Move onboarding profile to Employee

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

 

1. Click Onboarding in the main menuEmply_2020-04-17_13-17-36.png

Please note that the main menu may vary depending on user role and the products you have available.

 

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

Emply_2020-04-17_13-30-00.png

 

2. Select the onboarding profile (s) you want to move to the Employee module

Emply_2020-04-17_13-32-28.png

 

3. Click Employee and choose what data du want to move to the employee profile

Emply_2020-04-17_13-34-08.png

 

 4. Fill in Employee Form and click Save

Emply_2020-04-17_13-39-12.png

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

 

Your onboarding profile is now created as an employee!

 

Did you know that you can also move an onboarding profile to the Employee Module directly fra the profile:

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