Setting Up Your EmployUs Account
Updated
by Ryan O'Donnell
If you do not have an account created yet for your company, you may create one here: https://inbox.refer-us.com/signup
Step 1: Customize Settings
- Add Job Tags (i.e. Field, Corporate, Internships)
- This often correspond to departments or job types.
- Limit Six Per Account (if more if needed, contact support)
- Configure Emails
- Recruiter Email
- Defaults all notifications about a candidate to this person
- Can be left blank or a general email, or a designated point person who intakes referrals
- FAQ Contact Email
- Receives any questions submitted via the chatbot
- Recruiter Email
- Configure Bonuses
- Bonus = Amount with Currency as Displayed (i.e. $100 Gift Card)
- Amount = value of bonus (i.e. 100)
- Payout Days = number of days after start date when a payout is due (i.e. 60)
- If you need additional reward payout milestones to support more complicated use cases, contact us.
- Configure Chatbot
- Job Link = The career page referrals will be redirected to applying on after indicating their interest.
- Tagline = Headline description (i.e. Employee referrals are our #1 source of hires!)
- Color = This color will change the button color for the chatbot
- Shape = This shape will change the avatar
- Non
- Circle (most common)
- Square
- FAQ = Default FAQ is provided to customize. New questions can be added. Supports BOLD and Italic
- Testing Configuration
- Preview Chatbot → Opens chatbot in "Preview Mode" won't send a referral but will allow you to test
Step 2: Add Users
- Add Users with permissions to access the site
- Name
- Permission Level (More info)
Step 3: Add Messages
- Click Messages >> Campaigns or Onboarding >> Add New Button in Bottom Right
- Campaigns: One-off campaigns that are sent to all connectors or a selected subset of connectors at a specific time and date.
- Onboarding: Recurring campaigns that are scheduled to be sent after new connectors are added, often triggered when you employees are hired and you would like to send them a welcome message introducing the referral program
- Create a draft message
- Select either Email or SMS
- Customize the message
- Send a test message to yourself
- Schedule for a specific date and time for campaign messages or "Days After Added" for onboarding messages
- If you would like to have us upload templates, please contact us
Step 4: Add Connectors
- Click Connectors >> Add New Button in Bottom Right
- Upload Connectors
- Via CSV or Copy/Paste
- Name AND (Email OR Phone)
- Confirm connectors are added by checking under New
- NOTE: If you have onboarding campaigns created and scheduled you will enroll new connectors in these campaigns. If you would rather send a one-off campaign to your current employees to launch your program, you may want to upload your connectors first before adding messages.
