Replicate your organization structure by adding custom departments and assigning employees to it, helping you track employee’s referral engagement precisely!
Navigate to Settings → Company Settings → Departments to add new or modify existing departments.
You may also reassign the departments on employees currently using Intrro from User Management, as illustrated below.
NOTE: Any changes made from your Settings under departments, will have a direct implication on the data surfaced on your referral analytics.
When you push a candidate to your ATS after they have agreed to connect with you, a hyperlink will automatically be generated pointing to the candidate specifically, from your ATS.
You will find an icon with your ATS’s logo on the top-left corner to navigate easily to the candidate, directly from Intrro.
Be on top of your referral program and track all your referral engagements.
YES! That means you will be notified each time when a:
- New active referrals has been submitted by an employee
- Comment has been posted under a candidate
These notifications are routed to you if the candidate or job falls under the department you’re hiring for.
You can customize your Intrro workspace by configuring your referral notifications based on departments you’re actively working with.
Navigate to Settings → Referral configuration to set up your departments!
Intrro automatically prompts all employees to mark more referrals from their contact book who match the criteria of projects recruiting teams have saved.
This process will ensure steady growth in your referral talent pool with high-intent, active referrals who precisely match the requirements for jobs you’re working on.
Employees can now review and control how often they would like to be notified on email about new matches from their network who fits the criteria of jobs recruiters have created on Intrro.
Employees can now search for any candidate they’ve referred in the past and easily track the current status under each of them.
Under My Referrals page, they’ll be able to use the universal search to find any contacts like illustrated above and navigate directly, without using any filters to find their referrals.
Employees often have 1 major dilemma when making a referral - which job should I refer my friend to?
And part of this dilemma is caused by the lack of clarity when they’re unable to check the job description and evaluate if their contact would be a right fit in accordance with the requirements for the role.
Well, your employee will worry no more!
They can now see a preview of jobs they’d be submitting a referral for, directly from the Intrro interface by clicking on the 📄icon when they are:
- Submitting an active referral
- Introducing a candidate on email, when requested by the recruiting team
You can now export all your referrals and leads for any specific requirement you may have to:
- Run analysis for your referral jams that were previously organized
- Prepare a performance report of the referral program for leadership team
- Upload them on a 3rd party tool
The data points included in the file you’d be exporting are:
- Full name
- Job title
- LinkedIn URL
- Intrro profile URL
- Profile type - Referral OR Lead
- Current status
No more submitting referrals through Greenhouse, Lever or other ATS.
Employees can sync their contact book, mark contacts they can refer and submit active candidates who are ready to interview, which will then be surfaced back to recruiters as active referrals you can approve!
After marking a contact they can refer, employees can endorse active jobs from the ATS to the candidate signalling the hiring team that their contact is open to connecting.
Employees will then submit their contact’s email address for an automatic introduction to be made when the hiring team approves!
Hiring team can find all active referrals directly from their dashboard and approve the candidate, if they’re a suitable fit who could be progressed to the interview stage.
If the candidate is unsuitable for the roles you’re hiring for, the hiring team can decline the referral and submit a feedback for their employees.
When recruiters sign up to Intrro for the first time, they can now take a quick tour of all the workflows they’d be using as a recruiter and delegating to the employee, when they request a referral.
Click on Test Intrro from the onboarding checklist that appears on your Dashboard.
Each new recruiter can then take themselves through the workflows that occurs on Intrro, when they request a referral from an employee and even test how employees action on their referral requests all the way up to making an introduction to their contact.
During the process, recruiters are prompted to connect their own LinkedIn network, request a referral to a sample contact, and make the introduction by switching their role to an employee, to test how Intrro works and have a thorough understanding.
If you haven’t heard back from the employee or the candidate after requesting a referral request, you’re now able to clear out your active requests tab on Intrro by revoking them.
When you open a candidate profile under the Requested tab on your Referrals page, you can click Revoke request.
Intrro will then ask you to share any feedback as to why you’re closing the request or which will then be shared with your fellow recruiters and employees, under the candidate’s profile.
Intrro leaves no room for confusion among your recruiting team!
Getting started with setting up your referral program is now easy as step 1, 2 and 3.
- See how Intrro works by syncing your own LinkedIn network
- Invite your employee to sign up, sync their network and mark star candidates who they’re happy to introduce
- Set up an onboarding call with our customer success team if you on anyone from the hiring team needs hand-on assistance on sourcing referrals through Intrro
You can also pick up right where you left off with the all new dashboard, where Intrro surfaces:
- New referrals you’ve received but are yet to be pushed to an active job on your ATS
- Candidates under who you're mentioned in a comment.
