When contacting past employers for a recommendation, having a solid email framework is crucial. This framework must comprise all the critical elements to boost the effectiveness of the communication. Yet, there is one component that is not essential in an email framework when asking for a reference for a new employee.
Key Takeaways
- An effective email template can streamline the process of requesting references for a new employee.
- Include all necessary components in the template, but avoid including unnecessary elements.
- Customize the template to fit the specific needs of the reference request.
- Ensure that all communication will be kept confidential.
- Respect data protection rules and the privacy of the candidate.
The Importance of Requesting References
Requesting references from former employers and colleagues is a crucial step in the hiring process. These references provide valuable insights that can help employers make a more informed decision about a potential employee. By gathering information about the candidate’s past work experience and behavior, employers can ensure they are hiring the right fit for the job.
The Value of References
When evaluating candidates for a job opening, a resume and interview may only reveal so much. References offer an opportunity to gain a deeper understanding of the candidate’s skills, work ethic, and ability to collaborate with others. The firsthand accounts of those who have worked closely with the candidate can shed light on their strengths and weaknesses.
“References provide valuable insights into a candidate’s past performance, behavior, and ability to adapt in various work environments.” – HR Manager, Company X
Informed Decision-Making
By requesting references, employers can make more informed decisions when it comes to hiring. They can gain insights into how a candidate performed in their previous roles, their ability to meet expectations, and their communication and interpersonal skills. These factors influence the overall success of an employee within the organization.
Ensuring a Good Fit
References help employers gauge whether a candidate is a good fit for both the position and the company culture. They can provide information about the candidate’s work style, adaptability, and ability to work in a team or independently. This ensures that the selected candidate aligns with the organization’s goals and values.
Encouraging Transparency
Requesting references demonstrates that the hiring process is thorough and transparent. It shows that the employer values the opinions of those who have previously worked with the candidate. Moreover, it encourages candidates to present accurate information about their past experiences and performance.
By requesting references, employers can gather valuable information that aids in making hiring decisions. This information provides a more comprehensive picture of the candidate’s qualifications, helping employers make an informed choice that leads to a successful hire.
When to Send the Reference Request
Timing is crucial when it comes to reaching out for a reference request. Before contacting any potential reference, it is essential to consider a few factors, including the candidate’s permission and adherence to data protection rules.
“The timing of a reference request plays a significant role in ensuring a smooth and respectful process.”
If the candidate has not provided a list of recommended references, it is important to seek their permission before reaching out to anyone. This not only respects their privacy but also ensures compliance with data protection rules. By obtaining their consent, you demonstrate respect for their personal information and reinforce trust in the hiring process.
Additionally, consider the timing in terms of the candidate’s availability and the stage of the hiring process. It is recommended to request references after the initial interview stages and when you have a clear intent to proceed with the candidate’s application.
Optimal Timing for Reference Requests
Here are some general guidelines to help you determine the optimal timing for sending a reference request:
- Wait until the candidate has submitted their application, and you have reviewed it.
- Choose a suitable moment after the initial interviews to ensure you have a genuine interest in the candidate.
- Consider the candidate’s availability and potential conflicts with their current employment or schedule.
- Respect any specific instructions or preferences provided by the candidate regarding the reference request timing.
By strategically timing the reference request, you enhance the chances of receiving a prompt and detailed response from the reference, which in turn enables you to make an informed hiring decision.

Timing Considerations | Benefits |
---|---|
Respecting candidate’s privacy | Builds trust and reinforces data protection compliance |
Ensuring reference giver availability | Increases the likelihood of a timely and comprehensive response |
Wait until a genuine interest is established | Provides relevant context for the reference giver |
What to Include in the Reference Request
When requesting a reference, it’s crucial to ask specific questions that provide valuable insights into the candidate’s past work experience and behavior. By asking the right questions, employers can gather information that will help them make informed decisions during the hiring process.
Here are some examples of questions to include in the reference request:
- What were the candidate’s main responsibilities in their previous role?
- How did the candidate respond to feedback and constructive criticism?
- Can you provide examples of how the candidate handled stressful situations?
- Were there any specific behaviors displayed by the candidate that positively or negatively impacted their job performance?
These questions aim to extract valuable insights about the candidate’s abilities, adaptability, and overall performance. By requesting specific information related to the candidate’s responsibilities, feedback response, stress management, and behavioral impact, employers can gain a comprehensive understanding of the candidate’s suitability for the position.
