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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.
    1. First name, last name and email address are required.
    2. You can add someone to a department as well (to make assigning them to jobs easier).
  4. 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).

By default, the majority of Users you create are Standard Users. Standard Users are free and unlimited. They must be assigned to a role on a position (Hiring Manager, Executive, or Team Member) to view the news feeds or to change a candidate's status.

  • Hiring Managers are the key managers of the job.
  • Executives are 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 Members are 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.

05/10/24 498 views

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