From version 1.00.21.087 or later a new Referral Report has been added to help agencies track any 'Refer a Friend' type scheme they may run.
In order to work, the system relies on users recording the fact that a candidate has been referred by someone else, using the Connections icon at the top of the candidate record. (See below)
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You will need to make sure your database is on version 1.00.21.087 or later, and then set the following parameters to suit your system. (Versions earlier than this will not work)
Step(1) - Create a Connection Code for Referrals. The Connections codes are held in Code Table Connections  (This can be opened from Maintenance > Setup > Code Tables)
Setup a code as below, with the description Was Referred by|Referred and with the Rules as Cand/Cont|Cand/Cont
Step(2) - Set the Parameters to match your Scheme. You can record things such as the default referral fee and the number of 'shifts', hours or days that need to be completed to qualify.
||Default Referral Fee
||Max Shift Count for Referral Report
||Max hours for Count (Referral Report)
||Max Days for Count (Referral Report)
||Connections Code for Referrals (this is usually REFR)
How it Works
In order to work, the Referral report needs user to record that a candidate has been referred.
- Go into the candidate, click the 'Connections' icon in the toolbar, and then choose the option to ADD
- Select the connection type as 'Was Referred By' and then Select the Candidate (or contact) who referred them.
Running the Report
The report can be found in Maintenance > Reporting Tools > Referral Report.
(After version 1.00.22.004, the report can also be accessed Directly from the [Admin] workbench, i.e. Admin > Referral Report)
Having selected the report users can enter a date range, and the system will list any candidates who were referred within the chosen dates - it will show who they were referred by, and the Hours/Shifts they have done. Users can record if the referral fees have been paid, and a date when paid.
In the case where someone has exceeded the Maximum values recorded in the parameters, it displays >'max'
e.g. If Max Shift Count for Referral Report were set to '20' then a worker who had completed 35 shifts would display >20
Setting the Referred From/To as 01/09/2020 - 15/10/2020 will show any candidates who were referred during that period, and will display the number of shifts/hours they have worked.
Anyone who has been paid for their referral can be marked as 'Paid'
Using the Timesheeted [ ] tick box will ensure that the output of the report only shows Shifts/Hours that have been completed, and a timesheet received and entered (as opposed to those which my have been booked but not yet had timesheets completed/returned.)
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