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Recruiting Module Security Role Settings Job Aid Contents 3
Contents
Overview .................................................................................................................................................5
Role Features ..........................................................................................................................................6
Role Feature Descriptions ........................................................................................................................ 6
Application Container ........................................................................................................................ 6
Careers, Documents, and People (My HR) .......................................................................................... 6
Recruiting .......................................................................................................................................... 7
Recruiting Setup .............................................................................................................................. 14
Report Library.................................................................................................................................. 17
Role Authorizations ...............................................................................................................................18
Recruiting: Additional Job Requisition Assessment ................................................................................. 18
Recruiting: Additional Job Requisition Users........................................................................................... 19
Recruiting: Candidate Profile.................................................................................................................. 19
Typical Candidate Profile Authorization Configurations.................................................................... 20
Recruiting: Job Posting ........................................................................................................................... 21
Typical Job Posting Authorization Configurations ............................................................................. 21
Recruiting: Job Requisition ..................................................................................................................... 22
Typical Job Requisition Authorization Configurations ....................................................................... 23
Typical Authorization Configuration for Hiring Manager Roles................................................................ 23
Typical Authorization Configuration for Recruiter Roles ......................................................................... 23
Overview
Role security defines which user roles can access and use the Recruiting features in Dayforce.
Configuring security involves establishing both the Recruiting features and Recruiting authorizations for
each role that needs access.
This document explains each role feature and role authorization option, and it also contains
recommended settings for common security roles such as recruiting administrator, recruiter, hiring
manager, employee, and candidate.
Role Features
To access role features:
1. Navigate to System Admin > Roles.
2. Select the role you want to configure.
3. Establish the necessary settings on the Features tab. Additional features may be selected,
depending on your organization's configuration.
See the tables below for descriptions and recommended role features for common security roles.
Application Container
Employee Card Job requisitions display the hiring manager and
recruiter (if assigned) on the screen. When the
Employee Card feature is enabled, users can click
the hiring manager or recruiter's image to view
more details about them on their employee card.
Checkbox Description
People (My HR) When this sub-feature is enabled, users can view
the submitted forms for hired internal candidates on
My People the Forms tab of the People screen.
Forms Menu
Internal Candidate Hire
Recruiting
Checkbox Description
Add Do Not Hire Enables the Do Not Hire button in the Candidates
tab of Recruiting > Job Requisitions, and in the
Candidate Profile. This button allows recruiters and
other authorized users to add a Do Not Hire flag to
candidates who they’ve found to be unsuitable for
the organization.
Applied Jobs Actions Enables access to the action buttons in the Applied
Jobs tab of the candidate profile.
Update Status Enables the Update Status drop-down list. Users can
select an option in the drop-down list to update the
status of the selected job applications.
Assign Candidates to Job Reqs Enables the Assign button of Recruiting. Users
select one or more candidates and click the Assign
button to open a control where they can select one
or more requisitions to assign candidates to.
When the Assign Candidates to Job Reqs role
feature is not enabled, the Assign button is hidden.
The Assign Candidates to Job Reqs role feature only
controls access to the Assign button, not to the
requisitions that users can assign candidates to.
Access to job requisitions is enabled using a
combination of access authorizations and the hiring
manager security / recruiter security feature.
Checkbox Description
[Candidate Hire form name] When candidate hire forms are configured, Dayforce
adds the name of the form as a sub-feature below
Candidate Hire. You must assign the sub-feature for
the forms to the necessary user roles.
Candidate Offer Status Enables the Change Status link in the Applied Jobs
tab of the candidate profile.
Users can click the Change Status link to rescind the
offer, update a candidate's response to an offer, or
accept or reject the offer on behalf of the candidate.
If the Candidate Offer Status role feature is not
enabled, the Change Status link is hidden from the
Applied Jobs tab, and the user cannot change the
status of the offer.
