Skip to main content

Add a Reference

Recording references for an employee supports safer recruitment and keeps their referees' contact details on file.

Add a Reference

To add a reference, follow these steps:

  1. Sign in to your "Workmax" account with an admin account.
  2. Go to the "People" section and open the employee.
  3. Open their references page.
  4. Click on the "New reference" button.
  5. Enter the details:
    • Name
    • Job Title
    • Email
    • Phone Number
    • Company Address (street address, city, postcode and country)
  6. Save the entry.

Workmax will add the reference to the employee's record. You can edit or remove references at any time using the row actions. If you have any questions or need help, please contact Workmax Support.