Admin Conversion Process

Last Updated: September 28, 2025 Document Version: 1.0 Prepared for: Emgage HRMS Implementation Team

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Admin Conversion Process

Critical Process

The admin conversion process is the critical step that transforms a completed candidate application into an active employee record in the HRMS.

Process Overview

Conversion Workflow

Once a candidate's status is 'Completed' on the dashboard, administrators can initiate the conversion. This ensures all candidate information is properly transferred to create a comprehensive employee profile.

Employee Conversion Workflow

This video demonstrates the complete workflow from selecting the candidate to creating the final employee profile, including filling out employment and salary details.

Conversion Steps

Step 1: Initiate Conversion

From the dashboard, click the "Convert to Employee" icon for the desired candidate.

Step 2: Complete Employee Profile

The system will open the main employee creation form, pre-populated with the candidate's data. The admin must fill in any remaining mandatory fields related to employment, salary, and compliance.

Step 3: Post-Conversion Actions

After successful conversion, a modal appears with essential next steps.

Required Actions

Salary Structure Assignment

Click on "Assign Salary Structure" to open the salary configuration interface.

Bank Details Management

Navigate to the employee's profile to enter their banking information for payroll.

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Next: Learn about Post-Onboarding Setup to complete the employee integration process with final configuration steps.