Steps: Set Up Recruiting Agencies and Agency Users

Review setup considerations for recruiting agencies.

You can configure Workday to:

Manage your relationship with third-party recruiting agencies.

Enable recruiting agency users to submit candidates to job postings.

Enable recruiting agencies to support confidential job postings and enable agency users to submit candidates to these job postings.

Use these Workday-delivered security groups to configure access for recruiting agency users:

All Recruiting Agency Users

Recruiting Agency User as Self

The Set Up: Recruiting Agency
domain enables users with Modify permission to create recruiting agencies. You can also create or configure a Recruiting Agency Administrator role who can create and manage agency users.

Edit Domain Security Policies.

Configure security for these domains:

Confidential Job Requisitions

Manage: Recruiting Agency

Recruiting Agency Careers

Recruiting Agency Careers Self-Service

Self-Service: Recruiting Agency User

Set Up: Recruiting Agency

Worklet: Recruiting

Edit Business Processes.

Configure the Submit Recruiting Agency Candidate
business process. Consider these steps:

Complete Questionnaire
: The candidates' answers display on their profiles. To send the notification to the recruiting agent who referred a candidate, use the Initiator
security group.

Review Recruiting Agency Candidate Duplicates
: Workday sends the assigned security group a task in

My Tasks

when:

The candidate is a potential duplicate of another candidate submitted by the recruiting agency.

There's a potential ownership conflict for this candidate.

Candidate Review of Agency Submission
: Sends the submission to the candidate so they can review and edit information that an agency has submitted on their behalf. Workday recommends you add this step after any internal review steps you've configured.

Edit Business Process Security Policies.

Configure security for the Submit Recruiting Agency Candidate
business process.

Create Segment-Based Security Groups.

Configure the segment-based security groups that have access to the Candidate Data: Recruiting Agency Questionnaires
security segment.

(Optional) Create Custom Notifications.

You can create custom notifications on the:

Post Job
business process to notify recruiting agency users when you post a job to their agency career site.

Submit Recruiting Agency Candidate
business process to notify candidates that they have a submission to review. You can configure separate notifications for candidates with existing home accounts, and candidates with no home account.

Maintain Recruiting Sources.

Create Job Posting Templates.

Create Recruiting Agencies and Agency Users.

Create Workday accounts for recruiting agency users.

From an agency user's related actions menu, select

Security Profile

Create Workday Account

Security: Configure the Create Workday Account
business process security policy in the System functional area.

(Optional) Set Up Recruiting Agencies for Confidential Job Postings and Candidates.

Set Up Worklets.

Add these reports to the

Recruiting