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Reference check consent form template

Written consent before you contact anyone's references. Free for Canadian employers. Fill in the [HIGHLIGHTED] blanks and remove anything that doesn't apply.

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Form Control and Routing Information

Control Field Value
Form Identifier [FORM_ID]
Organization [ORGANIZATION_NAME]
Effective Date [EFFECTIVE_DATE]
Review Cycle [REVIEW_CYCLE]
Submission Destination [OWNER_OR_MANAGER]
Storage Location [FILE_LOCATION]

Completion Instructions

  1. Candidate Instructions: Complete Section 1.2, Section 2.1, and Section 4.2. Provide a minimum of 2 professional supervisory references who have direct knowledge of your work performance. Submit the completed form to [OWNER_OR_MANAGER] within [N_BUSINESS_DAYS] business days of receipt.
  2. Hiring Manager Instructions: Complete Section 1.1, verify referee details in Section 2.1, conduct structured reference calls using the criteria in Section 2.2, complete the assessment rubric in Section 2.3, and record the hiring decision in Section 5.
  3. Accommodation Notice: If you require accommodation at any stage of the reference verification process, notify [OWNER_OR_MANAGER]. Alternative formats and communication methods are provided upon request.
  4. Incomplete Submissions: Incomplete forms or missing candidate signatures will pause the recruitment process for the candidate until all required fields are provided.

1. Requester & Subject Details

1.1 Position and Hiring Context

Position and Requester Identity Fields

Field Response Required? Format/allowed values Instruction
Position Applied For Yes Text (max 60 chars) State the exact title of the vacant position.
Requisition / Job Code Optional Alpha-numeric (max 20 chars) Enter job requisition code from [HRIS_NAME] if assigned.
Hiring Manager Name Yes Text (max 60 chars) Enter full legal name of the hiring supervisor.
Hiring Manager Title Yes Text (max 60 chars) Enter the operational title of the hiring supervisor.
Department / Work Unit Yes Text (max 50 chars) Specify operational unit or store/office location.
Province of Employment Yes Canadian province or territory Enter the primary work location jurisdiction.
Form Issuance Date Yes Date: DD-MMM-YYYY Date form was provided to candidate.

1.2 Candidate Identification

Candidate Identity and Contact Fields

Field Response Required? Format/allowed values Instruction
Candidate Full Legal Name Yes Text (max 80 chars) Enter first, middle, and last legal names.
Preferred Name Optional Text (max 40 chars) Enter preferred name if different from legal name.
Primary Phone Number Yes 10-digit Canadian phone Enter active contact telephone number.
Email Address Yes Standard email format Enter personal email address for notifications.
Current Employment Status Yes Employed / Unemployed / Self-Employed / Student Select current occupational status.
Current Employer Contact Allowed? Yes Yes / No / Contact Prior to Final Offer Only Confirm whether current employer may be contacted.

2. Request or Assessment Information

2.1 Professional Referee Nominations

Referee Contact and Relationship Roster

Field Response Required? Format/allowed values Instruction
Referee 1: Full Name Yes Text (max 60 chars) Enter full name of primary supervisory referee.
Referee 1: Current Title Yes Text (max 60 chars) Enter current professional title of Referee 1.
Referee 1: Organization Yes Text (max 80 chars) Enter company where referee worked with candidate.
Referee 1: Professional Relationship Yes Direct Supervisor / Team Lead / Manager / Client State working relationship to candidate.
Referee 1: Email Address Yes Standard email format Enter business or professional email for Referee 1.
Referee 1: Telephone Number Yes 10-digit phone with extension Enter direct telephone contact for Referee 1.
Referee 1: Dates of Collaboration Yes [DD-MMM-YYYY] to [DD-MMM-YYYY] Enter start and end dates candidate worked with referee.
Referee 2: Full Name Yes Text (max 60 chars) Enter full name of secondary supervisory referee.
Referee 2: Current Title Yes Text (max 60 chars) Enter current professional title of Referee 2.
Referee 2: Organization Yes Text (max 80 chars) Enter company where referee worked with candidate.
Referee 2: Professional Relationship Yes Direct Supervisor / Team Lead / Manager / Peer / Client State working relationship to candidate.
Referee 2: Email Address Yes Standard email format Enter business or professional email for Referee 2.
Referee 2: Telephone Number Yes 10-digit phone with extension Enter direct telephone contact for Referee 2.
Referee 2: Dates of Collaboration Yes [DD-MMM-YYYY] to [DD-MMM-YYYY] Enter start and end dates candidate worked with referee.
Referee 3: Optional Referee Details Optional Text (max 250 chars) Enter name, title, company, phone, email, and role.

