Creating the Team Member manually

If you do not want the Recruitment process to automatically set status and create the Team Member record, you can manually set the status by editing the Application record or the Candidate record.

To edit status on the Application record:

1. On the Applications Home page select the Application Number.

   Sage People displays the Application Detail page.

2. On the Application Detail page select Edit.

   Sage People displays the Application Edit page.

3. On the Application Edit page go to the Current status section and select the Status field picklist:

   

4. Select the status required to create the Team Member record.
5. Select Save.

The Team Member record is created in Sage People HCM, using the details from the Candidate record.

To edit status on the Candidate record:

1. On the Candidates Home page select the Candidate Name.

   Sage People displays the Candidate Details page.

2. On the Candidate Details page select Edit.

   Sage People displays the Candidate Details Edit page.

3. On the Candidate Details Edit page go to the Information section and select the Status field picklist:

   

4. Select the status required to create the Team Member record.
5. Select Save.

The Team Member record is created in Sage People HCM, using the details derived from the Candidate record.