Referrals

 This module is for record employee referrals into the system. 

To access this module, click on: Human Resources Module -> Navigate ->Operations-> Employees -> Referrals

The following screen will open up :

1 Referral

The available employee referrals are displayed. 

 

Creating An Employee's referral 

 Click on the Add new button to open the following screen:

2 1 Referral

Employee - Click into the employee lookup box to open the following window to select the employee.

3 1 Referral

The Department & designation fields will be filled automatically.

Referral details:

Customer name - Click into the customer lookup box to select the customer in the following window.

4 1 Referral

 Remarks -Enter the appropriate remarks.

Click create to capture the data into the system. 

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On successful completion you will get a pop-up message confirming that the operation was successful.

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