Reference Evaluation Form for South Africa

Reference Evaluation Form Template for South Africa

A standardized form used in South Africa for evaluating former employees' performance, conduct, and capabilities, designed in compliance with South African labor laws and the Protection of Personal Information Act (POPIA). This document enables structured collection of reference information while protecting both the referee and former employee's rights, facilitating objective evaluation of candidates for potential employers while maintaining legal compliance and professional standards in the reference-checking process.

Your data doesn't train Genie's AI

You keep IP ownership of your information

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Download a Standard Template

4.6 / 5
4.8 / 5
Access for free
OR

Alternatively: Run an advanced review of an existing
Reference Evaluation Form

Let Genie AI's market-leading legal AI identify missing terms, unusual language, compliance issues and more - in just seconds.
Upload your Doc

What is a Reference Evaluation Form?

The Reference Evaluation Form serves as a standardized tool for obtaining and documenting professional references in South Africa's employment landscape. This document is typically used during the hiring process when a potential employer seeks to verify a candidate's work history, performance, and professional conduct with their previous employers. The form is structured to comply with South African legislation, including the Protection of Personal Information Act (POPIA), Employment Equity Act, and Labour Relations Act. It includes sections for basic employment verification, performance assessment, and professional conduct evaluation, while incorporating necessary legal disclaimers and consent declarations to protect all parties involved.

What sections should be included in a Reference Evaluation Form?

1. Former Employee Details: Basic information about the employee being referenced, including full name, ID number, position held, employment dates

2. Referee Details: Information about the person providing the reference, including name, position, company, contact details, and relationship to the former employee

3. Employment Confirmation: Verification of employment period, position(s) held, and reason for leaving

4. Performance Assessment: Evaluation of key performance areas, including reliability, quality of work, interpersonal skills, and technical competence

5. Conduct and Reliability: Assessment of professional conduct, punctuality, attendance, and overall reliability

6. Consent Declaration: Confirmation that the referee has authority to provide this information and that the information is accurate

7. Legal Disclaimer: Statement regarding confidentiality, legal obligations, and limitation of liability

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

1. Management Capabilities: Optional section for evaluating candidates who held management positions, including leadership style, team management, and strategic thinking

2. Technical Skills Assessment: Detailed evaluation of specific technical skills relevant to specialized positions

3. Project Involvement: Overview of significant projects the employee was involved in, used for project-based roles

4. Safety Record: For positions involving health and safety responsibilities or high-risk environments

5. Financial Responsibility: For positions that involved handling money or financial decision-making

What schedules should be included in a Reference Evaluation Form?

1. Performance Rating Scale Guide: Detailed explanation of the rating scale used in the performance assessment section

2. Competency Framework: Definition of competencies being evaluated, ensuring consistency in assessment

3. Supporting Documentation Checklist: List of any additional documents that may be attached to support the evaluation

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

Jurisdiction

South Africa

Publisher

Genie AI

Document Type

Evaluation Form

Cost

Free to use
Relevant Industries

Financial Services

Technology

Manufacturing

Healthcare

Education

Retail

Professional Services

Construction

Mining

Telecommunications

Agriculture

Public Sector

Non-Profit Organizations

Transportation

Hospitality

Relevant Teams

Human Resources

Legal

Recruitment

Talent Acquisition

Compliance

Employee Relations

Personnel Administration

Relevant Roles

HR Manager

HR Director

Recruitment Specialist

Talent Acquisition Manager

HR Business Partner

Hiring Manager

Department Head

Line Manager

HR Administrator

Compliance Officer

Legal Counsel

Personnel Officer

HR Coordinator

Recruitment Consultant

Employee Relations Manager

Industries
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

Find the exact document you need

Evaluation Sheet For Presentation

A South African-compliant structured evaluation tool for assessing presentations in professional and academic settings, incorporating comprehensive assessment criteria and feedback mechanisms.

find out more

Customer Evaluation Form

A POPIA-compliant Customer Evaluation Form for South African businesses to gather and assess customer feedback while maintaining legal data protection standards.

find out more

Call Monitoring Evaluation Form

A South African-compliant evaluation tool for assessing call center interactions, ensuring quality standards and regulatory compliance.

find out more

30 Day Employee Evaluation

A South African law-compliant 30-day employee evaluation form for assessing new hire performance and making continued employment decisions.

find out more

Self Evaluation Form For Receptionist

A South African-compliant self-evaluation form for receptionists to assess their performance and professional development needs.

find out more

Bonus Evaluation

A South African law-governed document establishing the framework and criteria for employee bonus evaluations and determinations.

find out more

Website Evaluation

A South African law-governed contract for professional website evaluation services, ensuring compliance with ECTA and POPIA requirements.

