While every organization may define the Coordinator role slightly different, this article provides a general outline of a Coordinator's responsibilities and defines the tasks automatically assigned to a user who is a Coordinator for a job in Greenhouse.
Coordinators typically manage the coordination and scheduling of candidates in your pipeline. More generally, Coordinators focus on the execution and efficiency of your hiring strategy and oftentimes act as a frontline of communication between your organization and the candidate.
By default, users who are assigned to the Coordinator role for a job will be automatically assigned Scheduling Interview tasks.
Assign a Coordinator at the Job Level
The Coordinator role can be set up at the job level so that all new candidates for the job are assigned to one Coordinator as they are added. While you can assign the Coordinator when defining the Hiring Team for a new job, in this section we will cover how to assign this role for an existing job.
Note: Assigning a Coordinator during the new job creation process requires that your organization enabled Hiring Team as a step in the job setup flow.
Alternatively, you can assign a Coordinator to a specific candidate and change that Coordinator at any time.
To assign a user to the Coordinator role at the job level, click All Jobs from the navigation bar and select the job from the subsequent list.
From the job page, click Job Setup and navigate to Hiring Team on the left-hand panel.
Click Edit inline with Coordinators.
Select users from the dropdown menu and click Save when finished.
Note: Only users with the appropriate permissions will populate in the dropdown menu. Please check the Who can see this job? panel on the job's Hiring Team page to ensure your user is assigned the appropriate permissions.
Change Coordinator for Individual Candidate
To assign or change a Coordinator for an individual candidate, navigate to that candidate's profile and click their Details tab.
From the candidate's Details tab, navigate to the Source & Responsibility panel and click the Edit icon next to Coordinator.
Use the provided field to select user(s) in your organization. When finished, click Save.
View All Jobs For a Coordinator
To quickly view which users have been assigned to Coordinator roles, navigate to the All Jobs tab on your navigation bar.
From the All Jobs page, expand the Filter panel and navigate to the User field. Select a User from the dropdown menu. When finished, navigate to the Role field and select Coordinator from the dropdown menu.
All jobs that meet your specified criteria will populate in the list.
View All Candidates For a Coordinator
If you need to see all candidates assigned to a coordinator, click the All Candidates tab on your navigation bar and expand the Responsibility section on the left-hand panel.
Select a user from the Coordinator dropdown menu. Results will populate in the candidate list.