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            Manage Users for Talent Recruitment Management

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            Manage Users for Talent Recruitment Management

            Create the required roles, profiles, and user records for recruiters and HR specialists, hiring managers, and interviewers. Give users the permissions they need to complete their recruiting and hiring tasks.

            Required Editions

            Assign a Role to the Admin User

            To create other users, the admin must have a role. Create and assign a role to the admin.

            Required Editions

            User Permissions Needed
            To create, edit, and delete roles: Manage Roles
            1. From Setup, in the Quick Find box, enter Roles, and then, under Users, select Roles.
            2. Click Set Up Roles.
            3. Under your organization’s name, click Add Role.
            4. Enter a label, such as Admin. Press Tab to populate the role name.
            5. Save your changes.
            6. Assign the role to the admin.
              1. Click Assign Users to Role.
              2. Under Available Users, for Search, select All Users.
              3. Select the admin username, and then click Add.
              4. Save your changes.

            Create Roles for Talent Recruitment Management Users

            Create roles for HR specialists and recruiters, hiring managers, and interviewers.

            Required Editions

            User Permissions Needed
            To create, edit, and delete roles: Manage Roles
            1. From Setup, in the Quick Find box, enter Roles, and then, under Users, select Roles.
            2. Click Set Up Roles.
            3. Expand the Admin role and click Add Role.
            4. Enter a label, such as HR Specialist. Press Tab to populate the role name.
            5. Save your changes.
            6. Repeat the step to create the roles for hiring managers and interviewers. Add the role for interviewers under the role for hiring managers in the hierarchy.

            Create a User Profile for Recruiters and HR Specialists

            Clone and customize the Standard User profile for recruiters and HR specialists to give them access to the required features and objects.

            Required Editions

            User Permissions Needed
            To create profiles: Manage Profiles and Permission Sets
            Note
            Note

            Salesforce offers two ways to work with profiles: the enhanced profile user interface and the original profile user interface. You can switch between the two in Setup. Search for and select User Management Settings, and then turn Enhanced Profile User Interface on or off as needed. These instructions assume you're working with the enhanced profile user interface.

            1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
            2. Next to the Standard User profile, click Clone.
            3. Enter a name for the profile, such as HR User, and save your changes.
            4. Select Object Settings.
              1. Set object permissions based on your needs, using the table as a guide.
                Object Permissions
                Assessments Read, Create, Edit
                Assessment Questions Read, Create, Edit
                Assessment Question Assignments Read, Create, Edit
                Assessment Question Configs Read, Create, Edit
                Assessment Question Responses Read, Create, Edit
                Assessment Question Sets Read, Create, Edit
                Assessment Question Set Configs Read, Create, Edit
                Assessment Question Versions Read, Create, Edit
                Omni Process Assessment Question Versions Read, Create, Edit
                Omni Script Configurations Read
              2. Click an object’s name to view its settings page, and then click Edit.
              3. In the Object Permissions section, turn on the required permissions.
              4. Save your changes.
            5. Assign the person account record type to the profile.
              1. On the Object Settings page, click Accounts, and then click Edit.
              2. In the Account: Record Types and Page Layout Assignments section, set Person Account as an assigned record type.
              3. Save your changes.

            Add Recruiter and HR Specialist Users

            Add recruiters and HR specialists as users to enable them to manage talent recruitment and hiring in Public Sector (formerly Public Sector Solutions).

            Required Editions

            User Permissions Needed
            To create users: Manage Internal Users
            1. From Setup, in the Quick Find box, enter Users, and then select Users.
            2. Click New User.
            3. Enter the user’s name and email address and a unique username in the form of an email address. By default, the username is the same as the email address.
            4. For Role, select HR Specialist.
            5. For User License, select Salesforce.
            6. For Profile, select HR User.
            7. Select Generate new password and notify user immediately to have the user’s login name and a verification link emailed to the new user.
            8. Save your changes.
            9. Hover over Permission Set Assignments, and then click Edit Assignments.
            10. Move these permission sets from the Available Permission Sets list to the Enabled Permission Sets list.
              • Action Plans
              • Compliant Data Sharing User
              • Criteria-Based Search and Filter
              • Document Checklist
              • Dynamic Assessment Access
              • Industries Assessment
              • OmniStudio User
              • Talent Recruitment Management Specialist Access

              Alternatively, assign the user the Talent_Recruitment_Management_Specialist permission set group to assign them the required permission sets.

              See View and Assign Permission Sets in Public Sector and View and Assign Permission Set Groups in Public Sector.

            11. Save your changes.

            Create a User Profile for Employees

            Clone and customize the Standard Platform User profile to grant employees access to required objects and data on the employee site.

