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Administrator Guide
Last Updated: 2024-09-20
Steps: Set Up Primary Recruiters

Steps: Set Up Primary Recruiters

You can manage recruiter workload by assigning primary recruiters to job requisitions. Instead of all recruiters receiving notifications associated with the job application process, they go to only 1 person.
  1. Set Up Assignable Roles.
    Add a row with these values:
    Field
    Description
    Role Name
    Enter the name of a new recruiter role.
    Workday Role
    Select
    Primary Recruiter
    .
    Enabled for
    Select
    Job Requisition
    .
    Hide on View if Not Assigned
    Select the check box.
    Role Assignees Restricted to
    (Optional) Select the users or positions that you want to restrict the assignment of job requisitions.
    1. Enter the name of a new recruiter role.
    2. Select
      Primary Recruiter
       in the
      Workday Role
       column.
    3. Select
      Job Requisition
       in the
      Enabled for
       column.
    4. Select the
      Hide on View if Not Assigned
       check box.
    5. (Optional) Select the users or positions that you want to restrict the assignment of job requisitions to in the
      Role Assignees Restricted to
       column.
  2. Create a role-based security group called
    Primary Recruiter
    .
  3. Edit Domain Security Policies.
    1. Configure the security policy for the
      Staffing Actions: Job Requisition Role Assignment
       domain in the Staffing functional area.
    2. Add
      Primary Recruiter
       to domains in the Recruiting functional area where
      Recruiter
       is already assigned.
  4. Access the
    View Business Process Template
     report.
    1. From the related action menu of these business process types, select
      Business Process
      Configure Consolidated Template
      :
      • Job Requisition
      • Job Requisition Change
    2. Add a row with
      Assign Roles
       as a business process type.
    Security: These domains in the System functional area:
    • Business Process Administration
    • Manage: Business Process Definitions
  5. Edit Business Processes
    1. Add
      Assign Roles
       as an action step on these business processes:
      • Job Requisition
      • Job Requisition Change
    1. Add the
      Primary Recruiter
       role to the security policies for business processes where the
      Recruiter
       role is already assigned.
      Example:
      • Assess Candidate
      • Job Requisition Change
      • Manage Internal Career Apply
      • Post Job
      • Refer a Candidate
    2. Replace the
      Recruiter
       role with the
      Primary Recruiter
       role for the business process configurations where you want the
      Primary Recruiter
       role to take action.
  7. Activate Pending Security Policy Changes.
  8. Access the
    Edit Tenant Setup - Recruiting
     task.
    In the
    Recruiter Overload Count
    field, enter the number of job requisitions that you consider too many for a single recruiter or primary recruiter.
  9. Assign a primary recruiter to a job requisition.
You can view the assigned primary recruiter on these reports and profiles:
  • Candidate Pipeline
  • Candidate Time Per Stage
  • My Applications
  • Internal Sourced Candidates
  • Source Effectiveness
  • Source to Pipeline
  • Candidate profile
  • Internal career site
  • Job requisition profile
Workday assigns the last recruiter working on a job full credit for all job application stages on the
Candidate Time Per Stage
report. Example: Initially, you assign Recruiter A to a job requisition. Later, you assign the same job requisition to Recruiter B. Recruiter B gets credit for all stages.
Use the
Manage Recruiter Workload
 report to manage recruiters and their active assigned job requisitions.