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Adding a Referral to Screenloop
Updated over a week 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 candidateā€™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 youā€™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?ā€™ field, Employee Referral is selected by default

    3. If applicable, tick the ā€˜Referral knows theyā€™re being referredā€™ box

    4. Under ā€˜Who gets the credit?ā€™ 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 (ā€¦) 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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