Reference Forms
About Reference Forms
Reference forms are structured documents used to request, collect, and review reference information about a person for hiring, admissions, internships, volunteering, or other selection processes. They help organizations gather consistent feedback from referees about a candidate’s skills, character, performance, and fit, while keeping the reference process organized and traceable. Reference forms are commonly used by employers, HR teams, universities, scholarship committees, and program coordinators to collect professional references, academic references, recommendation details, and verification inputs. By standardizing reference collection, these forms reduce incomplete responses, improve evaluation consistency, and streamline decision making.
With Jotform, reference forms can be created quickly using a no-code, drag-and-drop Form Builder and customized for different roles or programs. Conditional logic can tailor questions based on position type, and file upload fields can collect recommendation letters when needed. Submissions are stored in Jotform Tables, allowing teams to track which references have been received and review responses in one place. Automated emails can send reference requests to referees and confirm submissions, helping the process move faster with less manual follow-up.
Use Cases of Reference Forms
Reference forms support recruiting, admissions, and verification workflows across many organizations. Below are common ways these forms are used and the challenges they help solve.
Possible Use Cases:
- Employment reference collection for hiring
- Academic reference forms for admissions or scholarships
- Internship and volunteer program references
- Character reference collection for organizations or programs
- Professional verification and background reference checks
- Recommendation letter and supporting document collection
Problem-Solving Points:
- Standardize how references are collected and reviewed
- Reduce follow-ups by guiding referees through required details
- Improve consistency in evaluation with structured questions
- Create a clear record of reference submissions and completion status
Possible Owners and Users:
- HR and recruiting teams
- University admissions and scholarship committees
- Program coordinators and hiring managers
- Referees completing reference submissions
- Applicants or candidates initiating requests (depending on workflow)
Differences of Creation Methods:
- Professional reference forms focus on work relationship, role context, performance feedback, strengths, reliability, and role fit evaluation.
- Academic reference forms emphasize coursework or research context, academic strengths, learning ability, and readiness for a specific program.
- Verification and recommendation submission forms prioritize structured ratings, short written endorsements, confidentiality acknowledgments, and optional file uploads for letters.
How to Create a Reference Form
Creating a reference form with Jotform helps you collect references consistently while tracking responses efficiently.
1. Choose a Template or Start from Scratch
In My Workspace, click “Create” and select “Form.” Start with a reference or evaluation template and customize it.
2. Collect Candidate and Referee Details
Add fields for candidate name, role or program applied for, and referee name, title, and relationship to the candidate.
3. Add Structured Evaluation Questions
Use rating scales, dropdowns, and short text fields to capture strengths, areas for improvement, and overall recommendation level.
4. Use Conditional Logic for Different Roles
Tailor questions based on job level, department, or program type so references are relevant and comparable.
5. Enable Attachments if Needed
Add file upload fields for recommendation letters or supporting documents.
6. Track Submissions in Jotform Tables
Store submissions in Tables and filter by candidate, referee, and submission status.
Frequently Asked Questions
1. What are reference forms?
Reference forms are documents or online forms used to collect feedback from referees about a candidate for hiring, admissions, or selection processes.
2. Why are reference forms important?
They standardize reference collection, improve evaluation consistency, and reduce delays caused by incomplete or unstructured responses.
3. What information is typically included in reference forms?
Common fields include referee details, relationship to the candidate, performance or character feedback, rating scales, and overall recommendation.
4. Who uses reference forms?
HR teams, admissions committees, program coordinators, referees, and sometimes applicants use reference forms depending on the workflow.
5. Are reference forms only for job hiring?
No. They’re also used for academic admissions, scholarships, internships, volunteering, and other selection processes.
6. Can reference forms include recommendation letters?
Yes. Jotform supports file uploads so referees can attach recommendation letters or supporting documents.
7. Can Jotform automate reference requests?
Yes. You can send reference request links by email and use notifications to track when references are submitted.
8. Can reference forms be customized for different roles or programs?
Yes. Conditional logic and custom fields can tailor questions for different job levels, departments, or program requirements.













