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Transfer Candidate to HR Record Module

Purpose

This article explains how HR users transfer a selected candidate to the HR Record module from the Thulo RecruitEdge – Recruitment Management Module.

Transferring a candidate marks the formal completion of the recruitment process and begins employee management in HR Records.

Who This Is For

  • HR Admin

  • HR User

Required Permissions

  • Recruitment → Edit

  • Recruitment → View (Global)

What Transferring a Candidate Is Used For

Transferring a candidate to the HR Record module is used to:

  • Convert a selected candidate into an employee record

  • Hand over candidate data to HR Records

  • Complete the recruitment lifecycle

  • Begin onboarding and employee management processes

Only selected candidates should be transferred.

Where These Apply

Candidate transfer applies to:

  • Selected candidates

  • Recruitment completion stage

  • HR Records module

After transfer, recruitment actions for the candidate are restricted.

How To Transfer a Candidate to HR Record

  1. Go to Recruitment → Candidate Profile

  2. Open the Selected Candidate Profile

  3. Verify candidate details and evaluation results

  4. Select Transfer to HR Record Module

  5. Confirm the transfer action

The candidate is added to the HR Records module.

What Happens After Transfer

After transfer:

  • The candidate appears in HR Records as an employee

  • Recruitment data remains available for reference

  • Recruitment actions for the candidate become read-only

  • Further updates are managed in the HR Records module

This ensures a clean separation between recruitment and HR management.

Important Rules to Know

  • Only selected candidates should be transferred

  • Transfer does not delete recruitment history

  • Transfer cannot be undone once completed

  • Candidate status should be finalized before transfer

Best Practices

  • Complete all interviews and evaluations before transfer

  • Review candidate information carefully

  • Confirm onboarding steps are ready

  • Transfer candidates only after final approval

Common Mistakes to Avoid

  • Transferring candidates too early

  • Skipping evaluation or onboarding steps

  • Attempting to edit recruitment data after transfer

  • Assuming transfer updates payroll or contracts

Related Articles

  • On-Boarding Process

  • Post HR-Transfer Behavior

  • Candidate Status Lifecycle

  • Candidate Rating

  • Recruitment Campaign

You have to activate HR Record module

  • Step 1. Go to candidate detail -> Change candidate's status to Elect
  • Step 2. Click Transfer HR Record button
  • Step 3. Fill in the required details at the Profile tab -> Go to Permissions tab and  assign permissions to candidates who have passed --> click Convert button

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