Field reference
Employee Referral
How to use Employee Referral in Recruitment: access, working steps, fields, related records and troubleshooting.
Purpose and access
Publish job openings with the relevant requirements, collect structured applicant profiles and review applications in the ERP. Advisory qualification comparisons support human review; they do not automatically make hiring decisions.
This page is a record page in Human Resources → Recruitment. Use the link above to open the configured destination; permissions are checked by the destination service.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Before you start
Prepare the required information: First Name, Last Name, Date, For Designation, Email, Referrer.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Employee Referral from Human Resources → Recruitment, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- When the draft is complete and you are authorized, submit it through the available approval process. Submission can create operational or accounting effects. Use the permitted cancellation/amendment process for later corrections.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
First Namefirst_name | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Last Namelast_name | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Full Namefull_name | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Datedate | Date Required | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Statusstatus | Select Required · Read-only | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
For Designationfor_designation | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Designation |
Emailemail | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Contact No.contact_no | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Resume Linkresume_link | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Current Employercurrent_employer | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Current Job Titlecurrent_job_title | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Resumeresume | Attach Optional | Upload the permitted evidence file. Confirm the record and privacy settings before sharing. |
Referrerreferrer | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Employee |
Referrer Namereferrer_name | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Is Applicable for Referral Bonusis_applicable_for_referral_bonus | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Referral Bonus Payment Statusreferral_payment_status | Select Optional · Read-only | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Departmentdepartment | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Department |
Why is this Candidate Qualified for this Position?qualification_reason | Text Editor Optional | Maintain formatted content for the record; review any public-facing output before publishing. |
Work Referenceswork_references | Text Editor Optional | Maintain formatted content for the record; review any public-facing output before publishing. |
Amended Fromamended_from | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Employee Referral |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.