For: Recruiters, Owners
The Referrals tab gives you a live view of every candidate your employees have referred - and Jolly moves the cards for you as each candidate progresses.
Finding your referrals
Go to Referrals in the left sidebar.
Switch between Application (the candidate pipeline) and Job postings (your open roles).
Search by name, email, or referrer to jump straight to a referral, or use Filter to narrow the list.
The pipeline columns are named for the reward steps on your job postings, so what you see is specific to your organization - for example Application, Approved, Hired, then an hours or tenure milestone.
The one step that needs you
A new referral arrives in the Application column. Review the candidate and Approve them if you want to proceed, or reject them. This is the only stage that waits on an admin.
What happens on its own after that
Once a referral is approved, Jolly advances the card and pays the referring employee as each reward step completes. You don't need to move anything.
Hours milestones are calculated from the hours we receive from your system. Hours a candidate worked before they were formally added to a referral still count toward the threshold.
Tenure milestones - days or months since hire - fire on a daily check.
The card advances the moment its step completes, and the referring employee's points are issued at the same time.
Which steps a referral has, and what each one is worth, is set per job posting. Open the posting under Job postings to see them.
Moving a card by hand
You can still drag a card forward. When you do, Jolly pays every milestone up to that stage - not just the one you dragged it into - and records which admin moved it, shown as a Manual tag on the card. Use this to correct a card that's behind, rather than as the normal way to run the pipeline.
What you'll see on a card
The role, the referring employee, and the points that referral has earned so far
Live milestone progress, for example 1 / 1 hrs, so you can see how close a referral is to its next step
How long the referral has been open
A Manual tag if an admin moved it rather than the system
Click into any card for candidate contact details, to mark them as called, and to approve or reject. Archived referrals are behind View Archived at the bottom of a column.
Who gets told what
The referring employee gets an email when their candidate advances a stage, gets hired, or hits a bonus milestone. Recruiters get hire and archive notices. You can also set up a Referrals email report - a periodic summary with a Needs attention list of first-stage referrals left uncalled for 7 or more days. See How do referral bonuses get paid out? for the payout side.
Questions? Click Help in the left sidebar to start a chat with us. You can also email support@jolly.com (Mon-Fri, 9am-5pm ET; after-hours messages answered next business day).