The PeopleForce system provides you with a unique opportunity to create various custom roles with specific access rights and functionality that align with your company's unique needs. For example, let's consider the process of creating the Recruiter role and configuring its access rights to better meet your company's requirements in recruiting and talent management.
Step 1: Navigation to the Settings section and role creation
In the system, navigate to the Settings section. In the Settings section, find the Roles and permissions menu item and select it. Here, you will see a list of existing roles in the system. Create a new custom role using the New role button.
Step 2: Role name and description
When creating a new role, you will be prompted to enter a name and description for the Recruiter role. Choose a clear name that reflects the function and responsibility of the recruiter in your organization, such as Recruiter or HR Recruiter.
Step 3: Assigning employees to this role
In the Who is assigned to this role? section, use filters to select employees who will be assigned to the Recruiter role. Assigning employees will provide them with the necessary rights and functionality required for recruiting tasks.
Step 4: Granting access rights to fields in employee profiles
PeopleForce offers three visibility options for fields:
- None: If selected, employees with the Recruiter role will not see the specified fields in employee profiles.
- View: This option allows employees with the Recruiter role to view the specified fields in employee profiles but not edit them.
- Edit: By choosing this option, employees with the Recruiter role will have the ability to not only view but also edit the specified fields in employee profiles.
In the "Who do these permissions apply to?" section, you can set filters to specify which employees the recruiter will have access to the specified fields. For example, you can configure a filter to grant the recruiter access only to the fields of certain employees, using parameters such as name, surname, position, or employee identifier.
Step 5: Granting access rights to company actions
In the Company section, you can grant specific access rights to actions that recruiters can perform in your company. For example, you can allow access to the Recruit module and set permission for the Manage test template. This will enable recruiters to create tests for candidates and export the obtained data for further analysis.
Step 6. Give recruiters access to Recruit reports
If recruiters need to see hiring analytics and recruitment reports, you can grant them access in the system.
This allows them to track their results and work with recruitment data independently.
How to enable access
Go to the Reports section in the permission settings.
Select the reports the recruiter should have access to.
After this, the recruiter will be able to use recruitment reports in their daily work.
What this permission allows
Once enabled, the recruiter can:
Open the Reports section
Access Recruit reports
View recruitment data related to their work
Recruiters will only see the data they are allowed to access based on their role and permissions.
Step 7. Give recruiters access to settings
You can also give recruiters permission to manage specific Recruit settings in PeopleForce. This allows them to configure certain parts of the platform - without asking an administrator for every change.
How it works
In the permission settings, choose which areas of PeopleForce settings the recruiter can access. You can grant access to specific sections, depending on what they need.
Example
If you give access to Pipelines, the recruiter will be able to:
Add new pipelines
Edit existing pipelines
Manage recruitment stages inside those pipelines
This helps recruiters manage their hiring process more efficiently, while still keeping control over what they can and cannot change.
Step 8: Saving the settings
After setting the access rights and functionality for the Recruiter role, ensure that all settings align with your needs. Click the Save button to save the new role and configurations.
Now you have a custom Recruiter role with configured access rights and functionality. You can assign this role to users with corresponding recruiting responsibilities and use it to manage the personnel recruitment processes in your organization effectively.