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Boon Employer Account Setup Guide - Lite Tier
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Boon Employer Account Setup Guide - Lite Tier
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Setup Guide

Optimize your account and set the stage for effective recruitment, by following these key steps to quickly harness Boon's full potential!

1. Confirm Company Profile Details

Ensure your company profile is up-to-date with accurate information by visiting the
Settings tab
⁠
in the admin panel. A complete profile is essential for presenting your company attractively to potential candidates.

2. Upload Jobs/Create Departments for Referrals

Within the
Openings tab
⁠
of the admin panel, you'll find sub-tabs for both Jobs and Departments. You can manually add job posts, import them in bulk via CSV under Jobs, or create more general Department posts, often used for evergreen roles. This ensures your team has a variety of referral opportunities to share.

3. Set Up and Apply Reward Templates

1. Create Reward Templates: Streamline your referral process by creating reward templates under the
Rewards tab
⁠
. Ensure you have at least one template ready for use.
2. Apply Rewards to Jobs/Departments: Apply your templates to the relevant jobs or departments by navigating to the
Openings tab
⁠
. Doing this allows you to associate specific rewards with particular roles or departmental referrals, enhancing the incentive program's appeal.

4. Add and Invite Your Team

Within the
Team tab
⁠
of the admin panel you can add team members individually or in bulk through CSV. You have the flexibility to send invites immediately or at a later time.
Additionally, use your general invite link and domain whitelisting for an even smoother team onboarding experience.
Domain whitelisting controls
⁠
can be found in the
Settings tab under Permissions
⁠
.

5.
Share the One-Click Referral Link
⁠
⁠

Your one-click referral link, accessible from the
admin dashboard
⁠
(
view example
⁠
) or the
Openings tab
⁠
(
view example
⁠
), simplifies the referral process with no login required.
Easily integrate this link into various communication channels:
Email Signatures: Embed the link in your team's email signatures for constant visibility.
QR Codes: Create QR codes linked to your one-click referral form and display them around your workplace.
Digital Platforms:
Internal Communication Tools: Add the link to Slack, Teams, or Google Chat.
Company Content: Include the link in newsletters, memos, or during stand-up meeting notes to keep it top of mind.
Intranet & LMS: Pin or embed the link in your internal systems for easy access.
Leveraging the one-click referral link in these ways streamlines the referral process and enhances engagement opportunities across your organization's network.
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