TABLE OF CONTENTS


Groups in Skillate allow having a set of users be a part of specific Office, Department, and Grade criteria. By doing so, it is easier for the recruiters to have jobs created and have the group mapped to them.


The members of the group will have access to all the created jobs which fall in the specified group location, department, and grade criteria. Additionally, the reports that are generated for these jobs will have the same accessibility applied.

This article helps you understand:

  1. How to create a new group?

  2. How to add members to a group?

  3. Setting up a hiring team with the group members

  4. What are accessibility and permissions for the group and its members?


Create a New Group

  1. Navigate to Settings > Administration > Users > Groups.

  2. Click on Add Group.

  3. In the following pop-up, enter a group name.

  4. Click on Create.


Note:
You can edit the group name and criteria by navigating to Settings > Administration > Users > Groups and clicking on Edit.

For deleting a group, navigate to Settings > Administration > Users > Groups and click on Delete.


Add a Group Criteria

  1. Click on any of the group names.
  2. In the following screen, locate the Criteria tab.
  3. Specify the location-department-grade combination as criteria.
  4. Click on Add to have the criteria 


Note: Multiple criteria for user groups
 
- All the existing user groups have been migrated to the new method. Thus, you can add new criteria to the older user groups.
- These older user groups are named as per the department-office-grade combination which was used while creating them. However, these can be renamed now.
- A combination of department-office-grade cannot be repeated in multiple groups, nor within the same group.
- Global group will have All Departments - All Offices - All Grades added as criteria by default. These cannot be deleted. But you can add new criteria to the Global group.



Add Members to a Group


You can add users can be added to a group by following the below steps:

  1. Navigate to the Settings > Administration > Users > Groups.

  2. Click on a group name.

  3. You will find two tabs: Member and Default Hiring Team.

  4. Click on Members.

  5. Select the users from the drop-down menu.

  6. Click on Add to have the selected user to the group.



Set up a Hiring Team


You can define a default hiring team for the group. When you do that, those jobs which are created matching the group’s criteria- the hiring team is mapped automatically.


  1. Navigate to Settings > Administration > Users > Groups.

  2. Click on a group name.

  3. You will find two tabs: Member and Default Hiring Team.

Click on Default Hiring Team.

  1. Click on Add or Edit icon provided against each field to select the users from the drop-down menu. The selected users will be in charge of the roles.

  2. Once specified, please ensure that you click on Save.