“Asking specific reference questions allows employers to dig deeper into the candidate’s work history, shedding light on their past behavior and performance.”
Employers should tailor the reference questions to align with the desired qualities and skills required for the position being filled. By customizing the questions, employers can ensure that the information gathered is directly relevant to their decision-making process.
By asking targeted reference questions, employers can gain insights into the candidate’s past work experience and behavior, helping them make a more informed decision during the hiring process.
Template for Email Requesting References
Requesting references is an integral part of the hiring process, and having a well-structured email template can make the task easier and more efficient. By providing a reference request template, you can ensure that all the necessary information is included, making it convenient for both you and the reference giver.
When crafting your customizable email, it’s important to consider the key components that will guide the reference giver and maintain confidential communication throughout the process. Here’s a breakdown of what your template should include:
Subject Line:
Clearly state the purpose of the email in the subject line, making it easy for the reference giver to identify the request. For example, “Reference Request for [Candidate’s Name].” This will help ensure that your email receives prompt attention amidst their busy inbox.
Introduction and Explanation:
Open your email with a brief introduction, expressing your appreciation for the reference giver’s time and assistance. Clearly explain why you are seeking a reference for the candidate, emphasizing the importance of their insight in the hiring decision-making process.
Specific Questions:
Include specific questions that will guide the reference giver in providing valuable information about the candidate’s past work experience and behavior. Tailor these questions to the requirements of the position and the qualities you are seeking in an ideal candidate. Here are some examples:
- What were the candidate’s main responsibilities in their previous role?
- How did the candidate respond to feedback and constructive criticism?
- Can you provide an example of how the candidate handled a stressful situation at work?
- Did the candidate exhibit any behaviors that positively or negatively impacted their job performance?
Thank-You Note:
Express gratitude for the reference giver’s time, effort, and support. Let them know that their feedback is highly valued and will contribute to the decision-making process. A simple “Thank you for your time and assistance” can go a long way in fostering goodwill and maintaining positive professional relationships.
Confidential Communication:
Reiterate the importance of confidentiality throughout the email. Emphasize that all information shared will be treated as confidential and used solely for the purpose of assessing the candidate’s suitability for the position.
Using this reference request template will not only save you time and effort but also ensure that you gather the necessary information to make an informed hiring decision. Remember to tailor the template to your specific needs and industry requirements, while maintaining a friendly and professional tone.

Considerations for Work or Character References
Depending on the nature of the job and industry, employers may require either work references or character references. It’s important to clearly specify the type of reference being requested and to consider any specific rules or requirements for providing references in certain industries. This ensures that the reference request aligns with the employer’s needs and legal obligations.
Work References
Work references are commonly used when employers want to assess a candidate’s past job performance and skills in a professional setting. These references typically come from previous employers or colleagues who have directly worked with the candidate. When requesting work references, it’s essential to provide clear guidance on the information that should be included, such as the candidate’s job responsibilities, achievements, and work ethic.
Character References
In some cases, employers may require character references to gain insights into a candidate’s personal qualities and attributes that are relevant to the job. Character references can be provided by individuals who can speak to the candidate’s integrity, trustworthiness, and overall character. These references are often sought when hiring for roles that require a high level of moral and ethical standards.
When requesting character references, it’s important to specify the qualities and traits that are important for the job. This will help reference givers provide relevant information that can help assess the candidate’s suitability for the position.
“Character is like a tree and reputation like its shadow. The shadow is what we think of it; the tree is the real thing.” – Abraham Lincoln
Specific Rules and Requirements
When requesting work or character references, it’s crucial to be aware of any specific rules or requirements in certain industries. Some industries, such as finance or healthcare, may have strict guidelines regarding the types of references that can be provided and the level of detail that can be disclosed. These rules are in place to protect the privacy and confidentiality of individuals involved.
Additionally, there may be regulations or policies that govern how references are obtained and used in the hiring process. For example, in some jurisdictions, it may be required to obtain written consent from the candidate before contacting any references. Familiarizing oneself with these rules and ensuring compliance is essential to avoid any legal issues.
By considering the type of reference required and any specific rules or requirements, employers can ensure that the reference request aligns with their needs and contributes to making well-informed hiring decisions.

Additional Details for the Reference Request
While the specific questions included in the reference request template provide valuable insights, it’s also important to give reference givers the opportunity to include any additional comments they may have about the candidate. These comments can provide further context and contribute to a more comprehensive assessment of the candidate’s suitability for the position.
