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Previously called Connectors, Employees are the people who refer candidates to your company. In some scenarios, you may also want to share referral campaigns with contractors, candidates, alumni, customers, or the general public. 
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In this article we will cover: 

• Adding Employees Individually 
• Adding Employees in Bulk
• Employees Statuses
• Creating Employee Audience Lists
• Adding Custom Employee Tags to Your Account
• Related Topics

 

Adding Employees Individually

To add an employee, begin by clicking 'Launch Referrals' to open the referrals portal. 

 

 

Next, click 'Employees' in the side navigation.

 

 

Click the ellipses menu at the bottom of the page and select 'Add Employee'. 

 

 

Enter the requested information and click 'Submit'. 

 

 

The new employee will now appear in your Emloyee list.

 

 

Adding Employees in Bulk

To add Employees in bulk, you will need a CSV file with your Employees' full names, email addresses, phone numbers, and any custom fields you would like to import. For the best results, please map the employees' names to their full names (i.e. John Doe). If you upload something like "Doe, John" you will encounter formatting issues.

 

In your Referrals portal, click the 'Employees' tab.

 

 

Next, click the ellipses menu at the bottom of the page and select 'Import Employees'.

 

 

You will then be able to upload data from a file (.csv, .tsv, .txt spreadsheets accepted) or enter the information manually. 

 

 

Select 'Continue' once you have uploaded or entered your list.

 

 

You will see a confirmation pop-up asking if you are ready to submit the list. 

 

 

Once uploaded, you will see a confirmation pop-up sharing the stats from your upload.

 

 

Your new employees will appear in your Employees list.  

 

Employee Statuses

Below is the list of the statuses and their descriptions that your Employees can have. 

• All - Includes all Employees
• New - Employees who have been added to your program but have not yet received a campaign message
  
• Invited - Employees who have been sent at least one campaign message
  
• Referred - Employees who have submitted a referral but have not yet had a referral hired
  
• Hired - Employees who have submitted a referral who was hired 

 

Creating Employee Audience Lists

Once you have added your employees with their full names, emails, phone numbers, and any custom fields, you can create an Employee List to easily organize a group. 

 

To do this, click the 'Employees' tab. 

 

 

Click 'Filters'.

 

 

Select the criteria you would like to filter by. 

 

 

Click 'Apply' to generate a list of Employees matching that criteria. 

 

 

Click 'Save as List'. 

 

 

Enter a name for the new Employee List, then click 'Submit' to save.

 

 

To view your Employees by list, click the 'List Manager' tab. 

 

Next, click the ellipses menu to the right of the list. 

 

 

Select 'View and Edit'. 

 

 

Adding Custom Connector Tags to Your Account

If you would like to build an Employee List using a detail that is not currently available, you can add custom Connector Tags to your account. 

 

To do this, click the 'Settings' tab. 

 

 

Next, click 'Account'.

 

 

Type in any Employee Tags you would like to add to your account. After typing a tag, hit Enter on your keyboard to add it. Note: You can add up to 6 tags. 

 

 

When you're done adding tags, click 'Update' to save them. 

 

 

You can now add these tags to an existing Employee or use them when adding individual Employees or uploading a list of Employees in bulk. 

 

To add to existing employees, click the Employees tab, then click on the person's name. 

 

 

Enter the details around the tag you added then select save. 

 

You will see the new tag available when building an Employee List.

 

 

Related Topics

• Creating a Referral Campaign From Scratch
• Creating a Referral Campaign Using a Template