EMPLOYEE REFERRAL PROGRAM MANAGEMENT CHECKLIST 2026

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--- PROGRAM STRATEGY & GOAL SETTING ---
[ ] Primary Program Objective
[ ] Targeted Job Roles
[ ] Target Hire Count
[ ] Success Metrics (KPIs) (Cost Per Hire Reduction, Time to Fill Reduction, Candidate Quality/Retention Rate, Employee Engagement Increase, Diversity & Inclusion Targets)
[ ] Program Launch Date
[ ] HR Director Approval

--- POLICY DEVELOPMENT & COMPLIANCE ---
[ ] Program Name
[ ] Eligibility Criteria
[ ] Compliance Documents Required (Updated Anti-Discrimination Policy, Data Privacy & GDPR Agreement, Bonus Payout Terms & Conditions, Conflict of Interest Disclosure)
[ ] Effective Date of Policy (Q1 2026, Q2 2026, Q3 2026, Q4 2026)
[ ] Finalized Policy Document
[ ] HR Director Approval

--- REWARD & INCENTIVE STRUCTURE ---
[ ] Primary Reward Type (Cash Bonus, Gift Card, Extra Paid Time Off (PTO), Company Merchandise/Swag, Experience Voucher)
[ ] Bonus Amount (USD)
[ ] Eligibility Criteria for Payout (Candidate reaches 90-day milestone, Candidate completes probation period, Successful completion of training)
[ ] Terms and Conditions Summary
[ ] Effective Date of New Incentive Structure

--- TECHNOLOGY & INTEGRATION ---
[ ] ATS/HRIS System Name
[ ] Integration Channels (Applicant Tracking System (ATS), Company Intranet, Email Automation, Slack/Microsoft Teams Integration, Employee Self-Service Portal)
[ ] System Configuration Documentation
[ ] Integration Readiness Status (Not Started, In Progress, Testing/QA, Live/Fully Integrated)
[ ] Integration Completion Deadline

--- INTERNAL COMMUNICATION & LAUNCH PLAN ---
[ ] Internal Announcement Email Subject Line
[ ] Communication Campaign Strategy Overview
[ ] Program Launch Date
[ ] Communication Channels to be Used (Company Email, Slack/Microsoft Teams, Company Intranet, All-Hands Meeting Presentation, Physical Office Posters)
[ ] Draft Launch Assets (Graphics/Flyers)
[ ] Primary Target Audience (All Employees, Department Heads Only, New Hires Only)

--- REFERRAL WORKFLOW & TRACKING ---
[ ] Referrer Name
[ ] Candidate Full Name
[ ] Referral Submission Date
[ ] Referral Status (New Submission, Screening in Progress, Interviewing, Offer Extended, Hired, Not a Fit)
[ ] Department/Team Assignment (Engineering, Sales, Marketing, Operations, Human Resources, Customer Success)
[ ] Candidate Resume/CV
[ ] Referrer Notes & Candidate Context

--- CANDIDATE EXPERIENCE & FEEDBACK LOOP ---
[ ] Referral Candidate Status (Initial Screening, Interviewing, Offer Extended, Hired, Declined/Rejected)
[ ] Candidate Feedback Summary
[ ] Candidate Net Promoter Score (NPS)
[ ] Last Candidate Follow-up Date
[ ] Areas for Improvement in Recruitment Process (Communication Speed, Interview Professionalism, Clarity of Job Description, Technical Assessment Difficulty)
[ ] Candidate Interview Feedback Forms

--- AUDIT & PROGRAM EVALUATION ---
[ ] Audit Review Date
[ ] Total Number of Referrals Received
[ ] Conversion Rate (Referral to Hire %)
[ ] Key Performance Indicators (KPIs) Evaluated (Cost Per Hire Reduction, Time to Fill, Candidate Quality/Retention, Employee Participation Rate)
[ ] Program Performance Summary & Findings
[ ] Program Status (Exceeding Targets, Meeting Targets, Below Targets, Requires Urgent Revision)
[ ] Audit Report Documentation
[ ] HR Manager Approval

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