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# Referrals & Employee Roster

The **Referrals** page (**Settings → Referrals**, Admins only) has two parts: a shareable referral link with a QR code, and your employee roster. When a candidate applies through the referral link, or mentions on a call who referred them, CONFIRM matches the name they give against the roster so the referral is credited to the right employee.

## Referral link & QR code

The **Referral link & QR code** card shows a link to your public careers page that's tagged as a referral. Anyone who applies through it is tracked as a referral and matched to the employee they name.

* Click **Copy** to copy the link and share it with employees, who pass it on to people they know.
* Click **Download QR** to save the QR code as an image. Print it on flyers or break-room posters so staff can scan it with their phone.

Referred candidates whose referrer couldn't be matched automatically can be found with the **Referrals to Assign** quick filter on the Candidates page (under **More**).

## The employee roster

The **Employees** card lists everyone on your roster with their name (and external employee ID, if you provided one), phone, email, department, total confirmed referrals, and an **Active** or **Inactive** badge. Long rosters are paginated, and **Refresh** reloads the list.

### Importing a roster

#### Download the template

Click **Download template** for a starter CSV with the right columns: `first_name`, `last_name`, `email`, `phone`, `department`, `employee_id`, and `hire_date`.

#### Fill it in

Add one row per employee. First and last name are required; the other columns are optional but improve matching and reporting.

#### Import

Click **Import roster**, then drop your file onto the upload area or click to browse. CSV and Excel files (`.csv`, `.xlsx`, `.xls`) are accepted.

#### Review the result

The **Import Complete** summary shows how many **New Employees** were added, how many existing entries were **Updated**, and how many rows had **Errors**. Click **View Errors** to see the row number and reason for each failed row, then **Done**.

Imports are safe to repeat. A row that matches someone already on the roster updates that entry rather than creating a duplicate, so the simplest way to keep the roster current is to re-import a fresh export from your HR system from time to time.

### Adding one employee

Click **Add employee** to add a single person without a file. First and last name are required; email, phone, and department are optional.

> **Note**
>
> There's no per-row delete on this page. To correct an entry, re-import or re-add it with updated details. If you need entries removed entirely, contact support.

## How referral matching works

The roster is used in two places:

* **The referral link.** Candidates who apply through it name the employee who referred them, and CONFIRM matches that name against the roster.
* **Calls.** When a candidate mentions on a call that someone referred them, the AI agent matches the name against the roster, allowing for spelling and pronunciation differences.

When a match is confirmed, the employee's referral count goes up.