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External recruiter role

The External recruiter role lets you work with recruitment agencies and freelance recruiters in PeopleForce while keeping your company data safe.

Many companies rely on external partners to find great candidates, but giving them system access has often meant exposing sensitive information. The External recruiter role solves this with a limited level of access. Instead of sending CVs back and forth by email, external recruiters work directly in Recruit, but only on the vacancies you add them to.

External recruiters aren’t employees. They don’t have a profile, they aren’t counted in your headcount, and they never see settings, reports or employee data.

What external recruiters can do

Always included:

  • View the vacancies they’ve been added to

  • Add candidates and view the candidates they added

  • Edit any information about their own candidates, including desired salary and sensitive fields

  • Email candidates and invite them to interviews

  • Comment on candidates and see their own comments

Optional (you decide):

  • View the vacancy’s salary range

  • Edit vacancy details and promote the vacancy

  • See other candidates on the vacancy. This shows every candidate on the vacancy, not just their own, including candidates who have been disqualified.

  • Edit other candidates on the vacancy

  • See other candidates’ desired salary

  • See other candidates’ fields marked as sensitive

  • See all comments on a candidate, including your team’s internal ones

If the role is not visible in your settings and you are interested in trying the feature, please contact our customer support team via chat or email at support@peopleforce.io.

External recruiters can manage their own Preferences from the profile menu. There they can set their language and time zone, change their password, turn on two-factor authentication, and connect their Gmail or Outlook mailbox so emails to candidates are sent from their own address.

How to add an external recruiter

  1. Go to Settings → Roles & permissions and open the External tab.

  2. Click Invite, then enter the recruiter’s first name, last name and email. Click Add to invite several people at once.

  3. Click Send. Each person receives an email with a link to set up their account and choose a password.

  4. Open the vacancy they’ll work on and go to the Collaborators step.

  5. In the External recruiters field, select the recruiter and save.

The recruiter can now see that vacancy. Until you add them to at least one vacancy, they see nothing when they sign in.

As a result, they will receive a link to join the platform.

When an assignment ends

Deactivate the recruiter from the ⋯ menu on the External tab. This blocks their sign-in and removes them from every vacancy. If you activate them again later, you’ll need to add them back to each vacancy.

Assign an external recruiter to a vacancy

Once you’ve invited an external recruiter, add them to the vacancies they’ll work on:

  1. Go to Recruit → Vacancies.

  2. Open the vacancy you want to edit, or create a new one.

  3. Go to the Collaborators step.

  4. In the External recruiters field, select one or more recruiters.

  5. Click Save.

The recruiter can now see this vacancy and add candidates to it. To remove their access, clear them from the same field.

💡 Can’t find a recruiter in the list? Only active external recruiters appear. If someone is missing, they’ve probably been deactivated. Go to Settings → Roles & permissions → External and activate them from the ⋯ menu.

Manage external recruiters

Managing external recruiters In the Settings > Roles & Permissions > External tab, you can access the list of all external recruiters added to the system and the status of their access. By clicking 3 dots next to the person, you can complete the following actions:

  • Send a welcome letter with login details;

  • Deactivate or activate user access to the system;

  • Delete the user from the system.

  • Edit the user's full name and email. Note: Candidates cannot be automatically reassigned from a terminated recruiter. Manual reassignment is required in such cases.

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