Overview
Learn how to transfer successful candidates seamlessly from the Talexio Applicant Tracking System (ATS) to the HR module. This process converts appointed candidates into active employee profiles, allowing HR teams to initiate onboarding checklists, assign permission roles, and grant system access efficiently.
Permissions
To perform this action, your user account must have the Create Employee permission enabled on the Talexio HR portal.
The linked ATS account should only be used to migrate appointed candidates to the HR module as new employees. Management of active vacancies and candidates must be conducted on your primary ATS account.
Migrating Appointed Candidates
- Navigate to ATS Vacancies and select the target vacancy.
- Locate the candidate under the Applications tab and update their status to Appointed.
- Confirm the employee basic details for their HR profile.
- Toggle on the Invite to access HR system switch to grant immediate platform access (optional).
- Click Save & Close or Invite & Close to create the employee profile.
When a candidate is appointed in the ATS and migrated to the HR platform, the following data, if completed, will also be migrated:
Title, First Name, Last Name, ID Card Number, Date of Birth, Personal Email Address, Personal Mobile Number, Personal Phone Number, Address Line 1, Postcode, City/Town, Country, Requires Work Permit.