Manage roles

A new role with the minimum data necessary to match with candidates will automatically be open and available to match with qualified candidates.

To keep a role from matching with candidates, you must close the role.

Updating a role

To update an existing role, select the role you would like to update from the Workspace Page or select the role from the Navigation Menu (desktop only).

Once on the Role Page, you can add or update any of the role's details, requirements or preferences.

Changes to a role will take immediate effect on future matches. However, matches you have previously viewed, saved, accepted or rejected for this role will not be impacted. Please review existing matches to be sure they are still a fit for this role.

Changing a role's status

There are two role status options: open and closed.

Roles that meet the minimum data required to match with candidates are default open and available to match with candidates.

There are two ways to confirm your role's status, from the Workspace Page and from the Role Page.

  • On your Workspace Page, navigate to the Roles Tab and look for the Open/Closed badge on the role.

  • On the Role Page, look for Close/Open Role. If Close Role is visible, the role is open. If Open Role is visible, the role is closed.

To change a role's status, navigate to the Role Page and select Close/Open Role.

If you're closing a role, you'll be asked to provide a reason. If you're closing the role because you've made a hire, you will be directed to a short survey on your hiring experience.

Closing a role will clear all matches. You will lose access to the candidate information for matches you have accepted for this role.

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