Human Resources · community shared

Employee Reference Request Form — shared by the community

Yusuf E. shared this 13-question build with 3 conditional rules already wired up. Test it below, then take a copy.

A ready-to-use human resources form for HR, people ops and hiring managers: 13 questions, 2 pages, 3 conditional rules.

Shared by
Yusuf E. · Recruitment partner
Questions
13
Replies
25
Copies taken
354
See the library version

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Live preview and test console

This is the real form. Answer it to test the 2 conditional rules — nothing is sent or stored.

Page 1 of 2Referee

About you

1 question is hidden by conditional logic right now — change an answer above to reveal it.

Works for you? Take Yusuf E.'s copy into your own workspace — questions, rules and settings included.

Who this template is for

Employee Reference Request Form is built for HR, people ops and hiring managers who need to run hiring and internal people processes on one auditable record.

  • HR, people ops and hiring managers working in human resources.
  • Teams who need to run hiring and internal people processes on one auditable record without writing code or paying for a custom build.
  • Anyone replacing CVs, requests and approvals scattered across inboxes with one structured record per enquiry.
  • Respondents are candidates and employees — the form asks them 13 questions across 2 screens.
  • Mobile-heavy audiences, thanks to the one-question-per-screen card layout.

Why this form is useful

It removes the cost of CVs, requests and approvals scattered across inboxes and turns each submission into a record your team can act on immediately.

  • 9 questions are required, so submissions arrive complete instead of needing a follow-up email.
  • It collects a verified email address so replies and confirmations land.
  • It scores satisfaction on a consistent scale.
  • Conditional logic hides 3 questions until they are relevant — shorter forms convert better than long ones.
  • Splitting the form across 2 pages keeps each screen short and shows respondents how much is left.
  • Every response is stored, searchable and exportable, so nothing depends on one person's inbox.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

  1. 1Press “Use this template” — a fresh copy of Employee Reference Request Form lands in your workspace, ready to edit.
  2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
  3. 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
  4. 4Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
  5. 5Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.

Logic and conditions blueprint

Exactly how this form behaves as it is answered — 3 conditional rules ship with it.

  • Features advanced show logic: if “Would you re-employ?” is No or With reservations, the form dynamically exposes “Please explain”. Otherwise that question never appears.
  • Features conditional validation: if “Would you re-employ?” is No or With reservations, “Please explain” becomes mandatory before the form can be sent.
  • Features advanced show logic: if “Relationship to candidate” is Other, the form dynamically exposes “Please describe the relationship”. Otherwise that question never appears.
  • All 3 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.

What this form asks

Page 1 — Referee

  • Your namerequired
  • Companyrequired
  • Your rolerequired
  • Email addressrequired
  • Relationship to candidaterequired
  • Please describe the relationship

Page 2 — The candidate

  • Candidate namerequired
  • Dates employedrequired
  • Role heldrequired
  • Would you re-employ?required
  • Please explain
  • Reliability & conduct rating
  • Anything we should know

Conditional logic in this build

  • WhenWould you re-employ?is No or With reservations, showPlease explain”.
  • WhenWould you re-employ?is No or With reservations, requirePlease explain”.
  • WhenRelationship to candidateis Other, showPlease describe the relationship”.

Questions about this shared form

Is this a template for the referee or the candidate?

The referee. The candidate consents separately; this link goes to the former employer or colleague who is providing the reference.

Can a referee decline to answer?

Yes. Many employers only confirm dates and job title as policy, and the open question gives them room to say so.

How does it differ from a tenant reference?

A tenant reference checks rent and property conduct. This checks workplace reliability, conduct and whether they would re-employ.

Is it legally compliant?

It is a structured starting point. Reference law and data retention vary by jurisdiction, so have your own HR or legal adviser confirm the wording.

Is the Employee Reference Request Form template free to use?

Yes. You can preview and test Employee Reference Request Form on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.

What does the Employee Reference Request Form template ask for?

It asks 13 questions across 2 pages, 9 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.

Can I edit the Employee Reference Request Form form after copying it?

Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the classic and card layouts, restyle it to match your brand, and set who gets notified on each submission.

How does the conditional logic in this human resources form work?

3 conditional rules ship with the template: Features advanced show logic: if “Would you re-employ?” is No or With reservations, the form dynamically exposes “Please explain”. Otherwise that question never appears. Features conditional validation: if “Would you re-employ?” is No or With reservations, “Please explain” becomes mandatory before the form can be sent. Features advanced show logic: if “Relationship to candidate” is Other, the form dynamically exposes “Please describe the relationship”. Otherwise that question never appears. All rules are editable in the Logic tab.

Where do responses to the Employee Reference Request Form form go?

Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.

Can I embed the Employee Reference Request Form form on my own website?

Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.