How to Transfer a Hired Candidate to HR

Overview

When you hire someone, you should not have to type their details in again. Transfer to HR copies the candidate's record into the HR/employee module so their onboarding starts with everything already filled in.

Steps

1. Open the hired candidate's profile and choose Transfer to HR.
2. Map the candidate's fields onto the employee record (name, contact, position, documents).
3. Confirm the transfer.
4. The candidate becomes an HR employee, carrying over their details and documents ready for onboarding.

Tips

• Make sure the candidate's details and CV are complete before transferring, to save re-work in HR.