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1 | Navigate to the Job record's Referral Workflow OR open the Referral Workflow Feature and select the required job. Alternatively this action is also available at the top of the Job Order record. | |
2 | Select Search Available Candidate. The Search Available Candidate screen is displayed. |   |
3 | Apply the required criteria and select Search. A list of Candidates is displayed. | |
4 | Tick the Select check box next to the preferred Candidate(s) and select Refer. A message is displayed where the Candidate has been successfully referred. |   |
Manually refer a Candidate to a Job:
1 | Navigate to the Job record's Referral Workflow OR open the Referral Workflow Feature and select the required job. |
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2 | Select Add Referral. The Job Order Referral workflow is displayed. |   |
3 | Enter the Candidate No. if know, or use the Lookup action to find and apply the Candidate. |
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4 | Update other fields as required and select Save. A message is displayed where the Candidate has been successfully referred. |
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