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Permissions - Advanced Settings for Applicant Tracking in Core HR

The Permissions tab will allow you to configure the restrictions that every manager in the system will have for the applicant tracking feature of Core HR. The top of the page will list a description of the permissions, and the bottom of the page will list managers and their permissions.

Expand for Navigation Steps to Permissions
  1. Expand Settings and click Applicant Tracking from the menu.

    CHR - Menu - Settings - Application Tracking - 00.png

  2. Click Advanced Settings from the top menu bar.

    Applicant_Tracking_-_Menu_Bar_-_01_-_Advanced_Settings.png

  3. Click the Permissions tab.

    CHR - Applicant Tracking - Advanced Settings - Tabs - Permissions - 00.png

Permissions_-_00.png

The following settings can also be applied to a manager:

  • Restrict Manager to Job Postings by Category - Manager can only access job postings belonging to categories the Manager is currently assigned. An employee is considered a manager if they are set to either a "Recruiting Administrator" or "Recruiter".
  • Restrict System Administrator to Job Postings by Category - System Administrators can only access job postings belonging to categories the System Administrator is currently assigned.
  • Applicant Profile Read Only to Managers - The Applicant Profile will be Read Only to both Recruiting Administrators and Recruiters (managers). System Administrators will be able to modify Applicant Data.

The "Permissions" tab provides the following columns and permissions:

  • Manager - The name of the manager. Clicking the manager's name will allow you to restrict the manager to specified job categories
  • Recruiting Administrator - Manager has full access to all settings of Applicant Tracking.
  • Recruiter - Manager has access to all settings of Applicant Tracking except the Configure Recruiting Portal and Advanced Settings screens. The "Recruiter" must be enabled for the following four permissions:
    • Can Create Job Postings - The manager can create Job Postings.
    • Job Postings Require Approval - Job Postings created by the Manager must be approved. This only applies if the Manager has permissions to Create Job Postings.
    • Job Posting Approver - Manager can approve Job Postings.
    • Can Hire Applicants - Manager can Hire Applicants for Job Postings for which Manager has permissions.

Restricting Managers to Job Categories

  1. Click on the name of the specific manager that you would like to restrict from the "Permissions" tab.

    CHR - Applicant Tracking - Advanced Settings - Permissions - Manager Name - 00.png

  2. A new tab/window should open with the Job Categories set up in the “Categories” tab. Use the checkbox on the job categories that the manager will have access to. Any category not selected will not be accessible to the selected manager. Click Save Category Assignments when finished.

    Advanced_Settings_-_Permissions_-_Categories_-_00.png

  3. Repeat as necessary for other managers.

Setting Up an Employee as a Manager

For an employee to appear in the list of managers, the employee must be set as a "Manager" in their employee demographic info.

  1. Expand Employee, expand Employee, then click Demographic Info from the Core HR menu.

    Menu_-_Employee_-_Employee_-_Demographic_Info_-_00.png

  2. On the Demographic Info page, go to the Employee tab and use the checkbox for Manager. Save your changes.

    Employee_Demographic_Info_-_Employee_Tab_-_02.png

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