Follow the steps to create a single user:
- Click the System tab at the top right hand side of the page.
2. Under the System heading, click User Manager.
3. This will display a list of all users that currently have access to the system.
4. To add a new user, click the + Create User link.
5. This will then take you to the Manage User screen.
Complete these following fields with the new user’s information:
Username: You will need to create a username for each user; it is best that you maintain a consistent format for all users. For example, this may be first initial and last name, all in lower case or email address. This is a mandatory field.
Password/ Confirm Password: You will need to create a password for this user and confirm it in these fields. This is a mandatory field.
Note: If you would like to enforce certain password security measures, such as character limit and password expiry periods, contact ACENDRE.
User Status: This field will allow you to set the user’s status to be active, inactive, locked or deleted. Use this field to manage the user’s access to eRecruit.
Note: Once a user has been created, they cannot be erased from the system.
Expiry Date: This is the date that this user’s access will expire. It defaults to 1 year from the creation date. This is a mandatory field.
Must Change Password on Next Login: This option will ensure that the user gets prompted to change their password the next time that they log in to eRecruit system. This is useful for when you reset a user’s access.
User Group: This determines which group the user belongs to. When a user is placed into a group; they will inherit the group’s specific module and functions access, roles and interview types. A user can only exist in one group at a time.
Region: This option allows you to select which geographical region this user is from.
Time Zone: Choose the GMT time zone from this dropdown list.
Language: By choosing the language from this dropdown list, the user will view the eRecruit system translated into a pre-configured language.
Email Address: Enter a valid email address for the user in this field. This is a mandatory field.
First Name/ Middle Name/ Surname: These are the first, middle and surnames of the user you are setting up. These are mandatory fields.
Email Signature: Enter the user’s email signature in this field. The email signature will be attached to all non-automated emails sent by this user.
Default Backend Homepage: Choose which page will be set to be the homepage for this user, you can choose from either:
- Dashboard (the quick links to jobs and candidates, as well as dashboard reports),
- Jobs List,
- Requisition List,
- Task List.
Note: This can also be set up for a group.
6. After you have filled this information out, click the Save button in the bottom right hand corner of the screen.
7. This will take you to the following screen. You will notice there are a new set of options that appear on the right hand side:
The next step is to decide what Modules and Functions the user will have access to. If you have applied the user to a user group they will inherit the permissions set for that user group.
Therefore there is no need to complete the next step of setting Modules and Functions.
Note: If the user is applied to a user group but requires additional access
8. To do this, click on the Module Permissions link.
Note: If the user is a member of a group, they will inherit the modules and functions set for that user group.
Modules & Functions
This section will determine exactly what module the user will have access to.
To assign these individual permissions, tick the corresponding boxes.
Note: This can also be done within a user group. Individual user permissions overwrite group permissions.
Let’s look at each of these functions individually.
System: This allows the user to be a system administrator, therefore allowing access to such areas like managing users, the form template library and the global question pool, to name a few.
Requisition Manager: Allows the user to raise, manage and track requisitions.
Job Manager: This allows the user access to the Jobs List (to create and edit advertised jobs).
Source Manager: This allows the user to update the Job Board accounts. (To be predominately handled by ACENDRE).
Vendor Manager: This allows the user access to manage the vendor groups and vendor users.
Assessment Process Manager: This allows the user access to create and edit the Assessment Process Manager (APM). The APM is used to track and assess candidates throughout the recruitment process.
Talent Warehouse: This allows the user to search for candidates through the talent pool on application and assessment data.
Candidate Portal: This allows the user to configure the Candidate Portal. (To be predominately handled by ACENDRE).
Applicant Tracking: This allows the user to configure the application statuses for each job/job template.
Activity Scheduler: This allows the user to configure and edit the components of the Scheduler.
Reports: This allows the user to generate and configure reports.
Security: This allows the user to manage the security settings for their eRecruit system. (To be predominately handled by ACENDRE).
Communication Manager: This allows the user to create/edit email templates via the system page as well as configure the SMS functionality.
File Library: This allows the user to add and view documents in the File Library.
Integrations: This allows the user the ability to edit and view the current integrations. (To be predominately handled by ACENDRE).
Capability Framework: This allows the user add and edit the Capability Framework module. (To be predominately handled by ACENDRE).
Process Manager: This allows the user to add and edit the Approval Step Headers. (To be predominately handled by ACENDRE).
Convert to Image: This allows a finished Paper Application to be saved as an image file. (To be predominately handled by ACENDRE).
Burning Glass: This allows the configuration of resume parsing. (To be predominately handled by ACENDRE).
PDF Packaging: PDF Packaging allows you to package multiple candidate’s applications, resumes and other documents into one PDF document pack. (To be predominately handled by ACENDRE).
Referee Portal: This will activate the referee portal. (To be predominately handled by ACENDRE).
Online Reference: Allows user to access the Manage Reference Details page within a Job. (To be predominately handled by ACENDRE).
HrWorx: Onboarding integration for US customers. (To be predominately handled by ACENDRE).
Load Integration: This allows the configuration of the Lode Integration module in eRecruit. (To be predominately handled by ACENDRE).
Apply with Linked In: This allows candidates to use the information contained within their LinkedIn profile to populate parts of the application form making it faster and easier for individuals to apply for jobs. (To be predominately handled by ACENDRE).
9. After you have filled this information out, click the Save button in the bottom right hand corner.
10. On the breadcrumb trail click Manage User to return back to the user menu.
11. Once you have determined which module(s) the user will have access to, you will be able to limit the user ability within each module by clicking the Functions link.
Based on which module(s) were previously selected for the user, a set of functions will be available to choose from.
Let’s see what each of these functions do:
