Employee Referral Program Checklist ( HR )

This checklist outlines the steps for managing the employee referral program, ensuring that referrals are tracked efficiently and rewards are distributed appropriately.

• Define Referral Program Details

  Outline the specific criteria for referrals, including eligible positions and the referral reward structure.

• Communicate Program to Employees

  Inform all employees about the referral program through emails, meetings, or internal newsletters, ensuring they understand how to participate.

• Set Up Tracking System

  Create a tracking system to monitor incoming referrals, including a database or spreadsheet to log candidate information and referral sources.

• Review and Screen Referrals

  Establish a process for reviewing referred candidates, ensuring they meet job qualifications before moving forward in the hiring process.

• Notify Employees of Referral Outcome

  Keep employees informed about the status of their referrals, regardless of whether the referral was successful or not.

• Distribute Referral Rewards

  Once a referred candidate is hired, ensure the appropriate referral bonus is processed and awarded to the referring employee.

• Evaluate Program Effectiveness

  Periodically review the success of the referral program by analyzing metrics such as the number of referrals received and hired, and employee satisfaction with the program.