In Workable, set up a job as you normally would and add a candidate.
When a candidate is in an interview stage, you can start a reference check in Refapp by clicking the icon at the top of the candidate card.
The drop-down displays the Project Templates in your Refapp company account - the selected template will be used to create the project for the first candidate. The selection will continue to be used by default for future candidates in that particular job when the reference button is clicked but can be changed for individual candidates as needed.
The candidate now has an entry for the reference check.
Refapp uses the information from the Project Template to request referee details from the candidate, to send questionnaires to referees by email and/or SMS, and collects the answers in a reference report. Once the report is done you’ll find a link to it in Workable.