Roles Page

Roles Page

This guide describes the actions you can perform in the Roles page as a user of your organization. This content is intended for all users on the Karat platform.

The Roles page allows you and your teammates to view helpful information about your Karat roles. Administrators can also make adjustments to many role settings from this page and access a change log to keep track of any updates that have been made to your role settings recently.

Access to roles

Go to the Roles page with the following steps:

1. Log in to the Karat platform.
2. Click Roles.

In this tab, you can search, filter, and sort the list of roles. For more options, click on a role to open up a distinct Role page.

Overview

The overview tab includes the following: 

• Interview Format: Describes the primary schema for the interview for this role. A small minority of Karat roles also have backup schemas. These do not appear on this page, but your account team can share information about these schemas with you if requested.
• Discussion and Analysis Questions: Questions for discussion and analysis that your candidate will be randomly assigned.
• Coding Questions: Sets of coding questions that your candidate will be randomly assigned.
• General Information: Details about when the role was created, its location (if applicable), and optional tags that describe the role level and type. The role description and location can be adjusted on the settings page by your administrators or your Karat account team. The role tags can be adjusted by your Karat account team.

Settings

The Settings tab allows admin users to change commonly adjusted settings, rather than needing to rely on the Karat team. These settings are role-specific and won't propagate to other roles automatically. Non-admin users can view this page but cannot make any changes.

These are the actions you can perform on this page:

• Modify general information for the role:
  • Name
  • Description
  • Status
  • Add hiring managers
  • Location
• Assessments: Apply available options to different stages of the assessments.
• Interview Parameters: Configure the scheduling, redos, and other settings for this role's interviews.
• Notification Settings: Allow other users to follow and receive email notifications for this role.

Remember that after making changes in the Roles Settings page, you need to click Save changes.

The settings on this tab are a subset of the settings available to the Karat team. Reach out to your Karat account team if you have any questions about the settings on this page or settings that are not visible here.

Quiz Registration Links

Your role must begin with a Karat Qualify assessment to use this section.

Quiz registration links allow you to create shareable links to Karat Qualify quizzes that any number of candidates can access. When accessing Karat Qualify via a registration link, candidates are asked to provide their name, email, and phone number. Links can only be generated if the first stage of a role is Karat Qualify.

Quiz Registration Links Section

You can add "source" and "recruiter ID" parameters to the links in order to keep track of how a candidate accessed a given link.

To add parameters to the registration link, a question mark must be added at the end of the URL, followed by src=<referrer source> or rc=<recruiter_id>. For example:

• Source only: https://central.karat.io/qualify/registration/123?src=grace_hopper
• Recruiter ID only: https://central.karat.io/qualify/registration/123?rc=42
• Both Source and Recruiter ID: https://central.karat.io/qualify/registration/123?src=grace_hopper&rc=42

History

The History tab allows admin users to see the role's history. Non-admin users are unable to view this tab. The History tab is a change log that captures most adjustments made to the role, by both client users and Karat team members alike. From here, admins can review changes made to their roles and answer questions about when a change was made, who made it, and what the previous state of a setting was.

Each row represents a change that was logged by the system. The "Change" column describes what field was changed, the red "Previous" column describes what the value of the field was before the change was made, and the green "Current" column describes what the new value of the field is.