Overview
When someone is invited through a Candidate Selection campaign, they're added to your account as a candidate. To convert them to a user, hire them from the campaign. Once hired, their status changes from Active candidate to Active user.
You might want to do this when a candidate accepts an offer and joins your organization.
Convert a candidate to a user
Go to Campaigns and open the Candidate Selection campaign the candidate was invited through.
Select the candidate to open their profile.
Click Hire.
(Optional) To give them a personalized onboarding goal, select Assign Onboarding. Learn more in Dynamo Onboarding.
(Optional) To let the candidate know, toggle Send email to this candidate, then click Customize hiring email to edit the message.
Click Hire and send.
Note: If you don't know which campaign the candidate was invited through, go to the All users table, click Columns, and add the Invite Campaign column. Then search for the candidate to see their campaign.
If the campaign has been archived
You can't hire a candidate from an archived campaign. Unarchive the campaign first, then follow the steps above.
To unarchive a campaign:
Go to Campaigns.
Open the Archived tab.
3. Find the campaign the candidate was invited through.
4. Click Unarchive campaign.
The campaign moves back to your active campaigns, and you can open it and hire the candidate. Once you're done, you can archive it again. Learn more in Archive a campaign.
Important: Hiring can't be undone. Once a candidate becomes an active user, you can no longer change their hiring status in the campaign.
FAQs
Can I convert a candidate to a user from the All users table?
No. Candidates are converted by hiring them from the Candidate Selection campaign they were invited through.
Can I hire several candidates at once?
You can update the Hiring status of multiple candidates at once from the campaign table, but hiring (which converts them to users) is done one candidate at a time from their profile.
Will the candidate keep their assessment results?
Yes. Their assessments, scores, and reports stay on their profile after they become a user.
Do I have to send a hiring email?
No. The hiring email is optional. Leave Send email to this candidate off if you don't want to notify them.
Can I assign onboarding after hiring?
Yes. Go to the All users table, select the user, click Full profile, open the Learning tab, and click +Assign Onboarding. Onboarding goals can only be assigned to active users and admins, not candidates.
How do I find which campaign a candidate was invited through?
Go to the All users table, click Columns, and add the Invite campaign column. Then search for the candidate by name or email.
Can I hire a candidate from an archived campaign?
No. Unarchive the campaign first by going to Campaigns > Archived and clicking Unarchive campaign, then hire the candidate.
Can I undo a hire?
No. Once a candidate is hired, their status stays Active user and their hiring status can't be changed.