In Hireology Referrals, you can easily create referral bonuses for different jobs and configure payouts over multiple payout dates. Below you will find step-by-step guides on how to set this up in your Referrals portal.
In this article we will cover:
- Creating Default Referral Bonus Rules
- Customizing Referral Bonus Rules
- Creating Job Lists
- Tracking Referral Bonuses
- Weekly Referral Bonus Report
- Related Topics
Creating Default Referral Bonus Rules
To create your default referral bonus rules, begin by clicking the Referrals icon in the top navigation of your Hireology account to 'Launch Referrals'.
Next, click the 'Settings' tab.
Click the '+' in the Default Bonus Settings section to create a new rule.
Click the pencil icon to edit the bonus details.
You can enter the payout amount, choose the currency, and set the payout timing based on days or hours worked. Custom bonus labels can be added if you're offering a non-monetary reward and would like to track those inside of Referrals.
When you have finished editing, click the preview button to see the summary.
Repeat the above steps to add multiple bonuses based on unique payout criteria, then click 'Update' to save your default reward settings.
Customizing Referral Bonus Rules
From the Settings page in your Referrals portal, click 'Edit Rules' in the Default Bonus Settings section.
Click on a row to view and edit the rule details.
When you click on a bonus rule, a sidebar will pop out.
To add a new bonus rule, click '+' to 'Add bonus rule'.
Name your new rule.
Select the job type to apply the rule to. You can create job lists under the 'Jobs' tab.
Click the '+' symbol to add bonus rules.
Click the pencil icon to edit a rule.
To reorder your bonus rules, click and drag the two bars and drag them into the order you'd like. Note: Changes made to bonus rules are automatically reflected on jobs. The order of your referral bonus rules is important. Each new bonus rule can override the previous rule.
In this example, any Engineering Job that was also included as a Hot Job would have the referral bonus set at $3,000.
$2000 for Engineering Jobs
$3000 for Hot Jobs
If you reversed the order as shown in this example, any Engineering Job that was also included as a Hot Job would have the referral bonus set at $2,000.
$3000 for Hot Jobs
$2000 for Engineering Jobs
Click 'Save' to save your changes!
Click 'Ok' to acknowledge the information shown in the popup.
Creating Job Lists
To create a job list, click the 'Jobs' tab in your Referrals portal.
Next, click the Filter icon, then click '+Add filter'.
Select the criteria you would like to capture in this job list. To include additional criteria, click '+Add Filter'. Once you've chosen the criteria, click 'Set'.
You will be prompted to name the new filtered job list. Click 'Submit' to save your changes.
Tracking Referral Bonuses
After a referral bonus is created, you can track it under the 'Rewards' tab. Note: Access to the Rewards tab is only available for account owners, admins, and payroll users.
If you need to add a start date, click 'All' or 'New' within the 'Rewards' tab, then click the red 'Add Start Day' button.
Enter the requested information and indicate if the referral bonus is approved, then click 'Save'.
To approve a bonus, click 'New', then click the blue 'Approve Bonus' button.
Approved bonuses will show under 'Approved' until it's time to pay them.
You can cancel approved bonuses by clicking the ellipses menu and selecting the 'X'.
You will be able to choose from a list of common cancellation reasons or add your own. Click 'Submit' to confirm the cancellation.
You can find canceled bonuses under 'Canceled'. From there, you can un-cancel someone by clicking the ellipses menu and selecting the check mark icon.
When a bonus is approved and ready to pay, it will appear under 'Ready to Pay'. Click the green 'Mark Paid' button. Funds will be sent to the connector and cannot be refunded.
Weekly Referral Bonus Report
The Weekly Referral Bonus Report is generated each Monday morning to alert up to (10) users of new bonuses to review, approve, or pay. To receive the report, log into your Hireology account and click 'Launch Referrals'.
Next, click the 'Settings' tab at the bottom of the side navigation.
Scroll down to the 'Notification Settings' section and enter your email address in the Bonus Contact Emails field. When entering multiple email addresses, separate each email address with a comma.
Click 'Update' to save your changes.