PROCESS TO BE FOLLOWED WHEN A CANDIDATE CHANGES WORKER TYPE

As an Example – The status of existing candidate changing from Contractor to Employee under the same Job number. It can be Vice Versa.

Steps in JobDiva.

1. Start Record- 

5. Existing start record of the candidate to be terminated/closed with end date as Contractor

6. New Start record of the candidate to be created mapping to same Job # with change in Position Type and updated User fields.

2. Onboarding documents -

7. New Onboarding documents package to be created and assigned as an Employee – 

Currently system does not allow to create two separate On-Boarding documents against the same Job number in JobDiva, wherein it gets re-directed to the Previous On-Boarding page whenever you try to select that job in a new On-Boarding. Support team checking on whether or not this logic should be changed, where a Candidate later gets a direct placement at a job, they've already been an hourly contractor at, as two separate start records would be necessary for this case.

Meanwhile as workaround Label Option to be used as follows – 

Under New onboarding tab - Step 1 – “Apply a Label” (Mention the Job# and Job Title as per previous Onboarding) Step 2 – “Hire type” to be selected as Employee   Hire Packages will display on right hand side untick not required documents Tick Supplemental Packages if any required  click on “Onboard”

3. Reports.

8. Workers Report – The start record will show and is limited to the latest status and duration of the candidate.

9. BI report – The start record will show the Original start date and complete duration with split of change in status of the candidate.

Steps in Agiloft

People record – there will be 2 People records 

3. External Contacts – With Contact Type as “Contractor” – To capture the contract that has ended. Additionally, if Company/Umbrella/ Supplier Contractor then there will be “Company” and “Location” record to be linked to people record of the candidate.
4. Employee – With Contact Type as “Employee” – To capture the new and ongoing Employment contract.

Note: The 2 ID numbers (Contactor and Employee) under People record, to be updated in the respective Start records (UDF) under “Candidate ID number field” in JobDiva.