Referral Form in Skillate provides the users with option to refer candidates. They can choose to refer the candidate for a specific job or add it to the company’s talent pool (by choosing Refer without a job). 

Skillate also provides with the option to make changes in the Referral Form by linking custom application fields as per the company’s requirement. 

Pre-requisite: Create the necessary custom application fields before linking them to the Referral configuration page. Learn more about custom application fields here. 

Configuring a referral form

For configuring a referral form, follow the steps below:

  1. Navigate to the Settings > Sourcing Configuration > Referral > Configuration.

Configuring Candidate Application Form

  1. For adding fields to the referral form, click on the New Field.

Configuring Candidate Application Form

  1. In the following pop-up, choose the job field from the drop-down menu. 

  2. If you need to have any dependency criteria defined, click on +Add Dependency. This ensures that the field is displayed only upon satisfying the criteria defined.

  3. Further, choose if you would like to have it displayed as Mandatory, Optional, or OFF.
    Only those custom fields, that are marked as ‘Mandatory’ or ‘Optional’ will be displayed on the referral form.

  1. Click on Add to have the field added to the referral form.

  1. To get a preview of the configured form, click on Preview Form.

Job-wise Application Questions:

Users can add questions to already prepared application forms for Careers Page, Referral, Agency, and IJP. For the same,

1. Navigate to any of the jobs > Source Candidates > Application Questions.

Configuring Candidate Application Form

2. You can add questions to already configured Referral Application Form. 3. Click on +Create News Section. Enter a section name in the following pop-up and click on Create to save the changes. 4. For adding questions to the created new section, click on New Question.

5. From the following pop-up, select the application field that you would like to add here. Please note that only those fields which are not in use will be available to add. The rest (those fields which are already used in the respective application form) will be in the disabled state. 6. Add dependency criteria (if any), and choose if the field should be mandatory, optional, or OFF. 7. Click on Add to complete the process. The questions added will reflect only for that particular job.