Convert a hired candidate into an employee

Once a candidate accepts, you don't need to type their details again. Converting creates their employee record from the candidate and offer data.

Before you start

• The offer must be marked Accepted, or the candidate must be in the Hired stage.
• You need the hiring.manage permission.
• The work email must not already belong to another employee in your company.

Steps

1. Open the candidate's profile ( open Candidates).
2. In the green banner, click Convert to employee.
3. Check the First name, Last name, Work email (required) and Phone.
4. Confirm the Department and Designation (taken from the offer).
5. Check the Date of joining (taken from the offer's joining date).
6. Choose the Employment type and the Status — Probation or Active — and the Probation (months).
7. Click Create employee.

What happens next

• A new employee is created with an automatically generated employee code, and assigned your default shift from the joining date.
• The candidate moves to Hired, shows an Employee badge and a link to the employee profile, and can no longer be moved in the pipeline.
• When the number of converted hires reaches the job's Openings, the job is marked Filled automatically.
• Portal login is not switched on automatically. Complete the employee's profile and salary from Employees, then give them portal access — see Give employees portal access. To plan their first days, see Run onboarding and offboarding checklists.