Managing Staff Created from Investigator Applications

Applicant conversion keeps recruitment information connected to the operational staff record.

Use conversion for hired applicants

When a person already has an application, use People > Applicants > Convert Applicant. Review the transfer preview and duplicate matches, choose Staff / Employee or Vendor as appropriate, and create or link the intended record. This requires Convert Applicants and Manage Users.

Review the source on the staff profile

Overview can show Application Data, an Original Application link, and Application Files. Inspect contact details, work history, availability, skills, and the fields without direct destinations. Application notes and review history remain associated with the source record.

Complete onboarding

A new profile created by conversion starts without login access. Review its role, manager, access, linked account, pay rates, and assignments. A free-text license summary does not replace structured license information such as number, jurisdiction, type, and expiration.

See Investigator Applications for the detailed public-form and conversion guides. Preserve the original application when its documents and history are still needed.