Candidate to Employee Migration
RECORD MIGRATION
Candidate to Employee Migration
Convert a joining candidate into an employee record in one click — preserving every document, note, and history item along the way.
Transition
person WHO USES THIS
▸HR ops converting accepted offers to hires
▸Payroll teams picking up new employees
▸Admins keeping employee data consistent
target WHAT YOU'LL ACHIEVE
▸Promote candidates to employees cleanly
▸Retain full candidate → employee history
▸Trigger downstream HR processes instantly
Onboarding → Individuals → Onboarded Individuals
Once the verification is complete, you can convert the candidate to an employee by selecting the employee data, clicking the three dots, and then choosing the Convert to Employee option.
A pop-up will appear where you can update the employee's role access from the dropdown menu. The employee ID will automatically be fetched from the team summary sequence.
After making the necessary selections, click Save. The data will then be migrated to the external integrated system, and the employee will be granted access to the application.
Fig: Convert to Employee