Managing Referrals Using MyHaley

Go to the section titled Career Portal > RMS

Once in MyHaley, you can:

1.  Search the Referral Database – narrow categories/search field to locate certain referrals, referrers.

While viewing a referral, you can:

• Add more info to the record
• Enter the date and amount paid to the referrer
• Designate the referrer as ineligible

2.  Retrieve Quick Reports / Exports – Ability to export reports to .csv file or print a report

• View all your referrals
• View ineligible referrals (bad standing)
• View payment totals – how much is owed or has been paid

3.  Manage Settings

• Set Referral Interval – determines how many days can pass before a person can be referred again (determined by email address)
• Set Referral Program Overview – brief explanation of the refer a friend program to be found on the refer a friend form page on your website
• Set link – determines the URL that the refer a friend overview page will appear (in most cases, HMG will determine)