Setup and Manage your Employee Referral Process

Employees can refer friends and colleagues to internal postings through ClearCompany. This article covers how to set up and track employee referrals.

  For detailed instructions on how employees can submit referrals, please see this article. 

In this article:
Enabling Employee Referrals
Tracking Employee Referrals

Enabling Employee Referrals

To set up referrals, you will need to contact your ClearCompany Representative and send them the following information:

• Email template to referred friend: this email will be sent automatically to the referred person upon referral. This email typically notifies them that they have been referred, provides the name of the requisition, the name of the employee who referred them, and a link to the application.
• Email template to referring employee: this email will be sent automatically to the employee making the referral when it has been submitted. This email is sent to confirm the submission of a referral for the employee's record.
• Resume submission requirement: this will let us know if you would like the resume field to be required or not. If you don't wish to require a resume submission, we would recommend you include a link to the application process in the referred friend email template.

Tracking Employee Referrals

Candidates that were referred by an internal employee will display a Referral notice on the candidate profile.

Reports

You can filter by the referral source in any report that contains candidate source data, such as the Candidate Data report. Please see the instructions below to learn how to filter by Source and gather reporting data for referrals. Only a User with the Recruiting permission will be able to access reports.

1. Go to Reporting & Analytics under the Tools menu
2. Click the Recruiting tab
3. Click to open the Candidate Data report
4. Click on the Filters button in the top left
5. Find the Source filter and click the pencil icon to edit
6. Select all Referral related sources you want to view and click OK
7. Notice the report will display all candidates with a Referral source that meet the filter criteria

Employee referral tracking reports can also be found under Activity Reports in Legacy Reporting. To access Legacy Reports, go to Tools > Reporting & Analytics > Then, click Go To Legacy Reports.