Converting a Candidate into a Resource

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Go to the Candidate's card:

1. In the 'State' section, select Converted to Resource (or the label you chose in your settings);
2. Don't forget to save!

The following pop-up appears:

When leaving these two options checked, the CV and different files attached to the Candidate's card will be imported to the Resource card. Click on Confirm.

BoondManager then creates a Resource card that will recover information from the Candidate card.

Good job! This candidate is now part of your staff.

What is else left to do? 

1. Check the Resource's type (i.e. internal or external consultant)
2. Put their email address 1 as email address 2 => the email 1 section is the address Boond will use to send them emails (We advise using their new professional email address.).
3. Save!
4. Create their contract (Permanent, Part-time, Freelance etc.)

Your collaborator left your staff and you wish to update their "Converted to Resource" status on their Candidate card.

1. In the 'State' section on their Candidate card : edit the state for the right label (i.e. Pool)
2. And Save! 😊

You may notice that the Candidate card contains the reference of the Resource card it's associated with, which allows you to easily reach one card or the other (if you have the access to do so).