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You need a budget referral how to#

Users with Interviewer level access will see the referral form fields when they open the Chrome extension. Note: This step only applies to users with Super Admin, Admin, Team Member, and Limited Team Member access.

Select the 'Referral' checkbox under the name field the fields from your Lever environment's referral form will appear in the extension.

Open the Chrome extension in your browser window.

For a list of sites on which the Chrome extension can be used, refer to our Chrome extension help article.

Navigate to the profile of a candidate that you wish to refer.

To submit a direct referral via the Lever Chrome extension: Lever's Chrome extension allows users with any level of access to add candidates from sites such as LinkedIn, GitHub, and AngelList to your Lever pipeline. Submitting direct referrals via the Lever Chrome extension

It is not possible to refer candidates for postings that have only been published internally. For more on this topic, refer to our help article on job posting publication.

Separate opportunities will be created for each posting.

You can refer a candidate for a maximum of three job postings in a single referral.

At the bottom of the referral form, select a minimum of one job posting for which you to refer the candidate.

In all cases, you must provide an email address for the candidate that you are referring.

Depending on how your Lever environment's referral form has been configured, some fields may be required while others are optional.

Fill out the remaining fields on the referral form.Lever will parse the information from the resume and auto-populate the corresponding fields on the referral form.If you have the resume of the candidate that you are referring, start by attaching it to the referral form.Users must be logged in to Lever in order to submit direct referrals. If your organization uses G Suite or Office 365 and has single sign-on enabled for Lever, anyone within your organization's email domain (e.g., can log in at with Interviewer level access. Note: If you have an access role of Interviewer in Lever, you do not need to go through the step of navigating to the Interviews page, because you will already be defaulted to that page when you arrive at.Opportunities generated via social referral links are given an origin of 'Applied' and the source tag 'Social referral.' Submitting direct referrals via Lever

You need a budget referral how to#

In a later section of this article, you will find instructions on how to generate social referral links. These referrals are generated as result of a candidate applying to a job posting via a social referral link shared by one of your organization's employees. Opportunities generated via direct referral are given an origin of 'Referral' and the source tag 'Referred.' In the following sections of this article, you will find instructions on how to submit direct referrals. These are referrals generated as a result of an employee's submission to your organization's referral form. There are two types of referrals in Lever: direct referrals and social referrals. Employees can monitor the status of their referrals directly in Lever, as their candidates move through the recruitment process. The origin and source(s) attributed to opportunities associated with referred candidates are dictated by the type of referral (see below). Opportunities associated with referred candidates are added to the 'New Applicant' stage in the Applicant section of the pipeline. In Lever, referred candidates are those that have had opportunities added to your pipeline as a result of a direct or indirect submission from your organization's employees.

Tracking the status of your referred candidates.

Submitting direct referrals via the Chrome extension.