Convert Applicants into an Employee

Convert Applicants into an Employee

If you wish to offer a position to an Applicant, update the Application Stage to Offer. This automatically adds the employee record in your list of People, along with all contact details the applicant provided and the job they applied for.




If you select YES to prepare an employment offer, you will be taken to the Employment tab of the new Employee record. Complete relevant information.


At the click of another button, you can then automatically prepare and send an employment offer / contract. Go to our next help article >> Send documents to employees for e-signature