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Referral Management — Complete Guide

Overview

The Referral Management module helps companies organize employee and partner referrals in a structured and measurable way.

With referrals becoming an increasingly important hiring channel, the module allows HR teams and recruiters to:

  • Collect candidate referrals through branded referral forms.

  • Track referrals across pipeline stages.

  • Monitor referral hires and conversion rates.

  • Manage referral rewards.

  • Identify top-performing referrers.

  • Analyze referral performance through dashboards and reports.

  • Export referral data and analytics to Excel.

This guide explains how the referral functionality works from both the recruiter and referrer perspective.

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