Hire: offer, candidate profile, appointment and conversion
HR sends an offer by email, the candidate fills in their own profile on a private page, HR sends the appointment letter and then converts the candidate into an employee with a code, a joining date and a login.
The Human resource process screen takes a person from offer to employee without anyone retyping their details. HR enters only the offer; the candidate enters everything else, and HR converts the finished profile into an employee.
Open Human resource process (Human resource › HR process). The Offer list tab shows each candidate's Name, Designation, Department, Branch, Email, Gross salary, Expected date of join, Created date and Status.
The steps
1
Create the offer
Who
HR officer
Where
Human resource process › Offer list › Add
What changes
Enter Title, First name, Middle name, Last name, Email, Branch (when your company works by branch), Department, Designation, Gross salary and Expected date of join. Tick Send email to email the offer link at once.
2
The candidate opens the link
Who
Candidate
Where
The private page the email links to (Welcome)
What changes
The page asks whether to go further and emails a one-time code. The candidate enters the code and then fills in their profile: personal details, Family information, Address. At the end they press Finish.
3
Resend if needed
Who
HR officer
Where
Resend the offer letter link on the row
What changes
A new link is emailed. Available while the candidate has not finished.
4
Send the appointment letter
Who
HR officer
Where
Send the appointment letter on the row, once the candidate has finished
What changes
The appointment letter is emailed and the status becomes Appointment Letter.
5
Convert to employee
Who
HR officer
Where
Open the candidate, then Transfer data (Converting to employee)
What changes
Enter Job type, Code, Branch, Joining date, Reporting person (optional), User name, Password, Confirm password and Roles. The candidate becomes an employee with a login.
After conversion the candidate's row shows Data transferred, and the person is in Employee information setup (The employee record). Open the employee's Payroll details to set how they are paid (An employee's payroll details).
What the screen refuses
A User name shorter than 5 characters, a Password shorter than 5, or a Confirm password that does not match.
The Joining date before the Confirmation date.
A Code, Email or User name that another employee already has.
A new login when your company has reached the number of users it may have.
Common questions
What does a new employee need before they can be paid?
