Greenhouse Onboarding allows Owners to manage who in your organization can manage and report on tasks for current employees.
You can create custom access roles with the Can manage and report on assigned tasks permission stripe. This permission allows specific users the ability to view and edit employees' tasks in the task report.
You can assign permissions to manage assigned tasks based on an employee's department, location, employment status, or other criteria.
Add task permissions to a new or existing custom role
To get started, you'll need to configure a new or existing custom role with permission to manage employees' tasks.
From the Greenhouse Onboarding homepage, navigate to Settings > Data Flow > Permissions.
In the Custom Access panel, click an existing custom access role to edit its permissions.
You can also click Create New to create a new custom role. Give your new role a Name, then click Save and Close to begin editing this role's permissions.
Navigate to the Settings tab in your custom access role.
Under Permissions, mark the checkbox Can manage and report on assigned tasks.
Your changes are saved automatically.
Any user who's assigned this custom role will now have access to manage all employee tasks in the task report. In the next step, you can limit access to manage specific employees' tasks based on the rules that you define for each user assigned to this role.
Assign users to a custom task role
Next, assign permission to view and edit tasks to specific users in your organization. You can also add rules to define which employees' tasks can be edited by users with this role.
Navigate to the Users tab for your custom role, then click Add User.
Under the Add user(s) field, use the dropdown menu to select each user in your organization that you'd like to assign to this custom role.
Define rules to see and edit specific employee tasks
Use any of the following fields to define which tasks this custom access user can manage in the task report:
- Department matches – view or edit tasks assigned to employees from specific departments
- Location matches – view or edit tasks assigned to employees from specific locations
- Employment Status matches – view or edit tasks assigned to employees with specific employment statuses
- Other Criteria matches – view or edit tasks assigned to employees tagged with other criteria
Click Save and Close. Repeat the process of adding users and defining their specific access rules as needed.
Once you're finished, custom access users will be able to manage employee tasks that meet their role's match rules in the task report.