The Employee Referral is a process where existing employees refer a suitable candidate from their network for a vacant designation/position.

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Prerequisites

Before creating an Employee Referral, it is advisable you create the following documents:

            • Employee
            • Additional Salary
            • Job Applicant

1. Click on 'Employee Referral’ under [Jobs] section and you will arrive at Employee Referral Listing
2. Click ‘+ Add Employee Referral’ to create a new Employee Referral.
3. Fill in details of the person you want to refer to like First Name, Last Name, Email, etc.
4. Select Employee under Referrer. Tick “Is Applicable for Referral Bonus” if applied.
5. Click Save and Submit and a new Employee Referral is created.

Notes:

1. When you submit an employee referral document the initial status will be "Pending". After submitting the document, the "Create Job Applicant" button will appear at the top right corner.
2. Clicking this button will create a new Job Applicant with the status "Open". The status of the Employee Referral document will change to "In Process".
3. When someone changes the status of the Job Applicant to "Hold" or "Replied", the status of the Employee Referral will remain "In Process". If the status of the Job Applicant changes to "Accepted" or "Rejected", the status of the Employee Referral document will also be reflected.
4. For the Referral bonus, after submitting the document, the "Create Additional Salary" button will appear at the top right corner, if the status is "Accepted".