Automatically link a candidate to the employee database and organizational chart
FollowAltamira HRM allows you to create a link between the Recruiting and Employees sections, so that candidates hired through the Recruiting workflow are automatically added to the employee database and organizational chart in the Employees section. To set up the connection between the two sections, follow these steps in the order shown:
- Create a vacant position
- Link the vacant position to a vacancy or project
- Hire the candidate through the selection workflow
Create a vacant position
- Go to Employees > Positions
- Click New
- Assign a manager
- Fill in the Location and Role fields (additional fields may appear depending on your company’s account settings)
- Click Save
Link the vacant position to a vacancy or project
- Click Actions > Project/Vacancy
- Select Vacancy if you want to link the position to a vacancy, or Project if you want to link it to a project
- You can now choose to create a new vacancy/project or select an existing one:
- To create a new vacancy/project, click New Vacancy/New Project > then click Create and fill in the required data
- To link an existing vacancy/project, click Existing Vacancy/Existing Project > select the item by checking the corresponding box > click Link to position
Hire the candidate through the selection workflow
- Proceed with candidate selection within a vacancy or project using the Recruiting Workflow, configured according to your company’s settings
- When the candidate reaches the Hired status, the platform will automatically perform the following operations:
- Create a new employee record for the newly hired candidate
- Link the employee record to the position that was associated with the vacancy or project
- Copy documents from the CV to the employee, if configured in the document types
- Check the employee database and position list to confirm that the new hire has been successfully added
See also CV and Selection Process, Recruiting Workflow, Configure document types
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