To ensure confidentiality and respect the privacy of all parties involved, it’s crucial to reiterate the importance of keeping the reference request and any subsequent communication confidential. This ensures that the information shared remains secure and allows reference givers to feel comfortable providing honest feedback.
In order to accommodate different communication preferences, it’s advisable to provide the option for reference givers to reply via email or in a different format if it is more convenient for them. By offering flexibility in how the reference is provided, it encourages reference givers to share their insights in a manner that suits them best.
Receiving additional comments, maintaining confidentiality, and providing different formats for reference givers to respond can all contribute to a more effective reference request process and help employers make more informed decisions during the hiring process.
Include these important considerations when preparing your reference requests to ensure valuable and confidential feedback from reference givers.
Providing a Reference as an Employer
When providing a reference as an employer, it’s essential to follow proper protocol and include all relevant details to assist the prospective employer in making an informed decision. Before proceeding, ensure that you have received a conditional job offer for the applicant and obtained their permission to act as a reference. This demonstrates professionalism and respect for the applicant’s privacy.
When crafting the reference, include the following key details:
- Position held at the organization: Clearly state the job title and the department in which the applicant worked. This helps the prospective employer understand the applicant’s level of experience and the role they played within their previous organization.
- Dates of employment: Provide the start and end date of the applicant’s tenure with your organization. This information gives insight into their length of service and their ability to maintain commitment.
- Main duties: Describe the primary responsibilities and tasks the applicant was responsible for during their employment. Highlight any notable achievements or contributions they made to their team or the organization as a whole.
- Salary: If applicable and with the applicant’s consent, you may include information about their salary or salary range. This can give the prospective employer a better understanding of the applicant’s expectations and compensation history.
- Sickness or absence record: If the applicant had a good attendance record and minimal absences, it is worth mentioning. This reinforces their commitment and reliability.
- Disciplinary records: If the applicant had any disciplinary issues during their employment, be honest and provide a concise explanation. This allows the prospective employer to evaluate the applicant’s ability to learn from past mistakes and grow professionally.
- Reason for leaving the job: In a few brief sentences, explain why the applicant left their previous position. This could include career advancement, relocation, or any other valid reason. Be factual and avoid subjective opinions.
By including these relevant details, you provide the prospective employer with a comprehensive picture of the applicant’s previous role and performance. This enables them to make an educated assessment of the applicant’s suitability for the new position.

Conclusion
Requesting references is an essential part of the hiring process. To ensure efficient communication, having an effective email template in place is crucial. The template should include all the necessary components to facilitate a seamless reference request.
An effective email template for requesting references should include a clear subject line, a brief introduction explaining the purpose of the email, specific questions pertaining to the candidate’s past work experience and behavior, and a thank-you note for the reference giver’s time and assistance.
However, it’s important to note that one element is not required in an email template for a new employee reference request. By following best practices and customizing the template to fit the specific needs of the reference request, employers can obtain valuable information to aid in their decision-making process.
By utilizing a well-crafted email template and including all necessary components, employers can gather the insights needed to make informed hiring decisions. With thorough reference checks, employers can ensure they are selecting the right candidate for the job.
Can I Use the New Employee Reference Request Email Template for Requesting W2 Information from Employees?
Yes, you can definitely use the new W2 email template for employees to request W2 information. This template is designed to make the process of gathering W2 information from employees quick and easy. Simply fill in the necessary details and send it out to your employees to begin the process.
FAQ
What is the purpose of requesting references in the hiring process?
Requesting references provides valuable insights into a candidate’s past work experience and behavior, helping employers make informed hiring decisions.
When should I send the reference request?
It’s important to consider the timing of the reference request and seek the candidate’s permission if they haven’t provided a list of recommended references.
What questions should I include in the reference request?
Include questions about the candidate’s main responsibilities, response to feedback, handling of stressful situations, and any behaviors impacting job performance.
What should be included in the email template for requesting references?
The template should include a clear subject line, a brief introduction, specific questions, a thank-you note, and an emphasis on confidentiality.
What should I consider when requesting work or character references?
Specify the type of reference needed and consider industry-specific rules and requirements to align with your needs and legal obligations.
Can reference givers include additional comments?
Yes, provide the opportunity for reference givers to include any relevant comments beyond the template’s questions.
How should employers provide a reference?
Employers should have a conditional job offer, obtained permission from the applicant, and include relevant details about the position, dates of employment, duties, etc.