Submitting referrals

Submitting referrals in Lever

To submit a referral via Lever:

• Navigate to the Referrals page.
• Click the Refer Candidate button.

OR

• Navigate to the Jobs tab to view and search through a list of referable job postings.
• Click the Refer Candidate button in the list of postings.

• At the top of the referral form, select a minimum of one job posting for which you would like to refer the candidate.
  • You can refer a candidate for a maximum of three job postings in a single referral. Separate opportunities will be created for each posting.
  • It is not possible to refer candidates for postings that have only been published internally. For more on this topic, refer to our help article on job posting publication.

• If you have the resume of the candidate that you are referring, add the resume to the referral form, either by dragging and dropping the file or by clicking the upload file button.
  • Lever will parse the information from the resume and auto-populate the corresponding fields on the referral form.

• Fill in the fields on the referral form, either manually or from the dropdown menus.
• Provide details on your recommendation by filling in the fields of the Your recommendation section. 

• Click the Submit Referral button.

Submitting referrals via the Lever Chrome extension

Lever's Chrome extension allows users with any level of access to add candidates from sites such as LinkedIn and GitHub to your Lever pipeline. To submit a referral via the Lever Chrome extension:

• Navigate to the profile of a candidate that you wish to refer.
  
  • For a list of sites on which the Chrome extension can be used, refer to our Chrome extension help article.
• Open the Chrome extension in your browser window.
• Select the 'Referral' checkbox under the name field; the fields from your Lever environment's referral form will appear in the extension.
  • Note: This step only applies to users with Super Admin, Admin, Team Member, and Limited Team Member access. Users with Interviewer level access will see the referral form fields when they open the Chrome extension.

• Fill out the referral form fields in the extension.

• At the bottom of the referral form, select a minimum of one job posting for which you would like to refer the candidate.
  • You can refer a candidate for a maximum of three job postings in a single referral. Separate opportunities will be created for each posting.
  • It is not possible to refer candidates for postings that have only been published internally. For more on this topic, refer to our help article on job posting publication.
• Click the Create Referral button.

Submitting referrals via social referral links

To generate a social referral link:

• Navigate to the Referrals page.
• Click the Share Referral Link button.

• Under 'Job posting' select the posting for which you would like to generate the referral link.
  
  • Only externally published postings will be available for selection. For more on this topic, refer to our help article on job posting publication.
  • If you do not select a job posting, then the link will redirect to your organization's Lever-hosted external job site.
• Either copy and share the link directly by clicking Copy, or click the buttons below the 'Copy link' field to share to Facebook, Twitter, or LinkedIn. 

Tracking the status of your referred candidates

To monitor the progress of your referred candidates as they move through the recruitment process:

• Navigate to the Referrals page.
• To view the status of candidates that you have referred, select the 'Referred Candidates' tab.

The referral lists include candidates' names, the stage of their referred opportunity, the associated posting, the date of last interaction, and the opportunity owner.

Receiving updates on referred candidate status

Depending on how you configure your personal account settings, you can receive automated email notifications when certain action is taken, or when your referral is hired. To learn more, refer to our help article on configuring personal account settings.