Move onboarding profile to Employee

In this article you can read how about how you move an onboarding profile to the Employee module.

Move onboarding profile to Employee

1. Click on "Onboarding" in the main menu

Onboarding_ss.png

 

2. Click "Pipeline details" on the process you want to start or on the associated tab

Screenshot_2022-11-11_at_13.26.14.png

 

3. Select the onboarding profile(s) you want to move to the Employee module, and select "Move" in the menu, as shown below:

Screenshot_2022-11-11_at_13.38.01.png

 

4. Click "Employee" and choose what data du want to move to the employee profile, followed by "Move"

Screenshot_2022-11-11_at_13.46.06.png

 

 5. Fill in Employee Form and click Save

Screenshot_2022-11-11_at_13.47.45.png

Note, the Employee form may look different as it can be customized as needed.

Your onboarding profile is now created as an employee!

 

Alternatively, you can also move an onboarding profile to the Employee Module directly from the profile:

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