Role Manual - HR Admin

Last updated: 2026-05-08 Owner: Product Writer Audience: hr_admin

Purpose

The hr_admin role manages people, profiles, skills, experiences and HR workflows inside the tenant. When the HR Chat capability is active, the hr_admin works with the Talent Partner as the primary assistant for profile search, shortlist building and persistent recruiter memory.

Who should read this

• human resources staff
• people responsible for profiles, requests and HR evaluation flows

Required permissions

This role can normally access:

• Dashboard
• people profiles and person data
• HR requests and approvals
• HR Chat (including the Recruiter memory panel and the Conversation history)
• allowed HR or operational reports

What this role can do

1. review and update profile data according to granted permissions
2. manage skills and experiences
3. monitor requests, approvals and people-related workflows
4. use HR Chat as Talent Partner for semantic profile search, shortlist building, candidate comparison and tender management
5. curate the per-user Recruiter memory: saved searches, favourite candidates, active tenders (read automatically at the start of every turn)
6. resume past conversations from the Conversation history with persistent summary
7. attach textual resumes (.txt, , max 200 KB) as context for the current turn

What this role cannot do

• manage global SaaS configurations
• administer tenants other than its own
• modify platform roles
• see other users' recruiter memory inside the same tenant (memory is per-user)

Main workflows

1. verify the active area and the person profile data
2. open HR Chat and start from the thread; use empty-state example cards or write directly in the composer
3. save recurring searches, favourite candidates or active tenders into the Recruiter memory so they are reused automatically in following turns
4. build shortlists and comparisons from the Report workspace (Overview, Shortlist, Compare, Tender matrix, Archive)
5. manage requests and HR processes from Approval Center or dedicated modules
6. collaborate with tenant admin and managers on cases that cannot be resolved within the HR perimeter alone

Common errors

• HR Chat unavailable
• cause: service not enabled by the plan or AI policy not configured
• solution: contact the tenant admin or SaaS administrator

• Recruiter memory does not seem to update
• cause: the entry was created in a different tenant or with a different user
• solution: verify the Active context and remember memory is per-user per-tenant

• Profile data not saved
• cause: missing required field or insufficient permission
• solution: complete the form and verify the role

• You cannot see some approvals
• cause: the workflow is outside your authorised perimeter
• solution: verify the process type and the role that must approve it

Related guides

• processes/dashboard-e-navigazione
• processes/chat-hr
• processes/richieste
• processes/approval-center
• processes/report-core
• processes/report-admin

FAQ

Can HR Admin search across all profiles?

Only within the tenant perimeter and the permissions actually assigned.

Can HR Admin approve everything?

No. Approval depends on the process type and the tenant organisational configuration.