Registering a user as a candidate allows you to easily record HR information such as salary, vacation days, and hours worked.
Procedure
Open User: Go to Maintenance > Users and open the user you wish to register as a candidate.
Link Candidate: In the user’s detail screen, click the [Candidate] button and click [Save].
Merge records (if applicable):
If a candidate record already existed for this person, locate it via the Candidates menu.
From that existing record, merge the data with the newly created candidate.
Complete details: Fill in any additional HR and candidate information as required.
Important Restrictions & Notes
Merging Restriction: A candidate who is also a registered user cannot be merged with any other "standalone" candidates.
Contact Person Conflict: You cannot merge a candidate record linked to a contact person with a candidate record linked to a user.
Roles: A candidate created from a user profile cannot also be assigned the role of contact person.
Email Sync: The email address is copied from the user to the candidate profile. Please note that this may affect how Carerix automatically links emails to the correct files.
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