Overview

The Referral Portal offers a comprehensive platform for users to efficiently manage their activity within the organization. From tracking payment details to accessing personal information and sharing referrals on social media, the portal streamlines various tasks for users. 

Here are some use cases on how the referral portal can be used:

Staffing:

In Staffing, a user can be associated with multiple organizations and programs. For this, we will be using a dropdown filter on the organization and program to segregate users.

Corporate:

In Corporate, an employee will be part of only one organization. They will be able to see an integrated employee and hiring manager view with TRM, which will be available in a future release.

To start using the portal, you’ll have to first refer a candidate to a job. Submitting a referral sends an email notification to both you and the candidate.

Creating a New Referral Account- Sign-Up Process

You can create the account by filling in basic details such as name, email, and password.

1. Go to the Referral Portal website.
2. Click on Sign Up and create a new account by entering your name, email address, and password.

Your details will be auto-filled if you are redirected to the Referrals Portal from the Sense Tracking page.

Login to the Referrals Portal

If you already have an account, enter your email address and password to log in. You can also use the Sign in with Google option to login.

Reset Password

The Reset Password feature allows you to reset your password via email verification.

If you forgot your password, click on Reset Password and enter your email address. A link to reset your password will be sent to your email.

Profile Management

After you sign up, you can create a profile that includes details like your name, phone number, location, and bank account information.

Dashboard

The dashboard provides a bird’s eye view of key referral metrics, such as the number of referrals submitted, referred to hired, pending payouts, and total earnings.

It also displays referral requests that require action, and the Leaderboard tab highlights the program's top referrers.

Your personalized Referral Form appears at the top right of the dashboard.

This is how a personalized referral form looks:

You can filter the referrals using the time drop-down. The time filter empowers you to delve deeper into your referral metrics for chosen timeframes. 

This way, you can gain valuable insights into your referral performance trends, allowing you to identify strengths and areas for improvement over time.

Update Profile and Bank Information

If you skipped creating your profile or want to update it, you can do it by following these steps:

1. Click Edit Profile in the top right corner.
2. Click Edit details button and enter your personal information like name, phone number, and location.
3. Change your profile picture by uploading a new image.
4. Click Submit. You will see a success message confirming that your details have been updated.

If you skipped providing your bank account details or want to update them, you can do it by following these steps:

1. Click Edit Payment in the top right corner.
2. Click Edit Details button and enter your payment information like:
   1. PayPal- Enter your PayPal ID.
   2. Bank- Provide your bank details.
3. Click Submit. You will see a success message confirming that your details have been updated.

Updating PayPal details:

Updating Bank details:

Share Referral Form 

A personalized referral form link is available at the top right corner of your Dashboard. You can use this link to refer candidates.

Share via Social Media

Under the Share Form option, choose the social media platform where you want to share your personalized referral form (e.g., LinkedIn, Facebook, Twitter). Then, simply sign in to your social media accounts to share the link.

Alternatively, copy the referral form link and share it directly with potential candidates.

Recent Activities

All your recent activities will appear under the Recent Activities tab.

Referrals tab

The Referrals tab lists all your submitted referrals and their current status (referred, under review, hired).

When the referral form is submitted by your candidate, it will appear under the Referral Requests tab. You can then review it and click the Refer Now button. 

After you click the Refer Now button, the form will automatically move to the All Referrals tab.

You can click on a specific referral to view more details, including the candidate's information and progress.

Use the filters to narrow down the list by organization, program, time frame, or referral status.

The three horizontal lines button next to Search by Referral is the time frame filter. You can also apply custom filters by selecting a date range.

Refer a Candidate

Here is how you can refer a candidate:

1. Navigate to Referrals > Refer Now.
   
   
2. Choose whether to select a specific job for the referral or proceed without a job selection.
3. Enter the candidate's name, email address, and phone number (optional).
4. Add any relevant details about the candidate's qualifications.
5. Upload the candidate's resume.
6. Click on Submit to submit the referral.

Jobs Tab

The Jobs dashboard shows all the open positions within the company, with clear descriptions that highlight the responsibilities, qualifications, location, etc., needed. You can view job descriptions and directly refer candidates for specific roles. The job details get automatically mapped in the form.

You can follow the steps below to refer a candidate for a specific job:

1. Click the Refer button present in the same row as the job.
2. Fill in the candidate’s information.
3. Click Submit.

You’ll get the following success message after submitting the referral.

You can use the Search by job title to search for a specific job. Further, refine your search by using the Organization and Program drop-down menus. 

Track Earnings

You can track earnings generated through referral requests and direct submissions. The Earnings tab provides graphical representations of earnings history and trends. 

You can also update your bank information from this tab.

Settings tab

From the Settings tab, you can manage your profile information and notification preferences. 

Profile

The Profile section allows you to manage your personal information, such as name, email, profile picture, location, and so on. 

Preferences

The Preferences section allows you to manage your notification preferences. To do so, simply toggle the button to enable or disable the notifications according to your preference.

Email Notifications

You will receive an email notification whenever you submit a referral, complete with all the details and a direct link to the Referral Portal. This makes it easy to stay on top of your referrals and track their progress, all from your inbox.