Request and Track Referrals

Leverage current employees to source high-quality candidates via JazzHR's Referrals feature.

Send emails requesting referrals and highlighting accompanying incentives for individual jobs or all open positions. Then, track who brings in candidates.

This article covers:

Referring Per Job

Invite your team to refer candidates for a specific job via the Refer tab during the job creation process. Here's how:

  1. Click Jobs.
  2. Click the Job for which you'd like to request referrals.
  3. Click Edit Job.
  4. Click the Refer tab.

From the Refer tab, craft and send your email to those from whom you'd like to request referrals:

  1. Enter email addresses into the "Recipients" field. Include individual email addresses or an email distribution list (ex:
  2. Adjust the default email template to your liking using the "Token Guide."
  3. Click Send.


Tracking Referrals Per Job

Monitor referrals as they come in right from the Refer tab. Each user you include in the referral email who then generates a referral link will be listed in the "Referrals" section.

Then, JazzHR will track how many application "Views" and "Apps" (applied) each person receives from their referrals.


Using the Open Jobs Digest

Request referrals for all Open jobs in your account with the Open Jobs Digest. Set a frequency and schedule when this email is sent out to your team. Here's how:

  1. Click Settings.
  2. Click Templates.
  3. Click Emails.
  4. Scroll down to the "Digests" section.
  5. Click Send Now if you've already set up your Open Jobs Digest and want to send an updated email immediately.
  6. Click Manage if this is your first time using the Open Jobs Digest, or you'd like to update your current settings.


From the Manage page:

  1. Enter email addresses into the "To" field. Include individual email addresses or an email distribution list (ex: Note that "Everyone" refers to all users in your JazzHR account.
  2. Adjust the email template to your liking, and click Save Template
  3. Choose to include "All open jobs" or select certain jobs from the "Select which jobs to include" drop-down.
  4. Click the Schedule toggle turn this digest On or Off.
  5. Select a start date and frequency for the Open Jobs Digest.


Sharing a Job with the Referral Link

Share jobs and receive referrals directly from your JazzHR hosted pages. Here's how:

  • Click Share from any JazzHR application page.
  • From the next page, enter your full name and email address.
  • Click Generate Link.


Then, send this to your network. When candidates apply through this link, you'll get credit on the Refer tab of the job.

Frequently Asked Questions

What else can I do to build a strong referral program?

We're glad you asked! Download our free ebook for tips and tricks from industry experts.

Why is the "Send Now" button grayed out on the Open Jobs Digest?

This button will be grayed out the first time you use the open Jobs Digest. First, click Manage to configure this feature. Once you've entered the recipient email addresses, click the back arrow on the browser to be able to "Send Now" or proceed with steps two and three.

Was this article helpful?
6 out of 7 found this helpful