2.2 Inquiry Boundaries and Human Rights Compliance

The hiring manager must align reference questions strictly with bona fide occupational requirements and structured competencies.

Prohibited Inquiry Areas: Under Canadian human rights legislation, the person conducting the reference check must not ask questions relating to:

  1. Age, date of birth, or projected retirement timing.
  2. Race, ancestry, place of origin, ethnic origin, or citizenship beyond confirmation of legal authorization to work in Canada.
  3. Marital status, family status, pregnancy, parental leaves, or childcare arrangements.
  4. Physical or mental disability, medical history, workers' compensation claims, or sick leave usage.
  5. Creed, religion, political beliefs, or sexual orientation.
  6. Record of offences, unless directly related to a bona fide occupational qualification.

2.3 Structured Reference Assessment Rubric

Standardized Reference Check Evaluation Rubric

Criterion Weight % Rating Scale (1 to 4 Behaviourally Anchored) Score (1-4) Evidence and Referee Notes
1. Technical Competence and Job Knowledge 25% 1: Frequent errors, required constant oversight.
2: Met baseline technical standards with moderate guidance.
3: Consistently delivered accurate, high-quality work independently.
4: Exceeded standards; served as technical subject matter expert.
Free text (1-4) Record specific work examples and referee statements verifying technical performance.
2. Reliability, Punctuality & Accountability 20% 1: Unreliable attendance, missed deadlines repeatedly.
2: Generally punctual, occasional missed commitments.
3: Consistently on time, dependable, met all milestone dates.
4: Exceptional punctuality, took proactive ownership of team deliverables.
Free text (1-4) Document referee confirmation of reliability and follow-through.
3. Communication & Teamwork 20% 1: Created team friction, poor communication.
2: Communicated adequately, minor interpersonal friction.
3: Collaborated effectively, communicated clearly and constructively.
4: Built strong team cohesion, resolved conflict productively.
Free text (1-4) Note observed interpersonal behaviours and collaboration feedback.
4. Adaptability & Problem Solving 15% 1: Resisted routine changes, struggled with ambiguity.
2: Adapted slowly to changes when instructed.
3: Handled shifting priorities calmly and resolved issues logically.
4: Thrived in fast-paced change, developed innovative solutions.
Free text (1-4) Record referee input on problem-solving examples.
5. Rehire Eligibility & Overall Recommendation 20% 1: Not eligible for rehire; would not recommend under any condition.
2: Eligible for rehire with reservations or in limited capacities.
3: Fully eligible for rehire; strongly recommended for similar role.
4: Top-tier performer; would rehire immediately without hesitation.
Free text (1-4) Confirm exact rehire status and overall referee endorsement.

3. Supporting Documentation

Supporting Verification Documentation Checklist

Field Response Required? Format/allowed values Instruction
Candidate Resume on File Yes Attached / On File / Missing Confirm current resume is attached to this request.
Job Description Attached Yes Attached / On File / Missing Ensure reference questions match current job duties.
Signed Consent Form Received Yes Yes / No Verify Section 4 of this form is executed prior to calling.
Work Authorization Confirmed Yes Confirmed (Yes/No) / Documents verified after offer Confirm candidate states legal entitlement to work in Canada; inspect documents only after a conditional offer.
Professional Credential Records Optional Verified / Pending / None Required Verify mandatory trade licences or professional designations.

4. Review & Decision

4.1 Privacy and Collection Notice

[ORGANIZATION_NAME] collects personal information contained in this form and gathered during reference checks solely to assess candidate suitability, qualifications, and employment history for the position of [JOB_TITLE]. Information collected will be reviewed exclusively by [OWNER_OR_MANAGER] and designated hiring evaluators.

Personal information collected will be retained in secure files at [FILE_LOCATION] for [RETENTION_PERIOD] following the conclusion of the recruitment process, after which it will be securely destroyed. Candidate information will not be disclosed to any third party without express written consent, except where required by law.

4.2 Candidate Declaration and Consent

Attestation Statement: I hereby certify that the information provided in this form is true, accurate, and complete. I authorize [ORGANIZATION_NAME] and its designated representatives to contact the individuals listed in Section 2.1 to verify my previous employment, job performance, technical competencies, and rehire eligibility. I authorize the referees listed to disclose relevant, job-related information concerning my performance to [ORGANIZATION_NAME]. I understand that any intentional misrepresentation or omission may result in disqualification from the hiring process or termination of employment if discovered after hire.

