Custom Hiring Team roles to allow Admins to precisely configure the access and actions allowed for each default hiring role, and create/configure up to 5 new custom roles.
- Configure default roles: Modify the set of permissions available to each default role
- Additional Roles: Create up to 5 custom roles, and configure the permissions for each role independently
Before we dive into the process of configuration, let's examine how SmartRecruiters defines permissions:
- Actions for each role
- Access levels for each action
Each custom and default hiring team role's permissions is defined as a list of actions they can or cannot perform in relation to the job or candidates on the job.
For example, job actions include:
- Publishing/unpublishing/cancelling a job
- Editing the job's status manually (without moving the candidate forward or back in the process.
When added to a job's hiring team and assigned a role, the user is assigned the role's list of allowable actions for that job and any candidate applications to that job.
Each role is assigned an access level for each action. The access level determines exactly what a user who is assigned that role can do in relation to that action.
Some actions have three levels:
|Write||User can see and modify information|
|Read||User can see but not modify information|
|None||User cannot see or modify information.|
Others have only two:
|Yes||User can perform this action|
|No||User cannot perform this action|
The following sections specify configurable actions related to a job, the access levels available for each action, and any dependencies between them, i.e., which levels/actions must be assigned together.
Job Ad Tab
Controls access to the Job Ad tab on the job.
|Write||Can see all job ads, duplicate, edit and create custom sources|
|Read||Can only see list of job ads, cannot take actions|
Controls access to list of hiring team members in Hiring Process tab of the job.
|Write||Can add new hiring team roles and edit existing hiring team's roles|
|Read||Can see hiring team but cannot take any actions|
|None||Cannot see hiring team|
Public Job Details
Controls access to list of hiring team members in Job Details tab of the job.
|Write||Can see and edit public job details|
|Read||Can see public job details|
|None||Cannot see public job details|
Controls access to the scorecard in Hiring Process tab of the job.
|Write||Can edit scorecard|
|Read||Can see scorecard|
|None||Cannot edit scorecard but can see criteria|
Controls ability to manually change job status.
|Yes||User can manually change job status|
|No||User cannot change job status.|
Publish / Unpublish / Cancel
Controls ability to publish, unpublish, or cancel a job.
|Yes||Can publish, unpublish or cancel job. User must have ability to create job.|
|No||User cannot see or modify information.|
Internal Job Details
Controls access to Internal Job Details and Attachments section in the Job Details tab on the job.
|Write||Can see and edit internal job details and add attachments|
|Read||Can see internal job details and see attachments|
|None||Cannot see internal job details or attachments|
Controls access to sourcing tab on job's profile.
|Yes||User can access sourcing tab|
|No||User cannot access sourcing tab|
Controls access to the headcount/positions section under the Job Details tab on the job.
|Write||Can add, edit and remove a position and can see all approval details|
|Read||Can see the list of positions but cannot take any actions|
|None||Cannot see the list of positions|
Controls access to Internal Notes section under the Job Details tab on the job.
|Write||Can see and write internal notes|
|Read||Can see internal notes|
|None||Cannot see internal notes|
Controls access to the Add Candidate function under the People tab on the job.
|Yes||Can add a candidate to the job|
|No||Cannot add a candidate to the job|
Controls access to Activity tab on job's profile.
|Yes||User can access Activity tab|
|No||User cannot access Activity tab|
Here's a list of all the configurable actions related to a candidate, the access levels available for each action, and any dependencies between them, i.e., which levels/actions must be assigned together.
Controls access to application fields.
|Write||Can see and edit application fields|
|Read||Can see application fields but cannot edit|
|None||Cannot see application fields|
Restricted Application Fields
Controls access to restricted application fields (fields that are marked as "Only users with full access can see it").
|Write||Can see and edit restricted application fields|
|Read||Can see restricted application fields but cannot edit|
|None||Cannot see restricted application fields|
Edit EEO Screening Questions
Controls ability to edit a candidate's EEO screening questions answer in case the applicant did not provide an answer.
|Yes||Can edit EEO screening questions|
|No||Cannot edit EEO screening questions|
Controls ability to request consent and view consent status.
|Yes||Can request consent and see consent status|
|No||Cannot request consent or see consent status|
Controls ability to view and add attachments to application.
|Write||Can add/see attachments|
|Read||Can see but not add attachments|
|None||Cannot see or add attachments|
Controls ability to write and view notes and comments on the Notes tab.
|Write||Can write a note and see all entries, can comment all entries|
|Read||Can see all entries, can comment if @mentioned|
|None||Cannot see the notes tab|
Controls access to the Hire form and confirm hiring
|Write||Can access and edit Hire form, and confirm hiring|
|Read||Can access but not edit Hire form, and cannot confirm hiring|
|None||Cannot access Hire form|
Controls ability to edit a candidate's status in the hiring process.
