> For the complete documentation index, see [llms.txt](https://docs.pockethrms.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.pockethrms.com/ess-portal/recruiter/hire-v2/candidates/referral.md).

# Referral

### **Referral**

**Path:** [ESS Portal > Hire V2 > Candidates > Referral > A](https://ess.pockethrms.com/HireV2/Candidates/Referral/AddReferral)dd Candidates

The **Add Referral** page allows employees to refer candidates for open positions directly from the ESS Portal. The page has two tabs:

1. **Add Referral**
2. **My Referral.**

**Important Note:** The My Referral tab follows the same process as Add Referral. Refer to this same document for the steps.

### How to Add and Manage Candidate Referrals?

**Path:** [ESS Portal > Hire V2 > Candidates > Referral > Add Referral](https://ess.pockethrms.com/HireV2/Candidates/Referral/AddReferral)

**Step 1:** Login to the **ESS Portal**, go to **Hire V2**, Under **Candidates**, select **Referral**.

<figure><img src="/files/d9620a896e9c21af0e90e275f1d7a910164be1c5" alt="" width="375"><figcaption></figcaption></figure>

**Step 2:** Click on **Add Referral**.

![](/files/a96c3d66ea49b79c13d03189706f2fd29eedcb19)

The **Add Referral** Tab is further divided into 3 subsections:

1. **Basic & Contact Details**
2. **Education and Experience**
3. **Preference and Portfolio**

**A)  Basic & Contact Details**

**Step 1**: Optionally, upload a **candidate photo** by clicking the avatar icon. Only .JPG and .PNG formats are allowed.

**Step 2:** Click **Import Resume** **(resume is mandatory)** to automatically fill in the candidate's details from their resume, or proceed to fill in the form manually.

<figure><img src="/files/2ef207e70e1829b918514ef4d35283ef8c734325" alt=""><figcaption></figcaption></figure>

**Basic Details – Personal Information.**

**Step 3:** Under **Basic Details**, enter the **First Name** and **Last Name**. Fill in any additional fields as per your requirement.

<figure><img src="/files/8a42f53bddd02834e51ee67c3bdd07ef08e80989" alt=""><figcaption></figcaption></figure>

**Contact & Identification Details -** **Candidate Contact Information**

**Step 4:** Under **Contact & Identification**, enter the **Email**. Fill in any additional fields as per your requirement.

<figure><img src="/files/7b2b91498d085721331ccbe53c2f3048fc731229" alt=""><figcaption></figcaption></figure>

**Step 5:** Click **Next** to continue.

<figure><img src="/files/3497bba203e4c5e40452f64d67c7ab6be0fb07d3" alt=""><figcaption></figcaption></figure>

**Important Note:** **First Name, Last Name, and Email are mandatory**. All other fields are optional. The Referred By field is pre-filled with your name and employee code, and cannot be changed.

**B) Education and Experience**

**Path:** [ESS Portal > Hire V2 > Candidates > Referral > Add Referral](https://ess.pockethrms.com/HireV2/Candidates/Referral/AddReferral)

**Education Details:**

* select the Qualification/Degree
* Fill in the Specialization/Major
* University/Board
* College/Institute
* Start & End Date
* Year of Passing
* Percentage/Grade/CGPA
* and upload a certificate (only .DOCX and .PDF formats allowed)

<figure><img src="/files/yope5xCYB3epKryXCF87" alt=""><figcaption></figcaption></figure>

Click **Save** **Details** to save the entry.

<figure><img src="/files/000d1ec2135dcc2f68260ea68c139f4a39bea637" alt="" width="375"><figcaption></figcaption></figure>

**Work Experience:**

* enter the Company Name.
* Fill in the Designation/Role
* Employment Type
* Industry, Start & End Date
* Reason for Leaving
* Key Responsibilities
* Location, Last Drawn CTC
* and upload a Relieving/Experience Letter (only .DOCX and .PDF formats allowed).
* If the candidate is currently employed there, check the Current Job checkbox.

<figure><img src="/files/a2145a7785ddd044add2e3ca7de3e7ab7adab198" alt=""><figcaption></figcaption></figure>

Click **Save** **Details** to save the entry.

<figure><img src="/files/000d1ec2135dcc2f68260ea68c139f4a39bea637" alt="" width="375"><figcaption></figcaption></figure>

Click **Next** to continue.

<figure><img src="/files/3326024a310de3aa3f6f16da33ec49be81a20bfe" alt=""><figcaption></figcaption></figure>

**Important Note:** You must add **at** **least** **one** **Education entry and one Work Experience entry** to proceed.

**C) Preferences and Portfolio**

**Path:** [ESS Portal > Hire V2 > Candidates > Referral > Add Referral](https://ess.pockethrms.com/HireV2/Candidates/Referral/AddReferral)

**Step 1:** Fill in any additional preference fields as per your requirement

* Current CTC
* Expected CTC
* Work Experience (Years)
* Notice Period
* Willing to Relocate
* Preferred Work Location
* Current Work Location
* LinkedIn Profile URL.

<figure><img src="/files/03924a38521211a012953b36b80e1c987dd93de2" alt=""><figcaption></figcaption></figure>

**Step 2:** Under **Job** **Application**, select one or more jobs from the Add this candidate to one or more Jobs **dropdown**. Leave blank to add the candidate to the talent pool without applying to a specific job.

<figure><img src="/files/c7aa003b962f33139e39de2fc2fb1880b4b0c32d" alt=""><figcaption></figcaption></figure>

**Step 3:** Click **Create Candidate** to submit the referral, or Cancel to exit without saving.

<figure><img src="/files/5d7a3793678f531cbdd6af3547d358f91ddb4b64" alt="" width="375"><figcaption></figcaption></figure>

**Path Link:** [**https://ess.pockethrms.com/Recruitment/RecruitmentV2/CandidateReffralV2#**](https://ess.pockethrms.com/Recruitment/RecruitmentV2/CandidateReffralV2#)

{% embed url="<https://youtu.be/hzR5138LjpE>" %}

**For any queries, contact** <support@pockethrms.com>


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