> For the complete documentation index, see [llms.txt](https://help.smartcv.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.smartcv.co/referral-management/managing-referrals.md).

# Managing Referrals

Recruiters can manage referrals through the Referrals page.&#x20;

**Referrals Dashboard**&#x20;

The Referrals page provides:&#x20;

* Referral list&#x20;
* KPI summary cards&#x20;
* Pipeline stage overview&#x20;
* Reward information&#x20;
* Filtering options&#x20;
* Excel export&#x20;

<figure><img src="https://834622186-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Lf1c4bGTEs3T7jNosdZ%2Fuploads%2F6R5R3f1ohOKZYwMWuumB%2Fimage.png?alt=media&amp;token=8ea7f2fc-a62f-4fdb-9b5b-22afc7430d81" alt=""><figcaption></figcaption></figure>

**Referral KPIs**&#x20;

The dashboard displays:&#x20;

* Total Referrals&#x20;
* The total number of approved referrals within the selected period.&#x20;
* Total Hires&#x20;
* The number of referred candidates who were hired.&#x20;
* Hire Rate&#x20;
* The percentage of referrals that resulted in hires.&#x20;
* Total Rewards&#x20;
* The total value of all referral rewards.&#x20;
* Eligible Rewards&#x20;
* Rewards that are already eligible for payout.&#x20;
* Pending Rewards&#x20;
* Rewards that are not eligible yet because the waiting period has not completed.&#x20;

<figure><img src="https://834622186-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Lf1c4bGTEs3T7jNosdZ%2Fuploads%2FJfIsHlmtIg7ME4oSFdZp%2Fimage.png?alt=media&amp;token=f0343b9f-c997-4c50-8814-ed114d5a0d17" alt=""><figcaption></figcaption></figure>

**Filtering Referrals**&#x20;

Recruiters can filter referrals by:&#x20;

* Date range&#x20;
* Job&#x20;
* Organization&#x20;
* Pipeline stage&#x20;
* Referrer&#x20;

This allows HR teams to quickly analyze referral performance for specific departments, teams, jobs, or time periods.&#x20;

<figure><img src="https://834622186-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Lf1c4bGTEs3T7jNosdZ%2Fuploads%2FHsgT680phRWsAwm1p9ba%2Fimage.png?alt=media&amp;token=c910370d-dca8-44c4-a140-eb61d4a3128d" alt=""><figcaption></figcaption></figure>

**Referral Table**&#x20;

The referral list includes:&#x20;

* Referral date&#x20;
* Candidate name&#x20;
* Job&#x20;
* Organization&#x20;
* Current pipeline stage&#x20;
* Referrer&#x20;
* Reward status&#x20;

<figure><img src="https://834622186-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Lf1c4bGTEs3T7jNosdZ%2Fuploads%2FAl01z06xUQCgaK9yagmY%2Fimage.png?alt=media&amp;token=0f690d35-723a-417d-857b-20b8e9a6cd09" alt=""><figcaption></figcaption></figure>

**Reward Statuses**&#x20;

Each referral can display one of the following statuses:&#x20;

* No reward : The related job does not include a referral reward.&#x20;
* Not hired yet : The candidate has not been hired yet.&#x20;
* Eligible :The reward is now eligible for payout.&#x20;
* Pending : The reward exists but will become eligible at a future date.&#x20;

**Pipeline Stage Overview**

The Referrals page also includes a visual pipeline stage summary.&#x20;

Recruiters can quickly see:&#x20;

* How many referrals exist in each stage&#x20;
* The percentage distribution across stages&#x20;
* Which stage contains the largest number of referrals&#x20;

This helps teams understand where referred candidates currently are in the hiring funnel.&#x20;

<figure><img src="https://834622186-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Lf1c4bGTEs3T7jNosdZ%2Fuploads%2FLsIxMp9OG4DUhXNRK8HU%2Fimage.png?alt=media&amp;token=91e6e9b6-d0ba-42b5-9880-9b9ae57b10ea" alt=""><figcaption></figcaption></figure>

&#x20;
