Workday-HCM: Refer a Candidate

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Overview:

This document will cover the process to refer a candidate to an open position. There are three types of referrals supported in Workday:

• Direct Referral: Created using the Refer a Candidate task or Create a Referral task.

• Self-Identified Referral (Endorsement): External candidates may self-identify as a referral by selecting the 'I know someone who works here' option under How Did You Hear About Us section of their job application.

Recommendations:

• The recommended browser for accessing Workday is Google Chrome. However, Mozilla Firefox and Apple Safari may also be used.

Icons referred to in this document

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Open Prompt

Refer a Candidate

Note:

• Workday will automatically notify a candidate when an employee refers them for a job. This notification can include a link to the job posting that the candidate can use to apply to the job.

1. Enter Refer a Candidate in the search bar and select the task.

2. The Refer a Candidate page displays.

3. Confirm candidate’s country in the Country Prompt in the Referral Details section.

4. Fill in the following fields under the Name section:

   1. First Name: Enter the candidate’s First Name.

   2. Last Name: Enter the candidate's Last Name.

5. Complete the Contact Information section.

   1. (Optional) Phone Device Type: use the Prompt to select the Phone Device Type.

   2. (Optional) Country Phone Code: Use the Prompt to select the Country Phone Code.

   3. (Optional) Phone Number: Enter the candidate’s phone number.

   4. Email: Enter the candidate’s email address.

6. Select the current job positing(s) for the referral using the Jobs prompt in the Job Details section.

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7. Complete the Relationship Details section.

   1. Select your connection to the candidate in the Relationship Prompt.

   2. (Optional) Add a comment in the Comments text box to provide more information about the context of your relationship.

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8. (Optional) Attach the candidate’s resume or other supporting documents by dropping in files or selecting Select files.

9. Select Submit.

Note: Notifications will be sent regarding the referral to both the employee who conducted the referral and the external candidate.