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Sample Comprehensive Reference Investigation

This investigation is a copy of a real investigation. Only the names and employer have been changed.

References-etc.
27 Pilgrim Drive * Hiram, ME 04041 * Phone - 207.625.3870 * Fax - 877.471.5696
E-mail - references@references-etc.com


Reference: DANIEL LEACH

TYRONE WILKES

SC ENTERPRISE
27 SOMEWHERE LANE ANYWHERE, US 00000
ANY TOWN, US 123587 401-846-6949
ATYRONE@MAIL.COM Order Date: 9-10-02 - Rush: YES
Shipping: E-mail One Comprehensive Reference Investigation

Dear Tyrone,

Here are the results of your SC Enterprise reference investigation. During an interview with Daniel Leach, the following information was obtained.

INTERVIEW WITH DANIEL LEACH, PROJECT MANAGER

Q) Can you verify that Tyrone worked for SC Enterprise from 4/2000 to 10/2001?
A) I am not sure about the exact dates but that sounds about right.

Q) What was your working relationship with Tyrone?
A) I was his direct supervisor.

Q) Did you supervise his work the entire time he was employed at SC Enterprise?
A) Yeah.

Q) What was his position?
A) Project Manager.

Q) Tyrone has described that his responsibilities as Project Manager included: Systems integration, networking, intercommunications, RF digital paging, nurse call, infant and industrial security, card access control, CCTV, telephone, fire alarm and professional sound/video/media retrieval systems. Is this accurate?
A) Well, he dabbled in that.

Q) When you say he dabbled, does that mean he wasn't ultimately responsible for doing the job?
A) No he wasn't solely responsible; he was essentially there to make sure everything got done.

Q) And did he make sure that things got done?
A) Well, I can't really comment on that.

Q) Tyrone also reported that during projects he would manage 3-4 staff as well as 15-20 project staff, is that accurate?
A) I am not sure about that. He did manage staff while they were on a project with him.

Q) Did he meet the positions performance requirements?
A) Not entirely. But I can't really elaborate on that.

Q) What was the reason for the separation of employment?
A) I don't know, I wasn't part of that.

Q) Could I get that information from the HR department? Would the reason for separation be in his file?
A) I'm sure. I know I must have seen it but I can't recall.

The following questions require you to rate Tyrone's performance on a scale of 1-5.
5 Being excellent and 1 being unsatisfactory; how would you rate his -
Knowledge of the position and its responsibilities: 3-4 Written communication skills: He was OK
Professional conduct: * see note Oral communication skills: OK ** see note
Problem-solving abilities: Average The quality of his work: Average
Time Management and organizational skills: OK Work ethics and moral integrity: *** see note

* Part of the time it was pretty good. There were things he did toward the end that I thought were very unprofessional, but overall he was fairly good.

** When asked if you provided any oral presentations regarding your work, he stated no.

*** Compared to everyone else, I would say he was average.

Q) What were his strongest skills as an employee?
A) If I thought about it I might be able to think of something but our parting wasn't amicable.

Q) His resume and CV are quite extensive and he seems to have accomplished quite a lot; how much time would you need I might be able to wait?
A) (Laugh) I don't want to give him a bad reference, but he wasn't here long enough for me to get a good handle on that. (Employee was at SC for over a year and a half) An employee can't become proficient in that amount of time.

Q) What are areas of his performance needed improvement? I know you stated previously that you considered his actions to be unprofessional is there anything else that he might need to work on?
A) Well, early on, he was professional, but we found out later that he did things that were unprofessional.

Q) Was he a team player?
A) If he was in front of the team sure.

Q) Do you mean that he liked to be in charge?
A) Yeah.

Q) Was he able to form and maintain positive relationships with his supervisors?
A) Most of the time.

Q) How about his subordinates?
A) I think so.

Q) Have there been any complaints made or internal investigations, which resulted in disciplinary action?
A) I know people didn't appreciate being stuck in the middle.

Q) Did he meet your company's attendance requirements?
A) For the most part. He was late now and then.

Q) If you were responsible for hiring would he be eligible for rehire?
A) No.

Q) Would you recommend Tyrone for a similar position at a different company?
A) I think the less said the better.

Q) Would you recommend Tyrone for a Senior Project Manager position?
A) No. If things are going his way he's fine, but that's just my opinion.

Q) Do you mean he doesn't handle conflict very well?
A) Again, that's just opinion, I am no psychologist.

