if you want to review the referee's details or send the reference check invitation at a later time.

Once referees have been added, they appear on the candidate profile.

candidate-profile-with-referees

Here, you can monitor the status of each referee, including whether a reference check invitation has been sent, is awaiting a response, or is ready to be sent manually.