Employee referral form

It is free to fill in online, needs no account, and downloads as a Word document or a PDF. See all People and HR templates

• Organisation

  For example: Northfield Bakery Ltd

• Your name

  For example: Anna Berg

• Your team

  For example: Production

• Date

  For example: 6 May 2030

• Role you are recommending them for

  For example: Delivery driver

• Candidate's name

  For example: Sam Okafor

• Candidate's email

  For example: sam.okafor@example.com

• Candidate's phone (optional)optional

  For example: +44 7700 900123

• How you know the candidate

  For example: We worked together for three years at a food wholesaler.

• Why they would do well

  Describe what you have seen yourself.

  For example: Reliable, knows our area well, holds a clean driving licence and handled cold-chain deliveries every day.

• Has the candidate agreed to you sharing their details?

• Referral bonus terms (optional)optional

  For example: A bonus of 300 is paid after the new hire completes 6 months, if they were not already in our hiring process.

• Send the form to

  For example: hr@northfield.example

1. 11. Who is referring
2. 22. The role
3. 33. The candidate
4. 44. Why they would do well
5. 55. Candidate's agreement
6. 66. Referral bonus
7. 77. Where to send this form

1. 01

   Fill in

   Type your details in the form. The document fills itself in as you type; click any gap to jump to its field.

2. 02

   Check

   Read it through. Gaps you have not filled stay marked, so nothing goes out half done.

3. 03

   Download

   Save it as a Word document to edit further, or as a PDF to send or print.

What details does this template ask for?

The form asks for 13 details, starting with Organisation, Your name, Your team, Date, Role you are recommending them for. 2 more are optional.

Can I download this template as Word or PDF?

Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account.

Is what I type sent anywhere?

No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat.

What should I check before I use this template?

Passing on a person's details needs their agreement, and data protection and hiring rules differ by country. Check them where you hire. Referral bonuses may be taxable.

Are these HR templates free?

Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price.

Do the HR templates follow my country's employment law?

They assume no country's law. Employment rules differ a lot, so each template says where to check local requirements before you use it.

Can a small team use them too?

Yes. They work for a team of two or a company of two thousand, and you can cut any section you do not need in the Word version.

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