# Employee Referral Form Template, Free Source: https://nerix.ai/templates/employee-referral-form Let staff recommend a candidate for an open role, with the candidate's consent and the bonus terms. Before you send it 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. ## Fill it in and preview You are signed in. Fill it in your workspace and it is kept as a document you can send, share and have signed. [Open in your workspace](https://app.nerix.ai/documents/templates/employee-referral-form) ### Employee referral form **Organisation:** Northfield Bakery Ltd **Date:** 6 May 2030 ## 1. Who is referring **Name:** Anna Berg **Team:** Production ## 2. The role **Role:** Delivery driver ## 3. The candidate **Name:** Sam Okafor **Email:** [sam.okafor@example.com](mailto:sam.okafor@example.com) **Phone:** +44 7700 900123 **How you know them:** We worked together for three years at a food wholesaler. ## 4. Why they would do well Reliable, knows our area well, holds a clean driving licence and handled cold-chain deliveries every day. ## 5. Candidate's agreement **Candidate agreed to share their details:** Has the candidate agreed to you sharing their details? Only share a person's details if they agree. Their details are used only for this role and are kept as long as the hiring process needs. ## 6. Referral bonus A bonus of 300 is paid after the new hire completes 6 months, if they were not already in our hiring process. Referred candidates are assessed like all other candidates. A referral does not guarantee an interview or an offer. ## 7. Where to send this form Send the completed form to [hr@northfield.example](mailto:hr@northfield.example) . Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are. People and HR ## What this template is for An employee referral form for staff to recommend a candidate. Capture the candidate, the role, how you know them, consent and the bonus rules. Word or PDF. 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](https://nerix.ai/templates/people-hr) People and HR ## What you fill in The form asks for 13 details. The document fills itself in as you type. - ### 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 People and HR ## What is inside The parts of this document, in order. - 1 1. Who is referring - 2 2. The role - 3 3. The candidate - 4 4. Why they would do well - 5 5. Candidate's agreement - 6 6. Referral bonus - 7 7. Where to send this form Templates ## How it works - 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. - 02 ### Check Read it through. Gaps you have not filled stay marked, so nothing goes out half done. - 03 ### Download Save it as a Word document to edit further, or as a PDF to send or print. ### Make it yours with AI Open it in the chat and ask for changes: shorter, firmer, another situation, another language. [Adapt it with nerix](https://nerix.ai/try?template=employee-referral-form) ### Was this template helpful? People and HR ## Questions people ask ### 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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People and HR Premium, €4.99](https://nerix.ai/templates/disciplinary-procedure) - [Employee exit checklist Make sure nothing is missed when someone leaves: handover, access, equipment, final pay and sign-off. People and HR](https://nerix.ai/templates/employee-exit-checklist) [See all People and HR templates](https://nerix.ai/templates/people-hr) Templates ## More kinds of documents Every category has its own page, so you can see all of its templates at once. ## Use it in nerix ### Use it in nerix - [Templates](https://nerix.ai/product/templates) - [People and HR](https://nerix.ai/product/people) - [E-signatures](https://nerix.ai/product/e-signatures) ### Learn more - [How to Make a Document From a Template](https://nerix.ai/help/make-a-document-from-a-template) - [People and HR](https://nerix.ai/templates/people-hr)