Create Referral

Use these instructions to create a new candidate record with a source of referral from the current candidate. Once the workflow is complete the new candidate will display on the current candidate’s Referral Chart.

1. Select Create Referral from the Candidate Activities menu.
2. The Create a Referral workflow will open in a new window.

3. While updating the form notice that fields marked in red are required to complete the workflow; and that by clicking on the buttons to the right of certain fields, a new window will open, allowing you to search and select options related to that specific field, or choose a date.

   

   

4. Click Confirm to complete the workflow.

   

   

5. The screen will refresh to display the Summary segment of the new candidate record; scroll down the record to view the source of the record as Referral the current candidate listed in the Referred By list box.

   

6. Verify the Referral Created entry and notes entered during the workflow are posted to the Journal.