Executive Summary
PyjamaHR’s referral program enables organizations and partners to incentivize and track referrals—whether for new hires or platform sign-ups—directly within the ATS. This guide covers how to set up employee and partner referral workflows, manage referral submissions, and accurately track referral bonuses and rewards, ensuring you never miss a payout or lose visibility on your referral pipeline.
Detailed Overview
What is the PyjamaHR Referral Program?
PyjamaHR offers two main referral workflows:
- Employee Referral Program: Employees can refer candidates for open roles, with all referrals tracked in the ATS.
- Partner/Affiliate Referral Program: Partners and users can refer other companies to PyjamaHR using unique affiliate links, earning bonuses when referrals convert.
Why Use It?
- Boost hiring efficiency by leveraging your network.
- Reward employees and partners for successful referrals.
- Centralize tracking of all referral activity and bonus eligibility.
- Automate workflows for both candidate and customer referrals.
Integration with Other Features:
- Talent Pool: All referred candidates are stored in the “Employee Referral” folder.
- Careers Page: “Refer a Friend” option for direct submissions.
- Partner Program: Unique affiliate links for tracking sign-ups and payouts.
Business Impact:
- Increases quality of hires and customer base.
- Reduces manual tracking and errors in bonus payouts.
- Enhances employee and partner engagement.
Step-by-Step Guide: Setting Up and Tracking Referrals
A. Employee Referral Program (For Internal Hiring)
1. Enable Employee Referral Flow
Contact PyjamaHR support to enable the employee referral feature for your account.
Once enabled, all jobs on your Careers Page will display a “Refer a Friend” button.
2. Access Your Unique Referral Email ID
Go to your profile in PyjamaHR.
Navigate to Company Settings > Employee Referral.
Locate your company’s unique referral email (e.g.,
[email protected]).
3. How Employees Refer Candidates
Option 1: Use the “Refer a Friend” button on the Careers Page for any open job.
Option 2: Email the candidate’s resume and details to the unique referral email.
Tip: To refer for a specific job, include the Job ID in the email subject line.
4. Tracking Referred Candidates
All referrals are automatically added to the Employee Referral folder in the Talent Pool.
Each candidate profile will display the “Referred By” email in the Source section.
Referral date and details are visible on the candidate profile.
5. Managing Referral Bonuses
Track candidate progress through the ATS.
Confirm eligibility for referral bonuses based on your company’s policy (e.g., candidate hired, completes probation, etc.).
Use the candidate’s profile and referral folder for audit trails.
6. Updating Referral Email or Settings
If your referral email changes (e.g., new domain), contact support to update it.
[Screenshot Callouts:
- Where to find the “Refer a Friend” button on the Careers Page.
- Employee Referral section in Company Settings.
- Candidate profile showing “Referred By” and referral date.]
B. Partner/Affiliate Referral Program (For Referring New Customers)
1. Access Your Unique Affiliate Link
Go to Account Settings > Partner Program.
Copy your unique referral link (e.g.,
https://app.pyjamahr.com/auth/signup?referral=XXXXX).
2. Share Your Link
Send your link to potential customers or partners.
When they sign up using your link, the referral is tracked automatically.
3. Track Referral Status and Bonuses
Monitor sign-ups and conversion status in the Partner Program dashboard.
Referral rewards are typically issued after the referred customer purchases an annual plan (not monthly).
For payout status, contact support with your referral details.
4. Receiving Your Bonus
Once eligibility is confirmed (e.g., referred company purchases an annual plan), rewards are processed (e.g., Amazon gift card, commission).
For payment issues, provide the referred email and your own to support for resolution.
[Screenshot Callouts:
- Partner Program section in Account Settings.
- Example of a referral link.
- Referral tracking dashboard.]
Advanced Usage & Best Practices
Centralize Referrals: Always use the unique referral email or “Refer a Friend” button for tracking—avoid informal submissions.
Job-Specific Referrals: Include the Job ID in the subject when emailing referrals for specific roles.
Talent Pool Management: You can add referred candidates to jobs or folders, but you cannot remove them from the Employee Referral folder.
Audit Trail: Use the “Source” section in candidate profiles to verify referral origin and date.
Update Referral Email Promptly: If your referral email changes, request support to update it to avoid lost referrals.
Eligibility Awareness: Referral rewards are only issued for eligible actions (e.g., annual plan purchase, not monthly; no self-referrals).
Export Data: Use “Compare Candidates” and export features to review referral performance.
Troubleshooting & Common Issues
Issue | Solution |
Referral not showing in Talent Pool | Confirm the referral was sent to the correct email or via the “Refer a Friend” button. If missing, contact support with candidate/job details and screenshots. |
Referral date incorrect | Share a screenshot and candidate details with support for correction. |
Referral name not visible | Check the candidate profile’s Source section for the “Referred By” email. If missing, report to support. |
Didn’t receive referral bonus/reward | Provide both your email and the referred party’s email to support for tracking and resolution. |
Referral email outdated | Contact support to update the referral email in Company Settings. |
Referral link not working | Report the issue to support with details of the attempted referral. |
Self-referral attempted | Self-referrals are not eligible for rewards as per T&Cs. |
Referral tracking as a non-paid member | Only paid members can track referrals in the Partner Program. Contact support for exceptions. |
Referral reward eligibility | Rewards are only for annual plan purchases, not monthly. |
Comprehensive FAQ
How do I refer a candidate for a job in PyjamaHR?
Use the “Refer a Friend” button on the Careers Page or email the candidate’s details to your company’s unique referral email.Where can I find my company’s referral email?
In Company Settings > Employee Referral.Can I refer someone for a specific job?
Yes, include the Job ID in the subject line when emailing the referral.How do I track the status of my referral?
All referred candidates appear in the Employee Referral folder in the Talent Pool. Their profile shows referral details.Can I remove a candidate from the referral folder?
No, but you can add them to jobs or other folders.How do I update the referral email for my company?
Contact support to request an update.How do I refer another company to PyjamaHR and earn a bonus?
Share your unique affiliate link from the Partner Program section.When do I receive my referral bonus?
After the referred company purchases an annual plan (not monthly).What if my referral link isn’t working?
Contact support with details.Can I refer myself or my own business?
No, self-referrals are not eligible for rewards.How do I export referral data?
Use the “Compare Candidates” feature to export candidate data, including referrals.What if the referral date is incorrect?
Share a screenshot and details with support for correction.What if the referred candidate isn’t showing as referred by me?
Check the Source section in their profile; if missing, contact support.Can I track referrals if I’m no longer a paid member?
No, only paid members can track referrals in the Partner Program. Contact support for possible exceptions.
Related Features & Next Steps
Talent Pool Management: Organize and review all referred candidates.
Careers Page Customization: Ensure “Refer a Friend” is visible for all jobs.
Exporting Candidate Data: Use “Compare Candidates” for reporting.
Partner Program: Access and manage your affiliate links and rewards.
Help Center Articles:
Still have questions?
Contact PyjamaHR support with your referral details, screenshots, and any relevant emails for fast resolution.
This guide is based on real customer scenarios and workflows as of June 2024. For the latest updates, always check your PyjamaHR dashboard or reach out to support.