Referrals

Let your team refer people for open jobs, and pay a referral bonus through payroll.

Referrals are on the Professional plan, and in the free trial. Anyone whose sign-in is linked to an employee record can refer people. They find it under Refer a friend in their menu.

Refer someone

On Refer a friend, an employee sees the open jobs and the bonus for each. They can:

• click Refer someone and enter the person's name, email, phone, why they would be good, and their CV
• copy their own referral link to the careers page, and share it on WhatsApp or anywhere else

Anyone who applies through the referral link is counted as their referral, for any job they apply for.

Employees can't refer themselves, someone who already works here, or someone who already applied for the job.

Your referrals shows where each person is: In progress, Hired, Not selected or Withdrew. Employees never see the hiring stages, notes or interview feedback.

For HR

Hiring > Referrals lists every referral and who made it. On the candidate's page you see Referred by and the employee's note.

The bonus

Set your usual bonus in Hiring > Settings > Referrals, and how many days the person must work before it is due, for example 90. A job can have its own bonus. Leave both empty for no bonus.

1. When a referred candidate is made an employee, a bonus is added for the person who referred them, with its due date. They are told.
2. On the due date, the bonus becomes Due, and payroll staff are told. If the person hired has already left, the bonus is cancelled.
3. On Referrals > Bonuses, payroll staff click Add to payroll and choose the month. The bonus goes in as a Bonus line on that month's pay.
4. When the pay run is made, it appears on the employee's payslip and in your books with the rest of their pay.

Click Cancel to cancel a bonus that is not on a payslip yet. If its payroll line is removed in Payroll, the bonus shows as Due again.