SAP SuccessFactors Recruiting Employee Referral – What about Bob?

SAP SuccessFactors Recruiting has a robust Employee Referral program which is easy to implement by your business partner. Current employees can quickly make referrals through the SF career site and also track the referrals and their progress. A good employee referral program helps keep employees engaged and offers a chance to make all your employees cheerleaders for the company and bring in candidates to your job openings.

With the ER program in place, employees can keep track of their referrals and the progress. If you implement monetary prizes for hires of referrals, that is also tracked. Talk about having incentive for employees to RAH RAH the company!

Work with your Business Partner to set up the appropriate settings on how you want to use ER. You can control ownership by requisition or by entire candidate and by number of days. If you use money as the incentive, you can also choose to show/hide how much money the employee is eligible to receive.

Employees can easily refer a friend through two options from the career page:

Within the search, SELECT ACTION will have REFER FRIEND TO JOB option.
Within the job detail, the REFER FRIEND TO JOB option is available on top.
The employee will enter the candidate’s email address to send the referral link to apply.

When a candidate goes through the Employee Referral link sent from the program, they will automatically come into SuccessFactors Recruiting as a referral in the FORWARD status and the referring employee’s name will be captured.

Candidate in Forward status and the Candidate Source will state EMPLOYEE REFERRAL
An employee referral will have a small picture of two people by the name – if you hover over the name, the referring employee information will appear.

Since the candidate is in the Forwarded status, the recruiter can advance the candidate to INVITE TO APPLY and send a reminder email to please apply to the position. Or the recruiter can ADD TO REQUISITION and the candidate can be moved through the requisition without formally applying, if necessary.

ACTION to Invite to Apply or to Add to Requisition

And the referring employee can go to their SuccessFactors Career page and track their referrals!

Employee Referral section on Careers page

Note: Your Business Partner can help you get the SAP SuccessFactors Employee Referral program up and running. More information can be found at https://launchpad.support.sap.com/#/notes/2081998

What about Bob?

But what about casual acquaintances who your employees mention openings available at your company? It would be nice to capture the referral information even if the employee and the candidate don’t go through the proper employee referral procedures. This may take a little work but it is worth it if it helps recruiting efforts and keeps employees active in the referral process. Your Business Partner can make the changes necessary to capture the data and make it reportable.

In the candidate application, most companies ask for SOURCE or how the candidate found out about the job. Usually it is a pick-list drop down list of career sites or job boards – Indeed, LinkedIn, etc. Add “Employee Referral” to the list, then add a text field following stating “If Employee Referral, put in name of employee” and you now have another way of capturing the information. If you already have “Other” as a source with a field asking for information on “Other” source, you can update it to also ask for the referring employee’s name: “If Other or Employee Referral, please state source or referring employee.” Use whatever works best to capture the information.

Candidate Application with source field

This information will not show up on the referring employee’s career page so it will be up to the recruiting team or administration to keep track of this information. But that can easily be done through Ad-hoc reporting. You may already have a report to capture candidate source. If that is the case, just add the field that contains the referring employee’s name to the report.

Note: Using SAP Employee Referral adds new fields to reporting to capture the information from the ER program if the candidate applies with an ER link. But for candidates who apply through normal channels and answer the “How did you learn about…” questions, you want to just use the source fields from the candidate application for reporting. Do not combine into one report or you will get duplicates and inaccurate data. Create two different reports.

Employee Referral Reporting Fields for Candidates Using the ER Link to Apply
Source Fields for Candidates who choose “Employee Referral” as the Source on their Application

You can even add a filter to the report field to only pull applications that have “Employee Referral” as the source:

Having employees actively engaged in a robust Employee Referral program is a great way to bring in candidates and provide a way for employees to “sell” the company.

Five Healthy Behaviors to Maximize Your SAP SuccessFactors System

If you are a SuccessFactors customer (or soon to be one), here are our top five healthy behaviors to maximize the use of your SAP SuccessFactors system:

  1. Use the community site, which is located here: SuccessFactors Community Site You’ll need an S-User ID to log in (If you don’t have an S-User ID, you’ll want to contact your SAP and/or SuccessFactors administrator at your company). You’ll want to make yourself comfortable with this site, especially the sites available under “Quick Links” on the lower left of the screen.   From here, you can create a support ticket, review product documentation, and participate in SAP’s customer influence program where you can create and vote on ideas for future product enhancements.  
  2. Work in partnership with your SAP team. SAP assigns an AE (Account Executive), a CEE (Customer Engagement Executive), and a CSM (Customer Success Manager) to each customer.  Some customers have additional resources depending on their support level.  It’s important to establish the right relationship with these folks as they are your main communication back to SAP.
  3. Find the right implementation partner.  Most partners are not good at all things. You may want to search for partners here (Partner Certification Search, which is part of the Community Site above, rather than the Partner Finder on the SAP site. For example, Worklogix is a Recognized Expertise Partner in Onboarding/Recruiting as well as Talent Solutions (Performance/Goals, Compensation, Succession/Development), but we are not yet listed on that site.
  4. Be realistic with software expectations.  No software will be everything to everyone.  Not SuccessFactors, not Workday, and not the point solutions that some business folks are scheming to buy.
  5. Don’t forget the training. Yes, these cloud solutions are (in general) more intuitive to use, but don’t underestimate the need for training.  Visit the SAP SuccessFactors HCM Global Training site in the Community site, under Resources.  All too often, we see failed rollouts (or deployments that need to be reset) due to lack of training with the tool.  Like all software, it’s got its quirky parts.

 


 

Worklogix Worklogix partners with clients to plan, configure, develop and integrate HR products and custom applications. We have assembled a global team with years of experience implementing HCM solutions. Our team is dedicated to understanding your business challenges, helping you leverage your technology and implement solutions that deliver results.