Adding teammates to SquarePeg allows you to collaborate on job descriptions, targeting criteria, peer-review candidates, and more. However, users can only view jobs that they have been given access to (see "Granting job access" below.)
Collaborating with teammates
There are several ways to collaborate with teammates in SquarePeg.
Job discussion
Job discussion allows you to save notes related to the job. You can save notes for your own individual records, or "@" mention teammates to get a second opinion. In the example below, this user is asking a teammate to review the job description and salary range for the current job.
(You can also use the job descussion to send sourcing feedback to SquarePeg.)
Candidate discussion
Candidate discussion allows you to save notes related to a specific candidate. You can save notes for your own individual records, or "@" mention teammates to get a second opinion. In the example below, this user is asking a teammate to review the candidate in order to move forward.
Candidate messaging
By default, a conversation with a candidate is between the SquarePeg user who sent the initial message and the candidate. However, additional SquarePeg users can be added to the conversation by clicking the "+" icon in the participants section (see screenshot below.)
Message participants and job access are independent of each other. Granting a user access to a job does not automatically add them to all candidate conversations for that job.
Granting job access
Users can only view jobs that they have been given access to. If a user hasn't been given access to a job, you will not be able to collaborate with them. There are two ways to grant a user access to a job.
- From the Settings page, when publishing or editing a job:
- Clicking the "+" icon, from the job or candidate discussion side panel:
Once a user has been granted access to a job, they can do the following:
- Edit the job (description, salary, screening questions, etc.)
- Invite, approve, and archive candidates
- Message candidates
- View and participate in job and candidate discussions
- Permanently archive the job
Inviting teammates to your account
- From the dashboard, click your name and then click Teams & User Management
- To add a new user, click Add User
When inviting a new user, the following options are available:
- First & Last Name - This is the name of the user you are inviting
- Email Address - This is the email address of the user you are inviting
- Team - This user will automatically be added to the teams you select here
- Assigned to Jobs - The user will automatically be given access to the jobs you select here. If you do not select any jobs, the invited user's dashboard will be empty when they log in.
- Send Invitation - Once finished, click this button to send the invitation
Creating teams
Teams are a quick way to give job access to multiple users at once.
- From the Teams & User Management screen, click Create a Team
When creating a new team, the following options are available:
- Team Name - This is the name of your team
- Team Members - The users added here will be part of the team
- Team Manager - The selected user is the only one who can make changes to this team
- Create new team - Once finished, click this button to create the team