Refer a Candidate

Workday

1

This job aid provides instructions for team members on referring candidates, both internal and external, to open positions within Workday.

Title slide of Workday Training with Refer a Candidate subtitle.

2

Navigate to [Workday](https://impl.wd12.myworkday.com/williammary/d/home.htmld)

The Workday homepage.

3

Click the "Search" field.

The Search field outlined on the Workday homepage.

4

Type "refer."

The Search field expanded with a list of search results. Refer a Candidate is highlighted.

5

Click "Refer a Candidate."

Refer a Candidate is circled in the expanded search results.

6

To load the referral's resume click "Select files."

The Select files button circled in the Attach Resume/Cover Letter section of the Refer a Candidate window.

7

Select the file with their resume, click open, once it shows in your window

The Upload button circled in the Attach Resume/Cover Letter section. The resume file is listed as successfully upload.

8

Click the fields with red \* next to them to fill in the required information.

The First Name field outlined in the Name section of the Refer a Candidate Window. The Last Name and Email fields also have astericks for required information.

9

Click the "Phone Device Type" field to activate the dropdown menu.

The Phone Device Type field outlined in the Contact Information section.

10

Click appropriate phone type.

The Phone Device Type dropdown expanded with Landline and Mobile options circled.

11

Click the "Country Phone Code" field.

The Country Phone Code field outlined in the Contact Information section.

12

Type the appropriate country name, [[Enter ]]and select appropriate country from drop down.

The Country Phone Code field expanded with search results.

13

Click the "Phone Number" field to continue entering required fields.

The Phone Number field outlined in the Contact Information section.

14

Click the list icon or into the jobs field to populate

The list icon in the Jobs field circled in the Job Details section.

15

Click the "Jobs" field.

The Jobs field circled and its dropdown expanded.

16

Type the appropriate job opening title.

The Jobs field expanded with search results listing matching job requistions.

17

Select appropriate title from dropdown options.

A job requisition circled in the expanded Jobs search results.

18

Click the "Relationship" field.

The list icon in the Relationship field circled in the Relationship Details section.

19

Select appropriate option from dropdown.

The Relationship dropdown expanded with the Friend option circled.

20

Review all information and then Click "Submit."

The Submit button circled in the Refer a Candidate window.

21

To check on status of referral, type "jobs" in the search bar. Click "Jobs Hub Report" from the search dropdown.

Jobs Hub outlined in the search results.

22

Click this icon to view your referrals.

The My Referral icon outlined in the Jobs Hub menu, with its My Referrals label showing.

23

Click on their name to review details.

A candidate's name outlined in the My Referrals table on the My Referral Activity page.

24

Contact [askHR@wm.edu](mailto:askHR@wm.edu) with questions.

Closing slide with the text Thank you!