Referral that you need to connect
Profile Settings and Referral Links
Share the Personalized Referral form
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The Referrals Dashboard is available under Sourcing > Referrals > Dashboard and displays an overview of referral metrics for recruitment.
Dashboard Tabs: Across the top are additional tabs for different referral functions—Dashboard, Tracking, Payouts, Programs, Jobs, Earnings, and Settings—indicating that this view is under the “Dashboard” tab.
Note: We have role-based accessibility, with different views for Admin, Employee, and Recruiter personas.
The Dashboard is further divided into two tabs— Overview and Referrals Need Action.
Overview
The Time filter allows you to view metrics for a specific period, such as Last 30 days(default), Last year, Last 90 days, Last month, and Last 7 days.
Here’s a breakdown of each section on the screen:
Overall Impact
The Overall Impact section (visible only to Admin) displays metrics such as the number of referrals, hired(active), pending payouts, and total payouts. It also shows activity percentages. Green and red arrows indicate an increase or decrease in referral activity compared to the previous period.
- No. of Referrals: This shows the total number of referrals made across the organization in the selected period of time.
- Hired(Active): Indicates the number of referred candidates who are still active.
- Pending Payout: Displays the count of pending payouts for referrals that have not yet been paid.
- Total Payout: This shows the total amount paid out in referral rewards.
My Impact
- No. of Referrals: Reflects the individual user’s referral activity. Here, the user has made 0 referrals in the last 30 days.
- Hired(Active): This displays the number of your referrals who were hired. Here, the user has no hires from referrals (0 in the last 30 days).
- Pending Payout: Displays the total amount approved but not yet paid to you.
- Total Payout: Displays the total amount successfully paid to you.
Leaderboard
- This section shows the leaderboard for referrals in the last 30 days, highlighting top referrers within the organization.
- Employees: Lists the email addresses of employees who have referred candidates.
- Referrals: This shows the total number of referrals each employee has made.
- Hired: Displays the number of referrals that led to a successful hire.
Referrals Need Action
Referral Request
This section displays whether the referral source was an agent link, agency link, or direct submission(referral portal). You can view details such as the Referral Name and the Source (agent link, agency link, or direct submission) through which it was submitted.
Referral that you need to connect
This section displays referrals submitted through the agency or agent link form and not through the personalized form link.
Profile Settings and Referral Links
On the right side, you can see your name, edit your profile and payment details, and share referral links.
Edit Profile
If you want to update your profile, you can do it by following these steps:
- Click Edit Profile in the top right corner. You’ll be directed to the Settings tab.
- Click the Edit details button and enter your personal information like name, phone number, and location.
- Change your profile picture by uploading a new image.
- Click Submit. You will see a success message confirming that your details have been updated.
Edit Payment
If you want to update your bank account details, you can do it by following these steps:
- Click Edit Payment in the top right corner. You’ll be directed to the Earnings tab.
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Click the Edit Details button and enter your payment information like:
- PayPal- Enter your PayPal ID.
- Bank- Provide your bank details.
- Click Submit. You will see a success message confirming that your details have been updated.
Updating PayPal details:
Updating Bank details:
Share Referral Form
Share via Social Media
Under the Share Form option, choose a social media platform such as LinkedIn, Facebook, or X (formerly Twitter), or copy the Messaging link, Email link, and Referral link to share the link.
Share the Personalized Referral form
The top right corner of your Dashboard has a personalized referral form link. You can use this link to refer potential candidates directly.
This is how a personalized referral form looks:
Recent Activities
All your recent activities will appear under the Recent Activities tab.