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How to: integrate and request references through Teamtailor

How to
Charlotte Hall

Charlotte Hall

3rd September 2019

If you’re hiring and you’d like to try Zinc, you first need to book a demo call with a member of the team who will go through your specific requirements to see if Zinc fits with your hiring needs. If you’re interested in the platform but aren’t ready to book a demo you can create a free account and watch a two-minute demo in the Recruit tab. When you’re ready to start using the platform, get in contact and a member of the Zinc team will unlock your account and you can begin requesting references from the recruit tab. Here are the following steps you need to take:


If you don’t already have an account, choose from one of the sign-up options, such as Google, LinkedIn or email and password.  

Get in touch with Zinc to integrate

When you’re ready to start using Zinc, simply request the integration from someone from the Zinc team. Zinc will then process your request, this shouldn’t take longer than a couple of days.

Customise your reference questions

In the demo, we will have taken you through the questions most suited to your business, but you can customise them further or add multiple sets. Simply click the green button from the Questions tab and complete the following steps: 

  • Decide whether you are going to reference pre- or post-offer.

  • Select one of the four different types of referencing we have:

  • Culture-add reference—Keep culture consistent whilst scaling

  • Remote-worker reference—Assessing remote teams requires trust

  • Competency reference—A tool to help filter the top 10% of applicants

  • Employment verification—No unnecessary paperwork, fast compliant reference

  • Name your question set and click ‘finish’. You will then be able to view and edit your questions to customise your references.

You can select the question set you'd like for each job from Teamtailor. If you’re unsure about what would be the questions to ask, have a read of our blog, the best questions to ask when checking references.

Customise your reference questions in Zinc

Add Zinc as a trigger

In a specific job, navigate to triggers and click, “Send reference, Zinc” at the particular stage of the hiring process you’d like to reference your candidates. At this point, you will be asked to choose your question set, number of references and a personalised note to the candidate. When a candidate reaches that stage, a reference request is triggered automatically. You can drag and drop this trigger to any point should you decide you’d like to reference earlier or later.  You will need to add Zinc to each role separately. Zinc will pull the candidate’s name, email, and phone number from Teamtailor, and contact them via email and text to start the referencing process. Remember to let your candidate know that Zinc is your referencing provider and to look out for a message from us. 

Add Zinc as a Trigger in Teamtailor

Let Zinc work

Zinc will contact your candidate via email and text to ask for the contact details of their referees. The candidate is asked to digitally consent to the references being collected. We then contact the referees and ask them to complete the questions you have chosen. We send automated reminders to ensure that you get your references in good time.

Track the progress in Teamtailor

You can view the current reference status for each candidate in their profile. The status will say, “in progress”, “pending”, “complete” or “failed” depending on the stage the references are at. To view the references, you can either click “Test results” or click the longer URL. 

Track the reference progress in Teamtailor

View reference insights

You can view the references directly in Teamtailor by clicking “Test results” in your candidate activity or under assessments on the right hand side.  This will bring up the candidate’s page with verified references. You’ll also be notified by email to view them in a unique, shareable link. This video demonstrates the full reference process when using Teamtailor.

View reference insights

Get in touch if you’d like support: We’d love to hear your feedback too.

Important things to note:

  • Let your candidates know what referencing software you’re using—they’ll reply much quicker if they know who Zinc is.

  • Provide a mobile number for the candidate if you can—this can speed up the process if the candidate doesn’t check their emails regularly. Please ensure the number is correct before submitting. 

Start using Zinc through Teamtailor today

Book a demo to find out more about one of our most comprehensive integrations.