• How to export all reports

  You can quickly and easily export reports from the following areas of your portal: Insights Candidates: Live, Archived, and Starters Bonus points Payments: Requests and History Sites App users: Leaderboard (including all time points awarded), Manage Step 1: In the left-hand menu, click on the area from which you would like to export reports. Step 2: Select the section in the top tabs if the area is split into sections. Step 3: Click 'Export' in the top right corner HFew readers

• How to update your organisation's details

  This guide will take you through how to update your organisation's contact details, logo or primary user Updating your organisation's details: a step-by-step guide: Step 1: From your dashboard, click on your initials in the bottom left-hand corner: [](https://downloads.intercomcdn.com/i/o/711397656/0fcec35eb4c3e749681048f2/image.png?expires=1790070300&signaturFew readers

• Updating your points values from the portal

  You can now update your referral points values from within the portal 🤩 Need help to decide the perfect referral award budget? Use our handy points calculators below, to see what would work best for your organisation: Points calculator: £ version [Points Calculator £.xlsx](https://downloads.intercomcdn.com/i/o/804922577/51350cc19d376be0fe772804/Points+Calculator+%C2%A3.xlsx?expires=1790154000&signature=579ae2a1cdeb914e881cc7b3e852ad21f8f1ef3d0f5f004fa2a0dde87d1a2966&req=fCAjH8t8mIZYFb4X1HOFew readers

• Care Friends default scheme rules

  On set up we will create the following set of scheme rules. Wherever you see [ ] this is a field which you can customise. Care Friends Employee Referral Scheme Rules (Company name) uses a platform and app known as Care Friends to operate and manage our Employee Referral Scheme. Policy brief & purpose Our Staff Referral Scheme Policy explains important aspects of our staff referral procedures. We place great importance on referrals because we trust that our staff know what's bestFew readers

• Setting up your ATS integration

  It's really easy to set up an integration within your portal. This guide will show you how in just a few clicks. ❗Please note: Only portal users with account permissions can set up and manage integration settings. Your line manager will be able to check your permissions and make any changes required to your account as necessary. Step 1: First, head to settings, then click integrations: [![](https://storage.crisp.chat/users/helpdesk/website/-/6/e/8/9/6e89f7da5530d800/2b22e9Few readers

• Multiple referral points tariffs

  We’re super excited to introduce a brand new premium paid feature that allows you to assign a different tariff for each job within your portal 🎉 For more information on pricing and how to sign up for this at your organisation, simply click the chat icon below and we will be delighted to discuss this with you in more detail. Setting a new tariff Assigning a tariff to a single advert Assigning a tariff to multiple adverts Activating and deactivating tariffs: Setting a newFew readers

• Checking your points settings and scheme rules

  If you have a new scheme it is important to check you are happy with your settings prior to launching the app to your team. You can also use this guide if you have an existing scheme and need to make any updates to your points or scheme rules settings. Viewing and changing your points settings: Step 1: Click settings and then tariffs: [](https://downloads.intercoFew readers

• Where does my organisation's logo feature?

  Your organisation logo will appear in various parts of your app user and referral/candidate journeys. Here are some insights into the places that your logo will feature: Job adverts: Potential referrals/candidates will see the logo on shared adverts: [](https://downloads.intercomcdn.com/i/o/441589845/427134cd6a9f052ed966e4cd/Screenshot+2021-12-31+at+10.18.25.png?expireFew readers

• FAQs

  Can I change the recruitment stages? The stages and wording are built into the system and currently can't be customised. Additional stages can be awarded manually as bonus points. However, based on experience, we recommend sticking with the automated categories, as they are easier for your busy admin users to manage. [](https://care-friends.intercom-attachments-7.com/iFew readers

• Controlling how jobs display in the app

  You can now control which adverts you wish your carers/employees to view in the app. This article will show you how to set this up in just a few clicks. ❗Just to note! Only admin users with 'Manage account settings' can access this feature. Your line manager can update your permissions if necessary. Step 1: First, head to Settings on the left, then App Settings in the top tabs: [![](https://storage.crisp.chat/users/helpdesk/website/-/a/0/9/0/a090842edaa33800/cce067ba-7203-Few readers

• Setting up a custom app welcome message

  Setting up a custom message to welcome new staff to the app is really easy! This short step-by-step guide will show you how to set this up in your portal. Step 1: Head to the 'Settings' section and click on 'App Settings': [](https://downloads.intercomcdn.com/i/o/1116449586/0d0a95da95a77b0b29aa8200/image.png?expires=1790070300&signature=0e30deee674f251379337bbfFew readers

• How to add custom scheme rules to the app

  Your portal will be created with our recommended scheme rules. They are the rules that all users will agree to when they register for the app. You have the option to customise the scheme rules to suit your organisation. Click HERE to find out how to view and edit the recommended scheme rules. It is also possible (as an add-on feature) to upload your own set of custom scheme rules. If you wouFew readers

• Applicant Tracking System (ATS) Integrations

  It is possible (as an add-on feature) to integrate with some applicant tracking systems. We are currently able to link with: Team Tailor Smart Recruiters Fountain If you would like to find out more about setting up an integration with one of these platforms then please get in touch by clicking on the chat icon in the bottom right of your screen. We are also working on integrating with other platforms so if yours is not listed above then please get in touch via the chat icon below and weFew readers

• Changing your monthly sharing points cap

  App users can share jobs as frequently as they wish, however, they will only earn points for your chosen number of shares each month. You can adjust whether app users receive points for either the first 5 or 10 shares per month. The default setting is 10 points for sharing per month. The best time to make adjustments to the share cap is on the 1st of the month when the sharing points system refreshes. Changing your sharing cap - a step-by-step guide: Step 1: From your dashboard cFew readers

• Changing your password

  This step-by-step guide will take you through how to change your password. Step 1: Click on the circle icon containing your initials in the bottom left-hand corner and select 'My Account Settings' from the menu: [](https://downloads.intercomcdn.com/i/o/711387814/4757d4017282941280ec0ac0/image.png?expires=1790070300&signature=c3eb3b94d90288bff417ee328482873358dfFew readers

• New to care bonus

  The Care Friends app encourages your employees to handpick friends, family or acquaintances from their network who they think will do a great job working alongside them. For some of those referrals, it will be their very first role in the social care sector. Others will already be experienced as care or support workers. In order to meet the increasing demand for care workers, we need to grow the social care workforce by bringing in as many of those with the right values, who have never workedFew readers

• Customising your scheme rules

  This guide will take you through how to edit the default scheme rules choices. Step 1: In the 'Settings' area click on 'Scheme Rules' in the horizontal menu bar. This will take you to your scheme rules options page. [](https://downloads.intercomcdn.com/i/o/843804433/9bac70059f6e95e2a0beb401/image.png?expires=1790070300&signature=4f2a8b736d7bf90440127450a87acafFew readers