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Add Custom Referral Question

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Referral questions enable your organization to capture structured data for referrals made by your existing employees. By default, Greenhouse Recruiting provides the following referral specific questions/fields:

  • Relationship
  • Work History
  • Rating
  • When we reach out (identified or anonymous referral)
  • They know they're being referred 
  • Referral Notes

Additionally, your organization can create custom referral questions to capture other data during the referral process. In this article, we will cover how to add a new custom referral question, and how to reorder referral questions.

 

Add Custom Referral Question

Click the Configure icon Configure.png in the upper right-hand corner and select Custom Options from the left-hand panel.

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On the subsequent page, click Referral Questions under the Company Custom Fields section. 

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From the Manage Referral Question Fields page, click Add Field.

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On the New Referral Question Field page, configure the following information:

Field Name Description/Notes
Field Input the name or question for this custom referral question
Description Input an optional description for the field. Values input here will appear when a user hovers over the tooltip icon to the right of Field
Type

Greenhouse Recruiting supports the following question types for referral questions:

  • Short textbox
  • Long textbox
  • Yes/No
  • Single select
  • Multi select
  • Currency
  • Number
  • Date
  • URL
  • User 

Note: For Single select and Multi select types, input each option on a separate line.

Note: Once a Custom Referral Question is Saved, the question type can no longer be edited.

Required If checked, the user must respond to this custom referral question to successfully submit a referral. 
Placeholder This value will initially load in the empty field (i.e. Select an option)

Click Save at the bottom of the page when finished. 

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All future user submitted referrals will include the new custom referral question.

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Reorder Referral Questions

New referral questions are added to the bottom of the list of referral questions, and will appear in this same order on the Add a Referral page.

To change the order of referral questions, navigate to the Manage Referral Question Field page (Configure Configure.png > Custom Options > Referral Questions).   

Click and hold any referral question, drag into the desired position, and drop the referral question into the new location.

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