This article applies to all Hire users (excluding third party users) in the PI2 platform.
In addition to sharing a job with other employees, PI Hire users can transfer job ownership to another user.
Doing so allows you to "hand over" the responsibilities associated with this job to a new owner (e.g., the hiring manager), so they can see all relevant data and receive pertinent notifications.
Tip: Want to grant view or edit access to a job, but don't want to give up ownership? Share the job instead.
How to transfer ownership of a job (i.e., change the job owner)
Log in to the PI software.
Select Hire from the top navigation bar.
Search for and select the job for which you'd like to transfer ownership.
Select the "More actions" button in the top-right corner.
Select "Share job" from the dropdown options.
Share the job with the soon-to-be new owner (if you haven't already).
Re-open the share panel.
Expand the panel titled "See who already has access to this job.”
Look for the name or email address of the person to whom you’d like to transfer ownership.
Click the ellipsis button to the right of the person's information.
Select “Transfer ownership.”
That person will become the new job owner. Your changes will save automatically.
Note: You can only transfer ownership if you are an admin or the existing owner of the job.
Important: By default, the owner of the job is the person who will receive assessment notifications whenever a candidate completes an assessment. (You can customize or turn off these notifications at any time from the job's Assessment Settings page.)
Why transfer job ownership?
Owning a job is similar to having "edit" access via the share panel. You'll be able to view all candidates associated with the job, send assessments, set Job Targets, and more.
The major difference between having "edit" access and owning a job is that the job owner receives all assessment completion notifications by default.
Example: You're an HR admin or IT expert responsible for getting hiring managers and recruiters up and running with PI Hire. If you aren't the person actively hiring for the job in question, you'll want to transfer ownership to the requisite person, so they can receive candidate notifications.
Important: The job owner's assessment notifications can be customized at any time from the job's Assessment Settings page.)
FAQs
Why do I keep receiving candidate assessment notifications?
Why do I keep receiving candidate assessment notifications?
If you keep receiving candidate assessment notifications, it likely means you're included as a notification recipient for a specific job in Hire.
To change these notifications:
Visit the Assessment Settings page for the specific job.
Expand the "Notifications" section.
Modify the assessment notifications to your liking.
Click "Save changes" to confirm.
Note: Even if you're not listed by name in "Notifications," you might still be receiving notifications if you're sending assessments directly from Hire and "Assessment sender" is set to receive notifications.
I can't transfer ownership to "X" person. Why?
I can't transfer ownership to "X" person. Why?
To transfer ownership to a person, you must first share the job with the person.
Once you've shared the job, you will see the option to transfer ownership.
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