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:
- Navigate to Settings in the bottom-left corner of the dashboard.
- 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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