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How to Manage the Hiring Process with Referrals

Setting Up and Using Referrals

Updated this week

Turn your team into a powerful recruitment engine with the OrgaNice Referral Program.


How to Enable Referrals

  1. Navigate to the OrgaNice Dashboard.

  2. In the left-hand sidebar, select Settings.

  3. Go to the Hiring tab.

  4. Toggle on the Enable Referrals option.


How to Create a Position

Once enabled, navigate to Org Chart and create a position. Scroll down in the pop-up window and tick Include to referrals under the Referral program section.

Once you check the box, additional fields will appear, along with a note indicating when the position will be posted.

Please note that within 30 minutes of selecting Include to referrals, the position will be posted to your designated channel.

Any additional positions added within 7 days of the initial post will be included in the same digest as an update.

Positions created after this 7-day window will be featured in the next weekly digest.

These digests are updated and posted weekly until the positions are either closed or removed.

Once your employees submit the referral, this digest will be updated and show who referred candidates and how many referrals were approved.


How to Submit and Track a Referral

Once an open position is posted to the public channel, anyone can submit a referral by clicking the Submit button in the digest.

The referral window will appear.

After an employee submits their referral, the designated hiring manager or OrgaNice admins (if a hiring manager is not specified in the referrals sidebar) will receive a direct message from OrgaNice with the submitted referral.

The hiring manager or OrgaNice admins can then approve or reject the referral. The referrer will also be notified by the bot about the hiring manager's or OrgaNice admin’s decision.

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