Important: You must be either an Admin or a Staffing user.
Follow these steps to create a new user:
1. In Recruiting, click Admin and then click Users.
2. Click Create a User.
3. Completed all required fields and any other optional settings pertaining to the user you are creating, and then click Save.
Notes:
- First name, last name and email address are required.
- You can add someone to a department as well (to make assigning them to jobs easier).
- When you see the prompt to send the new user an invitation email with information about how to set up a password and log in, choose to either Send Now or Do Not Send (you can always go back to their User record and send them the invite email at a later time).
- Pro tip: Make sure to use Paycor Single Sign On (SSO).
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Standard Users:
- By default, the majority of users you create are these.
- Standard Users are free and unlimited.
- To view the news feeds or to change a candidate's status, a Standard user must be assigned to a role on a position as one of these:
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Hiring Manager:
- Key managers of the job.
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Executive:
- Typically supervisors who want oversight over hiring, but do not necessarily want to manage the job nor receive regular notifications about jobs and candidates.
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Team Member:
- Usually employees who have insight into the job but no authorization to view budget information.
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Hiring Manager:
- Since Standard Users do not see much information until they are assigned to a job, you might want to click Do Not Send each time you create the User.
- Instead, consider adding that person to a job, putting some candidates in for them to review and then send an Invitation Email to New Users with their user name and password at a later time.
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