How do I convert an applicant to an employee?

Applicants

Use an applicant record to set up a new employee. You this option to use the information saved in an applicant's record to create a new employee record.

Before you get started

Use Caselle Human Resources to accept applicant records.

Converting an applicant to an employee

1. Open Connect Human Resources > Employees > Setup New Employees.

2. Click to select Copy from Applicant Record.

3. Review the rest of the form. Add or update the information as needed.

4. Click Save (CTRL+S).

The employee record is saved.