How to add referrals to workers profiles

How to Add Referrals to Worker Profiles

To track referrals, you’ll first need to set up a referral tag. Then you can apply it to worker profiles.

Step 1: Create a Referral Tag

1. In the navigation menu, click Tags.
2. Create a new tag called Referral.

Step 2: Enable Referral Tags in Settings

1. Click your organization name in the top-right corner.
2. Scroll down to Configurations.
3. In the Referral Tag field, select the Referral tag you just created.
4. Click Save.

Step 3: Add a Referral to a Worker Profile

1. In the navigation menu, click People.
2. Open the profile of the worker who has a referral.
3. Under Professional Info, add the Referral tag and click Save.
4. Go to Personal Info.
5. In the Referred by field, select the worker who referred them.
6. Click Save.