Assigning users in Recruiter is an important part of managing your talent acquisition workflow. There may be instances where you need to reassign ownership of certain users to another recruiter on your team. For example, if a recruiter leaves the company, their users will need to be reassigned. Or you may want to rebalance workloads by shifting some users between recruiters. Recruiter makes it easy to reassign users in bulk or individually.
Understanding User Ownership in Recruiter
In Recruiter, every user (candidate record) has an “Owner” field that indicates which recruiter on your team is responsible for managing that record. The owner has primary control over the user’s workflow stages, communication, and application process. When you create new users in Recruiter, you have the option to assign an owner upon creation.
The owner field is located on each user’s profile page in Recruiter. It’s displayed below the user’s name and contact info. The owner’s name is clickable to view their internal Recruiter profile. Having clear user ownership helps your recruiting team collaborate efficiently, hand off candidates smoothly, and maintain organized workflows.
Why Reassign Users?
There are a few common scenarios where reassigning users to a different owner makes sense:
- A recruiter leaves the company. All of their assigned users need new owners.
- Workloads become unbalanced between recruiters. Some users can be shifted to lighten the load.
- A user fits better with another recruiter’s specialty or division focus.
- A recruiter goes on extended leave, so their users are covered.
Reassignment helps keep your talent pipelines moving efficiently during team changes or reorganizations. Recruiter makes it easy to reassign individual users or bulk reassign multiple users at once.
How to Reassign a Single User
To reassign a single Recruiter user to a new owner:
- Navigate to the user’s profile page.
- Scroll down and click on the current Owner name next to the Owner field.
- This opens a pop-up menu. Start typing the name of the new owner you want to assign.
- Select the correct person from the dropdown results.
- Click “Assign” to save the change.
That’s it! The user now belongs to the new recruiter. The change happens instantly. The new owner will now see that user in their dashboard and take over workflow management.
Things to Know About Single User Reassignment
- You must have Edit permission for Users to reassign owners.
- You can reassign users between owners on your Recruiter team or make yourself the owner.
- The user’s workflow stages will remain the same after reassignment.
- Prior communications and activities remain attached to the user.
Reassignment does not reset or change anything about the user record other than the assigned owner. Their workflow picks up right where the previous owner left off.
How to Bulk Reassign Multiple Users
You can also reassign multiple Recruiter users to a new owner all at once with bulk editing:
- Navigate to your Recruiter dashboard. Select “Users” view.
- Check the boxes next to all users you want to reassign. You can select up to 500 users.
- Click the “Edit” button.
- In the Bulk Edit popup, click the “Owner” field.
- Select the new owner from the dropdown options.
- Click “Update Users” to bulk reassign all selected users.
The users will now show under the new owner in Recruiter. You can filter your candidate list by Owner to confirm.
Tips for Bulk User Reassignment
- Use search filters to narrow down lists of users before bulk editing. For example, you may want to reassign all users owned by a specific recruiter who left.
- Double check the list of users before clicking Update to ensure the correct people are included.
- You don’t have to reassign users to an existing owner. You can make yourself the new owner.
- Try not to overwhelm a recruiter with too many new users at once. Reassign in manageable batches.
Bulk reassignment is handy for large transfers, like shifting all users from one departed recruiter to their appropriate replacements. Filter users carefully and confirm changes.
User Reassignment Permissions
In Recruiter, permissions are required to edit users fields like the owner assignment:
- Admins – Have full abilities to edit users and reassign owners.
- Recruiting Team Leads – Can reassign owners by default.
- Recruiters – Need explicit permission to edit user owners.
As an admin, you can customize recruiter permissions as needed. For example, you may want all team members to reassign but limit bulk editing access. Permissions keep your data orderly.
Granting Reassign Permissions
To grant reassign permissions to additional team members:
- Navigate to the User Roles page in your Recruiter admin.
- Select the role you want to edit, like Recruiter or Team Lead.
- Check the box for “Can Edit Users” permissions.
- Click Save to apply the changes.
Now, any users with that role can reassign owners individually or in bulk. You can also revoke access by unchecking permissions.
Best Practices for Reassigning Users
Follow these best practices when reassigning users to new owners:
- Communicate plans clearly – Tell impacted recruiters about upcoming reassignments so everyone is on the same page.
- Reassign in logical batches – Don’t overload recruiters with too many new users at once.
- Review new assignments – Double check that reassigned users match each recruiter’s focus and workload.
- Monitor workflows – Check that reassigned users continue moving smoothly through pipeline stages.
- Update custom views – If you filter by owner, refresh owner names in saved views.
With good communication and preparation, user reassignments can be seamless. Recruiters can pick up right where the previous owner left off.
Troubleshooting Reassignments
Issues that can come up when reassigning users in Recruiter include:
- Permission errors – Confirm you have editing access for the intended reassignments.
- Wrong owners selected – Double check name selections before applying changes.
- Workflow slowdowns – Monitor new assignments to ensure smooth pipeline movement.
- Inaccurate reporting – Run updated recruiter reports after reassignments.
Carefully check permissions, selections, workflows, and reporting after reassigning. Communicate any issues to your admin or Recruiter support.
Getting Help with Reassignments
If any trouble comes up, these are the best ways to get help:
- Ask your Recruiter admin to assist with permissions, workflows, or reporting.
- Confirm the process with other recruiters who have reassigned users before.
- Check Recruiter’s help documentation for user management.
- Open a support ticket with Recruiter’s dedicated support team.
Their experts can troubleshoot reassignment problems and get your workflows running smoothly again. Don’t hesitate to reach out!
Conclusion
Being able to easily reassign users to new recruiters is a key capability within Recruiter. Whether transferring a single user or bulk assigning many users, the reassignment process is straightforward. Plan reassignments carefully, communicate expectations clearly, and leverage Recruiter’s help resources if any issues occur.
Smooth user reassignments keep your recruiting operations humming and talent pipelines flowing optimally. Recruiter makes it easy to redistribute candidates across your team. With the right permissions and preparation, your team can handle recruiting transitions and workload shifts with no slowdowns or problems.
User reassignment is fast, flexible, and simple with Recruiter. Reach out to their expert support team for personalized assistance optimizing your account’s user management workflows.