Once an employee is hired and onboarding is complete it's time to invite them to Workable. The permissions granted to users fall into two categories:
- Employee management member access
- Recruiting member access
Before you invite the onboarded employee to Workable, make sure that:
- You have Published (Active status) the employee profile as described here.
- The business email you plan to use for the invitation has already been added as a "Work" email in the employee profile.
Adding new members
You can either invite new members manually or enable auto-join; this will allow anyone with an email address that matches your company's web address to join your Workable account as a Standard member without an invitation. To manually add someone new to the Workable account:
- Access the Account Members page by clicking your user icon at the top right of your screen, and then on Settings.
- In the Company Employees section, click the link to Invite a new member.
Enter the employee's business email address and decide on the membership type you’d like them to have for each of the access categories.
Employee management member access
This permission defines what the user will be able to see or perform in Employee Management. More specifically:
- Standard access: This is the most versatile option. These users can manage their own and direct reports' profiles, view & sign documents, and access all public information in Employee Management (documents, employee profiles, etc.). Both employees and line managers fall under this access level.
- All access: Typically the HR admins. These users can access everything in Employee Management and manage employee profiles, onboarding workflows, profile & document templates, and approvals.
Recruiting member access
This permission defines what the user will be able to see or perform in the recruiting part of the platform e.g. create jobs and hiring teams, assign roles in the team, move, comment, and evaluate candidates. Set your employees' recruiting access to "Limited access" if they aren't involved in recruiting. For more information:
Member access combinations
Both member access categories work independently, so all variations can be supported. Access combinations will determine the parts of Workable that a user can see. For example, a member who was granted "Standard access" to Employee Management but "All access" to Recruiting will be able to see everything in Workable apart from the Employee Management and the 'Company' settings.
On the other hand, a member who was granted "All access" to Employee Management but "Standard access" to Recruiting will be able to see only the Employee Management settings together with their personal profile & preferences.