Documentation Index

Fetch the complete documentation index at: https://docs.coffeerms.com/llms.txt

Use this file to discover all available pages before exploring further.

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Position Allocation Management Workflow

This workflow explains how admins define which recruiter owns which job roles inside the RMS.

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Add Position Allocation

1. Click Add Allocation
2. Select:
   • Category
   • Sub-Category
   • Recruiter
3. Click Save

The selected recruiter is now responsible for all jobs under those roles.

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View Allocation

1. Click View
2. See allocation details:
   • Category & sub-category
   • Assigned recruiter
   • Status
   • Created and updated timestamps

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Edit Allocation

1. Click Edit next to an allocation
2. Update:
   • Recruiter
   • Category or sub-category
3. Save changes

Updates apply immediately across recruiter dashboards and job views.

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Delete Allocation

1. Click Delete
2. Confirm the action

Deletion behavior:

• Allocation is soft-deleted
• Recruiter immediately loses access to those job roles
• Jobs and candidates are no longer visible to that recruiter

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Recruiter Experience

1. Recruiter logs in
2. System fetches My Allocations
3. Recruiter can only access:
   • Jobs
   • Campaigns
   • Candidates

linked to their assigned categories and sub-categories.

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Search & Filter

Admins and managers can filter allocations by:

• Recruiter name
• Category
• Sub-category

Recruiters automatically see only their own allocations.

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Where It Is Used

Position Allocation directly controls:

• Recruiter job listing visibility
• Campaign access permissions
• Candidate tracker filtering
• Recruiter dashboards

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Summary

Position Allocation Management ensures clear ownership of job roles across recruiters.
It prevents overlap, restricts access correctly, and helps scale recruitment teams with structured control and accountability.