Add "Hiring Permissions" to a custom role

Only admins can "hire" or add employees to Humi; however, you can grant hiring permissions to others by creating a custom role and assigning it to the employee.
 

How to add "Hiring Permissions" to a custom role

If you already have the custom role created, you can add hiring permissions to it by following these steps:

  1. In "Settings," under the "Roles & Permissions" tab, scroll down to the "Custom Roles" section and click on the one you need.  
  2. Humi will direct you to the custom role details page, click the "Edit Permissions" button on the top right corner.
  3. Click the dropdown arrow on the "People" module, then click on the "Hire New Employees" switch to activate it. GIF_Recording_2022-08-18_at_11.21.18_AM.gif

Anyone assigned this custom role will now be able to hire new employees in Humi.

Important note

By default, custom roles with hiring permissions can only assign the default "Employee" role.

 

How to enable a custom role to assign new hires with additional default roles

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. On the custom role's details page (Settings > Roles & Permissions > Click on the custom role), click on the "Edit Permissions" button on the top right corner. 
  2. In the "Module Access" section, click the dropdown arrow on the "People" module, then 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).
  3. In the pop-up, select the roles that can be assigned by this custom role during the new hire flow.

    For example, if you only wanted employees assigned to this custom role to be able to assign the default "Employee" role and the default "Manager" role, you would click on "Manager (default role)," and it will move to the select column.
    Once you've selected all the roles you need, click the "Select" button.  Screen_Shot_2022-08-18_at_3.20.43_PM.png
  4. Scroll down and click "Next."
  5. Scroll down 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.

GIF_Recording_2022-08-18_at_3.32.58_PM.gif

Reminder

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. 

  Discover more about Roles & Permissions

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.