Refer Candidates

The Candidate Referral feature allows users to refer candidates directly into Trakstar Hire. Referrals can be associated with specific openings, helping recruiters track candidate sources and manage employee referral programs more effectively.


What Is a Candidate Referral?

A candidate referral occurs when an employee, recruiter, or other user recommends a candidate for consideration.

When a candidate is referred:

  • The referral source is tracked within the system.
  • The candidate can be linked to one or more openings.
  • Recruiters can review, communicate with, and advance referred candidates through the hiring process.

Referrals provide a centralized way to track candidate recommendations and evaluate the effectiveness of referral programs.

Watch this quick video on how to enable and add Employee Referrals, or read on to learn more!



Enabling Candidate Referrals

To enable this feature:

  1. Navigate to the appropriate opening and go to Candidate sources.

  2. Locate the option to enable/manage employee referral.
  3. You can manually share the link available in the "Copy details to send manually" button or send the details for referral via email using the "Invite Colleagues" button.

    Note: This link is designed to ONLY be shared with your employees. Sharing it elsewhere can open your candidate pool up to spam uploads

Once in the Referral portal, your team can opt to manually upload their referral;

or share their unique link for the opening so they can apply on their own.

Note: This link is different than the link you share with the employee to access the employee referral page. The link to the employee referral portal should not be shared with anyone outside your company


Once submitted, the candidate will be added to the hiring workflow for the selected opening.


What Information Can Be Included in a Referral?

Depending on your account configuration, referral submissions may include:

  • Candidate name
  • Email address
  • Phone number
  • Resume or supporting documents
  • Referral comments or notes
  • Opening selection

The information collected helps recruiters evaluate and contact referred candidates.


Tracking Referred Candidates

After a referral is submitted, recruiters can manage the candidate like any other applicant.

Recruiters can:

  • Review candidate information
  • Move candidates through hiring stages
  • Send messages and interview invitations
  • Record evaluations and feedback
  • Report on referral activity

The referral source remains associated with the referrer for reporting and tracking purposes.


Best Practices

To ensure referral data remains accurate and useful:

  • Encourage users to provide complete candidate information.
  • Review referrals promptly.
  • Verify candidate contact information before outreach.
  • Use consistent referral processes across teams.
  • Monitor referral reporting regularly to identify trends and opportunities.

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