Completing a Candidate into an Employee

Following your Recruitment process the final step is to hire the candidate. To complete the candidate within HRWize you will need to navigate to:

Recruitment - Candidates

Within the Candidates screen you can see all Candidates that have applied for positions within your organization. To search for a specific candidate select the Candidate File dropdown or alternatively switch to table view by selecting the table view option at the bottom of the screen.

To finalize the hiring process of your candidate select Actions - Complete once selected this will open the complete screen: 

On this screen you will see the same fields that are available when adding an Employee. The majority of the fields such as First Name, Surname and Address you will need to enter the employees details. However the below fields you may not know what data to enter therefore we have outlined what these fields are used for below:

• Works ID: This is any sort of identifier which you use within your organisation to differentiate between individual employees such as employee number or payroll ID
• Social Security number/SSN (also known as National Insurance Number): In most countries, the government issues a unique number to every employee which identifies them as a unique individual usually for tax purposes. We use this number as a way to prevent you from entering duplicate employees as this number is truly unique at a government level. If your employees do not have or you do not want to store this information then you can enter anything in this box as long as it is unique within your company (for example, you could enter the Works ID).
• Work email address: If you want to use Self Service then it is vital that you enter a valid work email address for each employee as this is used to send notifications etc.
• Start Date - When does the candidate start their role with the business?
• Contract End Date - If the employee is working on a contract basis, when does this end?
• Manager: This field is self-explanatory but it is worth noting that there should only ever be one employee in the company who has no manager (i.e. the person at the top of the hierarchy) hence we recommend entering this person first and working down from the top. This way you create the hierarchy assigning manager level roles first so when you get to your next level of managers or employees the correct list of managers will be available in the drop-down list.
• Head of Department: This field allows you to designate the employee's head of department.
• Head of Department?/Super Approver? - These options will allow the employee to be selected as ahead of the department or a super approver.
• Currency - What currency is used to pay this employee?
• Salary - What is the employee's salary?
• Holidays per year: If you have not yet set up your time off settings then this will give you the option to enter a value and then choose either days or hours. If your company has more than one time off type attributed to paid time off then you should set those up first by going to time off settings and then entering time-off types.
• Workflow: This option will allow you to trigger a workflow once this employee has been created.

To finalize the completion once you have entered details into the fields press submit to complete the candidate.