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Administrator Guide
Last Updated: 2023-06-23
Example: Configure Segmented Security for Recruiting Questionnaires

Example: Configure Segmented Security for Recruiting Questionnaires

This example illustrates how to configure access to questionnaire responses across different stages of the
Job Application
 business process.
You are the Security Administrator at Global Modern Services. Your recruiting process includes these questionnaires at these stages of the
Job Application
 business process:
Stage
Questionnaire
Review
  • Eligibility Questionnaire
  • Work Experience and Education
Interview
  • Interview Feedback
  • Salary Expectations and Culture Fit
Background Check
  • Criminal Convictions
  • Work References
For privacy and compliance purposes, you only want to share candidate answers to these questionnaires with the appropriate roles in your organizations. You also want to enable managers to see total scores for all screening questionnaires.
You can use a combination of questionnaire security segments, questionnaire response context security segments, and security domains to restrict questionnaire access to these roles:
  • Recruiters have access to all questionnaires in the
    Review
     stage.
  • Managers have access to all questionnaires except for the Criminal Convictions questionnaire in the
    Background Check
     stage.
  • HR partners only have access to the Criminal Convictions questionnaire in the
    Background Check
     stage.
Create the questionnaires and add them to the appropriate recruiting stages.
  1. Create these questionnaire security segments:
    Option Description
    Work Experience and Education Questionnaire
    Work Experience and Education
    Criminal Convictions Questionnaire
    Criminal Convictions
    1. Create a new security group to give recruiters access to all questionnaires in the
      Review
       stage.
      Enter:
      • Type of Tenanted Security Group
        : Segment-Based Security Group.
      • Name
        : Access to Screening Questionnaires.
      • Security Groups
        : Recruiter.
      • Access to Segments
        :
        Candidate Data: Review Questionnaire
        .
    2. Create a new security group to give managers access to all questionnaires in the
      Interview
       stage.
      Enter:
      • Type of Tenanted Security Group
        : Segment-Based Security Group.
      • Name
        : Access to Interview Questionnaires.
      • Security Groups
        : Manager.
      • Access to Segments
        :
        Candidate Data: Interview Questionnaire
        .
    3. Create a new security group to give managers access to the Work Experience and Education questionnaire.
      Enter:
      • Type of Tenanted Security Group
        : Segment-Based Security Group.
      • Name
        : Access to Work Experience and Education Questionnaire.
      • Security Groups
        : Manager.
      • Access to Segments
        :
        Work Experience and Education Questionnaire
        .
    4. Create a new security group to give HR partners access to the Criminal Convictions questionnaire.
      Enter:
      • Type of Tenanted Security Group
        : Segment-Based Security Group.
      • Name
        : Access to Criminal Convictions Questionnaire.
      • Security Groups
        : HR Partner.
      • Access to Segments
        :
        Criminal Convictions Questionnaire
        .
  3. From the related actions of the
    Candidate Data: Questionnaire Total Score
     domain, select
    Domain
    Edit Security Policy Permissions
    .
    1. Add a new row on the
      Report/Task Permissions
       grid.
    2. In the
      Security Groups
       column, select the Manager group.
    3. Select the
      View
       check box.
  4. From the related actions of the
    Candidate Data: Questionnaires
     domain, select
    Domain
    Edit Security Policy Permissions
    .
    1. Add a new row on the
      Report/Task Permissions
       grid.
    2. In the
      Security Groups
       column, select the Access to Screening Questionnaires group.
    3. Select the
      View
       check box.
    4. Repeat the steps for these security groups:
      • Access to Criminal Convictions Questionnaire
      • Access to Interview Questionnaires
      • Access to Work Experience and Education Questionnaire
  5. Activate Pending Security Policy Changes.
The security groups and roles you configured now have access to the appropriate questionnaires.