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Business Unit Management for the Applicant Tracking System

Business Units require an additional purchase to be enabled and set up for your ATS account. For more information, please contact your sales rep/account manager.

"Business Units" is an option of the ATS where primary company business units (parent) and subsidiary company business units (child) are created to permit or restrict access to the ATS. After purchase, your "Business Units" will be created by us at Arcoro, so you can have the appropriate "parent" and "child" business units for further configuration by your organization in the ATS.

'Business Unit Management' in the ATS is where an admin of the parent account can grant/restrict access to parent-level items to the child account. For example, a job template that a parent account wants the child account to use as well.

 Parent to Child Only

Business Units can only restrict items created with the parent account. Items created in a child account will only exist for the child account that it was created in and cannot be transferred to the parent account or to other child accounts.

Table of Contents

Navigating to Business Unit Management
  • Check that you are in the parent company with the drop-down menu towards the top-left.

    ATS - Business Units - Company Selector - 00.png

  • Click Administration from the top menu bar of the Applicant Tracking System.

    ATS_-_Administration_-_01.png

  • Click Business Unit Management on the left-hand side.

    ATS - Administration - Menu - Business Unit Management - 01.png

Understanding Business Unit Management Menu

ATS - Business Units - Menu - 00.png

  1. Show/Hide Legend - Click this button to show the legend for the page.

    ATS - Business Units - Legend - 00.png

    • ATS - Business Units - Attach All - 00.png - Attach all items for this row or column.
    • ATS - Business Units - detach All - 00.png - Detach all items for this row or column.
    • ATS - Business Units - Reset Changes - 00.png - Clear all unsaved changes for this row or column. 
    • ATS - Business Units - Buttons - 01.png - Item is attached to the child and will be available for use.
    • ATS - Business Units - Buttons - 02.png - Item is detached from the child and will not be available.
    • ATS - Business Units - Buttons - 03.png - Item is currently attached and will be detached from the child when your changes are saved.
    • ATS - Business Units - Buttons - 04.png - Item is currently deattached and will be attached to the child when your changes are saved.
  2. Business Unit Options - Click the button to grant or restrict access to the labeled option.
  3. The options/templates/users that are granted/restricted for the parent or child account.
    • The business units listed are configured by Arcoro after purchase. If the desired business unit is not listed, please contact us for assistance.
  4. Search Business Units - Filter the business units based on the business unit name.

How to Grant/Restrict Permission

  1. Click the options to grant/restrict an item/option. If you are unfamiliar with what each button offers, you can refer to the sections below.

    ATS - Business Units - Menu - 01.png

  2. Grant/restrict permission through the provided buttons for the business unit listed at the top of the table. The business units listed are configured by Arcoro after purchase. If the desired business unit is not listed, please contact us for assistance.

    If you are unfamiliar with the buttons, refer to the legend towards the top-right of the web page or section above.

    ATS - Business Units - Menu - 02.png

  3. Save your changes.

    ATS - Business Units - Menu - 03.png

Business Unit Management Options

The buttons towards the top of the 'Business Unit Management' menu allow you to select the ATS option/feature to restrict. 

ATS - Business Units - Menu - 01.png

User Roles

Grant/restrict a user role from the parent account to a child account. For more information about user roles, you can refer to the following article.

ATS - Business Units - User Roles - 00.png

Users

Grant/restrict a user from accessing a parent/child account. For more information about user maintenance, you can refer to the following article.

ATS - Business Units - User - 00.png

Email Templates

Grant/restrict an email template from the parent account to a child account. For more information about email templates, you can refer to the following article.

ATS - Business Units - Email Templates - 01.png

Candidate Labels

Grant/restrict a candidate label from the parent account to a child account. For more information about candidate labels, you can refer to the following article.

ATS - Business Units - Candidate Labels - 01.png

Candidate Stages

Grant/restrict a candidate stage from the parent account to a child account. For more information about candidate stages, you can refer to the following article.

ATS - Business Units - Candidate Stages - 01.png

Disposition Codes

Grant/restrict disposition codes from the parent account to a child account. For more information about disposition codes, you can refer to the following article.

ATS - Business Units - Disposition Codes - 01.png

Job Groups

Grant/restrict a job group from the parent account to a child account. For more information about job groups, you can refer to the following article.

ATS - Business Units - Job Groups - 01.png

Job Templates

Grant/restrict a job template from the parent account to a child account. For more information about job templates, you can refer to the following article.

ATS - Business Units - Job Templates - 01.png

Job Requisition Approvals

Grant/restrict job requisition approvals from the parent account to a child account. For more information about job requisition approvals, you can refer to the following article.

ATS - Business Units - Job Req Approvals - 01.png

Interview Questions

Grant/restrict interview questions from the parent account to a child account. For more information about interview questions, you can refer to the following article.

ATS - Business Units - Interview Questions - 01.png

Application Templates

Grant/restrict an application template from the parent account to a child account. For more information about application templates, you can refer to the following article.

ATS - Business Units - Application Templates - 01.png

Job Posting Fields

Grant/restrict job posting fields from the parent account to a child account. For more information about job posting fields, you can refer to the following article.

ATS - Business Units - Job Posting Fields - 01.png

Offer Letter Templates

Grant/restrict offer letter templates from the parent account to a child account. For more information about offer letter templates, you can refer to the following article.

ATS - Business Units - Offer Letter Templates - 01.png

Offer Letter Approvals

Grant/restrict an offer letter approval from the parent account to a child account. For more information about offer letter approvals, you can refer to the following article.

ATS - Business Units - Offer Letter Approvals - 01.png

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