User Login Permissions Comparison Matrix for PlanSource Applicant Tracking

Article Appropriate for These User Types: PlanSource ALL
Applicable Applicant Tracking Dashboard: ALL


This info sheet is meant to be a supplement to the User Levels in PlanSource Applicant Tracking article. Use this guide to quickly compare the difference in feature permissions available to various types of users in PlanSource Applicant Tracking.

X = automatic for all users at this login level
Opt = optional; may be toggled on/off per individual user at this login level

 
Feature Master Admin Basic Admin Posting Mgr Non-Post. Mgr Viewing Mgr Assigned User
Available in accounts with only one branded jobs portal/URL address   X X X X X
Available in accounts with more than one branded jobs portal/URL address X X X X X X
Access ALL administrative features for ALL job portals associated with an account. X          
Access ALL administrative features for ONLY job portals that are specifically assigned to the user   X        
Reports Dashboard - including all standard reports, Report Builder, EEO/AAP-related reporting capabilities, and site analytics related to visitor traffic, web sources and search engine referrals. X X        
Settings Dashboard - including ability to add/edit/delete job portal pages/links, classifications, business unit names, ad sources, applicant status and job status names, email templates, candidate rating labels, and surveys. X X        
Users Dashboard - including ability to edit users, deactivate users, modify assigned requisition approvers. X X        
Create Job Screening Question Groups X X        
Create Job Templates X X Opt      
Create Job Listings X X X      
Manage Applicants - can update status codes for applicants that are assigned (either by business unit or individually) X X X X   X
View All Applicants - can view applicant records and current assigned status for records that fall within assigned business unit(s) dependent upon user type X X X X X  
View Other Jobs to Which Applicant Has Applied - specifically, jobs that fall outside the user's assigned business unit(s) or individual assignment. Cannot, however, view details of other applicant records unless Admin-level user X X X X X Opt
Create Basic Notes on Applicant Record X X Opt Opt Opt Opt
Create & View HR Admin Notes on Applicant Record X X        
View Answers to Questions Marked HR Admin Only on Standard Application X X        
Copy Applicants to Other Jobs - jobs to which user has access based on business unit X X Opt Opt    
Edit EEO for Manually Added Applicants - applicants to which user has access based on business unit X X Opt Opt    
Process Approved Requisition Forms Opt Opt Opt      
View & Submit Requisition Requests Opt Opt Opt Opt Opt Opt
Layer of Approval for Requisition Requests X X X X X X
Edit Applicant Source Date Opt Opt Opt Opt Opt Opt
Edit Applicant Status Date Opt Opt Opt Opt   Opt

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