Creating an Employee from an Applicant

If you have decided to hire an applicant and the Application is in the “Offer Accepted” status, you can automatically copy the information from the applicant profile to create an employee profile.

Note: You need security permissions to create an employee from an application as well as security permissions to add an employee.

To create an employee from an applicant:

Select Employee Care from the menu and then select Application Tracking from the Applicant Management card.
Select the application of the applicant you want to hire.
Complete the fields on the Hired Information card as desired.
- Hire Date
- Existing Employee: If this is a rehire you will not create a new employee record.
- Position Hired For: If this employee is filling a position in the Position tree, select the open position.
- Job Title Hired For: The job title of the new employee.
  If a position is selected above, the job title must also be selected in the position type associated with the position.
Select Save.
Make sure you have already selected Accepted Offer.
The Create Employee button will appear when the Status is Offer Accepted.
Select Create Employee.
The Create Employee screen will open and will be prefilled with the job title and hire date (if not using Employment Tracking) you entered in the application.
Enter the Payroll Group and select Save.
Note: If Employment Tracking is enabled, you will not be prompted to enter a Job Title or Hire Date. The Job Title and Hire Date will be entered when you run the Employment Tracking Wizard.
The Employee screen will open with information from the applicant prefilled:
- Name (First, Middle, Last, Suffix, Nickname)
- Address, City, State, Zip,
- Phone Number
- Email Address
- SSN
- Race
- Ethnicity
- Sex
- Gender
- Preferred Pronouns
- Disability Status
- Veteran Status
- Protected Veteran
- Education
- Job Title (if not using Employment Tracking)
- Hire Date (if not using Employment Tracking)
Complete any additional information needed about the employee and select Save.
Note: Make sure you select Use Position Management, if you want to run the Employment Tracking Wizard or use Basic Position Tracking for this employee.