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Guidance about references when making an offer

Illustration with the text: "Conditions of Offer: References"

For the 2022 to 2023 recruitment cycle, we changed the references process so that candidates do not need to receive references before they submit their application. They instead need to give details of 2 people who can give a reference.

We added guidance about the new process, which we show to providers when they make an offer to a candidate. It says how providers should tell candidates about any specific reference requirements.

This change was made on 11 October 2022. This was the date when candidates could start submitting applications and providers could start making offers for the 2022 to 2023 recruitment cycle.

The issue

Research with providers showed that requirements for references varied between them.

While candidates were previously only able to include 2 received references with their application, many providers were asking for additional references after the application had been submitted.

These had to be requested and provided outside of the Apply and Manage digital services.

What we changed

We added content to 3 existing pages:

  • conditions of offer
  • check offer
  • view offer

Conditions of offer page

Screenshot of a page with the title ‘Conditions of offer‘. The first section is ‘Standard conditions’, which has checkboxes for ‘Fitness to train to teach check’ and ‘Disclosure and Barring Service (DBS) check’. These have been checked. The second section is ‘References‘. It contains guidance saying “The candidate will confirm which references they want to request when they accept your offer. They’ll be told they need 2 references including an academic tutor if they have graduated in the past 5 years or are still studying, and the headteacher if they’ve been working in a school. Add a further condition if you have other requirements for references.” The third section is ‘Further conditions’ with a button to allow providers to add another condition. At the bottom of the screen is a continue button and a cancel link.

We added a new references section.

In this section, we explain that candidates now confirm which references they want to request when they accept an offer.

We also show the standard guidance that we give to candidates, which is that they need 2 references including:

  • an academic tutor if they graduated in the past 5 years or are still studying
  • the headteacher if they’ve been working in a school

Providers are told to add any other requirements as a further condition.

Check offer page

Screenshot of a page with the title ‘Check and send offer’. It includes a box with course details and the conditions of offer. The course details include training provider, course, full time or part time, location, accredited bodt, qualification and funding type. The conditions of offer section mentions that the candidate needs 2 references. It has a link to add or change conditions, followed by the conditions for this offer. At the bottom of the page is a send offer button and a cancel link.

We added a new line saying that candidates are required to receive 2 references.

We did this to reassure providers that they do not need to add references as a separate condition unless they have different requirements.

View offer page

Screenshot of a page with the title ‘Criselda Ward‘, which is the name of the candidate. Under this is a navigation section with tabs for application, offer, references, notes and timeline. The user is currently in the offer tab. There’s a link to withdraw the offer, and under that are course details: training provider, course, full time or part time, location, accredited bodt, qualification and funding type. The conditions of offer section beneath this mentions that the candidate needs 2 references. There’s a link to add or change conditions.

After an offer has been made, we continue to show the new line about references.

Conditions can still be changed until the point when a candidate accepts an offer. So a provider could add a condition with additional reference requirements.

Other approaches we considered

We previously considered making references a ‘standard condition’ using a checkbox, with a text input where providers could give details of their reference requirements.

We did usability testing on this approach and found no issues.

We have not pursued this approach for now, in part because it would need a change to the API. This means that it would take a while for it to be adopted by the student record systems used by many providers.

Future considerations

The guidance to use ‘further conditions’ to specify reference requirements is not ideal, since the offer email and the web interface both mention references and conditions separately.

This means that putting reference requirements in the conditions causes references to be mentioned twice.

Once we’ve learned more about how references are being used in the new process, we’d like to consider ways to make this better.

This might include:

  • letting providers remove the reference requirement altogether, for example if the provider already employs the candidate does not require additional safeguarding checks
  • adding a dedicated field where providers can tell candidates their reference requirements
  • allowing providers to set a deadline as a date field
  • giving a way for providers to tell candidates that their references have been checked and are acceptable, either individually or once 2 references have been received