Add Hiring Permissions to a custom role

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So, here's the scoop: in Humi, admins are the superheroes who have the power to hire and add employees to the platform. But guess what? We're all about teamwork, so we've made it super easy for you to share the load.

Yep, you heard it right! With our custom roles feature, you can hand out hiring permissions like candy on Halloween. By simply creating custom roles and assigning them to your trusted teammates, you're opening up a whole new world of collaborative hiring.

Think of it as building your dream team, one permission at a time. So, grab your cape, because we're about to dive into how this game-changing process can transform your hiring game in Humi! 🚀

How to add Hiring Permissions to a custom role

If you've already created a custom role, adding hiring permissions is easy! Just follow these steps:

  1. Navigate to Settings, then head to the Roles & Permissions tab.
  2. Scroll down until you reach the Custom Roles section, then select the one you want to modify.
  3. Humi will whisk you away to the details page for that custom role. Look for the Edit Permissions button in the top right corner and give it a click.
  4. Next, find the People module and click on the dropdown arrow then toggle the Hire New Employees switch to the "on" position (it should be green).GIF_Recording_2022-08-18_at_11.21.18_AM.gif

Voila! With these simple adjustments, anyone assigned to this custom role can now take the helm and hire new employees within Humi.

🚨 Important note

By default, custom roles with hiring permissions can only assign the default "Employee" role. So if you want to allow them to assign other roles such as "Admin" or "Manager", keep reading below!



How to enable a custom role to assign new hires with additional default roles (Admin, Manager)

If you want to grant any custom role access to assign other default roles such as "Admin, Manager, or other custom roles" in addition to the employee role follow these steps:
  1. Head to the details page of the custom role by navigating to Settings > Roles & Permissions > Click on the desired custom role.

  2. Once on the custom role's details page, hit the Edit Permissions button located at the top right corner.

  3. In the Module Access section, find the People module, click the drop-down arrow to view the options. 

  4. Click on Edit under the Hire New Employees switch. This should already be turned on but if it's not click the switch to turn it on now.

  5. A pop-up will appear. Here, you can select the roles that can be assigned by this custom role during the new hire flow.

    For instance, if you want employees assigned to this custom role to be able to assign both the default "Employee" and "Manager" roles, simply click on "Manager (default role)," and it will move to the selected column.

  6. After selecting all the desired roles, click the Select button. Screen_Shot_2022-08-18_at_3.20.43_PM.png

  7. Scroll down and click Next.
  8. Scroll down again and click Complete.


Now that this is set up, anyone assigned to this custom role can hire new employees in Humi and select from any of the additional roles you added during the onboarding stage of the hiring process.

In addition to any other roles they may be assigned, all employees should have the Employee role.



The employee must be logged into their custom role to access hiring permissions. They can toggle between their assigned roles by clicking on the arrow next to their name, hovering over Roles, and clicking on the role they need. Screen_Shot_2022-08-17_at_3.43.09_PM.png
Under their name in the top right corner, Humi will always display the role they're logged in as so they can easily recognize the permissions they'll have access to. In the "Employee" role, they'll have very limited access and will need to toggle into their new role for extended access. 


To wrap it up, empowering custom roles to assign extra default roles in Humi is like giving your team a turbo boost in the hiring game. It's simple, yet seriously impactful!

Just follow the steps we've laid out, make sure everyone's logged into their right roles, and you're all set to conquer hiring like a dream team.

With clear role visibility and effortless toggling between them, Humi's got your back for a smooth and collaborative experience. Dive in, tweak those roles to fit your needs, and get ready to see your team shine as they take on their new hiring superpowers! 🌟

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