How do I add, move or delete a candidate in Simployer One?

What is a candidate card in Simployer One?

A candidate card in Simployer One stores information about a person who isn’t an employee yet. A candidate card is not an employee profile.

Candidates are listed under Employees → Candidates. A candidate stays in the Candidates list until you move them to New hires, which creates an employee profile. You can send documents for e-signing to a candidate from their candidate card.

How do I add a candidate in Simployer One?

1. Select Employees → Candidates.
2. Click + Add candidate.
3. Enter the candidate’s information, such as first name, last name, email address and phone number.
4. Optional: add department, job title, office, manager, teams, compensation and employment details.
5. Click Add candidate.

Note

First name and Last name are required. Email is marked as required, but you can save the candidate without it. An email address is needed if you want to send documents to the candidate for e-signing.

How do I move a candidate to New hires in Simployer One?

Move a candidate to New hires when they are ready to become an employee. This creates an employee profile in Simployer One.

1. Select Employees → Candidates.
2. Find the candidate and click the three-dot menu (Actions) on their row.
3. Select Move to “new hires”.

The candidate card and the employee profile are separate records until you complete this step.

Important

Signing a contract doesn’t create an employee profile automatically. You must move the candidate to New hires yourself.

How do I delete a candidate in Simployer One?

1. Select Employees → Candidates.
2. Find the candidate and click the three-dot menu (Actions) on their row.
3. Select Delete.

The candidate card is removed from the Candidates list.

Warning

Deleting a candidate card can’t be undone. Make sure the candidate record is no longer needed before you delete it.