<aside> 💡 Any user can add a referral or create a referral link in Ashby from their home page, regardless of their permissions.

</aside>

Direct Referrals vs Referral Links

With a direct referral, you can add in one candidate’s details at a time and submit them to be reviewed for a role.

With a referral link, you can post the job board or a specific job posting to your network (for example, on LinkedIn) and anyone who applies via that link will be credited to you.

Adding a Direct Referral

https://www.loom.com/share/591cab69862c4acb9bdc64d1da06284a


You can refer a candidate directly for a role in the ‘Referrals’ section of the Home page.

https://cdn.zappy.app/26278f4b47c38aac31f08c40ab4ba5c3.png

Click + Referral and select + Add Direct Referral to get started. You can also add a direct referral by clicking + Add’ on the top navigation bar and choosing Direct Referral.

When adding a direct referral, you’ll be required to add in the candidate’s name and email address and the specific role they are being referred for.

You will also have the option to upload a resume, add their phone number, a link to their website and any notes. An admin can customize the referral form, so you may see some additional or different options here from the form pictured.

A referred candidate will automatically be added to the ‘Application Review’ stage in the candidate pipeline for the specified role.

https://cdn.zappy.app/2f6b5c4fb912b68bfb6913b344bc121c.png

Adding a Referral from the Top Menu

You can also add a referral directly to a role by hovering over the “+ Add” button from the top menu and selecting “Referral”

Untitled

Once you’ve clicked “Referral”, you’ll be required to add in the candidate’s and email address and the specific role they are being referred for, just like in the process above.