Permission Policy: Allow Job Admins to copy Greenhouse default stages

When your Greenhouse account is first created, it is populated with the following default interview stages:

  • Application Review
  • Background Check
  • Document Submission
  • Executive Review
  • Face to Face
  • Face to Face 2
  • Hiring Manager Review
  • Offer
  • Offer Short List
  • Phone Interview
  • Phone Interview 2
  • Preliminary Phone Screen
  • Reference Check
  • Take Home Test
  • Trial Project

Additionally, Job Admins with the user-specific permission to create new job stage name can also create custom stages for a job's interview process within your organization. For more information on how a Job Admin can create custom interview stages, click here.

We know that our users want to keep their account clean to make it easier to organize and report on their data. Greenhouse default stages serve an important purpose. For example, you don't want to lose access to the special functionality of the Take Home Test stage. However, you might want to rename these stages to better match your company's internal naming conventions and it is frustrating to clean up your stage names only to have a Job Admin choose one of the default stages and reintroduce undesired names all over again!

In this article, we will cover the permission policy Allow Job Admins to copy Greenhouse default stages. As the name implies, this permission allows a Job Admin to access those default interview stages and grants your organization greater control over who has the ability to customize your interview plans. 

 

Enabled: 'Allow Job Admins to copy Greenhouse default stages'  

By default, every job admin in your organization has the ability to copy Greenhouse default interview stages. To find this permission policy, click on the Configure tab from your Dashboard and navigate to Permission Policies from the left-hand panel.

On the Permission Policies page, the permission Allow Job Admins to copy Greenhouse default stages will be under the All Job Admin header.

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With this permission policy activated, Job Admins will be able to select from the default interview stages provided by Greenhouse when creating end editing the interview plan for a job. 

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Disabled: 'Allow Job Admins to copy Greenhouse default stages'  

If you decide to disable the permission policy that allows Job Admins to copy Greenhouse default stages, Job Admins can only copy interview stages from other jobs that they are allowed to access. 

To copy stages from other jobs, click on +Add Stage. From the Add Stage dialogue box navigate to the Copy from another job? menu and select another job.

If a Job Admin does not have access to another job, they will not be able to add new interview stages to the interview plan.

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Note: Site Admins will still be able to see all default interview stages in the event that they need to add stages back.

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