Note: Dayforce only displays the Change Status link
after it has sent the offer letter to the candidate.
Candidate Sourcing SSO This feature has been discontinued and is not
currently applicable.
Checkbox Description
Edit Candidate Source Enables the edit button in the Source section of the
candidate profile, so that users can edit the
candidate's job application source.
Employee Profile Annual Salary Enables the Pay Information sub section of the
Employee Profile section in the candidate profile of
Recruiting.
Internal Candidate Hire Enables the Hire button in the Candidates tab of
Recruiting > Job Requisitions for hiring internal
candidates.
Link Candidate to Employee Enables the Link button and linking functionality in
the Candidates tab of Recruiting > Job Requisitions,
which allows users to link candidates to existing
Dayforce employee records in the organization.
Checkbox Description
Create Workflow in Offer Letter Enables users to see workflows that allow them to
define approvers in the Select Workflow setting of
the Create/Edit Offer form. When they select one of
these workflows, Dayforce displays the Workflow
Approvers setting, which allows users to define the
approvers of the workflow.
When the Create Workflow in Offer Letter role
feature is not enabled, users can only see standard
workflows. They cannot see workflows that allow
users to define approvers, even if their role has
access to these workflows via Workflow
Administration > Role Privileges.
Note: For users to see a workflow for defining
approvers, their role must also have access to it via
Workflow Administration > Role Privileges.
Checkbox Description
Remove Do Not Hire Enables the Remove Do Not Hire button in the
Candidates tab of Recruiting > Job Requisitions, and
in the Candidate Profile. This button allows
recruiters and other authorized users to remove the
Do Not Hire flag for candidates.
Send Resume via email Enables the Send Resume option in the Candidates
tab, and in candidate profiles. This option allows you
to send resumes via email to the users in your
organization from within the Recruiting feature.
Sendable Questionnaire Enables the Send VEVRAA button below the Contact
drop-down list in the Candidates tab of Recruiting >
VEVRAA Form Job Requisitions. This feature is used for emailing
candidates the Post Offer VEVRAA Form.
This feature is only applicable for certain
organizations who hire employees in the U.S.
Checkbox Description
Add New Candidate in Talent Enables the New Candidate button in Talent
Community Community, which is used to creating new
candidate profiles. If this feature is not assigned, the
New Candidate button is hidden.
Checkbox Description
[Job Requisition form name] Below the Job Requisition Forms sub-feature, the
application displays all the available workflowed
forms. Select the checkbox next to each Job
Requisition form that you want to display.
Job Requisitions Reports Enables the Reports button in the Job Requisitions
tab of Recruiting. Also enables the Job Requisition
Reports option of the Parent Feature drop-down list
in the Report Properties control of Reporting >
Reports.
Reports that you add under the Job Requisition
Reports parent feature of Reporting > Reports each
show up as sub-features below this role feature, so
that you can assign them individually to roles.
Note: Reports obey Dayforce security, which means
they only include employees the user is allowed to
see based on the user's location hierarchy.
Recruiting Search Enables the Search button at the top of the side
panel in Recruiting, which allows you to quickly
search for candidates and job requisitions in
Recruiting.
Checkbox Description
All Requisitions Enables the ability to search for any candidate in the
Talent Community tab, regardless of which
requisition they belong to.
Recruiting Setup
Typically, features in the Recruiting Setup section are only enabled for administrators.
Checkbox Description
Client Career Site Management Enables the Client Career Site Management feature
of Recruiting Setup, which allows recruiting
administrators to manage the default client career
sites and create new external client career sites, as
needed.
Checkbox Description
Allow Company Name Override Allows you to enter a company name for your
external career sites that overrides the default
company name (defined in Client Properties) in
external job feeds.
Decline and Offer Rejection Reason Enables the Declined and Offer Rejection Reasons
feature of Recruiting Setup. Here, recruiting
administrators create and manage reason options
that users can select when they decline candidates
or reject an offer.
