Permissions: Managers

Product tier: Available to Greenhouse Welcome and Greenhouse Onboarding subscription tiers

When a new hire is onboarded, there are various logistical pieces of information that their manager needs to provide for a successful onboarding. For example, the following questions would require input from an onboarding employee's manager:

  • What kind of software should be ordered for the new hire?
  • Which distribution lists should the new hire be added to?
  • What kind of computer equipment needs to be ordered for the employee?
  • Should the new hire be given a company credit card?
  • Who will the new employee's mentor be?

The manager form combines these types of questions in one place, giving managers quick and easy access to fill out important fields for their incoming new hires. This article covers how to configure the form for your organization's managers and what managers can expect to receive.

Configure the manager form

Manager forms are created from a combination of employee fields that managers have been granted access to edit. This access is based on permissions set by Owners in Settings > Permissions > Manager Additional Access.

Note: Manager access to employees' fields can only be configured by users with Owner access.

Manager additional access page in Greenhouse Onboarding Settings

Any employee field enabled under the Can Edit for Direct Reports column will be included in the manager form. Learn more about configuring manager additional access.

Fill out the manager form

When a user is assigned to the Manager role for a new hire, they'll be notified by email to provide more information about their new hire.

In the email notification, click Fill Out Information.

Manager form notification with Fill Out Information button highlighted

The manager will be redirected to the Info tab on their new hire's employee profile, where they can enter any additional information required for their employee.

Manager form on new hire employee profile with additional information fields filled out and highlighted

Additional resources