Hire a candidate and create their Shyfter account

This is what the module is for: the day you hire someone, you have nothing to type again.

Start the hire

Move the candidate to the Hired stage, from the record with Move forward, or by dragging their card into the matching column of the stages board.

The Hire and create the Shyfter account window then opens automatically.

You can also reopen it later from the actions menu of the record, with Activate as staff.

Check the details

The window repeats what the candidate filled in: First name, Last name, Email, Phone, Date of birth and NISS (national number). Read it over and correct it if needed.

On confirmation, with the Create the account button:

• an active account is created in the team of the department;
• the new team member receives their connection details by email;
• they can be scheduled immediately and appear in Team → Users.

The Not now button closes the window without creating anything. The candidate stays on the Hired stage, and you can start the operation again whenever you want.

The conditions

• The candidate needs a phone number. Without one, the button stays disabled.
• The action is only available once the candidate is on the "Hired" stage.
• A candidate who has already been activated shows "Already activated as staff".

If the person has already worked for you

Two special cases:

• "Already a member of this department": the person already has an active account in this team, there is nothing to create.
• "Member reactivated": the person had a deactivated account. Shyfter reactivates it rather than creating a second one, and sends them their connection details again. Their history is kept.

And then

The new team member is set up like any other: contract, sections, skills, access level and notifications are completed from Team → Users. Once scheduled, their Dimona is filed automatically if the module is active on your account.