When you move your candidate to the 'Hired' stage, you have the option to sync this candidate's information to create your newest team member in Charlie. You can either do this immediately, or at a later date - we'll walk through both scenarios in this walkthrough.
Note: Whenever a hired candidate is transferred to CharlieHR as a new Team Member, they are considered active users on CharlieHR and will count towards that month's bill, even if the start date for the team member is not in that billing period.
Syncing a candidate when moving them to 'hired'
When you've collected all the information you need as part of your recruitment process (including agreeing an offer, signing any contracts etc.), it's time to move the candidate to Hired. If you're ready to create your newest team member, click 'Sync now' on the pop-up.
Note: You can only sync a candidate once to Charlie to make sure you're ready!
This will create the team member in Charlie for you, ready to invite them to onboard! Click here to see what information is synced in this process. You'll then be given the option to close job which archives this job, or continue hiring if you are planning on hiring more than one candidate for the role.
Note: This team member won't automatically be invited to join Charlie. Instead, you'll see them as 'not yet invited' in your team member list and have the option to populate more of their information before you send them an invite to get them onboarded!
Syncing a hired candidate at a later date
When you've collected all the information you need as part of your recruitment process (including agreeing an offer, signing any contracts etc.), it's time to move the candidate to Hired. If you're not quite ready to create your newest team member, click 'Sync later' on the pop-up.
When you are ready to sync, find the job in the job kanban and click on the candidate you wish to hire. On the candidate's profile, click 'Sync now' which will create the team member in Charlie for you, ready to invite them to onboard!
Note: You can only sync a candidate once to Charlie to make sure you're ready!
Click here to see what information is synced in this process. You'll then be given the option to close job which archives this job, or continue hiring if you are planning on hiring more than one candidate for the role.
Note: This team member won't automatically be invited to join Charlie. Instead, you'll see them as 'not yet invited' in your team member list and have the option to populate more of their information before you send them an invite to get them onboarded!
Information included in the team member sync
When you sync your team member, the following information will be mapped in CharlieHR:
Charlie Recruit | CharlieHR |
First name | First name |
Last name | Last name |
Phone | Phone number |
Personal email | |
Job title | Job title |
Start date | Start date |
Contract(s) | Signed document(s) |