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Reviewing a referral request in five minutes

For employees: a quick, fair checklist for deciding whether to refer, so requests don't pile up.

Quick answer: Check the role fit, scan the CV for the basics, note anything you cannot vouch for, then decide and reply.

1 min read

Requests build up when each one feels like a big decision. A short, repeatable routine keeps it fair to the candidate and quick for you. Always follow your own company's referral policy first.

Minute one: the role

  • Is the role open, and is it one you are allowed to refer for?
  • Does the candidate name the specific role, not just the company?

Minutes two and three: the CV

  • Does their experience match the main requirements in the job description?
  • Is the CV clear and easy to read, with specific examples?
  • Is there anything you cannot vouch for, which you would be uncomfortable putting your name to?

Minute four: decide

You are recommending that a recruiter take a look, not promising a job. If the candidate meets your criteria and you are comfortable, refer them. If not, say no clearly. Base the decision on the work and the role, nothing unrelated to the job.

Minute five: reply

  • If you refer, send the note through your company's own system and tell the candidate.
  • If you pass, a one-line reason and, if you can, one CV tip is far more helpful than silence.

Setting your criteria once, and reviewing in a single short session each week, is easier than answering requests one by one.

Put it into practice

Write a polite pass note

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Guides on this site were last updated on 17 Oct 2026. This is general information, not advice for your situation.

Unfamiliar term? See the glossary.

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