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Referral Management

Edit a referral

You can find all of your new referrals in the section “All”. Referrals that haven’t yet been reviewed are marked with a green bar on the left-hand side of the card. Click on the name of the applicant to access the details of this referral.

Here you will find all necessary details of your applicants: which job they applied for or got referred to, their contact details, their CV, a link to their social profile, which Talent Scout referred them and if the Talent Scout has already provided feedback.

On the right-hand side of the card, you will see the Talent Scouts feedback (above). There are three different feedback options a Talent Scout can give:

Positive: Thumbs up 

Neutral: Wave 

Negative: Thumbs down 

Furthermore, you can see how the Talent Scout and candidate know each other and why the Talent Scout decided to refer the candidate. If the area on the right-hand side of the card is empty, the Talent Scout has yet to provide feedback.

In the case that the candidate or Talent Scout sends documents after their application submission, you can easily upload them via the function "Edit" (between their name and the button "Hire" - top, centre) and change or correct general data as well.

Where to find: Menu Bar - Referrals
Rate a referral

After screening your referrals, it's time to rate them. Click on the orange button “Rate” below the candidate’s name. You can rate referrals with the following stars:

Not Qualified: 1 Star 

Qualified: 2 Stars 

Well Qualified: 3 Stars 

Before you finalize your rating by clicking the button “Save”, you can leave a short message to the responsible Talent Scout by clicking the function "Add a personal message". We will let the Talent Scout who referred the candidate know about your rating. Here you can learn more about automatic communication at Firstbird.

Each rating of a referral will be published in the history (right area) of each candidate. Thank´s to this history, you’re able to see all rating changes done by a Recruiter.

Where to find: Menu Bar - Referrals

 

Hire a referral

You can easily change the status of a referral. To hire a candidate, click on the button (top right) “Hire”. A new window will pop up where you can choose the date of the candidate’s first day at work and leave a personal message for the responsible Talent Scout by using the function "Add a personal message". Finalize this process by clicking the button “Hire”. The Talent Scout who referred the candidate will be informed of the successful referral via email.

Your hired referral will be saved under “Hired“.

The communication between you and your applicant is not part of Firstbird.

Where to find: Menu Bar - Referrals

 

Close a referral

If the candidate is not qualified for the job at hand, you can easily close the referral. To close a referral, click on the button (top right) “Close Referral”. A new window will pop up where you can leave a personal message for the Talent Scout by using the function "Add a personal message". Finalize this process by clicking the button “Close Referral”. The Talent Scout who referred the candidate will be informed via email about this update of the referral.

Your closed referrals will be saved in “Closed“.

Where to find: Menu Bar - Referrals

 

Reopen a closed referral

No worries if you close a referral by mistake. You can easily reopen closed referrals in Firstbird.

Go to "Referrals" in the menu bar and next to "Closed" and click on the name of the referral you closed by mistake and a new window will pop up. Next click on "Reopen" and the referral will be saved in "In Progress".

Where to find: Menu Bar - Referrals

 

Delete a referral

Closed referrals or applications can be deleted manually or automatically. The Company Administrator is able to activate the automatic deletion in the company’s "Account Preferences".

You, as a Recruiter, can delete closed referrals manually. Go to "Referrals" and next to "Closed" and click on the name of the referral. A new window will pop up and you can click on the function "Delete" on top. Please keep in mind that all data and documents of your referral will be deleted in Firstbird.

Where to find: Menu Bar - Referrals

 

Invalid referral - revoke points

In the situation in which a Talent Scout refers a candidate but the same candidate independently applies for the same job, or if two Talent Scouts refer the same candidate for the same job, you as an Administratorare able to revoke points and close the referral or application by selecting the “The application is not valid” reason.

As soon as you close the referral, all received points will be revoked from the Talent Scouts account.

Go to “Referrals” at the menu bar to the left and next to “In Progress”. Look for the referral or application you would like to close as “not valid”, and click the button “Close”. A new window will pop up where you can select the closing reason “The application is not valid”. Leave a personal message for the Talent Scout, and finish the process by clicking the button “Close referral”.

The Talent Scout responsible will be informed about the closing and the reason of his referral or application. In addition, all received points (25 points for the referral, 25 points for the feedback - if given) will be revoked from the Talent Scouts account.

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If the Talent Scout received a new level for this referral or application, he will be reset to the previous level.

Where to find: Menu Bar - Referrals

 

Filter Referral by Location and Department

For a better overview, you can filter all referrals by location and/or department of the job applied for.

Where to find: Menu Bar - Referrals

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