The Referrals Pipeline table is where you can view the referred applicants and new hires tied to your Referrals campaigns. In this article, we’ll discuss the basic navigation of this table.
Pipeline Information Tiles
At the top of the Pipeline page, there are tiles with pipeline information.
Learn more in the table below:
Title | Description |
Self-Identified | Shows the number of referred applicants who were sent a referral link and submitted their answer to the relationship question, but have not completed their application form. |
Applied | Shows the number of referred applicants who have completed the application but have not yet been Approved or Rejected within Fountain Hire or Hire Go. These applicants are still completing their hiring process, or have not yet had an approval or hiring decision made by a Hire user. |
Hired | Shows the number of applicants that have been hired meaning they have moved to the Approved stage in Fountain Hire or Hire Go. |
Rejected | Shows the number of applicants that have been moved to the Rejected stage in Fountain Hire or Hire Go. |
Retained | Shows the number of referred applicants that have met the incentive requirement for this campaign such as 60 days past their start date. Navigate to Referral Settings to modify the organic program default retention condition requirement (default: 30 days after hire date) |
To find a specific applicant or employee that is related to the referred applicant in the table, use the Search in the top right corner.
Tip!
If you are having issues searching, check if you have an information tile selected. If you have a tile selected, you are only searching within that tile. Try unselecting the tile to search through your full pipeline.
Pipeline Table Columns
Below the Pipeline information tiles, you’ll see a list of referred applicants based on which title you’ve selected. If you do not select a tile, you will see all applicants in the pipeline. You’ll see the applicant or new hire’s name, status (tied to the tiles on the top), the Opening they applied to, the job position they applied for, the job location, the campaign name, who they were referred by, and the relationship to the employee who referred them.
To edit the columns, click the Columns button towards the right. You can add or remove columns by checking or unchecking boxes and then clicking Apply. Reset your columns by clicking the Reset button.
Filter By Time
Outside of clicking on the information tiles at the top, you can also use the All time filter button in the top right to see referred applicants from a specific time period. Choose from quick options like last 7 days or this week or you can choose a specific time period by clicking on dates on the calendar or typing in the ‘From’ and ‘To’ fields. Click Apply when finished selecting your filter criteria to see the results.
Exporting
To export a CSV of all of your full referred applicant pipeline, simply click the Export button in the top right corner. The download will be available in your web browser. This export will reflect all possible columns, not just the ones selected in the dashboard.
Related Articles
⬅️ Previous article: Managing Your Referrals Campaigns
➡️ Next article: Tracking Your Referrals Incentives