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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Referrals

Steps: Set Up Referrals

Setting up referrals enables workers to:
  • Refer candidates to your company.
  • Invite candidates to apply to open positions.
Workday supports these referral types:
Type
Description
Direct Referral
Referrals created using the:
  • Create a Referral
     task, which enables workers to provide information about candidates like their contact details, and their relationship to them.
  • Refer a Candidate
     task, which enables workers to refer candidates for specific job requisitions or to a manager.
  • Refer a Candidate
     web service, which enables workers to refer candidates for specific job requisitions or to a manager using a web service.
Referral Application
An application where a worker in your organization is the referring worker.
Referral Hired
A successful hire from an application where a worker in your organization is the referring worker.
Social Media Referral
Referrals who apply using links that workers have posted on social media.
Spotlight Job
When a job requisition flags a position as a Spotlight Job.
Self-Identified Referral (Endorsement)
Where candidates, during the job application process, identify workers they know in your organization.
  1. Edit Domain Security Policies.
    Configure the security policies for these domains in the Recruiting functional area:
    • Candidate Data: Employee Referrals
    • Candidate Data: Referral Candidate Ownership
    • Employee Referrals
    • Social Share
  2. Access the
    Edit Tenant Setup - Recruiting
     task.
    Configure the:
    • Referral ownership type and period.
    • Duplicate referrals policy for employee referrals.
    See Reference: Edit Tenant Setup - Recruiting.
  3. Access the
    Maintain Referral Relationships
     task.
    Configure referral relationships to identify the type of connection between a candidate and their referring worker.
    Security:
    Set Up: Recruiting
     domain in the Recruiting functional area.
  4. You can map only 1 Workday-delivered recruiting source as a referral source.
  5. Configure these business process definitions:
    • One-Time Payment for Referral
    • Refer a Candidate
  6. Configure these business process security policies:
    • One-Time Payment for Referral
    • Refer a Candidate
  7. Set up email notifications to personal or work email addresses.
    You can override the email template. If you use Notification Designer, you can create a template and enable it for the
    Custom Business Process
     notification category. You can use the notification template to send notifications when using the
    Refer a Candidate
     business process.
  8. (Optional) Set up referral questionnaires.
    Add
    Allow Questionnaire
     as a step on the
    Refer a Candidate
     business process to enable recruiters to ask referring workers questions about their candidate.
  9. (Optional) Access the
    Maintain Referral Activity Points
     task.
    Configure the number of points that Workday assigns to workers for completing set stages of the recruiting and referral processes.
    Security:
    Set Up: Recruiting
     domain in the Recruiting functional area.
  10. (Optional) Set up candidate endorsements.
    Set up endorsements to enable candidates to enter the name or email of a referring worker when they apply to a job posting.
  12. (Optional) Access the
    Edit Referral Candidate Owner
     task.
    Update these details for an existing referral candidate:
    • Referral candidate ownership.
    • Ownership expiry date.
Workday recognizes prospects that you create using the
Refer a Candidate
 business process as referrals once the business process event is complete.
You can only merge or unmerge records when you’ve completed all associated referral events.
When you configure candidate-level ownership and view the candidate profile of a candidate referred using the
Refer a Candidate
 task, Workday displays these updated fields:
  • Candidate Owner
  • Ownership Expiry Date
When you configure
Job Application Level
 ownership, the
Referral Details
 tab on the candidate profile displays these fields:
  • Current Job Application Owner
  • Ownership Start Date
  • Ownership Expiry Date
When you don't configure any ownership level, the
Referral Details
 tab displays the
Current Job Application Owner
.
Configure Workday to process a payment to the referring worker when their candidate gets hired.
Access the:
  • Referral Activity Leaderboard
     report to view workers' referral activity points.
  • Referral Ownership
     grid on the
    Referral Details
     tab on a candidate's profile to view details of previous candidate owners.