How to Add a Manual Referral
- Tiffany Jin |
- 8 steps |
- 22 seconds
1
To add in a manual referral on behalf of an employee, navigate to the "Referrals" icon
2
Click "Add Referral"
3
Fill in the required information on the form
\*Under Candidate's email address, please make sure this is the same primary email address the candidate has listed currently in your ATS and applied with
4
Choose the "Employee who Referred the Candidate" and "Job the Candidate was Referred to" which will populate drop-down values
5
If the candidate has already been hired and you are inputting a retroactive referrals, click "Yes".
The referral record should populate as "Hired".
6
If the candidate is still progressing through the application process, click "Not, not yet".
7
Under when did the Candidate apply?
8
Pick the date of the latest application for the candidate.
After you "Add", the referral record should populate with the latest updated application stage.
