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Set up onboarding permissions for your hiring manager

Set onboarding permissions in Admin View by editing the user, enabling Manage onboarding, and saving your changes.

You can give hiring managers access to onboarding tasks by updating their permissions in Admin View. Here's how to do it

  1. In Admin View, go to Access Control › Users.

  2. Select the three-dot menu ••• next to the name of the hiring manager.

  3. Select Edit user.

  4. Select Next until you reach the Permissions step.

  5. In the Team management section, check Manage onboarding. This selects all of its options:

    • Onboard new hires: start and run onboarding for new hires.

    • Edit onboarding processes and onboarding documents: edit onboarding processes and documents. Turning this on also turns on Manage documents.

    • Manually mark complete an onboarding module: mark an onboarding module as complete.

    Uncheck any you don't want the hiring manager to have.

    🖼️ Image coming soon: Manage onboarding options in the Permissions step

  6. Select Next to reach Review, then select Save.

💡 To give the same onboarding permissions to several people, set them on a role instead in Admin View › Access Control › Roles.

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