Legal Templates
Reference Evaluation Form

Reference Evaluation Form for Australia

Reference Evaluation Form Template for Australia

A Reference Evaluation Form is a standardized document used in Australian employment contexts to gather and document professional references for job candidates. The form is designed to comply with Australian privacy laws, employment regulations, and anti-discrimination legislation while collecting relevant information about a candidate's previous work experience, performance, and capabilities. It serves as a structured tool for hiring organizations to verify employment history, assess candidate suitability, and make informed hiring decisions based on feedback from previous employers or supervisors.

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What is a Reference Evaluation Form?

The Reference Evaluation Form is a crucial document in the Australian recruitment process, designed to standardize the collection of reference information while ensuring compliance with relevant legislation including the Privacy Act 1988 and Fair Work Act 2009. This document is typically used during the final stages of recruitment when conducting due diligence on potential employees. The Reference Evaluation Form includes sections for employment verification, performance assessment, and behavioral evaluations, structured to avoid discriminatory questions while gathering meaningful insights about candidates' capabilities and work history. It serves as a risk management tool by documenting the reference checking process and maintaining records of the information gathered from previous employers.

What sections should be included in a Reference Evaluation Form?

1. Referee Details: Section for collecting referee's name, position, company, and contact information

2. Candidate Information: Basic information about the candidate being evaluated, including full name and position held

3. Employment Verification: Confirmation of employment dates, position(s) held, and reporting relationships

4. Performance Assessment: Evaluation of key competencies, work quality, reliability, and job-specific skills

5. Working Relationships: Assessment of team work, communication skills, and interaction with colleagues/stakeholders

6. Reason for Leaving: Information about why the candidate left their previous position

7. Rehire Eligibility: Whether the candidate would be eligible for rehire at the previous organization

8. Authorization and Consent: Declaration section confirming referee's authority to provide information and understanding of confidentiality requirements

What sections are optional to include in a Reference Evaluation Form?

1. Leadership Capabilities: Optional section for evaluating management and leadership skills - include when candidate is being considered for leadership positions

2. Project Management: Optional section for assessing project management capabilities - include for project-related roles

3. Technical Skills Assessment: Optional section for evaluating specific technical capabilities - include for technical positions

4. Cultural Fit: Optional section for assessing alignment with organizational values - include when cultural fit is a key consideration

5. Additional Comments: Optional free-text section for any other relevant information not covered in standard sections

What schedules should be included in a Reference Evaluation Form?

1. Privacy Notice: Appendix containing privacy statement and information handling practices

2. Competency Framework: Schedule defining the competencies and rating scales used in the evaluation

3. Position Description: Appendix containing the previous role's responsibilities and requirements for context

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

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Jurisdiction

Australia

Publisher

Genie AI

Document Type

Evaluation Form

Sector

Cost

Free to use
Relevant Industries

Healthcare

Financial Services

Technology

Education

Government

Manufacturing

Retail

Professional Services

Non-Profit

Construction

Mining

Telecommunications

Hospitality

Legal Services

Transportation

Relevant Teams

Human Resources

Recruitment

People Operations

Talent Acquisition

Legal

Compliance

People & Culture

Relevant Roles

HR Manager

Recruitment Specialist

Hiring Manager

HR Director

Talent Acquisition Manager

HR Business Partner

Recruitment Coordinator

HR Administrator

Chief Human Resources Officer

People Operations Manager

Employee Relations Manager

HR Compliance Officer

Industries
Privacy Act 1988 (Cth): Regulates the handling of personal information about individuals, including collection, use, storage and disclosure of personal data. This is crucial as reference checks involve collecting and sharing personal information.
Fair Work Act 2009 (Cth): Provides the framework for employment relationships in Australia. Relevant for ensuring reference evaluation questions align with fair work practices and don't violate employment rights.
Australian Human Rights Commission Act 1986 (Cth): Ensures reference forms don't include discriminatory questions or criteria based on protected attributes like age, gender, race, or disability.
Defamation Act 2005: Relevant for protecting both the referee and employer from potential defamation claims when providing or recording reference information.
Equal Employment Opportunity (Commonwealth Authorities) Act 1987: Ensures that reference evaluation criteria promote equal employment opportunity and don't create unfair barriers to employment.
Age Discrimination Act 2004 (Cth): Specifically prohibits age discrimination in employment contexts, including during reference checking processes.
Workplace Gender Equality Act 2012: Ensures reference evaluation forms don't include gender-biased questions or criteria that could lead to discrimination.
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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