Introduction
The Referrals module in Recruitment Marketing (RM) is where recruiters can view all referrals made for the company. When an employee makes a referral through an internal employee referral career site or a candidate uses a social referral link to apply for a job, a profile with the source 'Referral' is created in RM. Referral profiles can be found in Referrals, in the job candidates list of the job to which they were referred, and in Source, and are accessible to all users with the necessary privilege in Referrals.
Audience
Company Administrator or any user with the Recruiter privilege in Referrals.
Prerequisite
You must have an Internal Career site with an Employee Referral Workflow enabled. If this is not enabled for your account, please submit a Help Center ticket.
How to Use Referrals
Navigate to the Talent tab, then select Referrals.
The application has the same structure as any other Talent module: recruiters can filter their referral candidates, sort them by several criteria, view their summaries on the results list, open their profiles, and perform a full set of actions on single, selected, or all candidates.
Search Referrals
On the Referrals page, all referral profiles are available on the default All Referrals list.
The default view can be filtered by the internal career site where the employee referral workflow was used. All internal career sites within the company will be displayed in the Referrals Portal drop-down. You can select a career site to view referrals made through that site.
The Filters panel provides a standard list of filters in RM.
Working with Candidates in Referrals
You can work with your referral candidates the same way as you would work with any other candidates on your search results page: view their profile, tag them, send them emails or text messages, assign Audience Types and Lifecycle States, or add them to Jobs and Folders. You can perform actions on single or multiple candidate records.
To perform tasks on a single candidate’s record, on the Referrals page, click the candidate menu icon. NOTE: You can also open the candidate’s profile and use the menu icon on the profile.
To perform tasks on multiple candidates, select the checkboxes on the required candidates’ profiles. You can use the checkbox at the top of the list to choose all candidates on that page or the checkbox in front of each candidate's name. Then use the page menu above the list of candidates.