How do I edit candidates to attribute a referral?


Adding referral information to a candidate

  1. Add the tag "Referral" to the candidate.
  2. Complete the form that appears.

Some information you provide will be previewed on the summary, in the Source field. You can click on the Source field preview to see the full referral information.

Viewing, editing and deleting referral information

  1. Access the referral information card by scrolling to the Forms section of the candidate's profile.
  2. Click on the Referral preview on the summary for a shortcut.
  3. Click on the ellipses icon to Edit, Delete, or mark the referral as secret.


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