Review and release a workforce referral

Staff-assisted workflow

1. Open Workforce Referrals and choose Staff-assisted referrals. Select an Open job service order.
2. Review candidate qualifications, availability, and any missing requirements. Matching signals help review; they are not an automatic selection decision.
3. Choose Identify candidate for the appropriate fictional example only when you intend to create a record. Enter the required selection reason and any private staff notes, then Create referral record.
4. Open the referral and review the next allowed action. Send to client review requests the client's response.
5. After the client indicates interest and requirements are satisfied, review the limited job-related profile before Release limited profile.
6. Review employer responses and Referral history. Close referral when appropriate with a clear note.

Other entry points

Possible matches provides a separate matching workspace. Client-requested referrals can require Approve for referral review, Request information, or Decline request before progressing. Available actions depend on the current state.

The employer release is limited. Do not copy private contact information, registry or preference records, or internal notes into shared messages to bypass that boundary.