How candidate referrals work with JobAdder

This article explains how candidate referrals work when your ATS is JobAdder. It covers how referrals and referrers flow between JobAdder and Refari, the two ways to log a referral that reaches you directly, how your JobAdder statuses drive the updates your referrers receive, and how referrals are routed when you run more than one brand. It is an overview that ties together the detailed JobAdder how-to articles, so it is a good starting point whether you run a recruitment agency or an in-house recruitment team.

For the full picture of how candidate referrals work end to end, start with the main guide for your setup. If you run a recruitment agency, see Candidate referrals on Refari: a complete guide for recruitment agencies ↗. If you are an in-house talent-acquisition team, the equivalent walkthrough is Candidate referrals on Refari: a complete guide for internal recruitment teams ↗.

How JobAdder and Refari stay in sync

JobAdder is a native, two-way integration with Refari. Your jobs, candidates, statuses and placements flow between the two systems automatically, so you work in JobAdder as normal and Refari keeps pace without any double handling. Because the integration is bidirectional, a referral captured in Refari is pushed into JobAdder, and a referral logged in JobAdder is pulled into Refari.

For exactly how quickly each type of change moves between the two systems, see How often does Refari synchronise information with JobAdder ↗.

Logging a referral that reaches you directly

A direct referral is one that reaches you outside your job board, by phone, email or in person. Logging it pulls the referral, and the referrer, into Refari so it is tracked just like a referral made through your board, and the referrer is kept informed as the candidate progresses. There are two ways to log one in JobAdder.

The easy way: the Refari partner action

Refari is built into JobAdder as a partner action, so you can log a referral straight from a candidate record without setting up or filling in any custom fields. Open the candidate, click Actions, then Refari, then Log/View Referral, and a guided form opens where you enter the referrer's details and the referral date. Because it is a guided form, there is nothing to set up and nothing to mistype.

The manual way: the candidate's fields

If you prefer, you can log a referral by adding the referrer's details to custom fields on the candidate in JobAdder (Referrer Name, Referrer Email and Referral Date), and Refari pulls them in automatically.

Both methods are covered step by step, with screenshots, in How to log a direct referral in JobAdder ↗.

Idea: The partner action is the quickest and safest method, so reach for it first. You can also use the referral date to attribute older referrals, from before you started using Refari, to the right referrer.

Keeping referrers in the loop through your statuses

As you move a referred candidate through your JobAdder statuses, Refari can email the referrer to let them know their candidate has progressed. You decide which statuses trigger an update by mapping your JobAdder statuses to Refari's transparency triggers, so a referrer might hear when their candidate has been viewed, interviewed, offered and hired. The same status flow is what confirms a referral as successful when the candidate is hired. For the detail on which updates are sent and how to set your triggers, see Referral transparency: the updates your referrers receive (and how to control them) ↗.

Running more than one brand from one JobAdder account

If you run more than one Refari brand from a single JobAdder account, each referral needs to be routed to the right brand. The partner action handles this for you with a brand dropdown on the form, so the referral is always attributed correctly. If you log referrals using the manual custom-field method instead, the "Referred to" field must match your brand name exactly.

Note: When you use the manual method with multiple brands, a "Referred to" value that does not match your brand name exactly can cause the referral to be missed. This is the one place a manual entry can go wrong, which is why the partner action, with its brand dropdown, is the safer choice.

Fields worth enabling to get the most from the integration

There are a few optional JobAdder fields that make the integration work harder for you, including candidate source tracking and the referrer fields used for logging direct referrals. For the full list and how to enable them, see Fields you can enable to get the best use out of Refari with JobAdder ↗.

Final Notes

However a referral reaches you, the goal is the same: get it and its referrer into Refari so the referral is tracked and the referrer is kept informed. With JobAdder, the partner action makes that a single step from the candidate record, and the rest, the syncing, the status updates and the brand routing, runs in the background.

Other articles you might be interested in:  How to log a direct referral in JobAdder  |  Fields you can enable to get the best use out of Refari with JobAdder  |  How often does Refari synchronise information with JobAdder