Converting a Hired Investigator into Staff

After your team decides to hire an applicant, Convert Applicant creates or links the operational staff record.

Before converting

You need both Convert Applicants and Manage Users. Review the application, resolve any identity or contact questions, and determine the appropriate staff role. Do not create a separate staff record first unless you intend to link the application to it.

Convert to Staff / Employee

Open People > Applicants and select the hired applicant.
Choose Convert Applicant.
Select Staff / Employee as the Conversion Type.
Read the Data transfer preview, including fields without a direct destination.
Review possible duplicate records. Choose to create a new record or link an eligible existing record.
For a new record, select the required Role / Classification. For a link, select the correct Existing Record.
Review the choices and select Convert.
Open the resulting employee profile and verify the transferred information.

What to expect afterward

The applicant is marked Converted to Staff and the original application remains preserved. A newly created staff profile starts active but without login access. Complete onboarding separately before expecting the investigator to sign in or work on cases.

Conversion is final in the applicant interface. If the result is uncertain, check the applicant and Staff list before retrying or manually creating another profile.