New Starter: Convert

Once the New Starter has provided their information in the form, you can choose to convert them to an employee in your Platform which completes the onboarding process in StaffCircle.

  New Starters who have completed the form can be identified with the 'completed' status.

Step One

Navigate to the People area of the platform in MANAGE mode, and select the NEW STARTERS tab.

Step Two

Identify the New Starter from the list and click on the green person icon under the ACTIONS section. This will open up a pop-up similar to the below:

Step Three

Enter the employees work email address in the field provided (or mobile number by toggling on Use Mobile for Secure Comms).

Then click the CONVERT TO EMPLOYEE button.

Step Four

A second pop-up will appear which will display the fields completed by the employee. Click the CONVERT TO EMPLOYEE button to complete the onboarding process.

The New Starter will now show as an employee in the People directory amongst your other employees.