Table of Contents

• Dashboard
• Referral Tracking

★ Dashboard

The Sense Referrals Dashboard shows the results of your referral efforts and the overall impact of the Sense Referrals Product. The Dashboard helps you track your monthly made referrals, upcoming referrals, payouts, and Referrals Leaderboard to see who is on top of the referral scoreboard.

☆ Overall Impact

Shows the overall impact of Sense Referrals at your Agency Level.

• Referrals This Month: Shows the total number of added referrals in the current month.
• Referrals to hire this month: Shows the total number of referrals made or converted to hire in the current month.
• Payout This Month: Shows the total number of referral payouts made for the current month.
• Pending Payout This Month: Shows the total number of pending referral payouts until the current month.

☆ Your Impact

Shows the results of your referral efforts made via your personalized referral link. 

• Referrals This Month: Shows the total number of referrals received via your personalized referral link in the current month.
• Referrals to hire this month: Shows the total number of referrals made or converted to hire via your personalized referral link in the current month.

☆ Referrals that you need to connect

Shows the list of referrals for the jobs that you own.

• Referrals: Shows the name of your referrals (candidate) 
• Referred by: Shows the name of who referred the above candidate
• Referred by: Shows the date on which the referral is made
• Job: Shows the title of the Referred Job

☆ Referrals Leaderboard

Shows the Leaderboard to identify who is on top or who made the most number of referrals.

• Employees: Showsthe name of the employee/team member 
• Referrals: Shows the total number of referrals received for that respective employee
• Referrals to Hire: Shows the total number of referrals made or converted to hire by that respective employee.

NOTE:The default sorting for the ‘Referrals Leaderboard’ is first based on the count of ‘Referrals to Hire’ and then by the ‘Referrals’ count.

★ Referral Tracking

[1]  The Referral Tracking tab is an optimized view to see all the information about your current referred candidates. This tab helps you keep track of referrals coming in for the jobs via personalized and agency referral links.

• Referrals: Shows the name of the referred candidate. You can click on the name for detailed information.
• Job: The Job or Category of the job that the candidate is being referred to
• Referral: The current employees (external candidates) within the ATS that referred the new candidate.
• Status: Shows the candidate referral status, which indicates where they are at in the process.

Please take a look at the table below to understand the different statuses and possible actions.

Table 1

• Source: Source indicates where the referral was generated from. The source can be either the recruiter’s personalized link or the Agency link.
• Referred On: The date on which the referral was made in the system.
• Action: Shows the related action stage, such as Mark as Considered, Mark as Hired, Mark as Paid, Unarchive or Archive Referral. Please take a look at the above table to understand the different statuses and possible actions.

[2]  Click on one or more referrals to perform the bulk actions such as ‘Mark as Considered’ or ‘Mark                 as Hired.’

[3]  You can filter your referral data with the help of Search Box, Calendar Timeline, Status, Job                  Title, and Referral name.

[4]  Click on any referral to view the detailed information. You can also download Resume,Assign a job, and Mark the candidate as considered from here.