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Link an applicant to internal record/employee

How do I link an applicant to make them internal?

Debs avatar
Written by Debs
Updated over a month ago

In order to link an applicant to an employee record please follow the below instructions:

  1. Navigate to Recruitment, Applicants

  2. Search for the applicant

  3. Click on the three dot ellipsis, View details

  4. Select the Applicant Link at top right

  5. On the left, in the Employee Link, search for employee

  6. Select the employee and the system will prompt once process is complete

In the case where the employee name is unable to be found, there is likely already another applicant number assigned to this employee.

  1. Go to Applicant Link on the right-hand side and search for the employee again here

  2. If another applicant number appears, these two applicant numbers will link

  3. Automatically, the employee assigned to this other applicant number will also link on the left hand side

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