|Yes||User can change candidate status|
|No||User cannot change candidate status|
Controls ability to see reviews that have been made prior to adding one.
|Yes||User cannot see reviews before adding their own|
|Yes with override||User cannot see reviews before adding their own, but can override this by clicking More -> Show reviews|
|No||User can see reviews|
Controls ability to delete attachments from application.
|Yes||Can delete attachments|
|No||Cannot delete attachments|
Controls access to Interviews tab ability to view, schedule, and edit interviews. Any hiring team member may be invited to an interview, regardless of their access level to Interviews.
|Write||Can see previous interviews and schedule an interview|
|Read||Can see previous interviews and but cannot schedule an interview|
|None||Cannot see Interviews tab|
Controls access to Offers tab and ability to create/edit/send offers, send/view offer approvals, and view offer information.
|Write||Can create an offer, send it for approvals, see previous offers and approvals, and send offer to candidate|
|Read||Cannot create an offer or send it for approvals or to candidate, but can see previous offers and approvals|
|None||Cannot see Offer tab or offer-related messages and attachments|
Controls access to the Review tab.
|Write||Can see previous reviews and write reviews|
|Read||Can see the reviews tab but cannot write a review|
|None||Cannot see the reviews tab at all|
Add/Reactivate/Remove from this job
Controls ability to add or remove candidate from job, or reactivate them.
|Yes||Can add candidate to job, reactivate candidate on job, or remove candidate from job|
|No||Cannot add candidate to job, reactivate candidate on job, or remove candidate from job|
Controls ability to edit application source.
|Yes||Can edit source of application|
|No||Cannot edit source of application|
See 'public' screening questions
Controls ability to see the answers to screening questions.
|Yes||Can see screening questions|
|No||Cannot see screening questions|
See restricted screening questions
Controls ability to see the answers to screening questions that have been marked as "Only users with full access can see it".
|Yes||Can see restricted screening questions|
|No||Cannot see restricted screening questions|
Reject/Mark as withdrawn
Controls ability to reject/mark a candidate as withdrawn and choose/view reason.
|Write||Can reject/mark as withdrawn and choose a reason|
|Read||Cannot reject/mark as withdrawn but can see the reason|
|None||Cannot see the reason|
Controls access to view and edit tags on application.
|Write||Can see and add tags|
|Read||Can see but not add tags|
|None||Cannot see or add tags|
Controls ability to edit personal, experience, or education information on profile
|Yes||Can edit personal, experience, or education information|
|No||Cannot edit personal, experience, or education information|
Can view a candidate's other applications, even if the user is not assigned to those jobs.
|Yes||Can see all of a candidate's applications|
|No||Can only see candidate's application to a job if member of hiring team on that job.|
Controls access to Message tab and ability to send emails to candidate and read emails sent to candidate.
|Write||Can send emails to candidate and see sent emails in Messages tab.|
|Read||Can see sent emails in Messages tab, but cannot send new emails to candidate.|
|None||Cannot see Messages tab|
Controls access to the Activity tab on the application of a candidate .
|Yes||Can see the activity tab|
|No||Cannot see the activity tab|
Controls access to the ability to defer a candidate.
Configure default roles
On the the Configure default roles tab are two tables: Job and Candidate permissions. Each row in the tables is a specific action; each column, a specific default role.
To configure the permissions of a particular default role:
- Find the action in the Job Actions or Candidate Actions table.
- Hover over the row for an action, and click Edit.
- Choose the role's correct level of access for that action from the list, and click Save.
Changes take effect immediately.
Configure additional roles
To create and configure custom hiring team roles:
- Click on the Additional Roles tab.
- Click Manage additional roles.
- Click Add a role.
- Give the role a name, and click Save.
- In the Job and Candidate Actions tables, go through each action and assign an access level. When you create a new role, SmartRecruiters defaults all of the role's access levels to None.Make sure to click Save!
- Repeat as needed for both tables.
Admins can add up to five custom roles. Just click Manage additional roles to add another.
If you've added more than one, you can update each at the same time:
To delete a role, click Manage additional roles, then click the Delete icon for the role.A few things to keep in mind:
- Admins cannot deactivate a custom hiring team role if the role is currently being used in an existing approval chain
- Admins cannot delete a custom role or if there is at least one user assigned that role on a hiring team.
- There are some interdependencies between actions. SmartRecruiters will resolve these interdependencies as needed. For example, assume an Admin has granted a user Write permissions for Offers, but None permissions for Messages. The user will need to be able to send an offer, so SmartRecruiters will ignore the Messages permission. In the future, we may add deconfliction rules, but this is the current logic.
- SmartRecruiters will automatically update candidate status based on user actions, even if the user doesn't have the ability to edit status.
- Our Hiring App will follow the same permissions as the web app.