Setting up the referral programme and campaigns

The referral programme sets the common rules: the default bonus, its currency and how long the person hired must stay before the bonus can be approved. It also lets you choose which jobs can be referred, give them a bonus of their own, run time-limited campaigns and switch three optional features on or off: AI CV analysis, the ranking and badges. Everything is set in the Programme & campaigns tab. This article is written for HR staff and administrators.

Before you start #

• To read the tab, you need the Programme and campaigns permission at the Access level; to change it, at the Execute level. The Administrator and HR roles hold it at both levels; the Recruiter role can only read it: the fields are greyed out and the buttons are missing.
• Jobs come from Recruitment: only published jobs appear.

Which bonus applies? #

Three amounts can apply to a referral. The first one present wins:

1. the bonus of a running campaign that covers the job (if several campaigns cover it, the one that started most recently);
2. the job’s own bonus;
3. the programme’s default bonus.

A campaign replaces the bonus; it is not added to it. The amount retained is fixed on the referral on the day it is received: changing a bonus afterwards does not change what has already been promised.

Setting up the programme #

1. Open Referrals › Programme & campaigns.
2. In the Programme card, enter the Default bonus, the one for a job without its own bonus. Leave the field empty to plan none.
3. Enter the Currency as a three-letter code (for example CHF or EUR). Empty, it is your organisation’s.
4. Enter the Required months of presence: the number of months, from 0 to 24, that the person hired must spend in the company before the bonus can be approved. Three months by default.
5. Click Save. The message “Programme saved.” confirms it.

The new period of presence applies to referrals received from now on; each referral keeps the one that applied on the day it was received.

Switching features on or off #

The Analysis, ranking and badges card has three switches, valid for the whole workspace. Each change is saved at once.

• AI CV analysis: shows the Analyse button in the Management tab. AI must also be enabled for the company.
• Ranking: shows the Ranking tab, with the top ten referrers and everyone’s own rank. Anyone can opt out.
• Badges: awards the milestone badges (referrals, hires), sends their notice and shows them on the profile, in the directory and in the ranking. Switched off, it stops awarding and showing them; badges already earned are kept.

The three features are on by default.

Choosing which jobs can be referred #

The Published jobs card lists the jobs published in Recruitment, with their department and location. A published job can be referred by default.

• To close a job to referrals, switch it off in the Open to referrals column. It disappears at once from the Refer tab, and its share links no longer credit applications.
• To give a job its own bonus, enter it in the Job bonus column, then leave the field or press Enter: it is saved. An empty field, marked “Programme”, means the default bonus applies.
• The Bonus applied today column shows the amount a referral received today would get, and the campaign it comes from where relevant.

Running a campaign #

A campaign sets a bonus for a few jobs over a period — for example to fill hard-to-fill roles before the end of the year.

1. In the Campaigns card, click New campaign.
2. Enter the Title, which is required, and a Description if you wish.
3. Choose the period: From (today by default) and To, which cannot be earlier than the start date.
4. Enter the campaign Bonus, which is required.
5. Tick at least one job under Campaign jobs.
6. Click Save. The button stays greyed out while a required item is missing. The message “Campaign created.” confirms it.

Following and changing campaigns #

Each campaign in the list shows its title, bonus, period, jobs, the number of referrals received and its state: Upcoming, Running or Ended. During the campaign, employees see its badge and end date on the jobs concerned.

• To change it, click the pencil icon: the Edit the campaign dialog has the same fields.
• To delete it, click the bin icon, then confirm with Delete. Referrals already received keep the bonus promised to them.

Good to know #

• All bonuses are entered by hand: Illizeo calculates no scale or uplift.
• During a campaign, the Ranking tab offers the Current campaign period, which only counts referrals linked to that campaign.
• Closing a job to referrals does not affect the referrals already received for it.

Frequently asked questions #

A published job does not appear in the Refer tab. #

Check that its Open to referrals switch is on in the Published jobs card.

I raised the bonus: do the referrals in progress benefit? #

No. The bonus is fixed when each referral is received. For a specific referral, correct the bonus promised in the Management tab.

Two campaigns cover the same job. Which one applies? #

The one that started most recently among the running campaigns.

What happens at the end of a campaign? #

It becomes Ended and the jobs go back to their own bonus or the programme’s for new referrals.