Using Refari forms with JobAdder: what gets created and how

Created by Aaron Refari, Modified on Thu, 18 Jun at 4:14 PM by Aaron Refari

This article explains what happens in JobAdder when a candidate submits one of your Refari forms. Refari has three candidate-facing forms: the application form (for applying to a specific job), the registration form ("Register with us"), and the referral form ("Refer a friend"). If you are not yet familiar with the forms themselves, start with Refari Forms: application, registration and referral forms explained ↗ and come back here for the JobAdder detail.

A quick definition before we start. A referral is a recommendation: someone tells you about a person who could suit one of your roles. The person making that recommendation is the referrer, and the form captures the details of the person being referred.

What gets created in JobAdder

Every Refari form creates or updates a candidate record in your JobAdder. The application form does a little more on top of that. Here is what each one produces.

Form	What it creates or updates in JobAdder
Application form	A candidate record, plus a job application logged against the matching advert. The resume and cover letter are added as attachments, the cover note as a note, and any screening question answers are mapped across.
Registration form	A candidate record, with the resume attached and any registration question answers carried across.
Referral form	A candidate record for the referred person, with their resume attached.

When the sync happens

The sync runs automatically in the background as soon as the form is submitted, so there is nothing for your team to press. If JobAdder is briefly unavailable, Refari keeps retrying until the record lands.

Refari matches candidates by email address. If the person is already in your JobAdder, their existing record is updated rather than a duplicate being created. If they are new, a fresh candidate record is created.

Idea: Because matching is by email, encouraging candidates to use the same email each time keeps everything tied to one JobAdder record instead of spreading across duplicates.

How candidate source is recorded

Every form tags the candidate in JobAdder with where they came from, so you can see at a glance how a person reached you. Applications are tagged Refari Application, registrations Refari Registration, and referrals Refari Referral.

One important behaviour to know: if a candidate already exists in your JobAdder with a source recorded, JobAdder keeps that original source. This is how JobAdder handles source, not a Refari limitation. There is more detail on how to set sources up, and why the first source sticks, in our guide, Updating the candidate source in JobAdder ↗.

Connecting JobAdder

The JobAdder connection is set up by Refari during your onboarding, rather than through a "Connect" button in the dashboard. We send a one-time authorisation link to your Company Admin, and once you approve it, your forms start syncing to JobAdder. If the connection ever needs to be re-authorised, we send a fresh link. If you are unsure whether JobAdder is connected, or you need it reconnected, contact Refari support.

Sending extra form answers to JobAdder fields

If you collect extra information on your forms (for example custom questions on the registration form) and want those answers to land on specific JobAdder fields, that mapping is configured separately. Contact Refari support and we will help you set it up so the answers arrive on the right fields rather than only as a note.

Final Notes

In short, your Refari forms drop candidates straight into JobAdder, matched by email and tagged with where they came from, with no manual step in between. If anything is not arriving as you expect, reach out to Refari support and we will take a look.

Other articles you might be interested in:  Refari Forms: application, registration and referral forms explained  |  Updating the candidate source in JobAdder!  |  How candidate referrals work with JobAdder