Employee Referral Program Template

A referral programme fails for boring reasons: nobody can remember the rules, and nobody knows when the bonus is paid. This writes the whole thing down in one page.

Set the bonus, the currency and when it is paid, choose the roles in scope, and add your own rules. You get the programme text, a short message for the team channel and a CSV tracking sheet.

Employee Referral Program Kit

Write your referral programme, the announcement message and a tracking sheet — with the bonus rules set by you.

Roles in scope

Fill in the details on the left, then build the programme.

Referral programmes are employment policy: check how the bonus is taxed where your people are, and whether it interacts with any collective agreement, before you publish it.

How it works

This utility runs locally in your browser for privacy and speed.

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Frequently asked questions

What should the bonus be?
Enough to matter, small enough to fund from the hiring budget, and paid at a point you can afford for every hire you make. Many companies start with one month of a vacancy's recruiting cost.
How do we stop duplicate referrals?
One rule, written down: the first introduction that arrives counts, and the tracking sheet is the record. This template says exactly that.

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