Employee Referral

Overview

Below is a business-focused explanation of the Employee Referral document in Dafater.

Overview: What the Employee Referral is Used For

The Employee Referral document is used to formally record and manage job candidate referrals made by existing employees. It supports organizations that encourage employees to recommend qualified candidates for open positions, helping improve hiring quality, reduce recruitment costs, and speed up the hiring process.

This document acts as the official record that links: - The referring employee
- The referred candidate
- The job opportunity
- Any associated referral benefits or rewards

By using the Employee Referral, Dafater ensures transparency, consistency, and accountability in the employee referral program.

Prerequisites and Setup Before Using Employee Referral

Before using the Employee Referral document, the following should be in place:

Employees must be registered in Dafater, as only existing employees can make referrals.
Job openings or recruitment needs should be clearly defined so referrals are linked to actual hiring requirements.
Referral policies should be established, including eligibility rules, reward amounts, and payout conditions.
Recruitment roles and responsibilities should be clearly assigned (HR, hiring managers, etc.).

Having these foundations ensures referrals are handled fairly and align with company hiring goals.

Typical Workflow and How It Fits into Business Processes

Referral Submission
An employee submits an Employee Referral, providing candidate details and the position being referred for.
Initial Review
HR or the recruitment team reviews the referral to confirm it meets basic requirements and matches an open role.
Recruitment Process
The referred candidate moves through the standard recruitment process (screening, interviews, assessments).
Hiring Decision
If the candidate is hired, the Employee Referral record serves as proof of referral eligibility.
Referral Reward Management
Based on company policy, referral rewards are tracked and later paid after defined conditions are met (such as probation completion).

This workflow ensures referrals are treated as a structured part of the overall hiring process rather than informal recommendations.

Key Business Scenarios Where Employee Referral Is Essential

Scaling teams quickly by leveraging employee networks to find qualified candidates faster.
Reducing recruitment costs by minimizing reliance on external recruiters or job portals.
Improving candidate quality, as employees tend to refer candidates who fit company culture and role expectations.
Tracking referral incentives to ensure fair and accurate reward distribution.
Auditing hiring sources to understand how effective employee referrals are compared to other recruitment channels.

Important Considerations for Users

Accuracy matters: Employee and candidate details should be entered carefully to avoid disputes over referral ownership.
Policy awareness: Employees should understand referral rules to avoid unrealistic expectations about rewards.
Timely submission: Referrals should be recorded before or at the early stage of candidate engagement.
Transparency: Status updates should be maintained so referring employees know the progress of their referral.
Fair evaluation: Referred candidates should still go through standard recruitment checks to maintain hiring quality.

In summary, the Employee Referral document in Dafater is a key tool for managing structured, transparent, and rewarding employee-driven recruitment, strengthening both hiring efficiency and employee engagement.

Basic Information

Module: HR
Document Type: Other

Fields

Field Name	Label	Type	Required	Options	Description
first_name	First Name	Data	✓	-	Candidate's given name for identification.
last_name	Last Name	Data	✓	-	Candidate's family name for records.
full_name	Full Name	Data		-	Complete candidate name as used in Dafater records.
date	Date	Date	✓	-	Referral submission date for tracking.
status	Status	Select	✓	Pending, In Process, Accepted, Rejected	Current referral processing status in Dafater.
for_designation	For Designation	Link	✓	Designation	Position for which the candidate is referred.
email	Email	Data	✓	Email	Candidate's official email address for communication.
contact_no	Contact No.	Data		Phone	Candidate's contact number for follow-up.
resume_link	Resume Link	Data		-	External link to candidate's resume.
current_employer	Current Employer	Data		-	Candidate's current employing organization.
currentjobtitle	Current Job Title	Data		-	Candidate's present job title.
resume	Resume	Attach		-	Uploaded resume document for evaluation.
referrer	Referrer	Link	✓	Employee	Employee who referred the candidate.
referrer_name	Referrer Name	Data		-	Name of the referring employee.
isapplicableforreferralbonus	Is Applicable for Referral Bonus	Check		-	Indicates eligibility for referral bonus payout.
referralpaymentstatus	Referral Bonus Payment Status	Select		, Unpaid, Paid	Status of referral bonus payment.
department	Department	Link		Department	Department associated with the referred position.
qualification_reason	Why is this Candidate Qualified for this Position?	Text Editor		-	Justification of candidate suitability for the role.
work_references	Work References	Text Editor		-	Professional references supporting candidate experience.
amended_from	Amended From	Link		Employee Referral	Original referral record this entry amends.

Permissions

Role	Read	Write	Create	Delete	Submit
HR User	✓	✓	✓	✓	✓
Employee	✓	✓	✓		✓
System Manager	✓	✓	✓	✓
HR Manager	✓	✓	✓	✓	✓

DocType	Relationship	Module
Job Applicant	Linked from	HR
Department	Links to	Setup
Designation	Links to	Setup
Employee	Links to	Setup
Employee Referral	Links to	HR