How to Convert a Candidate to an Employee in Workwisely

Candidate to Employee Migration

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

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