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Recruiting: Create a New User

Describes how to create a new user in Recruiting.

Important: You must be either an Admin or a Staffing user.

Follow these steps to create a new user:

1. In Recruiting, click Admin and then click Users.

2. Click Create a User.

3. Completed all required fields and any other optional settings pertaining to the user you are creating, and then click Save.
 

Notes: 

  • First name, last name and email address are required.
  • You can add someone to a department as well (to make assigning them to jobs easier).
  • When you see the prompt to send the new user an invitation email with information about how to set up a password and log in, choose to either Send Now or Do Not Send (you can always go back to their User record and send them the invite email at a later time).

 

  • Standard Users:
    • By default, the majority of users you create are these.
    • Standard Users are free and unlimited. 
    • To view the news feeds or to change a candidate's status, a Standard user must be assigned to a role on a position as one of these:  
      • Hiring Manager: 
        • Key managers of the job.
      • Executive:
        • Typically supervisors who want oversight over hiring, but do not necessarily want to manage the job nor receive regular notifications about jobs and candidates.
      • Team Member: 
        • Usually employees who have insight into the job but no authorization to view budget information.
Pro Tip:
  • Since Standard Users do not see much information until they are assigned to a job, you might want to click Do Not Send each time you create the User. 
  • Instead, consider adding that person to a job, putting some candidates in for them to review and then send an Invitation Email to New Users with their user name and password at a later time.

05/10/24 1895 views


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