Coworker creation setting

The creation setting decides how much a person has to provide to create a Coworker, and whether a new Coworker needs approval before anyone can use it. It applies to everyone in the company who creates Coworkers.

You need the admin ability. Without it the Company page says "Managing company settings requires the admin role."

Choose a setting#

1. Select Settings, then the Coworkers & Apps tab.
2. On the Hiring and promotion card, select Manage.
3. In the Coworker creation section, select Minimal, Guided or Strict.
4. Select Save. It stays unavailable until you pick a setting different from the saved one.

The change applies to the next Coworker anyone creates. Guided is the default.

The three settings#

Setting	What the creator provides	Where the new Coworker starts
Minimal	A name and one sentence about what it should do.	Interview, usable by its Supervisor immediately.
Guided	The full hiring wizard: job description analysis, the six job description elements, the Opportunity Scorecard, identity and model. A named Supervisor and a 30-day performance expectation are required.	Interview.
Strict	The same as Guided.	Proposed, until an admin or executive approves it.

Minimal#

The creator enters a Name and what the Coworker should do. The Coworker runs on your company's default model, the creator becomes its Supervisor, and the sentence becomes its instructions. If no default model is set, creation is refused with a message asking for one, so set a default under Settings (see Default models) before choosing Minimal. The job description, expectations, scorecard and Knowledge Bases can be added later from the Coworker's details page. If the creator has no person record in the company (for example a bare administrator account), the Coworker is created with no Supervisor, and an admin can assign one later.

Guided#

The creator completes the wizard described in Hiring a Coworker. A Knowledge Base is never required under any setting; the wizard only asks the creator to confirm when none is attached.

Strict#

Strict asks for the same information as Guided, but the new Coworker is created in the Proposed phase. Nobody can chat with it, trigger it or use it until an approver moves it to Interview. Approvers are people with the admin or executive ability. An admin can approve any proposal, including one they created. An executive who is not an admin cannot approve a proposal they created; another admin or executive has to.

Approvers can leave feedback (the Coworker stays Proposed), approve it, or retire it with Retire, which cannot be undone. See Proposed Coworkers.

What a change affects#

• Only Coworkers created after the change are affected. Existing Coworkers keep their phase.
• Switching away from Strict does not approve Coworkers that are already Proposed; they still need an approver.
• The setting does not control moving a Coworker from one phase to the next. That is the Promotion gates setting, which is independent of this one.

Give the executive ability to the people who should approve proposals, on the Team page. See Abilities.