How do I hire a Candidate?

This article explains how to hire a Candidate and transition them into a worker in Kinatico Compliance.


What You'll Need:


  • System Admin or Hiring Manager access with permission to hire Candidates.
  • A Candidate record with a status of Active or Complete.

Time Required: 3 minutes

Instructions


Step 1: Locate the Candidate.


  • Go to User Directory and set the Manage dropdown to Candidate
  • Find the Candidate you want to hire
  • Confirm their status is Active or Complete. The Hire option is only selectable for Candidates in one of these two statuses

Step 2: Select Hire.


  • Select the three-dot menu at the end of the Candidate's row
  • Select Hire

💡 Pro Tip: If Hire appears greyed out, the Candidate's status is Inactive or Pending. They need to complete onboarding before they're eligible to be hired.


Step 3: Confirm the hiring.


A confirmation modal will appear with two options:


  • Convert - confirms the hire and returns you to the User Directory, with the Candidate now shown as a worker.
  • Convert and Update Info - confirms the hire and takes you to the Candidate's Profile Detail screen, where you can update fields such as Line Manager before finishing up

💡 Pro Tip: If you select Convert and Update Info and leave without making changes, the Candidate is still successfully converted.


  • Confirm the Candidate now appears in the User Directory as a mobile app user
  • Review their compliance tracking, which activates automatically once they're hired
  • Update any profile details, such as Line Manager, if you didn't do so during the hire step

Common Questions


Q: What happens to the Candidate's information after they're hired?

A: Their activity history is preserved. They're removed from the Candidate view and added to the User Directory and Org Chart as a mobile app user, with compliance tracking activated.


Q: Can I still reject a Candidate if Hire is disabled?

A: Yes. Reject is available regardless of the Candidate's status, this action is never blocked.


Q: Why is the Hire option disabled for some Candidates?

A: Hire is only available when a Candidate's status is Active or Complete. It's disabled for Inactive or Pending Candidates, since this ensures a Candidate has engaged with the platform and completed the onboarding process before being converted to a worker.

Need Additional Help?


Still have questions? Contact us by selecting Get Help from the main navigation, then email to send us a message. Alternatively, email our support team at cxsupport@kinatico.com.

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