Attract - how to use the the "Delegate" role?

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Posted on by KasparV

Hey there,

We're using the Attract module, but can't find the delegate role to be working. What is the goal of this role and how should it affect the "Delegated to you" list on the homescreen (see screenshot).

The reason I'm asking this is because we want to create a better overview in the homescreen, a good solution would be to use the delegate feature, but we can't get that to work right now.

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KasparV 15 on at

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RE: Attract - how to use the the "Delegate" role?

Yes I did. I tested this with a colleague and now the delegated to you overview does show all the candidates that they should see. I think this may have been not working in the past, but it's working now! Thanks for the help :)
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qianwang 7,151 on at

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RE: Attract - how to use the the "Delegate" role?

Hi,

Did you add the delegate in this form?

Regards,

QianQW
KasparV 15 on at

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RE: Attract - how to use the the "Delegate" role?

Hey Qian,

Thanks for the quick response. Let me rephrase my question: how would one designate a job or activity to someone? Because if I add a colleague as a delegate to a job, he/she does not get jobs or activities in the "delegated to you" overview.
qianwang 7,151 on at

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RE: Attract - how to use the the "Delegate" role?

Hi KasparV,

The "assigned to you" means all activities that you need to complete.

The "designated to you" means the jobs or activities that recruiters or hiring managers designate to you.

Regards,

QianQW
KasparV 15 on at

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RE: Attract - how to use the the "Delegate" role?

Could you elaborate please? What's the difference between "assigned to you" and "designated to you" in that overview?
KasparV 15 on at

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RE: Attract - how to use the the "Delegate" role?

Hey CJustin,

Thanks for the answer. I know this part (the way it assigns the same roles/permissions) The main thing I'm looking for is getting the overview to work (see the attached screenshot):
qianwang 7,151 on at

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RE: Attract - how to use the the "Delegate" role?

Hi KasparV,

The 'delegated to you' list can only show the activities that hiring manager or the recruiter designated to you.

Regards,

QianQW
CJustin 262 on at

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RE: Attract - how to use the the "Delegate" role?

You shall have to add those assisting recruiters as delegates as well in Dynamics 365

That way they would get the same privileges as the designaters.
KasparV 15 on at

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RE: Attract - how to use the the "Delegate" role?

Hey Qian,

Thanks for the quick response. I found that documentation and I know about the privileges/rights part. The thing we have is as follows:

- We have a lot of recruiters assisting in jobs

- We want to have those recruiters in those jobs to be able to have the same rights as the primary recruiter

Also, we want to have a good overview of their primary tasks, but also provide insight in the jobs they are delegates in.

Aka: if we add someone as a delegate to a job, we want that to reflect on the home screen, see the screenshot (I have attached that now here and in the original post).
qianwang 7,151 on at

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RE: Attract - how to use the the "Delegate" role?

Hi KasparV,

I can't see the screenshot you said. Please check it again.

Delegates have the same privileges as the person who designated them. You can add and assign the role for the user as the delegate in the hiring team tab when edit a job.

docs.microsoft.com/.../security-attract

Regards,

QianQW