This article is intended for Service Providers and System Administrators who manage client access and user roles within the PrismHR platform.

This article provides the necessary steps to enable the ‘Hiring’ menu for specific worksite managers at a single company. This process involves creating a specialized user role and assigning it to the designated user profiles.

1. Create the Hiring Manager Role

  a. Navigate to Back Office > System Change > User Roles ‘User Roles’.

  b. Select ‘New Role’ from the Action Menu 

  c. Create a new role ‘Hiring Manager’ using the following details

⚠️ Note: Set the ‘User Type’ field to ‘Worksite Managers’.

2.) Configure Role Permissions

  a. On the same screen now select the newly created ‘Hiring Manager’ role and click Edit.

  b. Mark the access level for this role as ‘Full’. 

3.) Assigning Role to Worksite Manager

  a. Navigate to Back Office > System Change > Users > ‘Users’. 

  b. From the User ID field, select the hyperlink to search for and select the specific worksite manager for the client. 

  c. In the User Roles panel, add the ‘Hiring Manager’ role to the manager's profile.

  d. Click on ‘SAVE’ at the bottom of the page to finalize the changes.

4.) Tips/ Notes

• Perform this configuration for managers of a single company to grant visibility of the ‘Hiring’ menu.
• Advise the worksite manager to log out and log back into the system to refresh their session and view the new menu item.
• Ensure the User Type is strictly set to Worksite Managers during role creation to ensure proper system behavior.