Employee Referral Form
An introduction is easier to follow when the names and the role are written down. This employee referral form asks who is referring, who they have in mind, a phone number, the role they might fit, how they know the person, and whether you may mention the referrer's name. It does not promise a job or anything in return. Edit the how-you-know list, try it, then send the link to people who offer introductions.
Last reviewed November 9, 2026 by FormSign team.
Edit it, try it, then create an account to save and share.
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Questions in this template
You
- Your name (required)
- Your email (required)
The person
- Referred person's name (required)
- Their email
- Phone
The introduction
- Role they fit (required)The role you think they could be considered for.
- How you know them (required)Coworker · Former coworker · Friend · Family · Other
- OK to mention your name (required)Yes · No · Please ask me first
- Notes
What is an employee referral form?
An employee referral form is a short introduction. It names the person making the introduction, the person they have in mind, and the role to consider. Nothing is promised in return, and no job is promised.
When to use it
- When someone on the team wants to introduce a person for a role.
- When you want the same questions for every introduction.
- When you need permission before you mention who sent them.
- When introductions should land on a board, not in a personal inbox.
What to include
Who is referring
Name and email.
Who they have in mind
Name, email, and phone.
The role
The role they might fit, and how you know them.
Permission
Whether you may mention the referrer's name, plus notes.
Why FormSign
Each introduction becomes a row on your FormSign board. The starter letter uses each question's label as a placeholder, so a note to the team matches the form.
This template is a starting point, not legal advice. It only introduces a person. It does not promise a job or anything in return.
Questions
Does this form promise a job?
No. It only collects the introduction. Hiring stays in your usual process.
Does this form promise anything in return?
No. Do not add a promise of payment or a gift.
Will you tell the person who referred them?
Only if the referrer says you may mention their name. Otherwise, ask first or leave the name out.
Can I remove the phone number?
Yes. Delete that question if email is enough.
Do I need an account to try it?
No. Open the template, edit the how-you-know list and test it. You'll create an account when you want to save it and send it.
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Build for free. Pay once a workflow goes live at 10 submissions or 2 documents sent for signature.