The Tracking tab provides detailed insights into all Referrals submitted across all programs. It is further divided into two tabs:
Referral Requests
The Referral Requests tab displays referrals that need to be assigned a job.
The data table displays the following columns:
- Referral Name: The candidate's name
- Job: Allows you to assign a job to the candidate.
- Organization: Displays the organization associated with the referral.
- Submitted On: The date when the referral was submitted (e.g., 17 Dec 2024).
- Resume: Option to download the candidate's resume for review.
You can click on the referral name to learn more about the candidate.
Assign a Job
You can follow the steps below to assign a job:
- Click the + Assign Job button next to the referral name.
- Select a suitable job role for the candidate.
Download Resume
You can use the download icon to review the candidate’s resume before taking action.
Clicking on a referral name will take you to further details, from where you can download their resume, mark as hired, or change jobs.
Note: Recruiters will only have visibility to Referral Candidates tied to jobs over which they are given ownership in the ATS. Only Admins can see all Referral candidates regardless of ATS job ownership.
Here are some of the things you can do on the Tracking page.
Search Bar
The Search bar allows you to search for specific referrals or referrers. Simply type and select the referral or referrer details.
Filter Icon
Timeframe
You can filter the referral candidate database based on when the referral candidate was submitted. The default filter is set to “Last 90 Days”; however, this can be adjusted to Last 30 Days, Last 7 Days, Current Day, or a Custom Range.
Select Program drop-down
If you run multiple referral programs simultaneously, you can filter the candidates by the program they are associated with here.
All Referrals
The All Referrals tab displays referral details such as:
- Referral Name: Name of the referred candidate, often clickable for more details.
- Status: Current stage of the referral (e.g., Considered).
-
Job: Position the referral is being considered for, with an option to assign a job.
- Assign Job: If a job has not been assigned, click the +Assign button to assign one.
- Referrer: Name of the person who made the referral.
- Source: The origin of the referral, such as Referrer Portal or Personalized Link.
- Referred On: The date the referral was submitted.
- Program: Indicates the referral program under which the candidate was referred.
Agent drop-down
The Agent drop-down allows you to filter referrals by the agent managing them. You can type and select the agent from here.
Active Referrals drop-down
The dropdown provides filtering options, such as active and inactive referrals.
Vertical Three-Dot Menu
The vertical three-dot menu lets you perform the following actions:
- Bulk Upload: The Bulk Upload feature enables CSV-based data migration for records like referrals, tracking data, and more.
- Upload history: View past log updates and errors for current uploads.
- Download Report: This option allows you to download the tracking report.
Select Multiple Referrals
You can select multiple referrals using the check box next to each referral and change their status to Considered or Hired.
Horizontal Three-Dot Menu
The horizontal three-dot menu at the end of each row allows you to Archive and Mark as Hired the referral.
Pagination
The bottom shows multiple pages of referral data (e.g., "Page 1 of 2"), allowing you to navigate through all entries.