At the top, Intrro highlights the number of employees and candidates you’d need to follow up with, who are yet to either make introductions or respond to employee’s correspondence.
You can now add custom tags to candidates to find them quickly in the future from your referral pipeline.
Under each candidate card, you will be able to add a custom tag by clicking on the + icon as illustrated below.
Proceed to enter a name for your tag, preferably something easily memorable that you can resonate with under the scope of roles you hire for, and click Enter to save.
Means to make an introduction has now been diversified on Intrro.
Employees can now engage with their contacts by sharing a hyperlink that points to a specific landing page briefing them on the conversation you’ve had with your employee until then.
Here’s a preview of the landing page that candidates will see when an employee generates a link and forwards them on any desired channel of their choice.
To generate a link, employees can opt to introduce the candidate via the link Opt In: Share link method as you see below.
From here, they may proceed to clicking on the generate link button and share it directly with the candidate to take the process forward.
Candidates upon receiving the link can quickly catch up on the communication so far between you and the employee, input their email address and agree to connect!
Finding candidates you can get introduced to can be a breeze with new search filters that are accessible to you on both your Referrals and Leads page.
You may specify any particular parameter using a boolean string on the top search bar or use the filter options to narrow down on the list of candidates based on job title, company they are currently working at or previously worked with, location and even the employee they’re connected to.
Lastly, you’re also able to save your searches to revisit them anytime you want quickly, so you can continue to source for referrals from where you left off the last time.
Intrro will automatically notify you on email each time a new candidate is matched against your search parameter that you’ve previously saved.
So it is highly recommended you save your search to keep yourself on top of new candidates that your employees are happy to introduce you to, that match the requirements for jobs you’re working on.
Bringing all your employees onboard with your referral program is now as easy as turning on your morning alarm.
You just need to set a schedule and turn it on!
First, navigate to Invite Users, when you log in to Intrro.
You can then select the Onboarding Automation tab to get going from there.
So here’s what you should expect as you move forward:
- Set up the automation schedule
- Agree on the automated messages to be sent out
- Confirm the Slack channels to engage your employees on
When you’re ready to go, you can click Launch to proceed and Intrro will automatically start sending messages as configured according to the schedule.
You may at any time revisit Intrro to terminate the campaign, should you wish to no longer send these messages if you’ve achieved your onboarding goals by bringing sufficient number of employees to share their LinkedIn contact book and signal who they can intrro.
So here’s the good news!
No longer do you need to connect your ATS to get started with setting up your employee referral program on Intrro.
You can dive straight in, create projects under the name of each active role you’re hiring for and let Intrro take care of the rest!
When you create a project, Intrro then automatically match each of your referred candidates submitted by your employees, against each project.
You will then have a systematic method to classify all your referrals into different roles you’re working on.
You can mark up to 5 projects as priority by clicking on the fire icon right next to the project name as seen below.
At this point, Intrro takes over again on behalf of you to automatically match candidates from your employee’s network who they haven’t yet referred, and prompts each employee to mark these matching candidates as an intrro or a lead to expand your referral pool.
You need new referrals each week, bi-weekly, monthly?
Just click the button, and Intrro will automatically notify your employees to mark candidates from their network who they can refer, that match the requirements for active jobs you’re working on.
By default, Intrro will automatically have these notifications turned on and set to be notifying employees each week.
You may customize these settings to schedule it bi-weekly or monthly and at specific hours, according to your preferences.
Under your Dashboard, you need to first create project and mark them as a priority before this automation to launch successfully.
Here is a sample notification that Intrro sends out on behalf of you prompting them to mark qualified candidates who they can introduce over email.
Employees take control of the intrro messages they forward!
When employees attend to a recruiter’s intrro request, they’re now able to modify the message forwarded to them, by picking jobs that best suit their contact’s expertise prior to sending the email.
In the interest of collecting more context from employees on the contacts they can introduce, Intrro also automatically prompts them to post a comment on each profile about which jobs are best suited for their contact.
Employees can select a job from the menu you see above and the comment input tab on the right-hand-side will be pre-filled with a template they can share with the recruiting team making collaborating on referrals a breeze!
Recruiters can now refer their friends working in other talent acquisition teams and earn $1,000 reward from Intrro when their referral becomes a paid customer!
Here’s how to get started.
Navigate to Refer and earn $1,000 from the menu under your avatar on the top-right corner.