            Required Editions

            User Permissions Needed
            To create profiles: Manage Profiles and Permission Sets
            Note
            Note

            Salesforce offers two ways to work with profiles: the enhanced profile user interface and the original profile user interface. You can switch between the two in Setup. Search for and select User Management Settings, and then turn Enhanced Profile User Interface on or off as needed. These instructions assume you're working with the enhanced profile user interface.

            1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
            2. Next to the Standard Platform User profile, click Clone.
            3. Enter a name for the profile, such as Employee User, and save your changes.
            4. Click Edit.
            5. In the Field-Level Security section, next to the Assessment object, click View.
            6. Click Edit.
            7. For all the fields, enable Read Access, and save your changes.
            8. Similarly, enable Read Access for all the fields on the Assessment Question Response object.

            Create Employee Site Users

            To provide employees access to your Employee site for Talent Recruitment Management, make them standard platform users and assign them the Salesforce Platform license and the cloned Standard Platform User profile. Depending on their responsibilities in the recruitment process, assign them the appropriate role.

            Required Editions

            User Permissions Needed
            To create or edit Salesforce Platform users: Manage Users
            1. From Setup, in the Quick Find box, find and select Users
            2. Click New User.
            3. Enter the user’s name and email address and a unique username in the form of an email address. By default, the username is the same as the email address.
            4. Select Salesforce Platform as the user license. The user license determines which profiles are available for the user.
            5. Select the user profile that you cloned, Employee User.
            6. Select an appropriate role. For example, Hiring Manager, Interviewer.
            7. If necessary, change the system-generated nickname for the user. The nickname is the user’s display name in an Experience Cloud site.
            8. To ensure that the user doesn’t receive a password until you activate your Experience Cloud site, deselect Generate new password and notify user immediately.
            9. Save your changes.

            Assign Permissions to Hiring Managers and Interviewers

            Required Editions

            User Permissions Needed
            To create or edit Salesforce Platform users: Manage Users
            1. Assign these permission sets to hiring managers.
              • Action Plans
              • Criteria-Based Search and Filter for Experience Cloud
              • Document Checklist
              • Dynamic Assessment Access
              • Industries Assessment
              • Industries Visit
              • OmniStudio User
              • Talent Recruitment Management Hiring Manager Access

              Alternatively, assign them the Talent_Recruitment_Management_Hiring_Manager permission set group to assign them the required permission sets.

            2. Assign these permission sets to interviewers.
              • Action Plans
              • Criteria-Based Search and Filter for Experience Cloud
              • Document Checklist
              • Dynamic Assessment Access
              • Industries Assessment
              • Industries Visit
              • OmniStudio User
              • Talent Recruitment Management Employee Access

              Alternatively, assign them the Talent_Recruitment_Management_Employee permission set group to assign them the required permission sets.

            Create a User Profile for Applicants

            Clone and customize the Customer Community Plus User profile for applicants to give them access to the required features and objects.

            Required Editions

            User Permissions Needed
            To create profiles: Manage Profiles and Permission Sets
            Note
            Note

            Salesforce offers two ways to work with profiles: the enhanced profile user interface and the original profile user interface. You can switch between the two in Setup. Search for and select User Management Settings, and then turn Enhanced Profile User Interface on or off as needed. These instructions assume you're working with the enhanced profile user interface.

            1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
            2. Next to the Customer Community Plus User profile, click Clone.
            3. Enter a name for the profile, such as Applicant User, and save your changes.
            4. Select System Permissions and then click Edit.
            5. Select Enables consumers and partners to execute Omniscripts, DRs, Cards through a Community or off platform.
            6. Save your changes.
            7. Select Object Settings.
              1. Set object permissions based on your needs, using the table as a guide.
                Object Permissions
                Accounts Read, Create
                Contacts Read, Create
                Document Checklist Items Read, Create, Edit, Delete
                Omni Data Transformation Items Read
                Omni Data Transformations Read
                Omni Electronic Signature Templates Read
                Omni Processes Read
                Omni Process Compilations Read
                Omni Process Elements Read
                Omni Process Transient Data Read
                Omni Script Configurations Read
                OmniScript Saved Sessions Read, Create, Edit, Delete
                Omni UI Cards Read
              2. Click an object’s name to view its settings page, and then click Edit.
              3. In the Object Permissions section, turn on the required permissions.
              4. Save your changes.
            8. Assign the person account record type to the profile.
              1. On the Object Settings page, click Accounts, and then click Edit.
              2. In the Account: Record Types and Page Layout Assignments section, set Person Account as an assigned record type.
              3. Save your changes.
             
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