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Let's Take a Step Back...
You’ve sourced your applicants through Hiring, interviewed them, and found the perfect candidate who's accepted your offer.
That means you’ve updated their Application Stage in Hiring to Hired and clicked Add to Indigo Payroll. The next step is for HR to create an employee profile for the new hire.
Traditionally, this would mean jumping between the Hiring and Employees modules to transfer the candidate's details manually.
But what if all that information was already available in one place and you could create an employee profile directly from it? That's exactly what the Applicants module allows you to do.
The Applicants Module
The Applicants module in Indigo HR is where all the hired applicants will be listed in a grid that displays details like:
Full Name
Email
Current Location
Country of Residence
Job Applied For
Gender
Date Of Birth
These fields, along with a few others we'll see shortly, will be used to create an employee in Indigo.
Creating Employees from Applicants
Go to HR > Applicants.
In the Applicants grid, select the Import Applicant button at the far right of the applicant's row.
The Applicant Details drawer will open on the right.
Fill in the following fields (as you'd normally do when creating an employee):
Employee Code: Enter a unique internal code for that employee. You can use both letters and numbers up to 15 characters.
Occupation: Choose one from the list of available positions in the company.
Cost Centre: It's a mandatory field. Select one, to properly allocate the employee-generated costs.
When ready, you can select either:
Import to simply create a new employee profile you'll complete later on. Or;
Import and View Employee to create a new employee profile and be redirected to the newly generated profile in the Employees module. This way you can take care of the whole employee form.
Result
The employee profile is generated and becomes available in HR > Employees.
The following fields are automatically populated using the information provided by the applicant and the details entered in the Applicant Details drawer:
Code
Surname
Name
Sex
Date of Birth
Occupation
Default Cost Centre
Personal Email
The Current Location and Country of Residence provided by the applicant are recorded in the employee profile's Remarks section.
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