--- title: Setting up the referral programme and campaigns description: Set the default bonus and period of presence, choose the open jobs, run campaigns and switch on analysis, ranking and badges. url: "http://illizeo.com/en/centre-aide/employee-referrals-programme-and-campaigns/" updated: "2026-11-11" category: Employee referrals --- # 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. ![Programme & campaigns tab seen by an HR manager: the Programme card with the Default bonus at 1500.00, an empty Currency field (CHF greyed out, “Empty: the organisation’s.”), the Required months of presence at 3 and the Save button; then the Analysis, ranking and badges card with three switches on: AI CV analysis, Ranking and Badges, each with its description.](https://i0.wp.com/illizeo.com/wp-content/uploads/2026/11/cooptation-10.en_-scaled.png?resize=800%2C396&quality=80&ssl=1) The programme’s common rules and the three optional features. 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. ![Published jobs and Campaigns cards: three jobs (Conseiller de vente, Administrateur systèmes et réseaux, Développeur Full Stack) with their Open to referrals switch on, an empty Job bonus field marked Programme, and the Bonus applied today (CHF 1’500, or CHF 2’500 with the autumn campaign named for Développeur Full Stack); below, the Campaigns card with the New campaign button and the autumn campaign for the product team, CHF 2’500, from 11/10/2026 to 10/12/2026, on Développeur Full Stack, 2 referral(s), Running badge, with the pencil and bin icons.](https://i0.wp.com/illizeo.com/wp-content/uploads/2026/11/cooptation-11.en_-scaled.png?resize=800%2C356&quality=80&ssl=1) Open jobs, their own bonus, the bonus applied and the campaigns. ## 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. ![New campaign dialog: the sentence “During the period, the campaign bonus applies to referrals received for its jobs.”, the required Title field with the example “Tech Boost — autumn”, the Description field, the From (today) and To (empty) dates, the required Bonus (CHF) field, the Campaign jobs list with three jobs to tick, then the Cancel and Save buttons, the latter greyed out.](https://i0.wp.com/illizeo.com/wp-content/uploads/2026/11/cooptation-12.en_.png?resize=576%2C606&quality=80&ssl=1) A campaign: a title, a period, a bonus and jobs. ### 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](https://illizeo.com/en/centre-aide/employee-referrals-managing-referrals/) 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. ### *Similaire*