The Payouts tab provides detailed insights into the Referral Bonus payouts across all programs. It is pulled from the referral candidate record inside the Sense Referrals program.
All Payouts tab
The All Payouts tab displays a consolidated list of all referrals eligible for payouts.
Each row provides detailed information about referrals eligible for payouts, such as:
- Beneficiary: The recipient (referrer) is eligible for the payout. Clicking on the beneficiary will open their details, allowing you to view all relevant information regarding the referral activities.
- Status: Current payout eligibility status.
- Job: The position associated with the referral.
- Referral: The referred candidate.
- Bonus Amount: The reward amount tied to the referral.
- Start Date: The date when the referred candidate started.
- Program: The referral program under which the bonus applies.
- Time Worked: Total hours worked by the referred candidate, if applicable.
- Paid On: Indicates when the payout was made (if completed).
Search and Filters
The Search bar allows you to quickly search for a specific referral or referrer. This feature is available only in the All Payouts tab.
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.
Status
You can filter the referral candidates to see if they are Eligible for Payout or not.
Program
If you run multiple referral programs simultaneously, you can filter the candidates by the program they are associated with here.
Download Report
You can download the transaction report by clicking on the vertical three-dots icon > Download Report.
Active and Inactive Referrals Filter
Filters (via dropdown) help refine the view based on Active Referrals and Inactive Referrals to show the relevant referrals.
Horizontal Three-Dot Menu
Clicking on the three dots at the end of a row opens a menu with options to manage the referral:
- Edit Bonus: Adjust the bonus amount if needed. A pop-up appears from where you can edit it.
- Archive: Move the referral to an archive for record-keeping.
- Edit Start Date: Update the candidate’s start date. A pop-up appears from where you can edit it.
- Mark as Paid: Marks the referral payout as completed once processed.
- Pay Using PayPal: Directs the payout through PayPal, if applicable.
Transaction History tab
The Transaction History tab allows you to track past payout transactions for reference.
- Name: The name of the beneficiary associated with the transaction.
- Transaction ID: A unique identifier assigned to each transaction for easy tracking and verification.
- Date: The date when the transaction was processed.
- Total Amount: The total payout amount issued in the transaction.
- Payment Method: The mode of payment used, such as bank transfer or PayPal.
- Payment Status: Indicates whether the transaction is completed, pending, or failed.
- Reason: Provides context or justification for the transaction, such as Referral Bonus or Adjustment.
Search
You can search for details by typing the name of the ID in the Search box.