Custom Job Roles let you create and manage additional job roles within your account to match your organization’s hiring structure. These roles help with management, reporting, and tracking — without changing user permission levels.


Custom Job Roles are created and managed under Main Menu > Account Details > Workflow.

Key Details

  • You can create any number of custom job roles.

  • Custom roles apply to every job in the account.

  • Roles display in the order they were created, appearing above the default Hiring Manager role.

  • Each role must have a unique title, but titles can be updated or changed at any time.

  • Updating a title automatically updates it across all jobs and job reports.

  • Deleting a custom role removes it from all jobs.

    • Users previously assigned to that role remain assigned to their jobs but are reassigned to the Hiring Manager role.

Note: To create or manage Custom Job Roles, you must have the Manage Account Details permission (under Roles & Permissions on the Account Details screen).

Default Role: Hiring Manager

The Hiring Manager role is the system default and is always included on every job.


Creating and Managing Custom Job Roles

  1. Navigate to Main Menu < Account Details < Workflow.

  2. Under Custom Job Roles, enter a unique role title, then click Enter 

  3. New roles appear above the Hiring Manager in the order they were created. (In this case, "Reviewer" was created first so it appears directly above the "Hiring Manager" role, etc.)To delete a custom role, click the "x" next to its name on the Account Details < Workflow page.

    • The role will be removed from all jobs.

    • Any users previously assigned will become Hiring Managers on those jobs.

Assigning Users to Custom Roles

Users can be assigned to roles at the job level.

  • Requires the Edit Job Page permission.

  • A user can be assigned to:

    • Multiple custom roles on the same job.

    • Multiple jobs, with different roles on each.




Example Use Case:


A recruiting team wants to track internal reviewers separately from hiring managers. They create a Reviewer custom role and assign it to users who evaluate applications. This allows the team to manage and report on reviewer activity without affecting user permissions.

Filtering Jobs by Custom Job Roles


You can filter jobs by Custom Job Roles, making it easier to view and manage jobs based on who’s involved in the hiring process.


How It Works:


When viewing your Jobs list, use the Filters menu to narrow results by any Custom Job Role you’ve created. Select one or more roles to instantly see all jobs where users are assigned to those roles.


What This Helps With:


Filtering by role is especially useful for:


  • Seeing all jobs a specific reviewer or coordinator is supporting
  • Monitoring workloads across different team roles
  • Quickly identifying which jobs need attention from certain role types




Notes:


  • Filters reflect the current Custom Job Roles set up under Account Details > Workflow.
  • If a role is renamed, the filter updates automatically.
  • Deleted roles no longer appear as filter options.