Referrals | Teamtailor Support (original) (raw)

Teamtailor makes the referral process easy by allowing you to refer candidates directly from the Employee dashboard. This helps you to recommend candidates and keep them all in one place.

Employee dashboard

To get started, head to the Employee dashboard, available through your profile picture in the top-right corner. In this article, we’ll focus on Open jobs and My referrals, found on the page.

Open jobs

The Open jobs section displays all currently published roles at your company. If you know someone who would be a good fit, simply hover over the job card and click Refer a candidate to submit a referral.

My referrals

In the My referrals widget, you can see the referrals you have added as well as add a new one.

Referral status

To help keep track of the status of the referrals, you will see one of the following statuses displayed next to it:

Create a referral

When referring a candidate, you provide relevant information to help introduce them internally and explain why you recommend them. Start by attaching a resume that the system will parse to fill out the contact details, or enter them manually:

Referral type

If there’s a published role that the candidate would be a good fit for, you can select that job when submitting the referral. If you started the referral from a job card on the Employee dashboard, the job will already be pre-selected.

You can also make a general referral without choosing a specific job. This is a great option if you have a strong candidate in your network but can’t find a suitable role published at the moment.

For job referrals, you can only select locations specified in the job, whereas for general referrals, all company locations are available. If available, you can select multiple locations just like a candidate can in an application form or via their Connect dashboard.

Manage referred candidates

Candidates referred to a specific job will appear in the Inbox stage as a sourced application. You will see that the candidate has the status Referred added on the candidate card.

You can also filter on referred candidates directly in the job process.

On the candidate card, you will see all the information written by the user who added the referral under the Employee Referrals section.

If you want to see all referred candidates in your account, head over to your candidate bank under Candidates and click + Add filter. Choose Referred under the filter Candidate status to display all referred candidates.

Notifications

To ensure referrals are highlighted internally, each user can enable notifications for new referrals.

Candidate is referred without a job

Notifications for general referrals _added without a selected job_will besent to:

Candidate is referred for a job

Notifications for referrals made to a specific job will be sent to:

The email notification will contain the referral message and a link to the candidate card in Teamtailor.

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