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, i.e., an agent, can be associated with multiple organizations and programs. To segregate users, we will use a dropdown filter on the organization and program.
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 first have to refer a candidate for 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.
- Go to the Referral Portal website.
- 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.