Managing Referrals

Recruiters can manage referrals through the Referrals page.

Referrals Dashboard

The Referrals page provides:

• Referral list

• KPI summary cards

• Pipeline stage overview

• Reward information

• Filtering options

• Excel export

Referral KPIs

The dashboard displays:

• Total Referrals

• The total number of approved referrals within the selected period.

• Total Hires

• The number of referred candidates who were hired.

• Hire Rate

• The percentage of referrals that resulted in hires.

• Total Rewards

• The total value of all referral rewards.

• Eligible Rewards

• Rewards that are already eligible for payout.

• Pending Rewards

• Rewards that are not eligible yet because the waiting period has not completed.

Filtering Referrals

Recruiters can filter referrals by:

• Date range

• Job

• Organization

• Pipeline stage

• Referrer

This allows HR teams to quickly analyze referral performance for specific departments, teams, jobs, or time periods.

Referral Table

The referral list includes:

• Referral date

• Candidate name

• Job

• Organization

• Current pipeline stage

• Referrer

• Reward status

Reward Statuses

Each referral can display one of the following statuses:

• No reward : The related job does not include a referral reward.

• Not hired yet : The candidate has not been hired yet.

• Eligible :The reward is now eligible for payout.

• Pending : The reward exists but will become eligible at a future date.

Pipeline Stage Overview

The Referrals page also includes a visual pipeline stage summary.

Recruiters can quickly see:

• How many referrals exist in each stage

• The percentage distribution across stages

• Which stage contains the largest number of referrals

This helps teams understand where referred candidates currently are in the hiring funnel.