Q) Are there any additional comments you would like to add concerning Tyrone's employment with your company?
A) No, essentially I have said probably more than I should say.

Investigation Summary:

It took four attempts to reach Daniel Leach, Project Coordinator. During our interview his tone was jovial at times but mostly negative and he was often hesitant or sarcastic in his answers. He obviously cooperated in answering our questions, even though he stated that he thought he might have said too much. It is my opinion that this is a very negative reference and that you should avoid using this person as a reference on your resume.

I certify that the employer's representative I spoke with identified himself as Daniel Leach, Project Coordinator, and the above is a true account of this investigation.

Interviewer: SO


Sample Comprehensive Reference Investigation

This investigation is a copy of a real investigation. Only the names and employer have been changed.

References-etc.
27 Pilgrim Drive * Hiram, ME 04041 * Phone - 207.625.3870 * Fax - 877.471.5696
E-mail - references@references-etc.com


Reference: MICHELLE SULLIVAN

SHANE SIMPSON

SC ENTERPRISE
27 SOMEWHERE LANE ANYWHERE, US 00000
ANY TOWN, US 123587 401-846-6949
ASHANE@MAIL.COM Order Date: 10-4-02 - Rush: No
Shipping: E-mail One Comprehensive Reference Investigation

Dear Shane,

Here are the results of your SC Enterprise reference investigation. During an interview with Michelle Sullivan, the following information was obtained.

INTERVIEW WITH MICHELLE SULLIVAN, DIRECTOR

Q) Can you verify that Shane worked for SC Enterprise from 2-98 to 3-02
A) Yes.

Q) What was your working relationship with the Mr. Simpson?
A) I was his immediate supervisor.

Q) What was his position?
A) He was a Career Counselor.

Q) Shane has described that he provided career counseling for unemployed workers. In this capacity he met with new clients to determine eligibility status for individual programs. He would then select the appropriate program for the individual as well as provide all follow through with service plans. Is this an accurate description of his duties?
A) Yes, that is a correct description.

Q) What was the reason for the separation of employment?
A) Actually, we had to let him go because of his paperwork He could not seem to complete it on time.

Q) Did he meet the positions performance requirements?
A) In all other areas yes.

Q) How would you rate his customer service skills?
A) Excellent! Shane definitely had the customer's best interest at heart.

Q) How well informed was he regarding the different programs available?
A) Very well informed. He also had a good knowledge of what was available in terms of other resources clients could use. He know all that.

The following questions require you to rate Shane's performance on a scale of 1-5.
5 Being excellent and 1 being unsatisfactory; how would you rate his -
Knowledge of the position and its responsibilities: 5 Written communication skills: 4
Professional conduct: 5 Oral communication skills:5
Problem-solving abilities: 4 The quality of his work: 4
Time Management and organizational skills: 3 Work ethics and moral integrity:5

Q) What were his strongest skills as an employee?
A) His customer service skills.

Q) What areas of his performance needed improvement?
A) His paperwork. Unfortunately, paperwork is a major part of our job here. We get audited and because we are a government agency, we must have our paperwork done correctly and on time. I must say though that is particular agency has in inordinate amount of paperwork required. You'd think with a computer it would make our jobs easier, but it actually makes our job harder.

Q) Was he a team player?
A) Yes.

Q) Was he able to form and maintain positive relationships with his supervisors and co-workers?
A) Yes.

Q) Had there been any complaints made or internal investigations, which resulted in disciplinary action?
A) No.

Q) Did he meet your company's attendance requirements?
A) Oh yes, he was always here.

Q) If you were responsible for hiring, would he be eligible for rehire?
A) Not here but only because of his paperwork.

Q) Would you recommend Shane for a similar position?
A) In a facility that did not require so much paperwork, absolutely.

Q) Are there any additional comments you would like to add concerning Shane's employment with your company?
A) Shane goes the extra mile when it comes to the customer. He is a wonderful man. I think there were times when he wanted to literally reach into his own pocket to help people. I never asked anything of him that he didn't do. He is very trustworthy.

Investigation Summary:

It took one attempt to reach Michelle Sullivan. During our interview her tone was very positive and she was very cooperative in answering our questions. It is my opinion that this is an extremely favorable reference for you in all areas of your job performance except paperwork. Ms. Sullivan seemed to be genuinely upset that you were not able to complete the paperwork on time. Her tone of voice when talking about you was extremely positive. It was obvious that despite the fact that you were fired, she held you in high regard.

Interviewer: SO




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