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HR & Recruitment

Employee Referral Form

Make it easy for your team to refer great candidates: who they are, why they're great, and how to reach them.

9 fields
1 page

Ready to use

Included Fields

Your name

Short Answer

Your work email

Email

Candidate's name

Short Answer

Candidate's email

Email

Candidate's LinkedIn or portfolio

URL

Which role or team are they a fit for?

Dropdown

How do you know them?

Multiple Choice

Why would they be great here?

Long Answer

Have they agreed to be contacted?

Multiple Choice

Form Structure

1

Refer a Candidate

9 fields
Your name
Your work email
Candidate's name
Candidate's email
Candidate's LinkedIn or portfolio
Which role or team are they a fit for?
How do you know them?
Why would they be great here?
Have they agreed to be contacted?

About this template

An employee referral form turns "I know someone great" into an actionable candidate record: who they are, what they'd be great at, the evidence behind the endorsement, and whether they're ready to be contacted.

Referrals are consistently the highest-quality hiring channel, but only when referring is easier than forwarding a CV into the void. This template captures the two things recruiters actually need from the referrer: firsthand evidence ("why would they be great") and consent status, which keeps outreach warm instead of cold.

The 'how do you know them' question quietly calibrates the endorsement: a former colleague's 'I've seen their work' means something different from a friend's. Route submissions to your recruiting channel via webhook so referrals get same-day attention. Speed is what keeps employees referring.

Tips for better results

  • 1Acknowledge every referral within a day and tell the referrer what happened next. Silence kills referral programs faster than small bonuses do.
  • 2Keep the consent question required; contacting someone who didn't agree burns both the candidate and the referrer.
  • 3Post the form link wherever hiring is discussed: the careers page, Slack, all-hands slides.
  • 4Track referral-to-interview rates by team to see where the program actually works.

Frequently asked questions

How do referral bonuses connect to this form?

The referrer's name and email on each submission give you a clean record for bonus eligibility. Export to CSV or sync via webhook to wherever you track payouts.

Should employees refer people without asking them first?

It's fine. That's why the form asks about consent. Referrals marked 'not yet' just mean the recruiter waits for a green light before reaching out.

Can I customize the roles list?

Yes: edit the dropdown to match your open roles, or ask Formly's AI to update it from your current openings.

Who this template is for

  • Recruiting teams formalizing a referral program
  • Startups where referrals are the main hiring channel
  • HR teams tracking referral bonuses cleanly
  • Companies replacing 'DM me names' with an actual pipeline

Not an exact fit? Use this template as a starting point and edit anything, or describe what you need and let Formly's AI adapt it for you.

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