1
Verify a signed release is on file before responding
Confirm that the former employee signed a Release of Information form authorizing the disclosure, or that the request qualifies under a statutory exception. Attach a copy reference or note the date of the release in the authorization clause.
💡 Keep a release log in the personnel file so any HR team member can verify authorization status in under two minutes — do not rely on the requesting party's claim that a release was obtained.
2
Identify the authorized respondent
Complete the responding party block with the full legal company name, the HR representative's name and title, and today's date. Route all reference requests through a designated HR contact rather than allowing managers or supervisors to respond independently.
💡 Designating a single reference-response email address (e.g., references@yourcompany.com) prevents unauthorized disclosures and creates a documented response trail.
3
Pull employment dates from the official HR system
Retrieve the exact start and end dates from your HRIS or payroll system — not from memory or a manager's estimate. Enter the dates precisely as they appear in the official record.
💡 Cross-reference the dates against the last paycheck date and the termination paperwork to catch any discrepancies before sending.
4
Confirm title and compensation scope
Enter the former employee's last official job title. Decide whether to confirm salary based on company policy, applicable law, and whether the signed release explicitly covers compensation data.
💡 If your jurisdiction has enacted a salary history ban (e.g., California, New York, Massachusetts), default to omitting salary data unless the former employee explicitly authorized its release in writing.
5
Apply the performance and conduct limitation
Review the performance and conduct limitation clause. Unless your legal counsel has approved a specific expanded disclosure for this individual, do not deviate from the policy-limited response. Delete any language that goes beyond dates, title, and rehire status.
💡 If a manager has already made verbal statements beyond your policy in response to this request, flag it for legal review before issuing the written response.
6
State eligibility for rehire without elaboration
Check the former employee's personnel file for the rehire designation and enter 'is' or 'is not eligible for rehire' in the eligibility clause. Do not add any qualifying language about the reason.
💡 If the rehire status has not been formally documented in the personnel file, consult with HR leadership before disclosing — an undocumented 'not eligible' statement is harder to defend.
7
Review the liability limitation and confidentiality clauses
Confirm both clauses are present and unaltered. Address the confidentiality clause to the specific recipient by name or company, not to 'whom it may concern.'
💡 Sending a named confidentiality request makes it significantly harder for the recipient to argue they were unaware of the restricted-use intent.
8
Obtain authorized signature and send securely
Have the designated HR representative sign the completed letter. Send via email with the PDF attached, or by certified mail, keeping a timestamped copy in the former employee's personnel file.
💡 BCC your HR reference email archive on every outgoing response so the company retains a complete audit trail without relying on individual inboxes.