Refer a candidate

What it is

Referrals let teammates (and people invited as Referrers) recommend candidates for open forms. A referred person enters the form's pipeline tagged with the source "Referred by {you}".

Requires the Business plan. Referrals is a Business-plan feature; if it's not available you'll see a prompt to upgrade, or to ask your admin to enable it.

Steps

1. Go to the Referrals page (https://binary.so/refer) - the Refer tab lists the open forms you can refer into.
2. Click Refer on the form you have someone for.
3. Fill in the candidate's details - Name and Email are always required, plus any custom questions the workspace added (e.g. LinkedIn profile, Résumé, "How do you know this candidate?").
4. Submit. The candidate is added to that form as an application, tagged as your referral.

Uploading a résumé auto-fills Name and Email. If the referral form asks for a résumé, upload the PDF first and Binary reads the candidate's Name and Email off it to pre-fill those two fields. It only fills a field that's still empty, and only when it's confident of the value - so you can always type over it or fill it in yourself. Nothing else is auto-filled.

Track the people you've referred under the My Referrals tab.

Joining via an invite link

If someone shares a referral invite link (https://binary.so/{handle}/refer), opening it can add you to that workspace as a Referrer so you can start referring.

Notes & limits

• Business plan required.
• Referrers can only refer (and only into forms they're allowed) - they can't see or manage candidates. Admins can also refer.
• If a candidate with that email already exists on the form, the referral is rejected as a duplicate.