Candidate File History - Permissions and Settings
The following permissions and settings are used to configure the display of elements in the candidate file History tab.
| Setting | Description | Default Value | Location |
|---|---|---|---|
| Default History Event Categories | Indicates the history event categories shown by default. | Attachments, Comments. | Configuration > [Recruiting] Settings |
| Display Incomplete Application | Display incomplete submissions in candidate list and in candidate search results. This setting does not apply to the Candidate Quick Search. If the Display Incomplete Application setting is not activated, incomplete submissions will be hidden from view. | Yes | Configuration > [Recruiting] Settings |
| UDF Tracking Activation | This is a Protected setting. Activates the tracking of changes made to custom candidate fields relating to the personal information, work experience and education. For details, see Field Availability. | 20 | Configuration > [Recruiting] Settings |
| View history events on candidates and submissions for actions by other users. (A user can always view history events for their own actions) | When this permission is enabled, you're able to view all events in the
Submissions History tab and its corresponding print screens, as well as all events in the
General Profile History tab and its corresponding Print screens. When disabled, only the events for users own actions display in the Submissions History tab and the General Profile History tab with their corresponding Print screens. |
Enabled | |
| Include the History section when using the Share Candidate action | When this permission is enabled, you're able to view all events in the
Submissions History tab and its corresponding print screens, as well as all events in the
General Profile History tab and its corresponding Print screens. When this permission is disabled, you aren't able to include the History section in the Layout Editor when using the Share Candidate functions in Submissions and General Profiles. |
Enabled |
| User Type Permission | Description | Location |
|---|---|---|
| Edit comments in history summary | Users with this permission can modify comments in the candidate file History tab. | Configuration > [SmartOrg] Administration > [Users] User Types > Recruiting > Candidates |
| View deleted attachments content from tracking history | Users with this permission can view the content of deleted attachments in the History tab. When candidates submit attachments as part of their job application, your organization have the ability to remove these attachments. Your organization may decide to not provide access to these deleted attachments which are still visible in the History tab. If a user has been granted the permission, he/she can click the attachment link in the History tab and view the content of deleted attachments. If a user does not have this permission, he/she can see and click the attachment link but the system will display a message indicating that the user does not have the permission to view the content of the deleted attachment. | Configuration > [SmartOrg] Administration > [Users] User Types > Recruiting > Candidates > Candidate Information |
| Access Attachments tab | Users must have the Access Attachments tab permission AND the View other attachments permission to be able to view the Attachments section of any History
tab. If users have the Access Attachments tab permission but not the View other attachments permission, they will not see the Attachment category and associated history items, but they will have access to the Attachments tab showing the job specific attachments. If users have the View other attachments permission but not the Access Attachments tab permission, they will not see the Attachment category and associated history items, and they will not have access to the Attachments tab. If users do not have the Access Attachments tab permission nor the View other attachments permission, they will not see the Attachment category and associated history items, and they will not have access to the Attachments tab. |
Configuration > [SmartOrg] Administration > [Users] User Types > Recruiting > Candidates |
| View other attachments | For details, see the description for the Access Attachments tab permission. | Configuration > [SmartOrg] Administration > [Users] User Types > Recruiting > Candidates |
| View offers | The View offers permission and the View and manage offers permission are contextual and a user can have varying levels of access depending on their relationship to the offer. The system will review both permissions and whichever permission grants the greatest access to information will determine whether the Offer history section will appear for the user. For example, a user can view offers without restriction, but can view and manage only offers he owns. The user will see the Offer history on submissions without restriction because this is the highest level access across these two permissions. If users have the View offers or View and manage offers permission and they are on a requisition that matches the sub-option permission, they will see the Offer category and associated history items. If users have the View offers or View and manage offers permission, but they are on a requisition that does not match the sub-option permission, they will not be able to see the Offer category and associated history items. If users do not have the View offers and View and manage offers permission, they will not be able to see the Offer category and associated history items. |
Configuration > [SmartOrg] Administration > [Users] User Types > Recruiting > Offers |
| View and manage offers | For details, see the description for the View offer permission. | Configuration > [SmartOrg] Administration > [Users] User Types > Recruiting > Offers |
| Access requisition-specific candidate lists | In the Recruiting Center, the Show History for list can present information on all job submissions, on job submissions in selection process, or on a specific job submission. When users select the Submissions in selection process or All submissions option, the list will only include history tracking related to submissions that users are authorized to view. The following permissions and settings will affect the behavior: If users do not have the Access requisition-specific candidate lists permission, all candidate submission files and requisition-specific candidate lists will be blocked from the users' view. These users can still access lists of candidates from candidate search and candidate folders but from these contexts can never navigate to see anything other than the candidate's general profile while inside the candidate file. |
Configuration > [SmartOrg] Administration > [Users] User Types > Recruiting > Candidates |
| View candidates in steps whose security level is "Restricted" | Users will need this permission to be able to see a candidate that is in a Candidate Selection Workflow step that is restricted. If this permission is not granted, the candidate submission and associated history will not be visible to users. | Configuration > [SmartOrg] Administration > [Users] User Types > Recruiting > Candidates |
| View internal job submissions | Users will only be able to see internal candidate job submissions if they are granted this permission. If a candidate is internal at the profile level, then any job submission related to the candidate can be protected from view based on the following permission. | Configuration > [SmartOrg] Administration > [Users] User Types > Recruiting > Candidates |