To access candidate documents in Recruiting, your role must be assigned access to the associated document types in Documents > Admin > Document Types. Document types are used to define key information for documents such as which file formats are supported, and which user roles have access to them.
All document types must have at least one role assigned. In cases where a document type has multiple roles assigned, you can assign a different permission level for each of them. For example, recruiters might be able to upload and delete supporting documents, while managers might only be able to view them.
The following document types are used in Recruiting:
- Confidential Identifications: Controls access to right to work documents in Recruiting.
- Cover Letter: Controls access to candidate cover letters in Recruiting.
- Resume: Controls access to candidate resumes in Recruiting.
- Supporting Candidate Document: Controls access to additional documents (such as reference letters and certificates) for candidates in Recruiting.
To assign access to a document type:
- Go to Documents > Admin > Document Types and select a document type.
- In the Available Roles list, select the role that you want to assign access to.
- Click the move right arrow (
) to move the role from the Available Roles list to the Roles list. - In the Visible To drop-down list, do one of the following:
- To specify that users with this role can view only their own documents, select Owner.
- To specify that users with this role can view documents for any of the employees they manage, select Manager.
- Specify the permissions for the role using the Create, Read, Update, and Delete checkboxes.
- Repeat steps 3 through 6 to assign access to other roles.
- Click Save.