Assign Role Access to Offer Documents

Recruiting Guide
Version
R2025.2.1
ft:lastEdition
2025-12-01
Assign Role Access to Offer Documents

You must define two types of access to offer documents:

  • Access to uploading offer letter documents to Dayforce. You typically enable this access for you and other Recruiting administrators.
  • Access to attaching documents to the offer letter. You typically enable this access for any user that has access to creating offer letters, such as recruiters.

You define access to offer documents by configuring the Candidate Offer document type in the Document Types feature of Documents > Admin.

Note: Document types are used in Dayforce to define key information about documents, such as which area of the system the document is used, which file formats are supported, and who can access the document. Only documents with the Candidate Offer document type can be attached to an offer letter. For more information on configuring document types, See Documents Configuration in the Document Management Guide.

Define Role Access to Offer Documents

To define role access to offer documents:

  1. Go to Documents > Admin > Document Types and select the Candidate Offer document type.
  2. Use the Available Roles and Roles lists to define which user roles can access offer documents, and if they have Create, Read, Update, or Delete access to these documents.
  3. Note: You don’t need to configure the Visible To drop-down list.
  4. Note: By default, the Candidate role is selected. For candidates to download documents from the offer letter, the Candidate role must have least Read access to the Candidate Offer document type. Therefore, you must not remove the Candidate role from the list at any time.
  5. Add your own role and any administrator roles that will upload offer letter documents to the system. You should typically give each of these roles Create, Read, Update, and Delete access to the Candidate Offer document type.
  6. Moreover, add any roles that will need to attach documents to the offer letter, such as recruiter users. In order for users to attach documents to the offer letter, their role must have at least Read access to the Candidate Offer document type.
  7. Click Save.