.png?width=1391&height=437&name=SCALIS%20Logo%20(1).png)
REFERRALS
This feature allows you to share and track referrals made by users and external contacts.
3 sections5 min read
In this guide
How to Submit a Referral
1
Step 1
Open the Referrals Tab
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.
Navigate to the Job Dashboard, and click Referrals on the left.
2
Step 2
Submit the Referral
Click Submit Referral and upload their resume and details.
3
Step 3
Link the Referral to a Job
Link them to an existing job by selecting the Job Listing from the dropdown.
4
Step 4
Select the Referrer Type: SCALIS User
Select if the referrer is a SCALIS User (this person has a SCALIS account) or an External Referrer (this is anyone outside of your company: recruiter, agency, personal contact, etc.).
5
Step 5
Select the Referrer Type: External Referrer
If the referrer doesn't have a SCALIS account, select External Referrer instead.
6
Step 6
Enter the External Referrer's Information
If External Referrer is selected, enter the referrer's information.
7
Step 7
Add Candidate Notes
Add in any notes regarding the candidate: your relationship with them, reason for referring them, etc.
8
Step 8
Submit the Referral
Add as many details as possible to give your recruitment team as much background as possible.
Once satisfied, click Submit.
Tracking Your Referrals
1
Step 1
Open the Referrals Tab
Navigate to the Referrals tab from the Job Dashboard.
2
Step 2
Review Referral Status
See all your referrals and what stage of the process they are in.
💡 Note: 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
Step 1
Open the Submit Referral Drawer
Navigate to the Job Dashboard and click Submit Referral.
2
Step 2
Copy the Referral Link
From the drawer that opens, click the hyperlink at the top right to copy the URL.
✓
Final Step
Share the Link
Share this URL with Slack channels, or company-wide communication channels, for employees to make referrals.
⚠️ Warning: This link will only work for individuals with a SCALIS account.
That's it! Referrals are one of the easiest ways to build a strong candidate pipeline. Reach out to your CSM if you have any questions.