Add the reference form to a vacancy

To deploy the reference form for a vacancy:

  1. In Sage People Recruit, go to Vacancies.

  2. Select the name of the vacancy for which you want to deploy the form.

    Screenshot: vacancies tab, select vacancy

  3. On the Vacancy page, select Edit.

    Screenshot: edit vacancy

  4. In the Stage Options section, select the From Email Address to use for the reference request. This address is also used for an offer.
  5. Beside the Reference Form Definition field, use the Lookup button to locate the reference request for you created. Select the form definition name to add it to the field.

    Screenshot: reference form definition, lookup

  6. Select Save.
  7. Finally, select which stage you want to trigger the reference form to send by clicking the Configure Selection Process button.

  8. Select the Stage header for the stage you want to trigger the reference form at.

  9. Tick the send references form option so the system knows to trigger the form at this stage.