Candidate Consent Execution

Field Response Required? Format/allowed values Instruction
Candidate Signature Yes Handwritten or Verified Digital Signature Candidate must sign to validate consent.
Candidate Printed Name Yes Text (max 80 chars) Print candidate legal name.
Date of Signature Yes Date: DD-MMM-YYYY Enter date of execution.

4.3 Reference Evaluation Scoring and Decision Thresholds

Weighted Score Calculation Formula: $$\text{Weighted Score} = \sum (\text{Criterion Score} \times \text{Weight \%})$$

Score-to-Decision Mapping and Action Thresholds

Weighted Score Range Recommendation Tier Action Required Bias Mitigation & Validation Rule
3.50 – 4.00 Recommended — High Priority Proceed with standard conditional offer. Single reviewer sign-off by [OWNER_OR_MANAGER].
2.75 – 3.49 Recommended — Standard Proceed with offer subject to vacancy ranking. Single reviewer sign-off by [OWNER_OR_MANAGER].
2.00 – 2.74 Conditional / Review Required Secondary reference or additional interview required. Mandatory second review and written justification by [OWNER_OR_MANAGER].
1.00 – 1.99 Not Recommended Disqualify from current competition. Retain notes in [FILE_LOCATION] to substantiate defensible decision.

5. Approval & Recordkeeping

Internal Hiring Review, Decision, and Recordkeeping

Administrative Field Recorded Entry Required? Format / Options Instruction
Reference Verification Completed By [MANAGER_NAME] Yes Text (max 60 chars) Full name of individual who conducted calls.
Date References Completed [DD-MMM-YYYY] Yes Date: DD-MMM-YYYY Date final referee call was concluded.
Overall Weighted Score Free text Yes Decimal (1.00 to 4.00) Calculated sum of weighted rubric scores.
Final Reference Decision Select one Yes Clear / Conditional / Flagged / Failed Select final reference check outcome.
Hiring Decision Rationale Free text Yes Text (max 500 chars) Provide evidence-based summary supporting the outcome.
Approver Name [OWNER_OR_MANAGER] Yes Text (max 60 chars) Name of authorized operational decision maker.
Approver Title [REPORTS_TO_TITLE] Yes Text (max 60 chars) Operational title of approver.
Approver Signature Free text / Signature Yes Digital or Physical Signature Approver signature confirming hiring decision.
Approval Date [DD-MMM-YYYY] Yes Date: DD-MMM-YYYY Date decision was approved.
File Retention Location [FILE_LOCATION] Yes Text / Secure Directory Path Specify secure digital or physical file location.
Scheduled Destruction Date [DD-MMM-YYYY] Yes Date: DD-MMM-YYYY Calculated as form date plus [RETENTION_PERIOD].

What to fill in

Placeholder What to enter Who provides it Required?
[FORM_ID] Internal document tracking code (e.g., FORM-REC-025) [OWNER_OR_MANAGER] Yes
[ORGANIZATION_NAME] Operating commercial name of the business [OWNER_OR_MANAGER] Yes
[EFFECTIVE_DATE] Date this template was approved for operational use [OWNER_OR_MANAGER] Yes
[REVIEW_CYCLE] Document review frequency (e.g., Annual, Biennial) [OWNER_OR_MANAGER] Yes
[OWNER_OR_MANAGER] Name or generic role of business owner or hiring authority [OWNER_OR_MANAGER] Yes
[FILE_LOCATION] Secure HR filing path or locked cabinet designation [OWNER_OR_MANAGER] Yes
[JOB_TITLE] Job title of the active job vacancy Hiring Manager Yes
[N_BUSINESS_DAYS] Number of days candidate has to return completed form [OWNER_OR_MANAGER] Yes
[MANAGER_NAME] Full legal name of the hiring supervisor Hiring Manager Yes
[REPORTS_TO_TITLE] Title of the position supervising the vacancy Hiring Manager Yes
[HRIS_NAME] Name of applicant tracking or payroll system [OWNER_OR_MANAGER] No
[RETENTION_PERIOD] Document retention lifespan (e.g., 1 year, 2 years) [OWNER_OR_MANAGER] Yes

Official sources

Government and professional sources this template was checked against.

This template is general information for Canadian employers, not legal advice. Employment standards, human rights and privacy rules differ by province. Check them before you use it.

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