Create Permission Groups

Create permission groups to assign view and approval permissions for employee information and to grant access to Applicant Tracking (HiringThing).

An HR admin must set up permission groups before HR specialists can access employee information. HR specialists can belong to multiple permission groups and may be assigned different permissions across different groups. Permission group changes are saved automatically.
  1. From the main menu in HR Management, select Admin Settings.

    The Admin Settings page opens.

  2. Select the Permission Groups section on the left side of the page.

    The Permission Groups page opens, showing a list of existing permission groups, if any have been set up.

  3. To create a new permission group, select New Group in the lower right of the page.
    Note: To edit an existing permission group, select the pencil icon in that permission group section to open Permission Group Details. On the Permission Group Details page, you can edit HR user access, add or remove companies, change approval permissions, or delete a permission group.
  4. Enter a permission Group Name.
  5. In the Who has access? section, select an HR specialist to assign to this permission group.

    • After you select a specialist, that person's name displays in the Who has access? section.

    • Continue adding specialists until you have added all users who should have the permissions assigned to this group.

  6. In the To which companies? section, select a company to assign to this permission group. HR specialists assigned to this permission group will be able to view information for all employees in the selected companies.

    • After you select a company, that company name displays in the To which companies? section. Add more companies as needed.

    • For companies with associated cost centers, a Cost Center section displays. If you want the permissions that you are setting up for this group to apply to specific cost centers only, select those cost centers from the Add Cost Centers field. To apply the current permissions to all cost centers in a company, leave that company's cost centers section blank.

  7. To give HR specialists in this group access to your applicant tracking portal, set the Access to the Applicant Tracking (HiringThing) toggle to Yes.
    Important: Do not add companies to this permission group.

    After you enable this setting, the link to Applicant Tracking (HiringThing) is available to the selected HR specialists from both the Recruiting section of their home page and the main menu in HR Management. See HiringThing Integration for more information.

    Note: To revoke a user's access to HiringThing, you must remove them from the relevant permission group in HR Management and remove them as a user in HiringThing. See Remove a User's Permission to HiringThing for details.
  8. In the What can they do? section, select the permissions to assign to the HR specialists in this permission group.

    • View: Allows HR specialists to view but not approve Personal Information updates submitted by employees in the companies assigned to this permission group.

    • Approve: Allows HR specialists to view and approve Personal Information updates submitted by employees in the companies assigned to this permission group.

  9. When you are finished, you can return to the home page by selecting the return icon in the upper left of the page.