Setting up Referrals and Policy

Created by Erin Estabaya, Modified on Thu, 30 Jan at 8:43 AM by Erin Estabaya

This guide walks super admins through the setup process for the referrals tab, including configuring the referral form, email notifications, and referral policy.



To begin, follow these steps:

  1. Navigate to Settings in the bottom-left corner of the dashboard.
  2. Select the Referrals option on the right-hand panel.


Configuring the Referral Form

Admins can set up a form that users must complete before referring a candidate. The form includes:

  • Candidate Name
  • Email Address
  • Resume Upload
  • Additional Questions (Optional, can be role-specific or general)
    • Salary expectations
    • Last working day (if applicable)
    • LinkedIn URL
    • Other role-specific details

Admins can customize these fields to gather the necessary information for each role.


Setting Up Candidate Email Notifications

When a candidate is referred, they receive an automated email notification. This email typically includes:

  • Notification that they have been referred for a specific role
  • The name of the referee
  • Additional documents or details provided by the referee

Admins can personalize this email and attach relevant information if needed.


Configuring the Referral Policy

The Referral Policy outlines the organization’s referral guidelines and can be presented in different formats:

  • Plain text
  • A clickable link
  • An uploaded document

Ensuring a clear referral policy helps users understand the process and expectations before referring candidates.




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