If you have already come to an agreement with a potential employee and do not want to make an offer via Personio, you can create an employee profile and skip the offer process.
Note
If a candidate is directly moved to the recruiting stage Hired without an offer, no offers can be created afterward, and pending offers cannot be accepted anymore. This will also have an impact on the accuracy of your reports. Learn how to create an offer.
Hire a candidate without an offer
Note
Before moving the candidate to the Hired stage, you need to ensure that the job has an active opening. Learn more about job details and functions.
To move a candidate to the Hired recruiting stage without an offer, follow these steps:
- First, navigate to Recruiting > Applications, and select the candidate's application.
- Click on the stage drop-down at the top right, and select the recruiting stage Hired.
- Select the opening to fill via the drop-down menu and review the attributes for the main personal information. Click on Next to continue.
Tip
If you no longer need to hire for the job, you can archive it by ticking the box underneath the selected job. - Next to Hire Date, enter the candidate’s hire date. This attribute is important, especially if you want to use the onboarding functionality. You can also manually configure Employee Attributes that you want to add to the employee profile. Learn more about which attributes are transferred to the employee profile.
- Then click on Create employee.
The employee profile will show the status Onboarding until the Hire date. All application documents will be transferred to the Documents tab in the employee profile. The application will show a message that the candidate has been hired and that an employee profile has been created.
Note
Ensure that the profile contains a valid email address for the candidate/new employee, so they have a unique identifier and will be able to receive emails via Personio.
Attributes transferred to the employee profile
When a candidate is hired, a new employee profile is automatically created and prefilled with certain attributes. The following system attributes are transferred from the candidate profile to the employee profile:
- First name
- Last name
- Gender
- Date of birth
- Office
- Department
- Job
- Legal entity
As described above, you can also manually select additional employee attributes such as Weekly hours from the drop-down list, to fill them in and add them to the employee profile.
FAQs
Is it possible to store salary data for a job that is automatically transferred when the job is filled and an employee profile is created from the applicant profile?
It is not possible to transfer the job's salary data to the employee profile. This will need to be filled in manually using the employee attributes once the offer has been accepted.
Is it possible to create a template for the attributes that are required when an employee profile is created?
When you hire an employee and create the employee profile, only the salary and start date attributes are preselected. You can manually add further attributes to fill the employee profile. However, it is not possible to create a fixed set of attributes that always need to be filled in when creating an employee profile.