To refer someone, open Referrals in the Worker view and select Add new, then fill in the form and select Submit. You can also share your referral link or QR code so the person fills in the form themselves. In the mobile app, tap the round + button.
Who can do this: On the web, anyone whose permission group includes Referrals (Add new needs the add permission, Edit Candidate the edit permission). In the app, any worker who is signed in. The person you refer doesn't need a login to use your link.
Add a referral on the web
Select Worker in the Worker / Admin toggle, then open Referrals in the left menu.
Select Add new. The Add New Candidate window opens.
Enter First Name, Last Name, Email and Phone Number (at least 10 digits). All four are required.
Choose the state in Current (Home Location of the candidate), answer any questions your company added, and add Comments if you like.
Select Submit. You see "Referral created Successfully".
New referrals start with the status Follow Up. If you're a manager, you become the candidate's reporting manager. Otherwise, your manager does.
Share your referral link or QR code
Select Add new on Referrals.
At the top of the window, the Your Referral Code card shows your QR code and your referral link.
Let the person scan the QR code, or use the share button, or copy the link ("Link Copied") and send it.
The link opens your company's referral page. It shows Add Candidate with the same fields and a Submit button. When the person submits, they see "Congratulations!" and "We are excited to see you as a candidate!", with Submit another referral. The link carries your referral code, so the referral is linked to you.
Follow your referrals
The Referrals page lists your referrals with Name, Contact, Home, Status, Source and Actions. Use Search Referrals... to find someone. To fix a detail, open the row menu and select Edit Candidate.
Status | What it means |
Follow Up | New. Waiting for your company to follow up. |
Interview Scheduled / Interview Rescheduled | An interview is planned. |
Interview Done | The interview happened. |
Hired | Your company hired them. |
Rejected | Your company decided not to move forward. |
What happens after you refer someone, and any referral reward, is up to your company.
On the mobile app
Tap the round + button at the bottom. If a menu opens, tap New Candidate.
Show your Scan My Referral Code QR code, tap share, or tap the link row to copy it ("Link copied to clipboard").
Or fill in Add Candidate (First Name, Last Name, Email, Phone, optional home location, Comments) and tap Submit. You see "Thanks!" and "Your candidate has been submitted successfully."
The app has no list of your past referrals. To check their status, use Referrals on the web.
Troubleshooting
"A candidate with the same email already exists" or "A candidate with the same mobile number already exists" (on the referral page): this person is already a candidate. Ask your manager or recruiter to check their status.
No Referrals in your menu: your permission group doesn't include Referrals. Ask your company admin. You can still refer from the mobile app.
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Still stuck? Getting help from Sequifi Support.