Create Profile Groups and Assign Permissions
Set up profile groups for your organization and assign HR specialist permissions.
-
From the home page, in the Onboarding section, select Hiring Process Setup.
Note: Alternatively, click
in the upper left corner of the home page, and select HR Management > Hiring Setup.
-
Select the
Manage Profile
Groups tab.
Tip: Some fields on the Profile Group Settings page have Helper text. To view Helper text, hover the mouse over the Information button
next to the field name.
-
Select
Create Profile Group.
Tip: You can also open an existing profile group, rename it, add or remove information, and save the edited profile under the new name. - Enter a Profile Group Name (for example, Seattle or East Branch).
-
To customize new hire invitations sent from this
hiring location with a unique company name and logo, enter that Company Name and upload the
Company
Logo.
Note: The custom company name and logo replace your enterprise name and logo on new hire invitations and the Welcome tab of the Employee Onboarding page for this profile group only.
-
Use the Company Codes field to
restrict the companies that may be assigned to new hires associated with this
profile group.
- The companies you select here display in the Company field in the Edit Spectrum Details window.
- Leave this field blank if you want all companies in your enterprise available for this profile group.
-
Select Add Specialist.
The Add Specialist window opens, showing HR specialists in the current user's enterprise.Note: Profile groups may be saved without adding HR specialists. The HR administrator can add HR specialists at any time as needed.
-
Select the checkbox for each HR specialist to add
to this profile group. You can search for HR specialists using the Search Specialists box.
Note: HR specialists are enterprise users who have been assigned an HR Management Specialist Role in the Trimble Construction One Admin Center. Contact your Enterprise Administrator for assistance assigning HR Management Roles.
-
Select Add Specialists.
The system returns to the Profile Groups Settings page.
-
Set permissions for each HR specialist by
selecting the slider for the appropriation options.
You can grant the following profile group permissions:
- Invite: Can invite new hires to onboard.
- Manage New Hires: Can view and manage new hires on the New Hire Dashboard.
- Initialize: Can send new hire records to Spectrum. HR specialists with Initialize rights are given Manage New Hires permission by default.
- Profile Admin: Can manage hiring profiles and onboarding form templates for a profile group.
Important: If an HR specialist has no assigned profile group permissions, that specialist will not see any information after logging in to Onboarding. - To remove an HR specialist from a location, click the Trash icon.
- When you are finished making changes, select Save.
- To modify a profile group later on, select or search for it in the left pane, make your changes, and click Save.