This article explains how to set up recruiting roles. By setting up recruiting roles, you can involve your employees in the recruiting process. You can also define the level of access each employee has. 

Before you start

Personio offers different options for granting employees access to the recruiting section. You can find a full overview in our dedicated article.

Create a recruiting role

Tip:
If you are an Administrator, you can test the permissions of different recruiting roles. Go to the respective employee profile and click Log in as this employee at the top right.

To create a recruiting role, follow these steps:

1. Go to Settings.
2. In the Recruiting section, click Recruiting. 
3. Click the Roles tab.
4. Click Add new recruiting role.
5. Give the new recruiting role a name.
6. Define the level of access for each area, for example, Jobs, Applications, Messages, etc. Learn more in our article on Recruiting role permissions.
7. Save your new recruiting role.

Set up notifications for recruiting roles

Note:
For your employees to receive email notifications, your Administrator needs to enable email notifications in the Company defaults section of Settings. 

You can define which notifications to send to employees with a recruiting role. Follow these steps:

1. Go to Settings.
2. In the Recruiting section, click Recruiting.
3. Click the Roles tab.
4. In the column on the left, select the relevant recruiting role. For example, "Hiring Manager".
5. Under Notifications on the right, open the Settings drop-down menu. 
6. Select the relevant notifications for the recruiting role.
   ▶︎ New application: New applications received for assigned jobs.
   ▶︎ New message: New messages received for assigned applications.
   ▶︎ New comment: New comments added to assigned applications.
   ▶︎ New review: Replies to review requests.
   ▶︎ New evaluation: New evaluations added to assigned applications.
   ▶︎ New referral: New employee referrals received for assigned jobs.
   ▶︎ New mention in comments: Comments where you are mentioned.
7. Apply your changes.

Learn more about notifications in Recruiting.

Assign a recruiting role

Once you have set up your recruiting roles, you can assign them to the relevant employees. You can do this when creating a new job or editing an existing one.

When creating a new job

To assign a recruiting role when creating a new job, follow these steps:

1. Go to Recruiting > Jobs.
2. Click Create job.
3. Fill in the relevant sections as usual.
4. In the Hiring plan section, select the employees to add to the hiring team and the recruiting role.
5. Finish creating your job.

When editing an existing job

To assign a recruiting role for an existing job, follow these steps:

1. Go to Recruiting > Jobs.
2. Click on the relevant job.
3. In the Hiring team section, click on the pencil icon to edit.
4. Add a team member, select the employee and the role.
5. Save your changes.