- Sync your LinkedIn contact book with Intrro, if you haven’t already
- Mark your friends who work in recruiting, who could benefit from using Intrro as stars
- Signal who from these starred contacts can you introduce yourself to Intrro team
- We shortlist qualified contacts and send you an intrro request
- You connect them to us over email
- We schedule a demo and when they convert to a paid customer, you get a $1,000 Amazon gift voucher!
We’ve made it!
Privacy as we’d all agree is on top of our priorities, and we’re thrilled to announce that Intrro is now officially SOC 2 Type II and GDPR compliant.
Meaning - your data, your employees, your referral all under your control, period.
If you’d like to learn more about all our security measures that are implemented to protect your data and privacy, feel free to check them here.
When you receive an intrro in your inbox, you would no longer need to manually email the candidate to set up an appointment, we will do it for you!
Considering how important it is to be prompt in following up with an interested candidate who you’ve just been connected with, Intrro will automatically follow up with the candidate prompting them to pick a time slot on your calendar to have a chat.
Alternatively, you may also save the link to your calendar from the Integrations tab, under Profile Settings.
When you invite an employee to sign up on Intrro, the first step they need to complete is syncing their LinkedIn contact book using Intrro’s Chrome Extension.
This latest update will keep them on the page and automatically pull in their contacts in real time (!) whilst their information is being enriched and proximity calculations are being determined.
Employees will now be able to track the progress of this process of this real-time processing helping them mark contacts they can refer your recruiting team to, almost instantly!
We’ve developed reminders to help you prioritize your time.
When you receive an intrro, an automatic email is sent to the candidate prompting them to set up an interview on your calendar.
However, if no interview has been scheduled within 48 hours of receiving the intrro to a candidate, they will be surfaced back on your dashboard as a reminder to follow up with them, but also with the employee who introduced you.
You can be kept up to date about comments that your employees have left about referred candidates directly from your dashboard.
If the employee or recruiter has mentioned you specifically in the comment, these candidates will appear on your dashboard as a reminder.
You will also be notified on Slack and email to ensure you’re on top of your referral hiring and collaboration efforts with your team.
When you’ve attended to a candidate, you can click on the check-icon towards the end of the card on the right-hand-side to remove them from this list, on your dashboard.
Employee’s and recruiting teams can now easily collaborate with each other on recommended candidates by posting a comment on any candidate profile.
From your Referrals page, you will notice the comment function appears to the right-hand side of each candidate card.
You can use “@” to specifically mention a fellow recruiter or an employee in your comment, and they will be instantly notified on Slack.
On occasions where the employees connect with their contacts privately and discuss the timelines to consider new opportunities, they can quickly snooze the intrro request according to the feedback from their contact.
These will reappear automatically on the employee’s intrro requests tab on My Referrals page, when the time period has elapsed, in addition to an email notification notifying them about it.
You can now add your own link to Goodtime, Calendly or any other scheduling tools, enabling candidates to book a meeting directly when they agree to connect with you, after an employee forwards an intrro email.
Navigate to Profile Settings and click on Integrations to find this option on your recruiter profile.
Here’s how the candidate will see the hyperlink you configure here. When they click on the Book Interview button you see above, candidates will be redirected to your calendar page prompting them to book an available time slot.
From your Referrals page, you can easily narrow down on the candidates you’re targeting with the new search filters that enable you to combine more than 1 parameter into your query.
Construct your search query easily:
Click on the “Add Filter” button to determine which data fields to search from - job title, location, skills, connected employee or department, and construct your specific search query to see the most relevant candidates you’re looking for.
Save your search to reuse filters:
You may reuse the same search parameters quickly by saving them for future reference. Note that you’d be able to assign a unique name to your saved search to easily identify it.
As a recruiter, you can now customize how often your employees are reminded to make introductions for the requests you’ve previously sent out to them.
You can find the option to modify this action under your Profile Settings page within the Slack Reminders tab.
As you see above, you may set the frequency of these messages to be:
- Daily (OR)
If you prefer to notify them during specific hours, you may pick the time slot accordingly and click on Save Changes.
These reminders will be sent out in your employee’s local time zone. And by default, Intrro will automatically set these notifications to be active everyday.
When a candidate agrees to connect with a recruiter, they will automatically receive an email from the employee introducing them to each other.
As a recruiter, you can now easily find these emails directly from Intrro by clicking on the “STATUS” tag on any of the candidate cards under Intrros Received tab.
It will open your Gmail inbox and automatically point you to the correct email to help you follow through on conversation straight away!
For each intrro the recruiting team has received, which are all automatically synced to the ATS, Intrro will automatically pull the current stage of their candidacy for each job.
This will appear on each candidate card on the bottom-corner, which you can hover over to track the details more on the tooltip that appears thereafter.
When you pull active jobs from your ATS, Intrro will now automatically extract all relevant keywords associated with the skills necessary for the role, from the job description.
It will then compare these requirements against each candidate who your employees have agreed to intrro and surfaces the most promising ones based on their profile summary and work description aggregated from LinkedIn, Github among other publicly available repositories.
On your To-Do list, you can use the filter on the right-hand-side to narrow down on candidates that are suitable for specific roles you’re working on and ask for intrros from your employees after you review their profiles.
You’re now able to enable a 2-way sync between Greenhouse and Intrro enabling you to:
- Import all your active jobs from your ATS
- Push referred candidates into Greenhouse and assign them to an active job
- Add leads to reach out to in the future, directly into your talent pipeline on Greenhouse
To enable the integration, all you need is a Harvest API key from Greenhouse, which you can generate from your Settings tab.
Copy and paste the API key into the prompt on Intrro, and click on Connect to proceed.
Remember - your API on Greenhouse will only be shown to you once, when newly generated. So please make sure you store it separately somewhere if you need to for any reference later.
If you’d like to change the API key at any point, feel free to navigate to the Company Settings page under which you will find the option labelled “Integrations”.
Find the full instructions on how to find your API Key on Greenhouse here.
All employees now have an alternative option to LinkedIn to acquire their contact’s email address.
Intrro will now scrape publicly available data from different resources like Stackoverflow and Github to search for email addresses for all their contacts automatically and surface them when an intrro is requested.
All employees will be prompted to disclose if they already have their contact’s email address and if they don’t - the alternate route is offered immediately.
A list will appear containing all the email address Intrro has found for their contact. Employees can pick the address they’d like to send the intrro email to, and proceed from here.
Signing up to Intrro is only authorized if you’re using a business email.
Intrro uses the domain under the account owner’s business email to authenticate any users working at the same organization to seamlessly sign up and join the appropriate team.
You may navigate to the Company Settings page to modify these permissions at any time.
You’d be able add more domains to automatically authorize anyone else working at your organization from a different business unit, division or location and owns an email hosted on a different domain from that of the account owner’s.
Remember to click on Update to save changes after you add or remove domains from this list.
As a recruiter or an account owner, you can now track all the high-level stats of your team’s onboarding status broken down by employees who are:
- Yet to sign up
- Already signed up, but haven’t synced their LinkedIn contact book
- Ready to make intrros
You can also monitor how many seats are remaining from the total allocated under your account.
From the search bar, you may look up anyone’s status, who you’ve already sent an invite to.
You may also use the filter to break down the users by their :
- Permissions you’ve assigned - recruiter / employee
- Status of their onboarding - if they’re yet to sign up, sync their LinkedIn contact book etc
If you’d wish to swap an existing user’s permission from employee to recruiter or vice-versa, you may do from the extended options on each participant’s card.
Whereas if you’d prefer to delete the user from your Intrro workspace, you are the liberty to do that, provided you’re happy to forego:
- Candidates imported from their network
- Pending introductions in process
- Intrros and prospects they’ve marked
Inviting participants - both employees and recruiters has also been made easier with 2 different routes you may opt for:
- Sending a unique joining link via email
- Sharing a common-access URL for everyone to sign up
We have now simplified the authentication when you first sign up to Intrro. You’d be able to use your work email address to come onboard.
Depending on your account, you’d be able to use one-click signup if you’re using Gmail, or set up a password for all other email providers.
Bear in mind you’re also able to sign in using the same email authorization you’ve used while signing up to Intrro.
With an easier sign up logic comes easier resetting logic.
You’re now able to assist yourself if you have forgotten the password to your Intrro account and can directly request instructions to reset it to your email.
On this page, please input the same email address you’ve used while signing up for us to locate your account correctly.
You will now receive updates from your employees when they:
- Sync their LinkedIn contact book
- Mark referrals they can introduce you to, over email
We encourage you to keep track of your employees who you’ve invited to join Intrro, but haven’t yet synced their contact book and follow up with them personally.
You may read more about the employee sign up steps from here.
When employees import their network, Intrro start to evaluate who they are most likely to know and surface them on the top of their contact page, when asking to identify star employees from their network.
Here are 4 different tiers Intrro determines the strength of the relationship between your employee and their connection.
Based on their work history, it checks if the employee and their connection has:
- Worked at the same company
- Worked during the same month and year
- Worked at the same location
- Worked within the same department
Under education history, here are the parameters Intrro inspects against each history item:
- Studied at the same school
- Studied during the same month and year
Each criteria that has a positive match is assigned 1 point each.
