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Referral - Advanced Settings for Applicant Tracking in Core HR

The "Referral" tab allows you to create referral sources to track where your applicants are coming from, such as CareerBuilder, Yahoo Jobs, Craigslist, etc. A unique URL will be created for each referral created on this tab for each Job Posting created in the "Referral Links" tab to be used on the respective websites.

With unique URLs, you can determine what your best sources for applicants are to either improve others or devote more resources to a successful source.

If an applicant does not specify their referral source, but an admin learns later, the admin can manually specify the referral source from the applicant's profile.

Expand for Navigation Steps to Referral
  1. Expand Settings and click Applicant Tracking from the menu.

    CHR - Menu - Settings - Application Tracking - 00.png

  2. Click Advanced Settings from the top menu bar.

    Applicant_Tracking_-_Menu_Bar_-_01_-_Advanced_Settings.png

  3. Click the Referral tab.

    CHR - Applicant Tracking - Advanced Settings - Tabs - Referalls - 00.png

Referral_-_00.png

The "Referral" tab provides the following columns:

  • Edit
  • Referral Source

The Actions dropdown menu allows you to:

CHR - Applicant Tracking - Advanced Settings - Referral - Actions - 00.png

Adding a Referral

  1. Enter the name for the referral source.

    CHR - Application Tracking - Tab - Referral - Add - 00.png

  2. Click Save. It will be added to the list of referral sources.

Editing a Referral

  1. Click the pencil icon pencil-square-o.png to the left of a source.

    CHR - Applicant Tracking - Advanced Settings - Referral - Edit - 00.png

  2. The referral source will populate the "Referral Source" field at the top. Adjust the name of the source.

    CHR - Application Tracking - Tab - Referral - Add - 00.png

  3. Click Save when finished.

Deleting a Referral

  1. Select the sources to delete with the checkbox to the right.

    CHR - Applicant Tracking - Advanced Settings - Referral - Delete - 00.png

  2. Go to the Actions dropdown menu and click Delete Selected Records.

    CHR - Applicant Tracking - Advanced Settings - Referral - Delete - 01.png

  3. Confirm the deletion.

    CHR - Applicant Tracking - Advanced Settings - Referral - Delete - 02.png

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