Checkbox Description
Job Posting Template Configuration Enables the Job Posting Template Configuration
feature of Recruiting Setup. Here, recruiting
administrators create a set of posting templates that
are available for recruiters to assign to job postings.
Offer Clauses and Disclaimers Enables the Offer Clauses and Disclaimers feature
of Recruiting Setup, which is used for configuring
statements that recruiters can add to the offer letter
form.
Report Library
Dayforce lists each report that's available for Recruiting. Select the sub-features in the Report Library
section to grant access to specific reports.
Reports obey Dayforce security, which means they only include employees the user is allowed to see
based on the user's location hierarchy
Role Authorizations
Generally, recruiting administrators have full access to all authorizations in the Recruiting module, but
access for other roles is more nuanced. See the remaining sections of this document for more detailed
information that will help you decide which roles need access.
Use the Recruiting: Additional Job Requisition Assessment authorization to control whether users can
view, add, edit, and delete assessment assignments when creating new job requisitions. When enabled,
the application displays the Assessment and Delivery Method fields in the Job Requisition form and in
the Add New Requisition wizard in Recruiting. The application also displays these fields in the Details
tab of Recruiting > Job Requisitions. In the Details tab, these fields are read-only and display the
assessment and method set during configuration.
This authorization also control access to the information in the Assessments tab of candidate profiles.
The following table describes each of the permissions for this access authorization:
Permission Description
Can Read Enables the ability to view the assigned assessments for a job requisition, as well as
the results of the assessments in the Assessments tab of the candidate profile.
Can Create Enables the ability to add assessments to a job requisition.
Can Update Enables the ability to update the default assessment mapping when creating job
requisitions.
Permission Description
Can Delete Enables the ability to delete the default assessment mapping when creating job
requisitions.
Additional users must also have access to the appropriate Recruiting features.
Permission Description
Can Read Enables the ability to view the additional users for a job requisition.
Can Create Enables the ability to assign additional users to a job requisition.
Can Update Enables the ability to update the existing list of additional users.
Can Delete Enables the ability to delete additional users.
This access authorization does not limit the ability to view candidates in the Job Requisitions >
Candidates tab or to search for candidates in the Talent Community tab. It is specifically intended
to control access to candidate profiles.
Permission Description
Can Read Enables access to the Profile button in the Candidates and Talent Community tabs.
When not enabled the Profile button is hidden, and users cannot open the
candidate profile control.
This permission does not prevent users from accessing other features of the
Candidates tab, such as viewing/adding candidate notes or contacting candidates.
It also does not prevent users from downloading the user's resume and supporting
documents from the Documents column of the Candidates tab.
Can Create Enables the create button in the candidate profile, including for uploading
documents. When not enabled, this button is hidden.
Can Update Enables the edit button in the candidate profile. When not enabled, this button is
hidden.
This permission does not impact the ability to view, upload, or delete documents
from the profile.
In order to be able to edit the Source section of the candidate profile, the user's
role must be assigned both this permission, and the Recruiting > Recruiting >
Actions > Edit Candidate Source role feature in the Features tab of System Admin
> Roles:
Role Permissions
Hiring Manager You typically assign hiring manager user roles the Can Read permission only, so
they can only read the information in the candidate profiles but not update it.
Role Permissions
Recruiter You typically assign all permissions (Can Read, Can Create, Can Update, Can
Delete) to recruiter user roles that are allowed to update records. This is because
different combinations of permissions are needed for updating parts of the profile.
For example, the ability to edit a work experience record requires users to first
delete the old record and then add a new record; it is not possible to edit an
existing record. Therefore, in this case, the user would need both the Can Delete
and Can Create permission, but not the Can Edit Permission.
Conversely, editing the Personal Information section of the profile only requires
the Can Edit permission.
Therefore, assign user roles either all permissions or just the Can Read permission,
depending on whether they are allowed to update data or just view it.