find out more

Skills Evaluation

A South African law-governed agreement for conducting formal skills evaluations, aligned with SAQA requirements and national qualification frameworks.

find out more

Product Evaluation Form

A standardized South African document for conducting and recording product assessments against regulatory requirements and quality standards.

find out more

Service Evaluation

A South African-compliant agreement framework for conducting structured service evaluations and performance assessments.

find out more

Employee Annual Review

A South African law-compliant document for conducting and recording annual employee performance evaluations, including performance assessment, goal-setting, and development planning.

find out more

Annual Review Letter

A South African employment document that formally communicates annual performance review outcomes and resulting changes to employment terms and compensation.

find out more

Company Evaluation

A South African law-governed agreement for professional company evaluation services, outlining evaluation scope, methodology, and deliverables.

find out more

Nonprofit Executive Director Performance Evaluation

A South African-compliant performance evaluation framework for assessing nonprofit Executive Directors' effectiveness and leadership capabilities.

find out more

Employee Appraisal

South African-compliant employee performance appraisal document for formal evaluation of employee performance and development planning.

find out more

Summer Camp Feedback Form

A POPIA-compliant feedback form for South African summer camps, designed to collect structured assessment from participants and guardians.

find out more

Student Performance Evaluation

A South African law-compliant document outlining the framework and criteria for student performance evaluation in educational institutions.

find out more

Evaluation Letter For Student

A formal South African educational document assessing student performance and progress, compliant with national education and privacy laws.

find out more

Software Feedback Form

A POPIA-compliant Software Feedback Form for use in South Africa, enabling structured collection of software user feedback while protecting all parties' rights.

find out more

Personal Trainer Evaluation Form

A South African-compliant evaluation form for assessing personal trainer performance, competency, and professional standards in fitness facilities.

find out more

Care Worker Appraisal

A South African-compliant performance appraisal document for evaluating care worker competencies and setting development goals.

find out more

Vendor Performance Evaluation

A South African law-governed document that establishes the framework and criteria for systematic vendor performance evaluation and management.

find out more

Team Member Evaluation Form

A South African law-compliant performance evaluation form for structured assessment of employee performance and development needs.

find out more

Board Self Evaluation

A South African corporate governance document providing framework and methodology for Board of Directors' self-evaluation, aligned with local legislation and King IV Report.

find out more

Performance Appraisal

A South African law-compliant performance evaluation document for structured employee assessment and development planning.

find out more

Teacher Evaluation Form Word Document

A South African-compliant teacher evaluation form for assessing educator performance and development in accordance with IQMS requirements.

find out more

Teacher Assessment Form For Students

A South African-compliant standardized form for teachers to assess and document student performance, progress, and development in educational institutions.

find out more

Team Feedback Form

A South African law-compliant performance evaluation document for structured employee feedback and development tracking.

find out more

Food Tasting Feedback Form

A South African-compliant feedback form for food tasting sessions, incorporating consumer protection, data privacy, and food safety requirements.

find out more

Department Evaluation

A legal framework for conducting department evaluations in South Africa, ensuring compliance with local legislation while providing structured assessment guidelines.

find out more

Customer Feedback Questionnaire Form

A POPIA-compliant Customer Feedback Questionnaire Form for collecting and processing customer feedback in South Africa.

find out more

Construction Project Evaluation

A South African legal document for comprehensive evaluation of construction projects, assessing compliance, performance, and success factors under local construction laws and CIDB regulations.

find out more

Leadership Evaluation

A comprehensive leadership evaluation framework compliant with South African employment and labor laws, designed for assessing leadership capabilities and performance.

find out more

Health And Safety Performance Review

A comprehensive evaluation document for organizational health and safety performance and compliance under South African safety regulations.

find out more

Project Evaluation Form

A South African regulatory-compliant document for comprehensive project assessment and evaluation across multiple criteria.

find out more

Quarterly Appraisal

A South African law-compliant quarterly performance evaluation document for structured employee assessment and development planning.

find out more

Product Assessment

A South African law-compliant agreement for conducting formal product assessments, testing, and certification processes in accordance with SABS standards.

find out more

Sales Performance Evaluation

A comprehensive sales performance evaluation framework compliant with South African labor laws, providing structured criteria for assessing sales personnel effectiveness.

find out more

Manager Appraisal Form

A South African-compliant performance evaluation form for assessing managerial effectiveness, aligned with local labor laws and organizational development requirements.

find out more

Performance Evaluation Report

A South African compliant document for formal assessment and documentation of employee performance against set criteria, aligned with local labor laws and regulations.

find out more
See more related templates

Genie’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; Genie’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

We are ISO27001 certified, so your data is secure

Organizational security:

You retain IP ownership of your documents and their information

You have full control over your data and who gets to see it

2 Docs LeftAccess Now