Referral Submission & Tracking

How to Submit a Referral

Users are able to have a SCALIS User or External Referrer use the Referral feature to submit and refer a candidate for a Job Requisition. 

1. Navigate to the Job Dashboard, and click "Referrals" on the left. 
   
   
   
   
   
2. Click "Submit Referral" and upload their resume and details. 
   
   
   
   
3. Link them to an existing job by selecting the Job Listing from the drop down. 
   
   
   
   
4. Select if the Referrer is a SCALIS User (this person has a SCALIS account) or if they are an "External Referrer" (this is anyone outside of your company - recruiter, agency, personal contact, etc.)
   
   
   
   
   
   1. If "External Referrer" is selected, enter the Referrer's information. 
      
      
      
      
5. Add in any notes regarding the candidate regarding your relationship with them, reason for referring them, etc. 
6. Once satisfied, click "Submit". 
   
   

🖱️ Tracking your Referrals

1. Navigate to the "Referrals" tab from the Job Dashboard. 
   
   
   
   
2. Here you will be able to see all your referrals and what stage of the process they are in. If you are a Super Admin, you will be able to track all company referrals that have been submitted. 
   
   
   
   

Sharing a Referral Link outside of SCALIS

1. Navigate to the Job Dashboard and click "Submit Referral" 
2. From the drawer that opens, click the hyperlink at the top right to copy the URL. 
   
   
   
   
3. Share this URL with Slack channels, or company-wide communication channels for employees to make referrals.