This is an optional step and not required for creation of an Employee record. However, there are benefits to the centralized tracking of a Candidate throughout the hiring process. If the Candidate is hired, the data entered is copied over to the Employee record during the conversion step
- Go to HR > Candidate, then click the ADD icon
- In the new Candidate: Add record, enter the Candidate’s details available at this time, such as the following:
- Contact information including a personal Email Address, Phone Number, and Address
- Activities, such as the hiring interview progress and interviewee feedback, may be recorded in the Comment section, or added as individual Activities to the Activities tab (this will appear after the Save step below
- Click the SAVE icon
- On the Activities tab that appears, click the ADD icon and add information (including a Follow Up date) to the Employee Activity form
- Click the Employee Activity form SAVE icon
Note: Should the Candidate be hired, you may convert the Candidate to an Employee using the Candidate form Extended Menu “Convert to Employee” option.