The Groups feature helps you organize users and manage access to candidates and jobs. Set up different groups to mirror the different recruitment teams at your company.
When you assign departments, roles, locations, or candidate tags to a group, its members automatically gain access to the matching candidates in the candidate database.
Groups can also be used as the Hiring Team for a job, allowing you to easily update hiring team members across multiple jobs at once.
Set up a Group
Click your company name, then go to Settings → Recruitment → Groups. This will take you to your group settings. To create a new group, click the + New Group button in the top-right corner.
Start by assigning a Name and Icon to represent the group. Next, select a Manager and add the Members, these users will have access to the jobs and candidates linked to the group. You can add as many members as needed, and they only require a Default user access level.
If a group is added to a job, the Manager can be used as the main recruiter and the Members will be added to the hiring team. More on that here.
Candidate database access
A Group can also be granted access to a specific part of your candidate bank. The members will be able to access the candidates that match the criteria chosen for the group. You can add departments, roles, locations, and candidate tags to customize the access!
Candidates must match at least one option from each selected type to be visible.
If multiple options for a type are selected, candidates from any of those options will be shown. For example, selecting multiple tags will show candidates matching any of the selected options.
In this example, users in the group will be able to access candidates with the tag customer-service that either belongs to the department Customer Support or the role of Customer Success Manager within Customer Success.
Using a Group as a Hiring team
A big advantage of using groups is the possibility to use them as the Hiring team in your jobs. This way, you can centralize access to jobs by being able to change multiple job hiring teams and recruiters simultaneously.
When setting up the Hiring team for a job, there will be a new option to pick a Group. By choosing a group, all members will be added to the job's hiring team. You will also have the option Use Group manager which will add the groups's Manager as the main recruiter. This way if the Manager of the group changes so will the main recruiter for the job/s where the group is added.
You can also add Additional users to the Hiring team if you wish. There will be no difference in access for the group members and the additional users – they are all part of the Hiring team.