Intrro evaluates these points for each item under their work and education history. It then aggregates a total score for each connection, ranking people with the highest score on the top of their contacts page.
If a fellow recruiter had previously asked for an intrro to a candidate, but has been declined either by the employee or the recruiter, you will be able to track these responses and identity these candidates easily.
Intrro has now added a new icon on the candidate’s avatar to indicate if they have previously been contacted.
When your employees signup to Intrro, they will be prompted to import their LinkedIn contact book.
At this stage, they identify who from their network are A-players who they'd like to work with in the future and mark them as stars.
There is no maximum cap on the number of stars they can signal, so we highly encourage employees to mark as many as possible.
Intrro automatically pulls up more contacts as they scroll towards the bottom of the page to sustain the employee's momentum in identifying star talents.
After employees mark A-players from their network as stars, they then proceeds to:
- Pointing out who they can introduce you to, over email.
- Contacts they recommend you reach out to directly
These candidates are then surfaced under the "Referrals" page for recruiters to approve and request intrros.
All referrals signaled by your employees are surfaced on “Referrals” page, and you can evaluate each candidate prior to requesting an intrro.
Referrals on Intrro are classified into 3 tiers:
- Email Introduction - on your request, the employee promptly contacts the candidates via email and copies the recruitment team into the thread.
- Warm Prospect - where the employee prefer the recruiter to reach out to the candidate, but are happy to mention their name in the email to induce a response
- Cold Prospect - where the employee recommends the candidate, but the recruiters shouldn’t mention their name on the outreach email.
Once you’ve sent out an intrro request, your employees can proceed to getting in touch with the candidate, directly.
Employees have the liberty to choose between
- Emailing the candidate privately first to see if they’re interested and then connect you, if they are (OR)
- Directly email the candidates and copy you into the thread
Candidates are able to express their interest in 1-click and they will move to "Intrro Made" tab under your To-Do page, if they accept.
Note that Intrro will automatically follow up with accepted candidates via email on your behalf, to open a direct dialogue with the candidate.
As a recruiter, you can narrow down your attention automatically towards your highest priority roles you’re actively recruiting for.
During your onboarding process, you will be prompted to set this up and any referrals signaled by your employees will be customized to fit your current priorities.
You may modify these preferences at any time from your Personal Settings page.
You will receive accurate talent matches against each of the active jobs assigned to you by narrowing down on skill sets the role requires.
Intrro will then use your target persona as the parameter and use its matching engine to surface the most relevant talents from your employee networks.
It also leverages the newly integrated similarity model powered by the world's most advanced neural network GPT-3, to suggest talents who are equipped with related skills, defined in your talent persona.
Each skill identified for a candidate is verified using public libraries like LinkedIn, Stackoverflow, Github and many more.
Intrro then prioritizes talents that have already been marked as stars, by your employees to account for your team's direct feedback.
Intrro enables you to directly invite your employees to sync their network, and builds transparency by sending an email on your behalf.
You can go to the Settings page, where you will find the Invite Employees button.
We highly recommend you invite department heads and hiring managers first, to tap into their professional network first.
After selecting the suitable employees, click on Invite to send a personalized email to help your employees evaluate the value in referral hiring.
They can easily sign up from the link attached on the email and sync their network, after which you start receiving highly relevant matches according to the target persona you've set up for each job.
Referral hiring can now be activated, monitored and scaled all from 1 place - Intrro's new dashboard.
In your best interest to help make recruiting a team sport, the new dashboard can:
- Guide you on the next steps to start receiving employee referrals.
- Assign a job as priority to signal employees and start collecting referrals
- Show how many top talents each job has
- Track how many referrals you've received against each job
- See all the latest updates from across all the jobs you're working on from each department
- Edit or remove jobs from your priority list
- Archive any job that has been filled or inactive
When you find a suitable match on any of your active jobs, you can now directly request your employees from your own Slack profile.
It makes the process easier for the employee in case they have any follow up questions for you.
And increases the response rate for your referral requests.
As soon as you import jobs from your ATS, you can assign the jobs you're actively working on.
Assigning a job to yourself, gives your employees visibility into which roles you need referrals for.
Recruiters can also now collaborate on any jobs together and can have multiple recruiters assigned to a single job.
This enables you to receive the following updates on each job:
- A new referral / lead has been submitted
- Your employee has starred a talent who is a match for this role
- New matches aggregated from your employees' wider network.
All account owners and recruiters can now see real-time updates on:
- Recent activity on a referral or lead request you submitted
- Your employees signaling top talents as stars from their network
- Any new employee from your team who has joined.
- Updates from a job you're collaborating with another recruiter on