3396184 - How to restrict email templates when contacting a candidate - Recruiting Management

How to restrict certain email templates to a user when they are contacting a candidate via email?

Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental

SAP SuccessFactors Recruiting Management

1. Recruiting>Job Requisitions
2. Click on Job Req
3. Click on a candidate
4. Click on "Contact Candidate" from their application
5. Click on "Template" drop-down and notice there are some email templates that user should not have access to

OR

1. Recruiting>Candidates
2. Search for candidate
3. Click on "Email"
4. Click on "Template" drop-down and notice there are some email templates that user should not have access to

To only grant permission to certain template(s), you will need to do the following steps:

1. Admin Center>Manage Recruiting Settings>Enable Role-based Permissions for Recruiting Email Templates>Enable "Contact Candidate email templates"  
2. Admin Center>Manage Permission Roles
3. Select permission role
4. Click "Permission" button
5. Under "User Permissions", select "Recruiting Email Templates"
6. Choose "Others" under "Contact Candidate email templates"
7. Here you can select which email templates you'd like the user to view. You can hold down the "CTRL" button while selecting templates to select multiple:
   
   
   

2800126 - How to permission Recruiting Email and Offer Letter Templates - Recruiting Management

2911361 - Not able to save Recruiting Email Templates in Role Based Permissions - Recruiting Management

Configuring Controlled Access to Recruiting Email Templates

visible, all, recruiter, emails, candidates, hide, distinguish, correspondences, correspondence , KBA , LOD-SF-RCM-ADM , Admin Center, RBP, Permissions and Settings , LOD-SF-RCM-EML , Recruiting Emails and Notifications , How To