Agent StoreHuman ResourcesRecruiting and Staffing
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Employee Referral Management Agent

Human ResourcesRecruiting and Staffing

Tracks employee referrals from submission through hire, matches referred candidates to open roles, and automates referral bonus payout eligibility.

4
Process steps
5
Integrations
2
Data inputs

Referral programs often stall because employees don't know which roles are open, submissions get lost between the referral form and the ATS, and referring employees rarely receive timely updates on their candidate's progress

Bonus payouts are frequently delayed or miscalculated because HR has to manually cross-reference hire dates and eligibility rules

The agent matches employee-submitted referrals to relevant open roles, automatically routes them into the ATS with proper attribution, and keeps referring employees updated at each pipeline stage

It also tracks payout eligibility against policy rules and flags approved bonuses to payroll at the correct milestone

The agent ingests referral submissions from the internal portal and matches the referred candidate's background against currently open requisitions using skills and role-level matching. It creates or links the ATS candidate record with proper referral source attribution, then monitors the candidate's pipeline stage to trigger status update notifications to the referring employee. When the candidate is hired and passes the policy-defined milestone (such as 90 days of employment), the agent calculates bonus eligibility and submits the payout request to payroll.

1

Capture and Match Referral

  • Ingest referral submission from the internal portal
  • Match candidate background to open requisitions
  • Flag best-fit role if no exact match specified
  • Check for existing duplicate applications
Outcome: The referral is validated and matched to the most relevant open role.
2

Route into ATS

  • Create or link the candidate record in the ATS
  • Tag the record with referring employee attribution
  • Notify recruiter of the new referred candidate
  • Set the candidate on the standard pipeline stage
Outcome: The referred candidate enters the hiring pipeline with correct attribution.
3

Track and Update

  • Monitor candidate progress through pipeline stages
  • Send automated status updates to the referring employee
  • Log any stage changes for reporting
  • Flag stalled referrals for recruiter follow-up
Outcome: Referring employees stay informed without recruiters manually messaging them.
4

Calculate and Submit Payout

  • Verify candidate hire and start date
  • Check payout eligibility against policy milestone
  • Calculate bonus amount by role tier
  • Submit approved payout request to payroll
Outcome: Eligible referral bonuses are calculated and submitted for payout automatically.
Greenhouse or Lever ATS
Creates and tracks referred candidate records
Workday or ADP Payroll
Submits approved referral bonus payouts
Slack or Microsoft Teams
Sends referral status notifications to employees
Internal referral portal
Captures initial referral submissions
HRIS
Verifies employee eligibility and active employment status at milestone