Blog

Edgility Consulting Streamlining Their Equitable Hiring Process With Refapp and Workable

Written by Emelie Dahl | 9/17/24 6:44 AM


“People are what matters most in almost every field — especially in social impact organizations. Yet default practices reinforce existing structures, costing organizations the genius and diversity they need. Edgility does more than run executive searches — we help organizations bring practice and structure into alignment with values.

We look at the data, ask the tough questions and—when we need to—disrupt the status quo. We’ve learned that real change can’t come from relying on the same systems and “best practices” that got us here in the first place.” - Edgility Consulting

How have you worked with reference checks in the past? And what were the drawbacks?

Hadley: "We include reference checks as part of our executive search service. In the past, we've done them in a few ways: manually over the phone, through Zoom, and through a Google form. 

It was labor-intensive and time-consuming and required proofreading and editing to make sure the document was well formatted and the notes accurately captured the reference’s information."

What were you looking for in a better solution?

Our key requirements included:

  • Automated and digital workflow, reduced administration, and increased efficiency
  • Smooth integration with our ATS, Workable
  • A branded output option for communication and reporting 

How was the implementation of Refapp through your ATS, Workable?

Hadley: "Implementing Refapp was incredibly quick and easy. I gave a brief introduction to the team and shared the Refapp training videos and a procedural one-pager. Once our team members set up their accounts, the integration with Workable was up and running with pre-built reference checking templates and questionnaires for our most common types of roles. 

"We have found the Workable integration to be extremely helpful. At Edgility, we do searches for similar types of roles, for example, Executive Directors and CEOs, so working with an automated process and reusable templates available directly from our daily workflow is a huge benefit.” 

A short description of the workflow:

Hadley: "With the click of a button in Workable, we initiate a reference check on a candidate and select the template we want to use. Candidates are then automatically prompted to submit their reference details and questionnaires are sent to the references, all branded. When the responses are submitted, we receive a link in Workable to the professional report.”

How did the Edgility team feel about the new way of working?

Hadley: “The team has really embraced it! There are always different levels of comfort with new technologies and platforms. However, the team adopted it quickly and provided great feedback on the usability, reliability, and efficiency of the new process.

"The branding feature was also highlighted as a huge benefit. Both our team and our clients love it!"

“Another benefit is that the reference report is a live document. This means that you can send a client 2 out of 3 completed reference checks and know that the 3rd one will be populated as soon as it's completed.”

What is the impact on time and efficiency? 

Hadley: ”With Refapp, our reference checks are done in a fraction of the time they used to take, and we are able to get them to clients faster, without deprioritizing other parts of the important offer stage.

"Since integrating Refapp with our other tools, we have seen a reduction in our time to hire of up to a week."

To sum it up, what are the key benefits and your overall experience using Refapp with Workable for digital reference checking?

  • The branded, comprehensive, professional, and easy-to-read report that can be shared via a live link
  • The ability to start reference checking for a candidate from within Workable, move on to other tasks, and then return to the process when references are collected.

Hadley: “We really love Refapp. And there has been nothing but positive feedback about it!🧡"

 

About Edgility Consulting

Edgility Consulting is a woman-founded and owned national talent services firm. We accelerate social progress by bridging the gap between talent and social impact. Our executive search and compensation solutions help mission-driven organizations attract, retain, and develop diverse and values-aligned talent. With a proven track record of delivering market-leading, sustainable and equitable results, we're your partner in building engaged teams and creating workplaces where top talent wants to work. 

Would you like to know more about digital reference checking with Refapp? Get in touch! Interested in Workable? Learn more and get an exclusive offer on their solution.