Workflows
  • Benefits
  • Features
  • Templates
  • Integrations
    • Healthcare
    • Human Resources
    • Finance
    • Nonprofit
    • Education
    • Information Technology
    • E-commerce
    • E-signature
    • See All
  • Enterprise
  • Pricing
    • FAQ
    • Media
    • Webinar
    • Help Guides
    • Blog
  • Build Now — It’s Free!
Workflow Templates
Human Resources
Trending Templates
Expense Approval Process TemplateRecruiting Workflow TemplateEmployee Onboarding Workflow TemplateNew Hire Approval Process TemplatePerformance Appraisal Workflow Process TemplateTraining Workflow Template
Trending Categories
ApprovalsAdministrationApplicationEducationFinanceHealthcare

Referral Approval Workflow Template

Trending Templates
Expense Approval Process TemplateRecruiting Workflow TemplateEmployee Onboarding Workflow TemplateNew Hire Approval Process TemplatePerformance Appraisal Workflow Process TemplateTraining Workflow Template
Trending Categories
ApprovalsAdministrationApplicationEducationFinanceHealthcare
Workflow Templates
Human Resources

Referral Approval Workflow Template

The Referral Approval Workflow Template is designed to streamline the process of managing and approving referral submissions, making it ideal for HR teams, recruiters, and business managers.

Categories
  • Go to Category: Human Resources
Referral Approval Workflow TemplateReferral Approval Workflow Template
Referral Approval Workflow Template
About this template

The Referral Approval Workflow Template is designed to streamline the process of managing and approving referral submissions, making it ideal for HR teams, recruiters, and business managers. Whether it’s for employee referrals, client introductions, or business partnerships, this template ensures that all referral requests are reviewed and approved efficiently while maintaining compliance with company policies.

With Jotform’s Workflow Builder, referral submissions are made through customizable forms that collect important details such as the referral’s name, contact information, and the reason for the referral. These submissions are automatically routed to the appropriate department or manager for review. Integrations with tools like Airtable for tracking referrals and Google Drive for secure document storage help ensure that the process is well-organized and transparent. Task assignments and approval flows ensure that follow-up actions, such as interviews or meetings, are initiated promptly. By automating these key processes, organizations can manage referral approvals more effectively, ensuring fast decisions and stronger business relationships.

Categories
  • Go to Category: Human Resources
Details
121 Clone
Created by
Jotform
Related templates
Expense Approval Process Template
Preview: Expense Approval Process Template

Expense Approval Process Template

Automate expense approvals within your business or organization. Add members, send custom emails, and use conditional logic to power the approval flow. Easy to customize.

Go to Category:Human Resources
Preview
Recruiting Workflow Template
Preview: Recruiting Workflow Template

Recruiting Workflow Template

The Recruiting Workflow Template is designed to streamline the hiring process, making it ideal for HR teams, recruiters, and hiring managers.

Go to Category:Human Resources
Preview
Employee Onboarding Workflow Template
Preview: Employee Onboarding Workflow Template

Employee Onboarding Workflow Template

The Employee Onboarding Workflow Template is designed to automate and streamline the onboarding process for new hires, making it perfect for HR teams, hiring managers, and administrative staff.

Go to Category:Human Resources
Preview
New Hire Approval Process Template
Preview: New Hire Approval Process Template

New Hire Approval Process Template

Automate your hiring process for free. Add new members, create custom automated emails, use conditional logic, and more. Track and manage on any device.

Go to Category:Approvals
Preview
Performance Appraisal Workflow Process Template
Preview: Performance Appraisal Workflow Process Template

Performance Appraisal Workflow Process Template

The Performance Appraisal Workflow Process Template is designed to streamline the process of conducting employee performance evaluations, making it an essential tool for HR teams, managers, and department heads.

Go to Category:Human Resources
Preview
Training Workflow Template
Preview: Training Workflow Template

Training Workflow Template

The Training Workflow Template is designed to streamline the organization and management of employee training programs, making it ideal for HR teams, training coordinators, and department managers.

Go to Category:Administration
Preview

Jotform

  • Create a Form
  • My Workspace
  • Pricing
  • Jotform Enterprise
      • Application Forms
      • Registration Forms
      • Contact Forms
      • Feedback Forms
      • Order Forms
      • Evaluation Forms
      • Reservation Forms
      • Booking Forms
      • Request Forms
      • Government
      • Healthcare
      • Summer Camps
      • Restaurants and Groceries
      • Churches
      • Animal Shelters
      • Photography
      • Education Professionals
      • Small Businesses
      • Nonprofit Organizations
      • Creative Agencies
      • User Stories
      • How to Create a Survey
      • Data Collection Methods
      • Form Design
      • Accepting payments online
      • Creating an app without coding
      • What Is a QR Code?
      • How to Make a Website
      • How to Sell Online
      • Performance Appraisal Guide
      • Working From Home
      • All Business Guides
    • Jotform Form Builder
    • Instagram Agents NEW
    • Jotform Appointments
    • Jotform Apps
    • Jotform AI Agents
    • Jotform Boards
    • Jotform Store Builder
    • Jotform Tables
    • Jotform Inbox
    • Jotform Mobile Forms
    • Jotform Workflows
    • Jotform Report Builder
    • Jotform Smart PDF Forms
    • Jotform PDF Editor
    • Jotform Sign
    • Jotform Teams
    • Conditional Logic
    • Conversational Forms
    • Assign Forms
    • Translate Forms
    • White Labeling
    • Enable-Disable Form
    • Multiple Users
  • Tools
  • AI Tools
    • Google Forms Alternative
    • Microsoft Forms Alternative
    • Typeform Alternative
    • Formstack Alternative
    • SurveyMonkey Alternatives
    • Wufoo Alternatives
    • 123FormBuilder Alternative
    • WPForms Alternatives
    • Paperform Alternatives
    • Adobe Sign Alternatives
    • PandaDoc Alternatives
    • Docusign Alternatives
    • Dropbox Forms Alternative
    • Jotform Alternatives

Marketplace

    • Form Templates
    • Agent Templates
    • Board Templates
    • App Templates
    • Workflow Templates
    • Table Templates
    • PDF Templates
    • Sign Templates
  • Form Themes
  • Form Widgets
    • Payment Integrations
    • All Integrations
    • Jotform for Canva

Support

  • Contact Us
  • User Guide
    • FAQ
    • Forum
    • API and Developers
    • Jotform Status
    • Jotform Books
  • Jotform Academy
  • Webinars
  • Podcasts
  • Professional Services
  • Report Abuse
  • Report Copyright Issue
  • Recover Jotform Account

Company

  • About Us
  • Media Kit
  • In the News
  • Newsletters
    • Agency Program NEW
    • Reseller Program
    • Affiliate Program
    • Jotform Partners
  • Blog
  • Customer Stories

Apps

4 Embarcadero Center, Suite 780, San Francisco CA 94111

© 2025 Jotform Inc. The name "Jotform" and the Jotform logo are registered trademarks of Jotform Inc.

  • Terms & Conditions
  • Privacy Policy
  • Security
  • Accessibility Statement