Edit References Page
This article is for workers. You can add a reference for a family on the Edit References page:
From the Caregiver Applications dashboard, click "Actions" and select "Edit References".
Add the reference's name, email address, and phone number. (Email and phone number are optional but if you want the reference to get a notification with a link to the online reference form you will need to add an email)
Click "Save and Send Request".
Applicants can also add references in their own portals.
Uploading a Reference
From the Caregiver Applications dashboard, click "Actions" and select "Documents".
Go to the section on the documents page titled References or Reference Forms.
Click Upload for the reference you want to upload.
Please note that you first need to add the reference in by going to "Edit References" to create the upload spot but if you dont want this reference to be get an email notification you can enter without an email address.
Completed References
Once a reference starts their form, you can view their progress by clicking "Download Incomplete PDF" next to the reference's name on the Documents page. This will show real-time updates to the form.
Once the form is signed, the Documents page will show a green circle with checkmark completion indicator next to the reference's name, and the PDF link will say "Reference for [Applicant] from [Reference]" or similar.