Where the system is set up. Only Admins can see this page.
Regions and their managers
A region's manager is who "goes to the manager" means when a task routes.
Regions are retired, never deleted, because applications point at them.
Who manages who
The same thing from the people's side. Click a manager to see where their book sits,
and open the list to see the actual names.
Who manages what
A region has one manager for everything, and as many exceptions by role as you need.
McKees Rocks office staff can be Harry's while McKees Rocks warehouse is Melissa's.
Changing a rule moves the people it covers, except anyone set by hand on their own
record. It will tell you how many move before you commit. This also changes who can
see them, so it is worth a look at View settings afterwards.
Candidates who do not match their rule
Set by hand is deliberate and stays. Anything else has drifted and wants a look.
The onboarding checklist
Changing the timing moves every open task immediately. Anything already done stays put.
Changes affect future hires only.
Where tasks go
Checked top to bottom. The first rule that matches wins, so put the specific ones above the general ones.
Job postings
A posting is not the same as a position. One Office/Data Entry position can be posted
hybrid in West Berlin and onsite in Trainer, and the phone screen should say so.
Phone screen scripts
Add, reorder and retire questions without touching any code. Knockouts and summary
labels are what the candidate page reads.
People who can sign in
Who has been here, and who has been cut off
Setting someone inactive removes their data access at once and signs them out within
three minutes. It does not touch their Buckley mailbox, and their mailbox does not touch this.
Who can see whose candidates
Admins always see everyone. For anybody else you can set a manager, narrow that to
certain roles, and name specific people on top. However this is set, they always see
anything handed to them directly: a task, an interview to run, a screen to make.
This is enforced in the database, so it holds however somebody gets in.
Candidates nobody scoped can see
Live candidates that fall outside every scoped person's settings. Only Admins see these,
so if nobody is working them, nobody will notice. Empty is good.
Who is carrying what
Every open task across the team. This is the only place the whole board is visible.
Weeks ahead
All open tasks
Add candidate
State decides which hiring rules show on their phone screen, so it is worth filling in.
Tasks route to these two automatically. Leave the manager blank to use the region default.
What changed
The first number goes up when a whole section is added. The second when
something smaller changes.
Still there?
Print this candidate
Tick what belongs on the page. Your choices are remembered for next time.