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Adding a Referral to Screenloop

Updated over a month ago

Who can refer a candidate? All Users

How to Add a Referral

  1. Navigate to Referrals and click Add Referral

    1. OR select + Add in the top right of your navbar, then click Add Referral
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  2. Personal Information

    1. Add the referral candidate’s information. Fields marked with a * are mandatory.

      Tip: Use the Autofill feature by clicking Browse File and uploading their resume

    2. Click Next to continue
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  3. Job Application

    1. Select the Job you’re referring the candidate for and complete the required details, remembering that every field marked * is mandatory.

    2. In ā€˜Where did you find the candidate?’ field, Employee Referral is selected by default

    3. If applicable, tick the ā€˜Referral knows they’re being referred’ box

    4. Under ā€˜Who gets the credit?’ the field is filled by default with the logged in user. If submitting this referral on behalf of someone else, you can:

      • Choose a different user from the dropdown

      • Provide a referrer email

    5. Click Save and Submit

How to Refer an Existing Referral for Another Job

  1. Navigate to the Referrals tab

  2. Click the ellipsis (…) for your referral and select Refer for Another Job

  3. Follow the same Job Application steps outlined above

  4. Click Save and Submit

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