Permission Description
Can Read Enables the Postings tab of Recruiting > Job Requisition. When not enabled, the
Postings tab is hidden from the tab menu, and only the Status, Details and
Candidates tabs are displayed for the selected job requisition.
Can Create Enables the Post button of the Postings tab. When not enabled, this button is hidden.
Can Update Enables the Edit Posting button (formally called View Posting). When not enabled
this button is hidden.
Can Delete Enables the Delete button. When not enabled this button is hidden.
Role Permissions
Hiring Manager You typically assign hiring managers either none of the permissions of this access
authorization (so that the Postings tab is not displayed), or just the Can Read
permission. With just the Can Read permission, the Postings tab provides very
limited functionality, and they cannot open the posting details control.
Recruiter You typically assign all permissions of this access authorization to recruiters. The
Can Create, Can Update and Can Delete permissions should be assigned together.
For example, a recruiter creates a posting, but then needs to change its details or
delete it from the list.
Permission Description
Can Read Enables job requisitions to be displayed in the Job Requisitions tab. When not
enabled, users can open the Job Requisitions tab, but it is blank.
Note that when the Can Read access authorization is not assigned, users can still see
job requisitions in the following areas of the Talent Community tab:
The Assign Candidate control.
The Applied Jobs section of search results and the candidate profile.
Can Create Enables the New button at the top left of the Job Requisitions tab.
When not enabled, the New button is hidden, and users are prevented from creating
requisitions in the Job Requisitions tab. However, users with necessary access can
still create a requisition by submitting the Job Requisition form of My HR, which is
subject to workflow approvals. In this case, the requisition is only added to the Job
Requisitions tab once the Job Requisition form is approved and processed.
In contrast, requisitions created directly in the Job Requisitions tab are not subject to
workflow approval and are added to the list as soon as they are saved.
Can Update Enables the Save button at the top left of the Details tab and allows users to make
edits to job requisition details.
When not enabled, the Save button is hidden, and all fields in the details tab are
read-only. However, when the Can Create permission (described above) is enabled,
the new requisitions display the Save button and allow users to define fields.
However, once they save the requisition, the Save button is no longer displayed and
the fields of the requisition become read-only.
Note: Under typical configurations, users would be assigned both the Can Update
and Can Create permissions.
Can Delete Enables the Delete button at the top left of the Job Requisitions tab. When not
enabled, the Delete button is hidden.
Even the if Delete button is enabled, users cannot delete requisitions that have
postings or candidates; as was already the case in previous releases, the delete
functionality is only intended for deleting requisitions that were accidentally created
or never used.
Role Permissions
Hiring Manager You typically assign hiring manager user roles the Can Read permission only. This
way they can access their own requisitions (via hiring manager security), but cannot
edit details, delete requisitions or create non-workflowed requisitions (i.e., job
requisitions created directly in the Job Requisitions tab).
As a result, the typical process for managing requisitions is as follows:
• Hiring managers submit the Job Requisition form in My HR, which is subject
to workflow approvals.
• Once approved and processed, the requisition is automatically added to the
Job Requisitions tab, where only the recruiter can manage its details. For
example, a recruiter can update the job requisition description to make it
more marketable to candidates.
Recruiter You typically assign recruiter user roles at least the Can Read, Can Update and Can
Delete permissions, so that they can access and make updates to existing
requisitions. Requisitions that are in use (e.g., that have at least one candidate or
posting) are safe from deletion; however, recruiters might want to delete
requisitions that were created in error or never used.
Some organizations might leave the Can Create permission unassigned for all users,
so that job requisitions can only be created by submitting a workflow-enabled Job
Requisition form in My HR.
In this example, the organization doesn't want any users (including recruiters) to create job requisitions
directly in the Job Requisitions tab (i.e., to create non-workflowed requisitions), so they disable the Can
Create permission of the Recruiting: Job Requisition authorization: